uberall pms · resume database management and search user system access rights management knowledge...
TRANSCRIPT
Call us now for a product demo customized
to your needs: 91-20-27293902/3/4. Or visit
www.uberall.in/legal.html for more details
Uberall PMS Practice Management Solution
Uberall’s Integrated Time & Billing and Practice Management
solution (Uberall Law 2.0) enables law and accounting firms to
completely automate their working processes including Practice
management, Working matter information, Calendaring,
Timesheet, Billing, Integrated Cash Accounting Finance, Contact
management, Conflict search, Document Management, Human
Resources management, Payroll,, Intellectual Property practice
management, Marketing, and Knowledge management. Further,
management can get a complete insight into the activities with
over 120 practice management Reports and draw valuable
business analytics across Teams, Clients, Partners and Practice
Areas across multiple offices.
This solution encourages collaboration and communication between the different roles
within an organization and allows associates to spend less time on tedious routine tasks
which require paper handling, manual recording of time spent etc. and more time on the
actual professional service and Research activities. It will tremendously improve the
productivity and efficiency for the employees.
K E Y B E N E F I T S
Increased operational efficiency
and accuracy through centralized
/ fully integrated automation
approach.
Reduce costs of operations by
streamlining the processes and
activities.
Eliminate Cumbersome task
duplication, data duplications and
paper work
Quick access to most recent data.
Consolidated data views for
Managers and Partners
Anytime access to complete WIP
case status/stages.
Improve productivity by tracking
critical data about resources,
customers, processes.
Increase effectiveness with
greater customer knowledge.
Build customer loyalty by
streamlining proactive
interactions, customer access
high value services.
Integration of different systems
including document management
Comprehensive Real-time
Reporting and analysis.
Product Highlights
� Collaborative, multi-user, web based Platform
� Practice management including inquiry, mandates, conflict of interest search, filing,
group calendaring, WIP tracking
� Resource Management and Activity Workflow Manager
� Contact Management and activity Scheduler
� Integrated Timesheets with multiple views
� Flexible Billing with Hours, Fixed, Blended, Retainership pricing schemes
� Associate, customer, referral productivity tracking
� Human Resource and Payroll management
� Account Receivables and Financial Accounting
� Comprehensive IP practice Management.
� Knowledge management platform with quick easy access to information
� Drilldown, graphical analytics
OPTIMIZE YOUR PRACTICE ON THE MOVE Uberall Law 2.0 – Integrated Law Practice Management Solution is also available on Pocket PC platform For further information, please contact
91-20-27293902 or Email us at [email protected]
Uberall PMS enables it’s customers to completely automate their processes and provides a collaborative platform
for the associates. It aims at improving the overall efficiency in operations and customer service.
Practice Management
� Client information management
� Inquiry management
� Conflict of interest Checking
� Case/Matter Management
� Physical file tracking
� Contact Management
� Group Calendar
� Resource Management and Tracking
� Training and Event Management
Integrated Billing
� Integrated billing with fixed costs, hourly, activity
based, blended, retainership pricing models
� Bill out pocket and fees in a single bill
� Facility to track incurred but not billed expenses
� Integration with Telephony system
� Bill splitting and merging options
� Expense tracking and reimbursements
� Bill generation and printing with summary and
detailed attachments
� Integrated analytics
Timesheet Management
� Easy Timesheet recording and Management
� Multiple timesheet entry/view modes (daily, weekly,
monthly)
� Track billable/non billable time
� Facility to define activities
� Cases to appear based on the appointments, so that
associate does not miss any entry.
� Integrated billing based on the timesheet entry.
� Batch mode entry capabilities
� Tracking of dates/clients for which timesheets not
entered
� Facility to cases as favorites to enable fast data entry
� Timesheet reminder mails to associates
� Locking of records for which time entries have been
billed
� Support for multiple start/stop timers
Resource Tracking
� View list of open files and associated resources
working on the project.
� Facility track inter-group resource utilization tracking
� Provides up-to-date information about the resource
utilization and billing;
� At the individual level, it will display daily current
assignments and time utilization
Contacts Management
� Enables firms to manage central database of all
contacts including clients, referrals, counsels,
foreign associates, suppliers, etc.,
� Powerful search to quickly locate the contacts
� Facility to manage public and private contact
details
� Facility to handle duplicate contacts.
� Facility import / export contact list from palm,
pocket pc handhelds.
Group Calendar
� Calendar, Appointment Management
� Group calendar with monthly, weekly, daily
views
� Set reminders for critical events
� Outlook style calendar printing with
appointments
� Convert completed appoints to timesheet
entries in a click of a button.
Finance & Accounting
� General Ledgers Creation/Management
� Fee Structure Management
o Fixed cost
o Hourly
o Blended
o Fixed + hourly
o Retainership
o Activity based
o Resource specific
o Counsel fees
� Client Disbursements/Advance management
� Account Payables
� Account Receivables
� Purchases and Assets tracking
� Out of Pocket expense handling and Control.
� Cost center management
� Vouchers management
� Bank payslip generation
� Bank reconciliation
� Reimbursement handling
� TDS letters followup/reminders
� TDS for Suppliers and generation of TDS
certificate for Suppliers
� Service Tax Management and report generation
� Purchase management and CENVAT handling
� eFiling XLS format generation
� Financial Statements - P & L, Trial Balance,
Balance sheets and BS schedules.
Comprehensive Reporting
� Contribution by Practice areas
� Revenues by Client Group, Client, Matters
� Associate performance
� Revenue contribution by referral
� Productivity by Client/Matter/Client
group/referral
� Productivity by practice area/associate/group
leader
� Billing and Collection
o Work-in-Progress billing and collection o Billing (Fees) Journal Report o Invoice Journal Report o Billing By Associate/group leader/ Practice Area/Client/Client group/ case/referral
� Receivables by Client/Associate
� Client Payment Listing
� Fee Allocation Summary
� Collection Summary
� WIP, Billing & Collection History
� Fees Due By associate/group leader/Practice
Area/client/Client group
� Pending Payment aging
� Accounting and other Company MIS:
o General Ledger & Trial Balance o Income Statements and Balance
sheets o Current Month & Year-to-Date Income Statements
� Time Listing/ Time Summary
� Time Utilization Analysis
� IP Reports
o Assignment details o Stage wise No. of Applications o Applications not published o Filed the RQ but report not received o Grant Notification reports
Intellectual Property Practice Management (Optional)
� IP Application Management (Home, Foreign, PCT,
Foreign filing) for Patents, Trademarks, Designs and
Copyrights
� Stage Configuration Management
� Schedule/docketing Management
� Status Updations
� Foreign Associate details
� Renewals/Annuity Management
� Event Management
o Pre-grant Opposition
o Post-grant Opposition
o Change of Name application
o Voluntary Amendments
o Revocation (only after grant)
� Scanned document attachment Management for
o Filing Receipt
o Page in Gazette
o Examination Report
o Letters Patent Document (LPD)
o Page in the Journal
o Renewal Certificate
o Form 27
� Customer Access Area for application Status tracking
� Searching of Published Journals
� Customer Billing Management
� Attorney fees/debit note management
� Expenses Management
� Reminders/Alerts
� Search to quickly locate the contacts
� Facility to manage public and private contact details
� Facility to handle duplicate contacts.
� Facility import / export contact list from palm, pocket pc
handhelds.
Human Resource Management (Optional)
� Associate enrollment personal info, enrollment
date, education history, employment history,
professional skills/ experience, professional
memberships/ registrations/enrollments etc.,
� Quick and Access to skill inventory information
including Firm experience, list of projects.
� Practice Areas and related partners, Partner,
group leader, associate skill/experience details
� Foreign associate details for particular
country/professional service.
� Attendance tracking
� Leave requests and Approval management
� Salary/payroll management/PF/TDS/Payslip
generation
� Travel requisition management
� Travel coupon management
� Employee performance tracking and
management based on subjective and Objective
parameters
� Client feedback tracking
� Internship Management and tracking
� Colleges/trainees referred, Trainee details,
Qualifications, Rejection/approval status
� Resume/candidate tracking
� Newsletter management
� Knowledge article management
� Resume database management and search
� User System Access rights management
Knowledge Management (Optional)
� Comprehensive Knowledge Portal
� Forms, Precedents and Legal Insights
� Deal Bibles
� Access to Continuous Legal Education (CLE)
Information.
� Quick Access to Practice Specific
Presentations, Documents and Templates
� Business/Legal news updates
� Blogs and wikis
� People profiles
� Contests/knowledge contribution rewards
� Legal trivia/did you know features
� Customizable surveys
� Knowledge articles creation, editorials, inserts
etc., on different practice areas.
� Knowledge article sharing.
� Creation and Management of Templates
� Template search
Litigation Management (Optional)
� Individual/Team Case Calendar
� Individual/ Team Case Diary
� Appointment/Tasks Management
� Mandate Management and Tracking
� Automated Client Billing with approval
workflows
� Client Management
� Automated Case Recording Remarks client
update
� External Counsel Management including
Payouts
� Case Contacts Management
� Fully integrated with Finance
Blackberry ® Pad (Optional)
� Work In Progress hours with value for your
Group/team/clients fully summarized
� Weekly Billing Vs Realization
� Advance Vs Expenses for all related
Matters.
� Team Productivity
� Velocity and Time analysis
� Resource Status
� Budget and Performance
� Matter Summary
Backberry® is a registered trademark of Research in Motion Ltd.
Legal CRM (Optional)
This module will centralize the firm's collective
marketing knowledge, information and experience
about clients, contacts, prospects, opportunities and
potential.
� Event/Campaign Management
� Opportunity Management
� Proposal Generator
� Experience Tracker
� Client Relationship Management
� Spend Management
� Proactive Alerts and Notifications
� Configurable relationship parameters
� Fully Integrated with Uberall Law.
Integration and Customization
� Uberall Law 2.0 offers ready to use
integration with other systems to offer
improved efficiency.
� Systems include: Document Management
Systems, Attendance/Biometric Systems,
Telephony EPABX systems, Library systems
and Printers.
� Customize processes specific to your
company
� Change look and feel of application
� Customize business rules
Key Legal Practice Analytics delivered to you on your Blackberry ® in real-time and fully automated.
About Uberall Solutions (I) Limited
Uberall’s PMS – A complete Practice Management
solution is provided by Uberall Solutions, a leader in
PDO (Product Development Outsourcing) solutions
in India. By combining innovative technology and
best services practices, Uberall enables Legal firms
to use a suite of solutions that provide a fully
automated practice management, billing and
customer relationship functionality.
Uberall's proven technology, point-and-click
customization, integration and best user experience,
ensures full functionality, with ease of use.
For More information about Uberall’s Practice
Management Solution please contact:
Uberall Solutions (I) Limited
401, Mont Vet Zenith, Baner Road,
Pune - 411 045, INDIA.
Phone : 91-20-27293902/3 Fax: 91-20-27292334,
E-Mail : [email protected]
Corporate Website :
http://www.uberall.in/
Legal Solution Details :
www.uberall.in/legal.html
Why Uberall PMS ?
Law and Accounting firms choose our Integrated
Practice Management Solution for its strong practice
management capabilities coupled with it flexibility to
integrate and seamlessly work with other systems.
Other benefits include:
� Web Based Fully Secure, Scalable, and
Flexible solution
� Built based on best expertise and best
practices from the law industry.
� Quick and Easy Start-up
� Facility to integrate with a variety of Third
party tools.
� Proactive live and e-mail support
� Product upgrades address industry’s specific
and changing customer needs
� Secure, scalable, flexible solution.
� Convenient implementation approach with
ease conversion from existing software
� Easy Customisation Possible