Practice Information Powertool

The Practice Information Powertool, developed by HiPerSoft Corporation, is a case management software designed to streamline and optimize the operations of law firms, legal professionals, attorneys, legal departments, and legal service providers. According to the vendor, this powertool caters to businesses of any size, offering features such as instant access to case information, robust contact management, mobile accessibility, rules-based calendaring, pop-up warnings, time and billing capabilities, task management, trust accounting, document management, form generation, and seamless email integration.

Key Features

Case Management: According to the vendor, the software provides instant access to case information, including parties, case calendar, facts, insurance, special damages, general damages, and discovery. It also offers pull-down menus for quick and easy data entry.

Contact Management: The vendor claims that the software allows effective management of contacts with a prospect manager for new client development. The matters tab displays a list of cases for each contact, while unlimited address and telephone/email information can be linked to contacts. Users can also track relationships between contacts and perform conflict checking.

Mobile Access: The Practice Information Powertool is said to be compatible with iPad and iPhone devices, allowing users to mobilize their database and take their case data to meetings, depositions, and court appearances.

Calendar: The software offers various calendar views such as day, week, month, and list, according to the vendor. Users can filter the calendar by attorneys and staff members, event types, and status of cases to focus on the necessary information.

Rules-Based Calendaring: According to the vendor, the software enables the creation of templates based on master events, allowing for efficient scheduling. Templates can have multiple related events and can be assigned to single or multiple staff members. Templates can be created for any type of event, from trials to discovery.

Pop-up Warnings: The vendor states that the software provides pop-up warnings for events, including statutes and to-do items. It also offers automatic reminders and displays specific event information such as date, time, event type, description, and case number or name.

Time & Billing: According to the vendor, the software allows users to convert file notes into billing slips with a single click. Users can define default hourly rates for each staff member, override rates on individual billing slips, and track non-billable time. Additionally, users can add and track expenses and apply payments to one or more statements.

Task Management: The vendor claims that the software enables users to generate task lists for specific staff members, groups of staff members, date ranges, and individual cases. Tasks can be linked to other calendar events and are displayed in all calendar views. Users can assign multiple staff members to a task for collaborative work.

Trust Accounting: According to the vendor, the software supports IOLTA and individual client trust accounts, allowing for accurate trust accounting. Users can track all money paid and received on behalf of clients, view running balances, and manage trust bank accounts.

Document Management System: The software is said to allow effortless management of all document types, including MS Word, WordPerfect, PDF, and image files. According to the vendor, it provides features such as tracking document sending and receipt, automatic management of documents created by the form generator, and creation and management of client folders for document storage.