Calendaring, Docketing, and File Tickling Systems - Professional ...
Calendaring, Docketing, and File Tickling Systems - Professional ... Calendaring, Docketing, and File Tickling Systems - Professional ...
ProLaw Readyhttp://www.prolaw.com/STI Practice Masterhttp://www.stilegal.com/Abacus Lawhttp://www.abacuslaw.com/Amicus Attorney 7http://www.amicusattorney.com/Time Matters 7http://www.timematters.com/PCLawhttp://www.pclaw.com/Practice/Case Management Comparison Chart for Solo/Small FirmsPricingPlease call ProLawsales at (800) 977-6529or fill out form forpricing informationBasic: $150 (additionaluser: $50)Premier: $295(additional user: $150)See pricingPricing by quote; fill outform or call 800-726-3339 Mon-Fri 6am-5pmPTStandard edition startsat $399; Premiumedition at $599 (more)$350 for first user; $200for each additionalusersTime Matters/BillingMatters bundle: $525;$300 for eachadditional user (more)PCLaw: $250.00 peruser; PCLaw Pro:$2,500 for 10timekeepers and 10simultaneous networkusers (more)Technical SupportClient portal online; phonesupport, client forum, pricingincludes support andmaintenanceMaintenance PlanAvailable; Free TechSupport for 60 Days (more)Web site has extensivesupport section;Maintenance Plan AvailableMaintenance PlanAvailable; Free TechSupport for 90 Days/6incidents (more)Software includes a CD-ROM training video andTraining Database; FreeTech Support for 90 DaysWeb site has a support FAQquestion, Training classesavailable, Phone and emailsupport available ($230each user for PCLaw after 2months unlimited)DesktopOperatingSystemWindows: 2000,XP, (more)Windows: 98,XP, (more)Windows: 2000,XP Pro (more)Windows: 2000,XP (more)Windows: 98,2000, XPProfessional(more)Windows 98, XP(more)Front Office Back Office Software LinksFull Text Searching; RulesBased Calendaring; Firm-widescheduling; DocumentManagement features; Accessto WestLaw; CRM; Conflictsearching; matter & contactdatabaseFull Text Searching; RulesBased Calendaring; Firm-widescheduling; DocumentManagement; CRM; Matter &contact databaseFull Text Searching; ConflictSearching; Rules Basedscheduling; Firm- widescheduling; Matter & contactdatabase;Matter & contact database;Conflict searching; Firm-widecalendar; CRM; KnowledgeManagement library; Rulesbased schedulingFull-text searching, Matter &contact database; Conflictsearching; Firm-widecalendar; CRM; Rules basedscheduling; Access toLexisNexis; KnowledgeManagement LibraryFull-text searching, MatterManager & contact database;Conflict searching; Firm-widecalendar; Document andemail managementTime & Billing; TaskTimer; Task-BasedBilling; Customized bills;General OfficeAccountingTask Timer; Basic billingtasks; Must purchaseSTI’s Tabs III product formore extensive backoffice supportTask Timer, GeneralLedger*, TrustAccounting*, Billing*,Payroll*, Time entry**Only available in GoldversionTask Timer; Time entryMust activate BillingMatters for thesefeatures: Task Timer;Timekeeping; Billing;Accounts Payable;General Ledger; ReportWriterTime & Billing; TaskTimer; Task-BasedBilling; Customized bills;General OfficeAccounting, TrustAccountingMS Outlook/Exchange, LotusNotes, Groupwise;,Equitrac, PC DOCS, DOCS Open, DocsFustion,Hummingbird, Worksite; HotDocs, Peachtree Payroll;Quicken Payroll; Westlaw, (more)Palm, Blackberry, Outlook and other email programs,QuickBooks for Basic, plus Groupwise, HotDocs,PaperPort, WORLDOX, iManage for Premier;Timeslips, MS Word, WordPerfect, HotDocs v. 5,ProDocs, most PDAs (Palm, PocketPC, Palm,Blackberry), MS Outlook (call for details)MS Word and Outlook, WordPerfect, HotDocs,Timeslips, PCLaw, QuickBooks, Tabs3, Juris, CrystalReports; Palm and PocketPC (more)Blackberry, Palm; DocOpen, iManage, Worldox;Outlook/Exchange, Groupwise; HotDocs; Juris,Tabs3, Timeslips, Quickbookds; MS Word & Excel,Corel WordPerfect; moreQuickDocs, Microsoft Outlook, PCLaw Travel Editionworks with Palm and Pocket PC PDAs (call fordetails)Chart Last Updated: 5/22/06Mention of a company, product, or service does not indicate endorsement or support by the American Bar Association or the author.All information subject to change without notice. Please check website or call company for current details.
Calendaring,Docketing, and FileTickling SystemsPresented by• Sheila M. Blackford• Practice Management Advisor• OSB Professional Liability Fund
- Page 1 and 2: Calendaring, Docketing, andFile Tic
- Page 3 and 4: CALENDARING AND FILE TICKLING SYSTE
- Page 5 and 6: this meeting to review the day’s
- Page 7 and 8: Computer CalendarMany small firms a
- Page 9 and 10: NAME APPOINTMENTDATE AT OFFICETIME
- Page 11 and 12: Your program may also allow you to
- Page 13 and 14: FOLLOW-UPOne of the most important
- Page 15: DOCKET SHEETToday's Date ENTER CA
- Page 19 and 20: Most malpractice claims involvemiss
- Page 21 and 22: ABA 2003 Profile of Legal Malpracti
- Page 23 and 24: Calendar Control• Do you have a r
- Page 25 and 26: Calendar important dates• Adminis
- Page 27 and 28: Docket Control• Do you have a for
- Page 29 and 30: Docket items• All deadlines as th
- Page 31 and 32: File Tickling Control• Do you hav
- Page 33 and 34: Tickling• Don’t let files stack
- Page 35 and 36: Resources forcalendaring, docketing
- Page 37: Questions?Thanks for listening!Shei
ProLaw Readyhttp://www.prolaw.com/STI Practice Masterhttp://www.stilegal.com/Abacus Lawhttp://www.abacuslaw.com/Amicus Attorney 7http://www.amicusattorney.com/Time Matters 7http://www.timematters.com/PCLawhttp://www.pclaw.com/Practice/Case Management Comparison Chart for Solo/Small FirmsPricingPlease call ProLawsales at (800) 977-6529or fill out form forpricing informationBasic: $150 (additionaluser: $50)Premier: $295(additional user: $150)See pricingPricing by quote; fill outform or call 800-726-3339 Mon-Fri 6am-5pmPTSt<strong>and</strong>ard edition startsat $399; Premiumedition at $599 (more)$350 for first user; $200for each additionalusersTime Matters/BillingMatters bundle: $525;$300 for eachadditional user (more)PCLaw: $250.00 peruser; PCLaw Pro:$2,500 for 10timekeepers <strong>and</strong> 10simultaneous networkusers (more)Technical SupportClient portal online; phonesupport, client forum, pricingincludes support <strong>and</strong>maintenanceMaintenance PlanAvailable; Free TechSupport for 60 Days (more)Web site has extensivesupport section;Maintenance Plan AvailableMaintenance PlanAvailable; Free TechSupport for 90 Days/6incidents (more)Software includes a CD-ROM training video <strong>and</strong>Training Database; FreeTech Support for 90 DaysWeb site has a support FAQquestion, Training classesavailable, Phone <strong>and</strong> emailsupport available ($230each user for PCLaw after 2months unlimited)DesktopOperatingSystemWindows: 2000,XP, (more)Windows: 98,XP, (more)Windows: 2000,XP Pro (more)Windows: 2000,XP (more)Windows: 98,2000, XP<strong>Professional</strong>(more)Windows 98, XP(more)Front Office Back Office Software LinksFull Text Searching; RulesBased <strong>Calendaring</strong>; Firm-widescheduling; DocumentManagement features; Accessto WestLaw; CRM; Conflictsearching; matter & contactdatabaseFull Text Searching; RulesBased <strong>Calendaring</strong>; Firm-widescheduling; DocumentManagement; CRM; Matter &contact databaseFull Text Searching; ConflictSearching; Rules Basedscheduling; Firm- widescheduling; Matter & contactdatabase;Matter & contact database;Conflict searching; Firm-widecalendar; CRM; KnowledgeManagement library; Rulesbased schedulingFull-text searching, Matter &contact database; Conflictsearching; Firm-widecalendar; CRM; Rules basedscheduling; Access toLexisNexis; KnowledgeManagement LibraryFull-text searching, MatterManager & contact database;Conflict searching; Firm-widecalendar; Document <strong>and</strong>email managementTime & Billing; TaskTimer; Task-BasedBilling; Customized bills;General OfficeAccountingTask Timer; Basic billingtasks; Must purchaseSTI’s Tabs III product formore extensive backoffice supportTask Timer, GeneralLedger*, TrustAccounting*, Billing*,Payroll*, Time entry**Only available in GoldversionTask Timer; Time entryMust activate BillingMatters for thesefeatures: Task Timer;Timekeeping; Billing;Accounts Payable;General Ledger; ReportWriterTime & Billing; TaskTimer; Task-BasedBilling; Customized bills;General OfficeAccounting, TrustAccountingMS Outlook/Exchange, LotusNotes, Groupwise;,Equitrac, PC DOCS, DOCS Open, DocsFustion,Hummingbird, Worksite; HotDocs, Peachtree Payroll;Quicken Payroll; Westlaw, (more)Palm, Blackberry, Outlook <strong>and</strong> other email programs,QuickBooks for Basic, plus Groupwise, HotDocs,PaperPort, WORLDOX, iManage for Premier;Timeslips, MS Word, WordPerfect, HotDocs v. 5,ProDocs, most PDAs (Palm, PocketPC, Palm,Blackberry), MS Outlook (call for details)MS Word <strong>and</strong> Outlook, WordPerfect, HotDocs,Timeslips, PCLaw, QuickBooks, Tabs3, Juris, CrystalReports; Palm <strong>and</strong> PocketPC (more)Blackberry, Palm; DocOpen, iManage, Worldox;Outlook/Exchange, Groupwise; HotDocs; Juris,Tabs3, Timeslips, Quickbookds; MS Word & Excel,Corel WordPerfect; moreQuickDocs, Microsoft Outlook, PCLaw Travel Editionworks with Palm <strong>and</strong> Pocket PC PDAs (call fordetails)Chart Last Updated: 5/22/06Mention of a company, product, or service does not indicate endorsement or support by the American Bar Association or the author.All information subject to change without notice. Please check website or call company for current details.
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