Law Firm Practice Management Software
$30-5000 USD
Plačilo ob prevzemu
I have never done this before this is my first go at it so here goes nothing. OK Ladies and Gents, what I am interested in developing is a STANDALONE Legal Practice Management Software System. Now the reason why I have used upper case for standalone is because the majority of the software in the market place is cloud based.
Now as a conservative cautious lawyer type, I hate the cloud for the purposes of keeping sensitive information. Further still, for some of the standalone products out there, they have yearly fees. I would like to develop a program that is out of the box one off fee that is yours to use and keep. Obviously issues of updates and fixes etc will enter into the equation (as I say I have no idea about programming or tech stuff so I'll need guidance and advice). As Windows etc develops new versions of it's OS then we will need to update our product.
There is a list of features that will be required, at the "Queensland Law Society Legal practice management software solutions review" located on the web ;-
[url removed, login to view]
I am open to advice corrections or guidance.
## Deliverables
Law Firm Practice Management Software
Required Features
1. Conflict checking and reporting (ie a report of possible conflict of interest search results which can be distributed or printed)
2. Multiple addresses and contact methods
3. Capture of additional attributes
4. Data integrity functionality
5. Relationship / association linkage
6. Direct emailing from practice
Management System
7. Auditing of changes to clients/entities
8. Experts register (ie facility to register specialists along with skills, region and other attributes that can be searched)
9. Grouping of entities by category
10. Recording of exposure limits against clients
11. Credit checking (ie integrated Credit Check Searching)
12. Capture of bank account details
13. Capture of notes against a client/entity
14. Export of client/entity data
15. Full search and filter capabilities
Matters
16. Reinstate closed matters within full ledger history
17. Record exposure limits for fees and disbursements with alerts
18. Matter locking (ie locking, not closing, a matter to prevent further activity)
19. Multiple clients on matter
20. Contact/entity register on matter
21. View matters associated with selected contact/entity
22. Sub-matter capabilities (ie matters that are linked eg class actions)
23. Matter planning tool (ie a tool like MS Project that can plan the course/stages of a matter, resources to be used, timeframes and budgets)
24. Critical dates register
25. User definable data fields for additional data capture
26. Full search and filter capabilities
27. Registration and maintenance of secure / private matters
Accounting Functions
Trust Accounting
28. Fully compliant with computerised trust accounting act and regulations
29. Full audit reporting
30. Controlled funds management
31. Law Society deposit
32. Protected trust facility
33. Trust journals and reporting
34. Reconciliation of trust account
35. Clearance day calculation reliant of method of funds received
36. Trust transfer and reporting facility
Office Accounting
37. Accounts receivable facility
38. Accounts payable facility
39. Purchase ledger
40. EFT / BPay payment of creditors facility
41. Credit card payment method and surcharge calculation
42. Online cheque requisitions and authorisation (ie authorised online before cheque processing)
43. Multiple bank accounts management
44. Reconciliation of bank accounts and reporting
45. Automated electronic bank reconciliation facilities
46. Multi-currency facility
47. Payroll production Billing
48. Billing Guides
49. Flexible methods of billing eg fixed fee / scale / itemised time etc
50. Variety of billing formats
51. Reprint bill at any time
52. Reprint of finalised bill in a different bill format
53. Exportation of the bill to word processing
54. Fee write up/down allocation eg pro rata or specific value
55. Consolidation of multiple matters into one bill
56. Saving of bill to document management system
57. Rounding of totals to nearest dollar
58. Reporting of bills raised during a defined period
Disbursements & Sundries
59. Input of sundries by non-accounts staff
60. Grouping of sundries for billing purposes
61. Anticipated disbursements facility including reporting
62. Calculation of interest on disbursements
Debt Collection Management
63. Debt collection management facility
64. Application of credit terms
65. Debt aging facility
66. Credit rating facility
67. Generation of debt collection letters at predetermined times
68 . Interest calculation of overdue debts
Financial Management
69. Predefined financial management reports eg P&L, Balance Sheet.
70. Customisable general ledger structure
71. Customisable financial management reports
72. Automatic emailing of selective financial management reports
73. GST compliant to cash or accrual basis including production of BAS
74. Branch accounting facilities
75. Multiple trading company facilities
76. Consolidated reporting on trading companies
77. Recurring charges payment facility
78. Standing general ledger journal facility
79. Assignment of general ledger budgets
80. Asset register
81. Asset depreciation schedules
82. Export to Excel functionality
83. System audit of general ledger transaction vs transaction history
Productivity Reporting
84. Key performance indicator reporting for firm, departments and personnel (KPIs)
85. Record budget against fee earner and reporting facilities
86. Decision making tools (eg Business Intelli gence) including current status and future projects etc (ie a tool that will report, analysis and present information in a variety of formats to enable the firm to make decisions)
87. Dashboard reporting functionality
88. Dynamic budget function
89. Matter inactivity reporting
Practice Management
Time Recording
90. Time recording reports
91. Timesheet entry
92. Clock/timer facility
93. Spell check on time narrations
94. Stored keystrokes and play back
Diary
95. Diary facilities
96. Diary integration with Outlook calendar
Safe Custody Management
97. Safe custody register
98. Check in/out facility
99. Document production in relation to safe custody records (ie mail out facility eg ability to produce a letter to packet holders (clients) advising that their item is due for review)
100. Safe custody reports (eg maturity / movements) (ie reports that show the total of packets held, the status or movements (like released / returned etc) of safe custody items etc)
101. Security controls on safe custody activities (ie security that controls what users can and cannot do within safe custody)
102. Capture of electronic version of safe custody items
Marketing
103. Event management and monitoring of individual marketing campaigns
104. Marketing budget vs costs by campaign
105. Marketing media analysis (ie ability to analysis where matters are coming from, the marketing media which produces the best results etc)
106. Client profiling
107. Referral Register
108. Capture of marketing communications
109. Bulk mail-out functionality
Office Automation
Document Production
110. Precedent library including searching facilities
111. Dictation guides for precedents
112. "Smart" precedent development
113. Variable insertion tool when developing precedents
114. Automated document production
115. Multiple party document production
116. Prompt user for document variable input (ie the user is prom pted for data from the database required to satisfy the document)
117. Capture of variable data into database
118. Variety of field types for data fields
119. Assignment of mandatory data fields (ie data fields created by a user that can be assigned as mandatory)
120. Email production using client/entity/ matter details
121. Preview of precedent prior to generation
122. Identification of parties associated with precedent (ie identifies parties associated with or required for the precedent eg letter to mediator confirming mediation may involve details of other side solicitors and Counsel)
123. Help text on precedent
Workflow
124. Dynamic workflow functionality (ie workflow that changes as the course of the matter changes including tasks being added or removed as the matter requires)
125. Establishment of team structures
126. Automatic assignment of tasks to team members
127. Re-allocation of tasks when teams change
128. Scheduling of tas k in accordance with timeframes
129. Completion of task via To Do list or on matter
130. Audit trail of tasks (ie audit of changes made to tasks by users including such changes as date, reallocation and details of the change)
131. Escalation of tasks
132. Alerts on overdue tasks
133. Automatic trigger of time recording at commencement of task
134. Generation of time entry at task completion
135. Access to generated document(s) via task
136. Automated multiple document production on task
137. Ad hoc task creation including document production
138. Automatic email creation/sending based on events and/or data
139. Background data capture based on events
140. Library of predefined tasks (ie a list of tasks that can be added to the workflow as the matter requires)
141. Task editing
142. Reallocation of tasks to other team members
143. Allocation of Notes against a task
144. Re-calculation of task dates
145. Flagging of tasks to be web report able
146. Visual representation of each workflow
147. Application of conditions on tasks (ie ability to control whether a task comes into a workflow based on criteria (conditions) captured earlier in the matter)
148. Workflow development for secure/private matters
149. User definable guidance/help on tasks (ie ability to include help text on tasks to assist users)
Document Management
150. Document searching using a variety of criteria
151. Full text searching
152. Categorisation and re-organisation of documents (ie ability to be able to view documents by different categories or orders eg grouped by type by author)
153. Previewing of material using viewers
154. Version control
155. Check in/out facility
156. Protection of final documents (ie ability to protect the final version of documents from future editing or changes)
157. PDF conversion
158. Capture of third party material
159. Flagging of documents for brief production
160. Flagging of documents for external access
161. Protection of material for private/secure matters
162. User definable profiling screen
Additional functionality
163. Customisable screen layouts
164. Soft labels on user definable fields
165. Security controls on database
Functionality
166. Cloud computing eg self-service Internet infrastructure (ie full access to the practice management system via an internet browser only)
167. Hosted (ASP) model
168. HR facilities
169. Importation of clients and matters (ie ability to create new clients and matters from importing a list of clients and matters from another list eg a spreadsheet)
170. New enquiry interface (including web enquiries) (eg interface screen to quickly and easily create a client and matter based on minimal information)
171. Configurable data warehouse
172. Data dictionary for end users
173. Controlled and customisable external access
174. Knowledge management / Library facility (ie a fa cility where reference material, seminar papers and other library resources can be catalogued and searched etc)
175. Accessible via PDA device
176. Online help
177. Context sensitive help
Integration with other applications and
devices
178. Cost recovery system eg Softlog / Billback
179. TAPI devices
180. SMS technology
181. Third party precedent packages
182. PDF creator
183. Document management system eg iManage
184. Microsoft Office including Exchange / Outlook
185. Integrated online search facilities (eg Citec) and automatic capture of results and charges
186. Voice recognition software
187. Report writing application
188. Document automation tool eg HotDocs
189. Business analysis program
ID projekta: #2781324