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Complete ERP Solution for Law Firms - Team Computers

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your trusted solution partner<br />

Dynamics Legal


02<br />

The service industry in India is progressively emerging as one of the fastest growing industry in the world.<br />

This has brought about structural changes & also seen several significant investments in automating the<br />

service management and delivery. Apart from core organizational management, substantial attention has<br />

turn to improving the per<strong>for</strong>mance of these processes and having right in<strong>for</strong>mation at right time <strong>for</strong> decision<br />

making. The challenge is that the in<strong>for</strong>mation needed to drive improvements in these processes, is trapped<br />

in the underlying operational systems.<br />

We Consultants Focus On Improving Our Customer's - 5p<br />

o Process<br />

o Productivity<br />

o Profitability<br />

o Predictability<br />

o Position<br />

SOLUTIONS OFFERED:<br />

Client Management<br />

Managing client in<strong>for</strong>mation is an important part of managing the total<br />

revenue and finances of the company. Basic in<strong>for</strong>mation (such as<br />

name, address, and so on) and details (<strong>for</strong> example, credit limit,<br />

invoicing, discount and payment terms, currencies, rules, and so on)<br />

are recorded <strong>for</strong> each individual client on a client card.<br />

Dynamics Legal<br />

KEY BENEFITS<br />

Ÿ Central In<strong>for</strong>mation Availability<br />

Ÿ Processes are Defined in the<br />

Single system – Clients/ File/<br />

Associates/ Billing/ Receipts<br />

Ÿ Mapping of Unaccounted Costs<br />

Ÿ Associate Vs Billable and Non<br />

Billable Hours<br />

Ÿ Branch Operations Visibility -<br />

Scalability<br />

Ÿ Analysis<br />

Ÿ Profit – Business/ Associate/<br />

Case/ Client<br />

Ÿ Costing – Case/Client/Back<br />

Office/Associates/Groups<br />

Ÿ Productivity – Billed/Non Billed<br />

Hours against Capacity.


Contact Management<br />

The contact card contains in<strong>for</strong>mation about your contacts. Contact card is used to view in<strong>for</strong>mation about<br />

your contacts, and you can also create a new card <strong>for</strong> each company or person that you want to record in the<br />

system. The contact card contains both basic in<strong>for</strong>mation (<strong>for</strong> example, the name and address of the<br />

contact) and more detailed in<strong>for</strong>mation that helps you improve and personalize your business relationship<br />

with your contacts, such as in<strong>for</strong>mation about a email-id, mobile no., etc.<br />

File/ Matter Management<br />

The features <strong>for</strong> enterprise and file management provide a flexible solution <strong>for</strong> managing contracts and<br />

many types of service and consulting tasks. The budgeting, ongoing registration and costing features<br />

ensure efficient management and follow-up of time usage and other costs. The file application area<br />

provides you with a comprehensive picture, not only of individual file but also of the allocation of<br />

associates and other resources in all files. The file application area allows you to organize your file<br />

management in detail. Features can, <strong>for</strong> example, be used <strong>for</strong> maintaining data and invoicing of work.<br />

They can also be used <strong>for</strong> future-oriented and more detailed planning and follow-up on files, invoicing<br />

and costing.<br />

Trade Mark & Patent Record<br />

It gives you an overview of the file's different modules status, as well as providing file task related<br />

in<strong>for</strong>mation. Screen Shots are attached in separate file.<br />

03


04<br />

Litigation<br />

Time Record / Timesheet Management<br />

All work per<strong>for</strong>med on the file must be tracked in a file. This will help in assessing the productivity of<br />

associates as well as the time spent on particular file.<br />

• Capturing billable & non billable hours<br />

• Activity wise Time Record / Timesheet<br />

• Tracking of Billed Time Record / Timesheet<br />

• Reminder mail to Associates <strong>for</strong> Time Record / Timesheet<br />

• Integrated with billing & account system<br />

• Locking of Time Period <strong>for</strong> filling Time Record / Timesheet<br />

Dynamics Legal


Associate Record<br />

Associate are an important asset in every company. Administering associate in<strong>for</strong>mation in Microsoft<br />

Dynamics NAV enables you to register and update personnel in<strong>for</strong>mation effectively, and it gives you easy<br />

access to all associate in<strong>for</strong>mation. This can be beneficial in providing group managers with useful<br />

in<strong>for</strong>mation; <strong>for</strong> example, the names of associates with a certain qualification.<br />

Billing<br />

Debit notes is created in the system using the data i.e. Schedule charges, time record, outside associate<br />

fees, expenses incurred on behalf of client.<br />

Type of Billing –<br />

Ÿ Retainer<br />

Ÿ Hourly<br />

Ÿ Lump sum<br />

Ÿ Mixed<br />

05


06<br />

Cash Based Accounting<br />

In the area of Financial Accounting, Navision helps to have access to the in<strong>for</strong>mation when required,<br />

increasing the efficiency of your finance department. The following functions are provided to support<br />

financials processes:<br />

• General Ledger<br />

• Accounts Receivable<br />

• Accounts Payable<br />

• Fixed Assets Accounting<br />

• Bank Accounting<br />

• Auto Bank reconciliation<br />

• TDS Management<br />

• Service Tax Management<br />

• Out of Pocket expense (OPE)<br />

• Purchase Management<br />

• P\L<br />

• Branch wise P\L Account<br />

• Balance Sheet<br />

Dynamics Legal


Management Accounting maintains a consistent, reconciled and auditable set of books <strong>for</strong> use in statutory<br />

reporting, management support and as a source <strong>for</strong> analytic applications, and helps a company take control<br />

of its profitability. The solution supports:<br />

REPORTS<br />

Cost Centre Accounting<br />

Profit Centre Accounting<br />

Revenue & Cost<br />

These accounting modules help companies monitor and control all per<strong>for</strong>mance relevant in<strong>for</strong>mation in an<br />

environment that is completely integrated with all operative transactions throughout the company<br />

Navision Reports –<br />

Analytical Reports<br />

07


08<br />

Project Methodology Deliverables<br />

Ÿ Web application<br />

Ÿ Navision application<br />

Ÿ User Manuals<br />

Ÿ Training<br />

Training<br />

Dynamics Legal<br />

<strong>Team</strong> <strong>Computers</strong> Private Limited shall provide comprehensive training on the concept of “train the<br />

trainer” <strong>for</strong> end users only. The Training shall be highly interactive and shall include classroom lecture<br />

sessions, product demonstrations and hands on practice sessions with liberal usage of handouts,<br />

presentations and reading material.<br />

<strong>Team</strong> At A Glance:<br />

TEAM <strong>Computers</strong> is a trusted IT <strong>Solution</strong> Provider. We see ourselves as<br />

the bridge between business needs and the world of high quality and<br />

af<strong>for</strong>dable solutions. We strive to understand customer needs, identify<br />

integrate and support high quality low cost IT <strong>Solution</strong>s with speed,<br />

flexibility and an attitude of 'SEWA'.<br />

TEAM has traversed a worthy journey of over two decades and has<br />

emerged as one of the largest IT Infrastructure and <strong>Solution</strong> provider.<br />

<strong>Team</strong> provides a plat<strong>for</strong>m where people can express themselves and do<br />

meaningful work, like a musician playing – it should be in the flow.<br />

Availability and terms of <strong>Team</strong> <strong>Computers</strong> Pvt. Ltd.vary by region. For more in<strong>for</strong>mation, visit: www.teamcomputers.com© June 2011, <strong>Team</strong><br />

<strong>Computers</strong> Pvt. Ltd. This white paper is <strong>for</strong> in<strong>for</strong>mational purposes only. <strong>Team</strong> makes no warranties, express or implied, in this white paper.

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