Advocate Management System

a.) Client & File Management
Keep proper and up-to-date records of client data, open files with file numbers assigned automatically. Post bring-ups for every file worked on and receive email reminders when it's time to bring the file back to your attention

b.) Document Management
Upload documents into the system and attach them to a file. Share documents between different users. View documents straight from the browser. Keep track of various document versions when a document is updated and uploaded back into the system

c.) Diary Management
Post all diary items into the calendar and separate court calendar from other calendars. Receive reminders via email when a due date approaches.

d.) Client Invoicing and Payments
Easily create invoices based on the quotes you have sent to your clients. Turn Quotes into Fee notes with minimal effort. Send professional looking invoices directly to your clients in just a click via email as a PDF attachment or print and send them by mail. Receive clients’ payments into the system and print out receipts.

e.) Office Administration & Accounting
Control supplier invoices and get a clear forecast of your future bills to pay. Easily create your earnings report, balance sheet and other financial statements. Track Petty Cash expenses and perform bank reconciliations every end-of month.

f.)Human Resource & Payroll
Oversee all important information for each staff member at a glance. Restrict visibility of sensitive information to just HR managers, or make other information public for all employees to see such as employee directory. Receive alerts for any new leave requests, advance requests, overtime applications, and more