|
Practice Management and Accounting for the smaller law firm
|
 |
.jpg)
What can you do?
Practice Management and Time Capture
Comprehensive practice management and time entry models are used to encourage users to capture key information regardless of their workspace. Gain instant access to all your important case information while tracking time spent. Facilitate data management by ensuring that data is accurately entered only once.
Use personalized auto-text replace and MS Word Spell checking functionality for more efficient data entry methodology. Use “to do” frameworks and avoid missed deadlines. Employ the many tools designed to facilitate data entry and data management and focus on professional services rendered instead of data administration requirements.
Agenda, Group Calendaring and PDA with MS Office Synchronization
Update your agenda from any workstation, office, home or mobile device and synchronize with Acumin.sme instantly. In addition, Acumin.sme stores office-wide appointments and events into one common calendar. Eliminate and avoid potential scheduling conflicts.
Capture additional time records or trigger new “To do's” without the need for additional data entry. Controlling your calendar means no missed opportunities and greater control of your time.
Acumin also provides the firm with a provision to comply with the Know Your Client rules. This allows for firms to perform the due diligence that must be performed to identify their clients and ascertain and store relevant information pertinent to doing financial business.
Data Search and Conflict of Interest Management
Prospects, contacts, referral sources, other parties or clients are entered only once, ensuring that if the same person is needed on more than one instance, the application track and accurately report each relationship for clear identification of potential legal or business conflicts.
Acumin.sme includes a powerful and feature rich search engine for quick and meaningful search results with drill down capability. Potential legal or business conflict results are stored on a cumulative basis for future referencing thus eliminating unnecessary printing and reducing physical storage requirements.
Acumin.sme also provides the firm with a provision to comply with the Know Your Client (KYC) rules. This allows for firms to perform the due diligence that must be performed to identify their clients and ascertain and store relevant information pertinent to doing financial business. To learn more, please click here.
Contact Management (CRM)
Track contact and client information on the same database for “best practice” CRM processes. Acumin.sme stores and tracks information on other lawyers - attorneys, judges, referral sources, important business contacts, witnesses, parties-represented, other parties, vendors etc. for a comprehensive approach to person management. Users can enter as many addresses, emails and telephone numbers as needed for each person or legal entity regardless of status.
Important dates and notes are some of the tools used in the implementation of an interactive CRM process. In addition, users can send emails, print envelopes, letters, faxes, invoices and more as well as establish relationships between persons for more meaningful reporting results.
Time Entry and Invoicing
Acumin.sme includes a myriad of features and options for efficient and effective time entry and invoicing functionality. Users have full control of the process in which they capture time and the manner in which the invoice details are presented to their clients for optimal docket-to-collected cycles and recovery of time and disbursements invested.
Banking
Reduce costly inefficiencies by improving banking processes relevant to the timely collection of accounts receivable, the opportune payment of accounts payable, the sensible execution of on-demand third party client disbursements and the effective management of trust fund activity.
Whether the organization transacts using cheques, credit cards and /or e-banking software, save time and resources by eliminating redundant data entry and streamlining pertinent processes. Acumin.sme includes highly automated workflow models in support of the firm’s banking requirements, maximizing enhanced cash-flow opportunities for collections and payments. With Acumin.sme, our clients take full advantage of trade credit opportunities and effectively manage timely receipts for optimum control of their assets.
Accounting, Trust and Financial Management
Acumin.sme includes automated general and trust accounting functionality for production level activity. With a “best-of” approach to chart of accounts design and financial statement models, the non-accounting user will be able to use standard templates for regular non-production based accounting transactions and analyse financial transactions for timely and cost-effective decision making.
.jpg)
Read more about Acumin.sme's Full Feature Listing and Options 
Back to top of page
