CSI Lawyer

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.