The Lawyers App by Sibasi

The Lawyers App dashboards offer an organized view of key performance indicators, active cases, upcoming appointments, and tasks. The dashboards provide insights at a glance, helping users prioritize actions effectively

Account Management centralizes client profiles, including account history, payment status, and other essential information. This ensures accurate records, enhances client relationship management, and simplifies client communication

Appointment Management allows users to schedule, track, and manage appointments such as client meetings and court dates. The feature also enables hours from appointments to populate timesheets automatically, helping maintain accurate billing records

With Task Management, users can assign, track, and manage tasks related to each matter. Completed tasks can automatically populate timesheets, streamlining the tracking of billable hours.

Timesheet Management records billable hours by client, matter, or activity. Automated timesheet entries from completed tasks and appointments reduce errors, streamline billing, and maximize revenue capture

Matter Management consolidates all case-related information in a single view, including timelines, case details, and team assignments. This feature improves case tracking, collaboration, and organization.

Document Management stores, organizes, and retrieves case-related documents within a secure repository, integrated with Office 365 for seamless access. This integration promotes collaboration and compliance with data protection standards

The Lawyers App’s Contract Management feature streamlines the entire contract lifecycle, from drafting and negotiation to approval and renewal. With real-time tracking, customizable status updates, and integrated reminders, it ensures every contract stays on schedule and compliant, enhancing visibility and control over legal agreements.

Expense Management allows expenses to be categorized by matter or client, with the option to associate expenses directly with invoice lines. This enhances cost transparency, supports accurate billing, and simplifies financial tracking.

Invoice Management generates, tracks, and manages invoices, ensuring timely and accurate billing. This feature also allows customization of invoice formats to suit specific firm requirements.

Budgeting helps allocate resources for each case, enabling firms to track expenses in real time and adhere to financial goals. This feature ensures cases remain within scope and budget

Tax Configuration allows firms to set up and apply tax rates easily across matters, invoices, and expenses. This feature enables legal practices to customize tax settings according to jurisdictional requirements, ensuring accurate and compliant tax calculations on billable items.

This feature ensures that legal practices operating in multiple jurisdictions can manage cases and financials accurately and adhere to localized regulations effortlessly

Budget Categories in the Lawyers App allow firms to organize and allocate budgets across different areas, such as legal fees, research, travel expenses, and administrative costs. This feature helps practices track spending accurately, manage resources efficiently, and maintain financial control over each matter, ensuring budgets are adhered to and financial goals are met

Budget Subcategories in the Lawyers App provide a more granular breakdown within each main budget category, allowing firms to specify and monitor detailed expenditures, such as court filing fees under 'Legal Fees' or accommodation costs under 'Travel Expenses'. This level of detail helps practices gain deeper insights into spending patterns, optimize budget allocations, and maintain precise financial tracking for each matter.

Practice Areas in the Lawyers App allow firms to categorize and organize cases, clients, and resources based on specific areas of legal expertise, such as corporate law, family law, intellectual property, or litigation. This feature helps streamline case management by tailoring workflows, budgeting, and reporting to the unique requirements of each legal discipline, enhancing specialization and efficiency within the firm.

In the Lawyers App, the User Profile feature captures essential details such as the user’s designated practice area, their configured rate per hour for billing, and their reporting hierarchy. This setup ensures accurate billing, role clarity, and seamless allocation of cases within the firm, enhancing both internal organization and efficient resource management.