In this article, I’ll be delving directly into additional Firm Central practice management features, which all integrate nicely into the central matter management feature.
The Firm Central Time and Billing interface is linked directly to your matter management in Firm Central, so it can access information about your clients and cases. I would actually need far more space than I have available to go into all of the features of the billing function, but I’ll just highlight a few of my favorites:
There is a wide range of customization options available for keeping track of your time, billed and unbilled. There’s a built-in timer that allows you to clock exactly how much time that you spend working on a specific matter, and the settings allow you to round to the nearest certain minute (e.g. you can set the timer to round up to the nearest six minutes).
Using this billing system has helped me track my billable hours in a more complete manner.
Produce professional invoices more quickly. Your tracked time is attached to a specific client matter, which allows you to collect specific billed time segments together into an invoice. The invoice is also quite customizable.
You can set up website access for clients to view their invoices through the Firm Central client portal. In addition, you can link to a ClientPay account (if you have one), to receive payments from clients. In the works is further integration that will automatically apply payments directly to outstanding invoices.
The next function to cover is Firm Central Matter Management.
“Contacts” is something that I, perhaps, should have gotten into a bit sooner, since you need to add contacts into Firm Central before creating a client matter.
“Contacts” can be anyone from a client to an opposing counsel to a judicial clerk to a witness. You can add information that describes your relationship with the individual as well as which matters the contact is associated with.
As I mentioned throughout this series, Firm Central can securely store and allow you to view your legal documents remotely, meaning you can access them from anywhere you have internet service. But what I find most attractive is a function that allows you to search through the contents of all of your uploaded documents if they’re in a text-readable format.
This is especially helpful when you need to locate a specific term or phrase quickly, and you may have a huge assortment of documents to sift through. Being able to find an exact phrase in one of your documents in just a few keystrokes is always useful.
Save Within Your Computer Network: If you use Windows, you can move or copy documents from your desktop folders directly into Firm Central. Just download the free Firm Central desktop plugin. When you update or save documents from your Firm Central folder on your desktop, you'll see them updated within the Firm Central dashboard, too.
Inclusiveness is the overarching benefit that Firm Central offers in all of its features: It’s a one-stop shop. It allows you to collect every piece of information you could need for your law practice into one place, accessible from anywhere.
Learn how Firm Central legal practice management software can help you get the job done, offering robust matter management functionality to help you with every aspect of the case.
A solo attorney explains why a practice management system is worth the investment and how Firm Central allowed her to operate efficiently.