Partner for Windows practice management software is your accounting, billing, time recording, case and document management system – and provides key management report you need in a flexible way.
It keeps you compliant with the latest regulations – if the Law Society wants it, Partner for Windows provides it. Our software can help you automate time-consuming admin tasks, providing customisable workflows that help you squeeze maximum efficiency out of procedural work.
It’s our proprietary system so we built it, we improve it and we have on-site development and support teams who help our lively user community get the best out of the product and its many modules.
Practice Management Fully compliant practice management for the heart of your law firm – if the SRA wants it, Partner for Windows provides it:
- Meets specific requirements of the Law Society Regulations
- ID-checking as standard as part of Client/Matter inception.
- Compliance Module lets compliance staff monitor Risk Management metrics.
- Provides automated KPIs to the user’s desktop, configured to role and responsibility.
- Gives you a comprehensive library of standard management reports.
- Creates management report packs for automated month end or year-end production.
- Integrates with Microsoft Excel so you can perform further analysis in a familiar environment.
- Partner Taskcenter
- Tikit Connect
Case Management & Workflow A modern law firm needs to squeeze as much efficiency as possible out of standard processes whilst taking care to mitigate and monitor risk. Partner for Windows Case Manager is your diary, to-do list, client database and document manager in one product.
- Design your own workflow to create efficient processes for any area of law – from a simple compromise agreement to a complicated commercial transaction.
- Unique, user defined database where users can create their own data store for use in documents, reporting or for online client access.
- Intuitive filing of documents from Outlook, Word, Excel, ODF and Oyez Forms
- Inclusive scanning module for production of the electronic file
Compliance & Risk Management
Out of the box, Partner for Windows provides you with powerful management information. Your lawyers will enjoy intuitive time recording, whether at their desk or on the move, and case management that works closely with their native Office applications. Your accounts department will be using the same suite for billing and taking online payments. And your compliance staff can have one place to monitor all those Risk Management metrics like, risk, undertakings, complaints and financial indicators. Configurable workflows and document templates help you access efficiency benefits immediately, and the flexibility to customise aspects of the system means you can develop an environment to suit the way you work.
Call a member of out team today on +353 (0)21 4826320 or email us at firstname.lastname@example.org