Practice Manager provides the most advanced and flexible event and criteria-based case intake tools available, allowing organizations to create new Matter/Cases based on select criteria. Organizations can elect to have a minimal number of items required to create and open a Matter/Case, auto-assigning case numbers and assignment of the Matter/Case. Intakes are created based on User, Law and Matter/Case type, and are wholly configurable based on the implementation requirements of each customer.
At the core of Practice Manager is functionality to provide one place to manage all details associated with a Matter/Case or Entity. Every piece of information — notes, contact information, case development information, legal research, correspondence, pleadings, evidence, court calendars, task lists, statutes of limitations and other critical deadlines, time and expense entries, budgets, and emails — is automatically placed in the appropriate electronic case file.