The Deadlines Calendar displays the list of all upcoming deadlines to the user for various Matter Dockets. The software offers color coding for various categories of deadlines i.e., due submission, etc. keeping your deadlines organized. The Iolite Matter Management Software allows you to synchronize your deadlines with your personal Google & Outlook calendars making deadlines accessible on your phone & tablets.
The Dashboard provides a graphical user interface that provides at-a-glance views of key performance indicators (KPI) relevant to the Matter business processes. In other words, it provides a progress report of the various Matter filed across the world.
The client module allows users to store the complete data of the client at a centralized location and helps to retrieve client details at various stages in the software without re-entering the same, keeping the content uniform throughout the software making retrieval of accurate data.
The Clients can log in and view their complete Matter portfolios and download summary reports in excel & documents i.e., orders, etc. The Clients can also place instructions to the staff using the software.
Store, process and retrieve Matter information, deadlines, and documents right from the day of creation of matter, allocating deadlines to team, docketing documents and closing the Matter on completion in the centralized Matter repository making the workflow of law firms highly simplified, productive and smooth.
The software provides an automated process flow during the complete life cycle of a Matter using the specially designed open structured/ customizable workflow engine.
A centralized docketing repository allowing you to store and retrieve all the documents, deadlines, and details from anywhere at any time.
A user can import bulk Matter applications details into the software using the excel import facility.
User can create a Matter application docket using “Add New Case”. Users can fill in information like Matter details, client and party details, receiving date, deadline date, etc.
The software allows you to docket various types of documents. The software allows you to export individual document pdf file or all files in one zip file.
Informing a client of an update in the status of Matter at each stage is a very crucial activity and drafting these communication emails is a very tedious and time-consuming activity. Iolite Matter Management Software comes with a communication manager that allows you to draft template-based letters for client communication. You can select any given draft template and send information updates about the Matter and attach the document with just a few clicks. The communication manager picks automatically relevant information from the Matter docket in the draft template and prepares the final letter. A log of all email sent from the software can be generated at any given time. The user can configure their Email SMTP configuration using which the email can be relayed using their email id.
Store important client instructions for all Matter in the centralized repository for quicker access.
User can store all important deadlines pertaining to the Matter application in the docket. On completion of a deadline, users can dismiss the deadline with the reason of closure. Facility to view the details of the deadlines. Users can communicate the deadlines with one click using the pre-formatted template email to the client. It also provides a facility to allocate the concerned user responsible for the deadline management.
It provides an exhaustive summary report to the users to export all Matter details. The user can filter the report using a wide variety of filter parameters to get the required details. Users can also select the required columns that are to be exported to excel. To view any particular Matter details users can also move to the case. Users can send email communication to clients using preformatted templates.
Using deadline reports the users can generate a list of upcoming deadlines approaching shortly. The users can filter out the deadlines list on a wide variety of parameters and export the required deadline list in excel. The user can also dismiss the given deadlines and specify the reason for the same. To view more details of any Matter application the user can click on the “Arrow Icon”. To further investigate any deadline in detail, users can select the Matter and press move to the case.
Using the Document report the user can download the list of documents docket in the software for any given range of dates using a wide variety of filters. Moreover, if the user wants to export the documents in bulk, the software provides a zip file of all documents selected. E.g., if a user wants to export all matter documents for a particular client for this month, he/she can filter out the documents and press the Download Selected Docs button. Moreover, a user can also press the download button against any document to download. To further investigate any document in detail, users can select the Matter and press move to the case.
It allows users to configure recurring variables once in the masters so that they can be used across the software to reduce the efforts of typing the values again and again. It also makes the software scalable by avoiding hardcoded variables to dynamic variables. Further, it maintains the variable contents uniform throughout the software making filtering of data accurate.
Generate Invoices, Receipts, and Credit Notes using preformatted templates and email them to clients directly. Generate analytical summary reports and Statements of Account for any client.
Record task details i.e., Start & End time, Description of task performed, etc. carried out by staff for various Matter filing.
Every plan includes