LegalTrek

Key Features

Time-keeping: The most accurate and ethical way to capture billable hours is to track work in “real time.” LegalTrek lets you create any number of timers and save tracked time to any matter or client with just one click. Expense tracking LegalTrek lets you: - easily input all expenses incurred in a matter or case - include expenses in your invoices Billing LegalTrek integrates time-keeping and billing so you can generate custom invoices with just a few clicks. You can organize clients into types and specify: - rates - currency - discounts Financial Reporting: LegalTrek keeps track of invoices and accounts receivable and lets you schedule automatic reminders when payments are overdue. LegalTrek can also generate custom reports to let you know: Who are your most valuable clients? Who are your most productive and hard-working employees? How many hours do your lawyers bill, versus how many hours they work? Client Management and Communications LegalTrek lets you organize and display client information using comments and custom fields. Matter/Case Management Whether you’re a litigator or a transactional lawyer, LegalTrek lets you keep track of all your cases and matters. LegalTrek helps you stay on track by letting you: - Create task lists - Save task lists as templates you can use for similar matters - Set internal and external deadlines - Assign tasks to colleagues - Monitor progress LegalTrek’s Matter/Case Management tool integrates with our time-tracking and billing tools, making it fast and easy to assign billable time to specific cases, matters, and clients. Using LegalTrek’s customizable templates, you can organize your files to fit the way YOU practice law. Document Management: LegalTrek’s Document Management tool lets you upload documents and assign them to: - matters, - tasks, - events, and/or - contacts so that you can find them quickly whichever way you look. Calendaring: LegalTrek’s calendar tool lets you: - see all your tasks and appointments in one place - import and export deadlines to and from the Matter/Case Management tool - see the calendars of others in your firm Contact Management: LegalTrek’s Contact Management tool lets you: - add clients, companies, opposing counsel, court personnel, and others to your contact list - organize your contacts any way you want - combine contacts into groups - add comments to contacts - associate documents with people and companies