Service Business Software | Legal Firms, Financial Advisors
Latest Blog Posts
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We've made some big leaps with the new project module. Conceptually, the biggest change is the ability to work...
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This is a bit of a deviation from my usual product updates, but bear with me … It is a...
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A huge part of the current release we're working on is a new and enhanced project management module. The...
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We quietly released a new beta last week - this is an update to Google Calendar sync using the newish...
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Based on the popularity of our Micro Mulit-national discussion late last month, we've secured a series of articles to be...
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Are you a small legal firm? Need a solid solution to managing the ever growing amount of information surrounding your clients and cases? Do you have an efficient and organized method of billing your clients?
Most legal software solutions have been developed with large firms in mind. Finally, a solution for boutique firms is available and affordable.
Testimonials
I have used WORKetc for the past 4 months. I am highly impressed with how quickly the team responded to my support request. I have yet to experience any website downtime. I can easily backup my data, so I own and control the data. It is a Microsoft SQL, so I can easily manipulate the data, if we ever move to another program or an installed program. In short, WORKetc has solved several of our chief concerns. For that reason, I recommend subscribing to WORKetc as MLO’s practice management program.
- Manage all your client contact information from anywhere in the world via our comprehensive online CRM platform.
- Use custom tags on your contacts. Label people and parties as plaintiffs, attorney, defendant etc.
- Monitor your customer’s queries and concerns via online forms.
- Manage all your case information from anywhere in the world.
- Conduct live conferences via online chat.
- Created searchable folder hierarchies to upload all important files and documents.
- Share files and documents with clients and employees or mark files private.
- Detail your projects by breaking them into prioritized sub projects, tasks and sub tasks. Collaborate with employees, contractors and customers by assigning tasks with set deadlines and reminders through email notifications.
- Use convenient RSS subscriptions to projects so you are notified of any project progress or potential issues.
- Manage your billing options by clocking your time, use milestone billing, product billing or subscription billing.
- Manage all your billing activities such as unbilled or overdue invoices, view cash flow status and make payments or partial easy for your customers by integrating PayPal, Google Checkout, Authorize.net and other payment gateways into your website.
- Created searchable folder hierarchies to upload all important files and documents.
- Share files and documents with clients and employees or marked files private.
- Manage projects and task in one convenient location.
