SmartLegal Practice Management
SmartPractice - Streamline Your Legal Practice with SmartPractice
SmartPractice is a powerful case and matter management tool designed to simplify and automate the everyday operations of law firms. From case creation to case closure, SmartPractice provides everything your team needs to stay organized, meet deadlines, and ensure client satisfaction.
With features like task management, time tracking, billing, communication tracking, and case progress monitoring, SmartPractice helps law firms manage their cases more effectively, all within a single platform.
Key Features of SmartPractice
Case/Matter Creation
Effortless Case Setup
SmartPractice allows you to create new cases and matters with just a few clicks. Capture all the essential information at the start, including the case title, type, jurisdiction, and relevant client details. Whether it’s a complex commercial case or a straightforward matter, SmartPractice makes it simple to set up and track.
Assign Lawyers and Teams
Assign specific lawyers and teams to cases at the time of creation, ensuring that each matter has the right expertise. Keep track of who is working on each case for better resource management.
Task & Calendar Management
Task Breakdown and Assignment
Break down each case into manageable tasks and assign them to team members with deadlines. Tasks can be linked to important dates, ensuring nothing is overlooked.
Shared Calendar Integration
Integrate tasks, deadlines, and hearings into a shared calendar, enabling your team to stay on top of crucial dates. Receive automated reminders for upcoming hearings, filings, and meetings to ensure your firm stays organized and prepared.
Time Tracking & Billing
Log Billable Hours
Track time spent on each task or case effortlessly with SmartPractice’s intuitive time tracking feature. Record billable hours and link them directly to the case, ensuring accurate invoicing.
Expense Tracking
SmartPractice helps track all expenses related to cases, from court fees to courier charges. You can easily add expenses to the respective case, ensuring that all costs are captured and billed appropriately.
Invoice Generation
Generate invoices for clients based on billable hours and expenses. Whether your firm works on hourly rates, flat fees, or retainer agreements, SmartPractice supports all types of billing arrangements. Send invoices directly to clients and manage payment histories.
Communication Management
Centralized Client Communication
SmartPractice consolidates all client communication in one place. Track emails, phone calls, meeting notes, and other client interactions, ensuring that no information slips through the cracks.
Email Integration
Automatically save client emails to their respective case files, keeping everything organized. This ensures that your team has easy access to all email correspondence related to a particular matter.
Client Portal for Secure Messaging
SmartPractice includes a secure client portal where clients can send messages and receive updates on their cases. This feature ensures that communication is kept private, secure, and accessible to both clients and attorneys.
Case Progress Monitoring
Track Case Milestones
SmartPractice offers comprehensive case progress tracking, so you always know where each case stands. Monitor each case by stage—whether it’s investigation, drafting, filing, hearings, or judgment.
Update Status and Collaborate
Easily update the status of each milestone and collaborate with your team on case details. Upload notes, evidence, court orders, and other essential documents directly to the case file. Team members can leave comments, ask questions, or provide updates, ensuring everyone stays informed.
Business Intelligence (BI) Reporting
Make Data-Driven Decisions with BI Reporting
SmartPractice comes with a comprehensive Business Intelligence (BI) and Reporting module that provides actionable insights into your firm’s operations. Track case performance, team productivity, financial metrics, and client engagement—all in one place. With BI reporting, law firms can make informed decisions to optimize workflows, improve profitability, and enhance client service.
Compliance & Documentation
Ensure Deadlines Are Met
SmartPractice helps your firm comply with legal deadlines, limitation periods, and court dates by sending automatic reminders. Stay on top of important deadlines and prevent costly mistakes.
Maintain Audit Trails
The system maintains a complete audit trail of all actions taken on each case, ensuring transparency and accountability. SmartPractice ensures that every change made to case files is logged for future reference.
Secure Data Storage
All documents, notes, and communications are securely stored and easily accessible, ensuring your firm is always compliant with data protection regulations.
Case Closure
Final Outcome Entry
Once a case is completed, SmartPractice makes it easy to record the final outcome and closure details. Track case outcomes (settlement, judgment, etc.) and archive case information for future reference.
Generate Final Invoice
Generate a final invoice for the case, taking into account any last-minute billable hours or expenses. Ensure all costs are accounted for before closing the case.
Client Feedback Request
SmartPractice allows you to automatically request client feedback or testimonials once a case is closed. This helps you monitor client satisfaction and improve your services over time.
Why Choose SmartPractice?
Comprehensive Case Management
SmartPractice consolidates all aspects of case management into one easy-to-use platform. From case creation to closure, manage everything in one place, improving efficiency and reducing the need for separate tools.
Seamless Integration with SmartLex Suite
As part of the SmartLex Suite, SmartPractice integrates seamlessly with other tools like SmartConnect and SmartFolders, ensuring that client data, documents, and case information flow smoothly between platforms.
Customizable to Your Firm’s Needs
SmartPractice is designed to be flexible, allowing you to customize workflows, task assignments, billing arrangements, and more. Tailor the platform to fit your firm’s unique processes.
Security and Compliance
SmartPractice is built with the highest levels of security in mind. All client data, documents, and communications are stored securely, and the platform ensures compliance with industry standards and legal regulations.
Have Questions? Get in Touch!
SmartLex Suite is here to revolutionize your legal practice. Contact us to schedule a demo, ask questions, or receive technical support. We’re ready to help you get started with AI-powered legal management.