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AdvologixPM is Practice Management in the Cloud Core business management applications for law firms of all sizes.
AdvologixPM is software as a service (SaaS) for law practice management. This means you will save many $1000s over that of the life of tradional software. NO MORE SERVERS..... no equipment to buy, no ongoing technical services to manage your system, no expensive software support plans before you can get help.
AdvologixPM provides you and your employees lifetime support and free upgrades as well as managable and always predictable business management systems costs. We're always there to help you every step of the way.
Hosting your law practice has never been a smarter and easy decision than AdvologixPM. Your practice will be online and secure from anywhere using the leading business application hosting system that exists today, PERIOD.
With AdvologixPM we cover all the bases. From client and matter management, to group and docket scheduling, forms and document automation, document storage and management, time, billing, retainers and invoicing. We have law practice management covered.
Unique client relationship management tools allow you to find and build relationships within your client and matter database to help find new potential business opportunities and relationships.
A reporting and dashboard system you can REALLY use. From novice to expert, the reports system will have you quickly creating your own custom reports, or choose from many common, useful reports about your business
We provide dashboards. Graphical views of the state of your business with financial and matter state give you key performance indicators at a glance.
You can even schedule automated email delivery to employee of any report or dashboard.
Of course we have the standard fare. Billing, invoicing, retainer management, payments, statements, receivables and reporting, all in an easy to use, integrated system with your client and matter management. What we also have, that will literally make the system PAY FOR ITSELF month after month, is our intuitive billing recovery technologies.
Bill as you work.... just simply use the system as you would any practice management system. Take notes, schedule meetings, manage tasks, work on documents. As you work you can optionally have every activity automatically enter a billing record for the amount of time spent.
Find forgotten billings and recover lost revenue.... just prior to invoice generation, we provide you with a step in the process that will automatically find all matters, tasks and every other type of activity that you have missed billing for. This gives you the opportunity to immediately recover potentially lost revenue.
Bill from your cell phone.... using our mobile device application, any phone call you make can be automatically logged and recorded in your system, for the client you were speaking with, and automatically bill for the duration of your calls.
You can send email from AdvologixPM, log email from any email system using your own tracking key plus we fully and completely integrate with Microsoft Outlook, Google Apps and Gmail.
Have virtually your entire system in the palm of your hand. From any iPhone, Blackberry or WindowsMobile device do billing, add expenses, keep track of your schedule and access client and matter information. We even can log any call from your cell phone and bill for the call time automatically!
AdvologixPM uses state of the art business application technology that will allow your system to communicate with most of the common business applications in use today. If it doesn't already exist, AdvologixPM is so flexible, it can be built. We already integrate with NetDocuments and Box.net, leading document management services, Quick Books, Google, Yahoo, LinkedIn, Drawloop Document and Form Automation(free with AdvologixPM subscription), and Microsoft Office solutions.
What? You say we don't have it? Not for long..... AdvologixPM uses a revelutionary "point and click" web application to let you build your own forms, fields, even build entire new applications that support your business, right in your AdvologixPM system. Easy for the novice (really it is), powerful for the expert. We'll even help you build it quickly and inexpensively (an estimated 5 times faster than traditional software development) if you need it.
Automate, automate, automate. With our workflow engine and BestPractice template system you can automatically cause assigned tasks, emails and other updates. As well you can create a library of repeatable matter or project plans. Apply the plan and never miss scheduling another deadline specific to any matter activity or process. Develop plans for official legal rules of procedure or for your internal office processes. As with all customization of AdvologixPM, you don't have to be a technical expert to create your own workflow systems with our easy to use "point and click" configuration system.
For those firms using advanced client relationship management techniques, AdvologixPM provides those features to you as well. Use AdvologixPM to generate email campaign lists, create and send attractive, stylish, email marketing campaigns. From lead generation on your web site, internet marketing management, marketing campaigns, lead to client relationship management and revenue forecasting tools, AdvologixPM provides the law firms involved in these practices the leading CRM applications available today.
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Attach files to clients, matters or anywhere in the system. Repositories for templates, forms and other firm documents. Additionally, take your document management to the next level with easy "pop in" solutions to integrate with NetDocuments, a leading legal focused document management company or Box.net, the emerging leader in only traditional document management.
Each subscription of AdvologixPM includes document automation services from Drawloop Technologies. Tightly connected to your clients and matters, build Word or Excel document and form templates and using our Microsoft Word toolbar, easily create completed forms, contracts or other documents that you can output to PDF then attach to your client or matter then optionally email it "on the fly".
Need to provide selective access to outside counsel or your customers? No more add-ons or expensive third party applications are required. Create a sophisticated external portal for such great uses as; sharing critical dates and important documents, providing online bill payments or simply tracking key Matter information.
Welcome to the 21st century! No more double entry or maintaining multiple systems. Easily add internet based, client facing intake forms for your prospective clients. Use our samples or develop your own look that matches your existing corporate internet site.
Advologix Connect for Outlook adds integrated billing functionality, contact and email synchronization, and instant access to critical Matter information from within Outlook.
Advologix is a true thin client, browser based application. That means Advologix can be used on any operating system or device that supports a web browser. Supported platforms include Mac, Windows, Linux, netbooks, PDAs, iPads, and the new wave of tablet PCs.
Use the Advologix Best Practices templates to create re-usable sets of chained Activities. Best Practices will ensure your firm uses predetermined custom standards when applying repetitive business tasks to your case load.
Critical information is automatically pushed to you — so you're always in the loop. Advologix's collaboration tools make it easy to work together and know everything that's happening in your firm. Cooments and updats on Matters, Contacts, Customers, Documents, and other application data come straight to you in your real-time feeds.