The LawTime Client/Matter Inquiry provides an easy way to get
information about a client or matter.
- Since all posting in LawTime is performed at the time of entry,
all statistics in the Client/Matter Inquiry are current.
- All financial information about a client or matter is available
in the inquiry including A/R, Work-in-Process, Fees & Disbs
Charged, Billed, Written-off by year or by month. master information
for the client or matter.
- Drill down to the billing and payment history or display invoices.
- Click on an invoice and you can preview or print it.
- Display history of changes to the client or matter to answer
questions like, "When was the billing attorney changed
on this matter and who changed it?"
- Billing and Payment graphs provide a visual representation
of the client/matter.
- Integrated Collections Management system makes the inquiry
everything you need to manage your collections efforts including
a tickler report telling you which clients you need to follow-up
on today or this week, a chronology of correspondence and payments
for the matter in collections.
- Intuitive easy to use user interface makes this a perfect
way for attorneys and secretaries to get information about their
clients directly from the system.
- Security profile allows you to provide only master information
to some users and financial or collections information to others.
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