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LegalSuite

Process serving can be an overwhelming task, especially when dealing with client communication and numerous orders all at once. With LegalSuite, order management is made easy and clients also have access to see their account status.

Order Types Include:

  • Court Filing
  • Process Service
  • Court Research
  • Subpoena
  • Dispatch
  • Copy Service

Key Features

  • Ability to auto-assign orders based on ‘Area Maint.’ (zip codes)
  • Asset tracking via GPS (version 2.0)
  • Auto mapping to locations
  • Multiple-company capable
  • Printing via Crystal Reports
  • SQL server based
  • Quickbooks integration for accounting
  • License control (purchase on the fly)
  • Complete order process (through cash receipts)
  • EDI capable (version 2.0)
  • Routing pages for document control
  • Case Maintenance
  • Work Order Maintenance
  • Reprint Work Order
  • Branch Status (Order Management Area)
  • Track Proof Forms that have not been delivered
  • Proof Reprint

Billing

  • Invoice Print
  • Invoice Post
  • Invoice Reprint
  • Invoice Register Reprint

Reports

  • Sales Analysis
  • Active Customers
  • Inactive Customers
  • Open Orders

Accounting

  • Accounts receivables
  • Cash Receipts
  • QuickBooks Integration
  • Vendor Maintenance
  • General Ledger Code Maintenance

Document Management

  • Process scanned images or pdf’s
  • Upload documents
  • Search documents
  • Setup document groups

Milestones

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Last Edited 4/7/09

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