work directly from outlook, Calendar, MS word or Excel

• Record time and / or make case notes from within Outlook, Word and Excel without ever leaving that workspace,
• Take advantage of built in timers with one click of a button,
• Synchronize your time entries directly to your personal timesheet or your assistant's for spell check, edit, review and approval and eliminate double entries,
• Off-line and on-line modes,
• Identify clients and matters directly from Acumin's database,
• Save emails and file attachments directly into Acumin's integrated Document Management system,
• Manage your tasks, appointments and notes,
• Synchronize and post your time from your group calendar,
• Manage rates, time and eBilling task codes,
• MS Office 2003, 2007 or 2010 - Exchange or local application, and
• No special hardware, ISS Server or any third party licensing,

enter and manage case notes for instant look up, review and edit

• Email attachments can be captured and saved directly into the time / Case file for easy access and retrieval in Acumin,
• Use built in timers for an accurate measurement of time,
• Save the body of the attachment,
• Add additional descriptive information when applying the save function, and
• Assign additional activity type classification which can assist with Alternative Fee Billing and Matter Costing. 

document management

• Ability to set default network folder locations for different associations,
• Documents or files associated with journal entries or documents or files associated to a client and or matter or engagement and retainer letters, labels and or invoices may be directed to firm defined default network folder locations,
• Ability to automatically create a network folder structure client and matter specific within the system setting default branch or root set for related client and matter documents,
• Access to linked documents, files or folders from within Acumin such as client and /or matters etc,
• Access to the “Show Documents Form” for search and find options and quickly locate documents, files and or associated folders,
• Rich based (titles, name, author, creator, description, category, client and or matter, areas of practice as well as other matter level dimensions),
• Users will benefit from “full text” search capability on all MS Word documents,
• Ability to launch MS Outlook and MS Word directly within Acumin and automatically create  the document link, controlling the save functions of MS Word and MS Outlook,
• Allow the user to complete desired tags and filter options (security option to override into Native application),
• Ability to create MS Word templates and execute advanced Word merges beyond those available as part of core functionality.
• Ability to store documents or files in their native form in Acumin’s document MS SQL 2008 database and removing the requirement for the linking of documents,
• Providing functionalities and performance with respect to full text search ing, OCR capability, relationship building and versioning, and
• Directly save e-mails, documents and / or other files into the appropriate folder structure and complete the document properties form to facilitate future searching options.

client relationship management

• Access, edit and update your Outlook contact list with accurate date contained in centralized Acumin's Contact database,
• Utilize Acumin's powerful CRM tools and eliminate the time consuming task of data and harmonization.

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