Because it runs in a browser, LegalSuite Online can now provide web-based modules which use the power of the Internet to enhance and supplement the functionality of our Desktop-based program.

The LegalSuite Report Builder allows you to design Reports which can be shared with other Employees or your Clients. It is easy to use and a simple Report typically takes a few minutes to design. It also has a number of advanced features which can be used to generate more complex Reports, but it has a user-friendly interface, simple layout and extensive help screens which guide you through the process.

The Report Builder has been designed to make report design as easy and as intuitive as possbile. Designing a Report comprises of selecting the Main Table (i.e. the database table the Report will loop through) and adding columns from a dropdown list. Although it has a number of advanced options as well, creating a simple Report is as easy as that.

The exciting part, however, is that every Report is assigned a unique Url (e.g. https://online.legalsuite.net/report/1000) which allows it to be accessed over the Internet. This URL can be sent to an Employee or Client who can simply click on the link and generate the Report themselves in their browser.

Benefits

The Report accesses data from your LegalSuite database in real time using the LegalSuite API which means the Report is always up-to-date and reflects the current status as it exists on your system. More importantly, your Clients (and Employees) can view the Report at any time, anywhere, using any device.

The LegalSuite Report Builder not only allows you to create internal Reports, but it can also be used to create reports for your Clients. What's more, you even can schedule the Report to be emailed to your Client on a Daily, Weekly or Monthly basis.

In today's competitive environment it is essential that a Legal Firm provides the best possible service to their Clients. A common request from many corporate Clients and other stakeholders (such as Estate Agents) is to receive daily or weekly reports on the status of their Matters.

Generating these reports can be an onerous task which uses up resources and is often quite time-consuming. The report then has to be emailed to the Client on a regular basis and the whole process is generally ineffecient and unsatisfactory - for both parties.

By designing the Client's report in the LegalSuite Report Builder, you only have to do it once!

Once you have created the Report, you can send the Report's Url to the Client and they simply click on the link, login with their credentials and generate the Report themselves.

Your Client now has access to the Report whenever they want and can generate it 24/7 from anywhere using any device. What's more, the Report contains real-time data which means they are always getting the latest, up-to-date information.

This is not only saves you from having to manually send reports to your Clients on a regular basis, but it also improves your service levels which enhances your value and ensures a long-lasting and mutually-beneficial relationship with your Clients.

2) Email Campaign Manager

Keeping in touch with your clients, marketing your firm and sending out emails is an important task in the high tech environment in which the modern attorney firm operates today.

The Address Book in LegalSuite provides a valuable resource - it contains the details and email addresses of each and every Party that has been involved in one or more Matters with your firm.

The Email Campaign Manager allows you to utilize this valuable data and send emails to the Parties in your Address Book with the click of a button.

The Email Campaign Manager can be used to send newsletters, announcements and informational emails to your Clients on a regular basis or just to send once off emails to selected Parties. It can be a powerful marketing tool to ensure that your Clients and other Parties are regularly aware of your company and create top of the mind awareness.

You can use a Template to design the contents of the email body which will insert each Party's details (e.g. their salutation) in the appropriate place in the email.

You can add attachments to the email and can even attach the Debtors Account to the email.

Sending out Debtors Accounts is typically an onerous and tedious task. Using the Email Campaign Manager, you can now send these out on a regular basis on a Daily, Weekly or Monthly basis without any intervention on your part - it is all done automatically by the Email Campaign Manager.