FEATURES AND INTEGRATIONS
SpineLegal is developed in collaboration with several solicitor firms, bringing in all the best features for real day to day operations. SpineLegal has all the features and is a brand new platform on brand new technologies as requested by the customers.
We are the only firm that will happily build new tailored features for your firm on request.
FEATURE LIST
CASE AUDIT
Audit the cases in the firm using pre-defined checklist
RISK MANAGEMENT
Manage the risks by capturing and reporting them
SCANNER INTEGRATION
Integrate the documents from scanners and other sources easily
COMPLINACE REPORTS
Manage the compliance requirements and generate reports
Unique Features
SpineLegal Advanced Platform Features
SPINE INTEGRATIONS
WORKFLOW MANAGEMENT
Standardise matter processing using workflows
TEMPLATE MANAGEMENT
Codify precedents and templates for auto generation
USER MANAGEMENT
Manage SpineLegal users in the firm effectively with entitlements
CLIENT MANAGEMENT
Manage client relationship at one place
BUSINESS CONTACTS MANAGEMENT
Manage all business contacts and relationships in one place
DOCUMENT MANAGEMENT
Generate and process documents easily for all matter types
TASK MANAGEMENT
Manage all the tasks associated with each matter and track them
BILLING AND INVOICES
Generate invoices based on the quotations and effectively send to clients
TIMER and TIMESHEET
Run matter based on the timer and review all the activities in time sheet
CLIENT ACCOUNTING
Manage all client accounting ledgers easily for each cases
OFFICE ACCOUNTING
Stand alone, traditional office accounts module
VAT MODULE
Calculate outstanding VAT for each reporting periods easily
DIGITAL VAT
Submit VAT digitally to the HMRC
LEDGER RECONCILIATION
Reconcile statements and ledger for client and office accounts
OFFICE BUDGET MODULE
Forecast and capture budget for the firms operations
MI AND REPORTS
Generate reports and MI to run the firm effectively in one click
3rd PARTY INTEGRATIONS
Integrated services to help legal firms run faster and efficiently
WORD INTEGRATION
Integration with Microsoft Word for generating and managing documents
OUTLOOK INTEGRATION
Integration with Microsoft Outlook for sending and receiving emails
PDF INTEGRATION
Integration with PDF document processor for saving and managing documents
Practice MANAGEMENT
Manage firm using advanced charts and reports
MATTER MANAGEMENT
Run any matter types using the built-in features
LEGAL ACCOUNTING
Legal accounting modules built following the SRA guidelines
QUOTATION MANAGEMENT
Generate quotations based on configured templates
SDLT
Integrate SpineLegal with the HMRC SDLT system in one click. Submit SDLT forms from the case management system
CLICK SEND
Send SMS, FAX, POST to matter participants using the industry-leading services from ClickSend
DATA OWNERSHIP
Own your data in your secure cloud infrastructure
THEMES
Change the look and feel of SpineLegal application using the Themes
ZOOM
Zoom SpineLegal Fonts and Icons in the screens to your preference
MULTIPLE CASES
Manage multiple cases in one window easily
TRAINING
Audit the cases in the firm using pre-defined checklist
ALERTS AND NOTIFICATIONs
Manage the risks by capturing and reporting them
KNOWLEDGE BASE
Integrate the documents from scanners and other sources easily
24 x 7 Support
Manage the compliance requirements and generate reports
LEGALTRACK
Client portal for your customers to interact with the legal firm. Unlimited storage and advanced features to generate repeat business and referrals
WORD, OUTLOOK AND PDF
Integration with Microsoft Word and Outlook for easier processing of legal cases
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Cloud Storage
Integration with all leading cloud storage providers giving the choices to the law firms
Communications
Easy integration with communicators to manage staff and clients