Client and Matter Management

Manage Your Clients and Matters

PCLawPro's Matter Manager is a powerful tool that provides you with one central location from which to manage all your clients and matters and their information including accounting activity, appointments, notes, and associated contacts.

The Matter Manager's easy to use interface and instant access to every matter detail helps your firm better manage and build client relationships.

Access Complete Client Information

The Matter Manager's logical tab interface provides quick access to specific information for any matter. From the Matter Manager screen you can access data, create new entries and print reports for the selected section.

Each Tab allows for instant access to a specific matters' information including:

• Summary – displays all accounting balances with drill-down editing capabilities. Case memos and collection memos can also be accessed.
• Appointments – Details both completed and upcoming appointments and to do's
• Contacts – Highlights all associated contacts
• Notes – Shows all notes
• Ledger – Details all accounting activity
• Time – Shows all Fees billed and unbilled
• Related – Displays all related matters
• All – View a chronological history of all activity

View Data From Any Angle

All information in the Matter Manager can be sorted by any of the columns. This sorting ability allows an attorney to view a list of time entries by total hours or dollar value if they wish. Advanced filters make it even easier to locate specific transactions including billed entries and completed events.

Quick Access to Key Matter Functions

Icons on the Matter Manager screen provide easy access to other key matter functions including time sheets, appointments and notes.