LawTime Client-Matter Inquiry
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./li>
- 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.