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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 PMS · Resume database management and search User System Access rights management Knowledge Management (Optional) Comprehensive Knowledge Portal Forms, Precedents and Legal

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Page 1: Uberall PMS · Resume database management and search User System Access rights management Knowledge Management (Optional) Comprehensive Knowledge Portal Forms, Precedents and Legal

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

Page 2: Uberall PMS · Resume database management and search User System Access rights management Knowledge Management (Optional) Comprehensive Knowledge Portal Forms, Precedents and Legal

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]

Page 3: Uberall PMS · Resume database management and search User System Access rights management Knowledge Management (Optional) Comprehensive Knowledge Portal Forms, Precedents and Legal

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

Page 4: Uberall PMS · Resume database management and search User System Access rights management Knowledge Management (Optional) Comprehensive Knowledge Portal Forms, Precedents and Legal

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.

Page 5: Uberall PMS · Resume database management and search User System Access rights management Knowledge Management (Optional) Comprehensive Knowledge Portal Forms, Precedents and Legal

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.

Page 6: Uberall PMS · Resume database management and search User System Access rights management Knowledge Management (Optional) Comprehensive Knowledge Portal Forms, Precedents and Legal

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

Page 7: Uberall PMS · Resume database management and search User System Access rights management Knowledge Management (Optional) Comprehensive Knowledge Portal Forms, Precedents and Legal

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.

Page 8: Uberall PMS · Resume database management and search User System Access rights management Knowledge Management (Optional) Comprehensive Knowledge Portal Forms, Precedents and Legal

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