Name: CSI Lawyer
Price: 48 USD
Rating: 9 (1 reviews)
Author: CSI Helsinki

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Software Repositories

Development

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Enterprise Generative AI

Visual Collaboration

Enterprise

Accounting

Revenue Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

AIOps

C/C++ Integrated Development Environments

Cloud Storage

Cybersecurity Consulting

Data Center Infrastructure Management

Data Quality

Data Virtualization

Desktop Management

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Hadoop-Related

Hosted Virtual Desktop

Integration Platform as a Service (iPaaS)

MLOps

Managed Public Cloud Infrastructure

Mobile Data Security

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Process Mining

Relational Databases

Security Awareness Training

Web Access Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Consumer Ratings & Reviews

Content Management

Email Marketing

Event Registration

Landing Page

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Sales

Antivirus

User and Entity Behavior Analytics (UEBA)

Security

Construction Accounting

Hotel Management

Library Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Scholarship Management

Telemedicine

Utilities

Vertical-Specific

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CSI Lawyer is a software solution designed to streamline legal matter processes, enhance invoicing efficiency, and improve customer satisfaction for law firms of different sizes. According to the vendor, this comprehensive software is utilized by legal professionals, including lawyers, partners, and assistants, as well as financial management teams and customers in the legal industry.

## Key Features

**Task & Time Tracking**: CSI Lawyer allows users to effectively organize and schedule tasks, as well as accurately track work time. With a centralized view of tasks and schedules, team members can stay on top of their work. Users have multiple options for making time entries, including timers, templates, and mobile devices. The software also integrates with various time tracking applications and enables time entries from Outlook emails, appointments, and tasks.

**Invoicing & Payments**: CSI Lawyer simplifies the creation of invoices with previewing and editing capabilities. Users can generate invoices seamlessly and support digital verification, eliminating the need for paper printouts. The software offers flexible options for sending invoices as e-invoices or via email. It also provides features for managing different types of invoices, such as advance invoices and credit invoices. CSI Lawyer facilitates payment management, including importing payments from banking programs and manual registration.

**Reporting**: CSI Lawyer offers a comprehensive range of reports, including pivot reports, system views, and dashboard charts, allowing users to analyze data effectively. Traditional reports for bookkeeping purposes, such as sales diaries and payment reports, are readily available. The software enables users to analyze data from different perspectives through interactive pivot reports. System views provide easy data listing, filtering, and exporting to Excel. The software also includes illustrative dashboards for quick monitoring of key measures and trends.

**Customer Management**: CSI Lawyer supports comprehensive customer management by allowing users to add all parties involved in legal matters as customers. Users can easily manage corporate structures, such as parent company/subsidiary relationships. The software enables the creation of mailing lists and the linking of contacts to document or email templates. It also includes features for managing prospects and sales opportunities, promoting them to customers and matters. CSI Lawyer facilitates the development of customer relationships with customer plans and targeted activities.

**Document Management**: CSI Lawyer enables the storage of documents attached to customers and matters within the software or external document management systems. The software seamlessly integrates with document management systems like M-Files, NetDocuments, and O365 SharePoint. Users can create document templates that retrieve CSI data for easy document creation. CSI Lawyer supports the attachment of documents to customers and matters, providing easy access to the latest versions. Additionally, users can save smaller documents as notes within the software.

**Integrations**: CSI Lawyer offers productized integrations with KYC services, accounting systems, document management systems, and time tracking applications. It seamlessly integrates with KYC services for customer identification and verification. Users can connect CSI Lawyer with accounting systems to transfer invoicing material and make payment adjustments. Integration with document management systems ensures easy access and management of attached documents. The software also allows integration with separate time tracking applications, enabling time entries from Outlook.

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CSI Lawyer

Legal case management software organize facts pertaining to cases, whether billing hours or facts, history, and documents relevant to the matter. Because hours logged is essential to this case management software also includes billing related features and customer document and information management. Finally, they integrate with eDiscovery tools so that relevant information can be associated to cases quickly.

Legal Case Management

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Legal Case Management Software

CSI Lawyer

Overview

What is CSI Lawyer?