AdvoLogix – Streamlining Legal Operations and Case Management

Twopir has successfully implemented AdvoLogix Matter Management on the Salesforce platform for law firms. The AdvoLogix Matter Management System offers several advanced features and functions with several customizations that companies can use if necessary. AdvoLogix offers high security and reliability, high functionality and customization, infinite functions, configuration and optional integration.

Twopir’s services are not limited to materials management, but also expertise in:-

• CRM
• Customization
• Integration with External Applications
• Managed Services

AdvoLogix Features :

• Legal Matter Management
• Document Management
• Events & Calendar Management
• Time Tracking & Schedule Management
• Alerts & Reminders
• Clients & Contacts Management
• Automation
• Case Templates
• Checklist Generation
• Communication Management
• Resource Management
• Task Management
• Invoice & Billing with Multi Currency Support
• Reporting & Dashboard
• Workload Management
• Expense tracking
• Search Functionality
• Gmail and Outlook integration.

How Can we help :

• Setup Matter Management for various Matter types
• Document Management
• Participants Management
• Time Management
• Mobility
• Activity & Planner
• Decision Making

Results :

• Lawyers can see all the details in one place.
• Lawyers can establish strong communication with their clients anytime, anytime, whenever their clients need their help.
• Lawyers / Attorneys can increase the profitability of similar matters with the help of the Legal Case Management solution.
• Lawyers can systematically manage their support staff to get the most out of your productivity.
• Lawyers/attorneys can provide instant and accurate invoices to clients based on their efforts regarding the matter.
• System-generated alerts and notifications can be sent to employees to act on important data and events.
• End-to-end document management enables the management of all relevant documents in a single location with data security and release only to connected people.
• Allow to manage all material expenses on Matter
• Lawyers can manage and distribute their work using the workload management feature.

Conclusion:

In conclusion, Twopir’s implementation of AdvoLogix Matter Management on the Salesforce platform for law firms offers a comprehensive solution that addresses the complex needs of legal operations. With a focus on high security, reliability, and customization, AdvoLogix empowers law firms to streamline their case management processes efficiently.

By leveraging AdvoLogix’s advanced features such as legal matter management, document management, time tracking, and communication tools, lawyers can consolidate all pertinent information into one centralized platform. This enhances collaboration, communication, and productivity among legal teams, leading to improved client service and profitability.