Have you just started your law practice and wondering how am I going to manage my caseload? What kind of applications do I need to run my law practice? Is Outlook and QuickBooks enough for running my practice efficiently? I don’t have the money to spend on hardware and software, what do I do and how do I get my practice going? I need to collaborate with my clients and other attorneys, how do I make that work?

We get these questions from a lot of our clients and lawyers who are just starting out. We have a cost effective solution for them.

Introduction

AdvologixPM is a SaaS based solution built on SalesForce.com platform. Salesforce.com is the most successful cloud-based application. It’s the gold standard. The company, Salesforce.com, has a market capitalization of $8.23 billion and revenue of $1.24 billion. It has over 67,900 customers. The company claims that 200,000+ developers have created over 135,000 custom applications with over 1,000 applications and service listings on its AppExchange. The benefit here is there is no need to prove stability, or establish security, or prove scalability. AdvologixPM has the power of the “Force.com” behind it.

AdvologixPM is licensed for $70.00 per user per month which includes complete practice management, document automation and management, account management and billing, mobile access, workflow customization, web intake forms, mobile access to contacts, tasks and events and synchronization with Outlook. You can also add third party applications including NetDocuments and QuickBooks synchronization.

Product Highlights

AdvologixPM primary records are Accounts, Contacts and Matters. The secondary record types include events, tasks, calls, messages, notes and attachments, emails and alerts, issues, and research, billings and invoices.

Accounts are your main client record that you are going to bill to. Matters are linked to an Account and Contacts are linked to multiple Accounts and multiple Matters.

When you log in, the reminders window shows reminders for all scheduled activity that is due today and past. The Home Page shows the calendar with all your events and tasks. The past due tasks will be in red. On the calendar you will be able to see the event details when you move your cursor over the client name or the description.

The system has a customizable tab navigation which makes it easy to look at all your matters, contacts, billings, invoices, payments and the system has robust reports. When you open the matter record, you will see a quick view of all the record types and the number of records in each type. When you hover over the record type, you will see a quick view of all the records in that list. You can open an existing record or add a new record right from this view mode.

Every record type is customizable giving the developer the flexibility to customize the interface to a particular law practice area allowing the lawyer to capture information to their specific need.

AdvologixPM uses DDP (Dynamic Document Processing) for document automation. The data stored in the system is integrated into word document templates that are then converted to PDFs. Templates can be setup for mail merge and these documents can then be stored as attachments to matters. DDPS can output to PDF or the original document format (.doc, .xls, etc.) In this examples yellow fields are merged from the matter record and pink fields are merged from the related contact records.

AdvologixPM is tightly integrated with NetDocuments giving the end user the full capabilities of a fully functional document management system. NetDocuments will allow firms to take their document and data sharing at a much higher level giving the firms the power to share their information with their clients.

AdvologixPM integrates seamlessly with Outlook with AdvologixPM Connect Toolbar for Outlook 2007.

This tool bar gives the user the ability to sync their data with outlook. The user can download contacts, events, tasks, and also bill from Outlook while browsing emails and sending out emails as well.

StopLoss Billing View allows the user to capture time that they have not billed for yet. This view shows unbilled events and tasks, making it easy to look at all unbilled items and create billing items for them.

On the matter tab the user can see all the billings by viewing the billing tab, all the expenses and invoice activity.

AdvologixPM has a very comprehensive reporting package with 100s of reports to analyze information from different perspectives due to the ability to filter and sort on multiple criteria.

Conclusion

AdvologixPM is a comprehensive and powerful, extremely configurable practice management system giving you a wealth of information. The views of the records are clear and easy to navigate. There is comprehensive security, offline backup of the entire database is available, and there is import and export capability. AdvologixPM offers an offline client which allows a user to access major practice management functions without being connected to the internet. The offline client syncs with the main system when the user reconnects. The system syncs with Outlook and integrates with other web based applications like NetDocuments. MobileLite for AdvologixPM is a full featured application for Blackberry, iPhone, Windows Mobile. AdvologixPM on force.com platform is for the new breed of “Virtual Law Offices” who seek freedom.