Highlights : About The Legal Assistant

Document Management

Email & Fax Integration

Task Management

Billing Management

Event Management & Automation
Product Details
Features
Document Management
With hundreds of prewritten forms and templates you can run your practice immediately. But of course, you can add your own letters. Transparent integration with Microsoft Word allows your staff to edit letters without learning any new word processor. With digital signature support and letterhead management all letters are easily customized to your firms needs.
Email & Fax Integration
With comprehensive support for both incoming and outgoing mail, your mail will never be more than a click away. Incoming mail can be scanned and quickly assigned to the right case files, whilst Email Monitoring will automatically look for new emails and attach them to the right case files for you, notifying relevant staff so even when you’re not working, The Legal Assistant is. Letters and documents attached to case files can be emailed or faxed to selected parties with just a click.
Task Management
The internal communication between your staff is just as important as the letters you send out from your firm. The Legal Assistant features comprehensive Task Management features providing users with full inter-office messaging capabilities, audio dictation, and To-Do facilities.
Billing Management
Statements and Invoices are produced with a click when required, or you can manage billing for all your cases through billing control which saves hours of time generating statements and invoices for those cases that meet the relevant criteria.
Event Management & Automation
Be kept in the know when you need to, watch cases for changes and be notified when someone makes a change. TLA’s event management even assembles documents automatically.
Calendars
The Legal Assistant calendar gives you rapid access to calendar entries for both the firm and individuals. Any case related entries are immediately visible and give you one-click access to all the details of the case.
Marketing Campaigns
Keeping in touch with your clients has never been easier. Want to wish them happy birthday, automatically? No Problem. Planning an open day? No problem, email everyone within a city or zip area and let them know by email or printed letter.