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Functions

Automating your daily tasks saves time, which can be invested much better – in the further development of the law firm. Work more efficiently with Advisor247. See in how many tasks it will support you.

Customers

360 degree view – keep your customer data in one place, easily accessible to users. Acquire your customers more efficiently and monitor the cost-effectiveness of working with them.

access to all customer data: cases, tasks, notes, calendars, documents, correspondence, time entries, expenses, subscriptions, rates and invoices,
support of individual and business customers,
customer segmentation,
prospecting and customer acquisition,
detection of duplicates and conflicts of interest,
roles of users in relationship to the customer,
links between clients,
capturing customer data from the GUS database,
customer invoicing data,
customer settlement notes visible during billing process,
filtering and searching customers by any criteria.

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Cases

360 degree view - all case data in one place, easily accessible to users according to their access rights. Monitor every aspect of case handling and settlement.

access to all case data: tasks, notes, calendars, documents, correspondence, times entries and expenses, lump sums, rates, billing information and invoices,
different ways of billing (i.e. subscription, hourly rates, fixed fee) and case currency,
unlimited number of stages of the procedure,
different roles of accounts in the case,
the roles of users in the case,
dynamic management of access rights to the cases for users,
possibility of implementing unlimited number of complex settlement schemes (only large law firms) ,
possibility of handling subordinate cases (only large law firms),
billing data disjunctive with customer invoicing data,
case settlement notes visible during invoicing process,
filtering and search for cases according to any criteria, e.g. signatures.

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Calendar and tasks

Work the way you want, remotely or mobile. Stay up-to-date with all meetings and appointments and make use of reminders. Manage job distribution.

all due dates and meetings available from the account or case level,
due dates of implementation and control of its timely delivery,
different categories of tasks and meetings (e.g. private meetings),
priorities of tasks implementation and definable labels,
delegation of deadlines and tasks as well as control of their implementation,
the ability to attach working times (time entries) and expenses to appointments and meetings and to sum them up,
inviting other users to meetings and reserving corporate resources (e.g. meeting rooms),
system reminders (with no need to log into the system) and e-mail reminders about the deadlines,
the freedom to define own lists of meetings and appointments (e.g. “Rafał Hobot’s appointments” for this week or “the tasks I have delegated”),
tasks related to documents and correspondence,
ability to share calendars,
infinite possibilities of automation and distribution of tasks (e.g. competence matrix) – only large law firms,
copying to the calendar meetings from polish Information Portal of Common Courts,
ability to share selected task descriptions with clients (Advisor247 Portal),
appointments and meetings available from the mobile app (Advisor247 Pocket),
integration of calendars via MS Exchange or support of external calendar address,
COMING SOON: the ability to create tasks related to a specific email from MS Outlook.

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Working times, expenses, subscriptions and accounting

Easily register the duration of each activity, and increase your efficiency by doing it in the program you use for work. Monitor what you do with your time, hence, what you invest it in.

linking working times and expenses to the account and the case as well as to the task or appointment,
stopwatch or manual entering working times from the browser and mobile app (Advisor247 Pocket),
the ability to add working times with a single mouse click (a predefined amount of time),
working with time entries in 1/60 or 1/100 mode,
separate fields for working time and billable time,
definable rounding of working times,
entering a description of the activity and expense for the customer,
automatic assigning hourly rates to activities and calculating activity values,
customizable screen for adding time entries and expenses,
the ability to block registering time entries with a past date,
three-step and customizable process of approving time entries and expenses,
possibility of group operations on time entries and expenses,
statuses of time entries and expenses,
information about the invoice on which the working time (time entry) or expense was included,
easy identification of not-invoiced time entries and expenses and inability to re-invoice,
ability to set a daily goal of working hours (goal fulfillment bars),
calendar view of time entries (how the user worked on individual days),
subscriptions per customer or per case as well as notifications of the current usage of subscription,
support of different billing systems with parameterization,
hourly rates set depending on the following criteria: lawyer, client, case, activity,
daily notifications about the registered time entries from the previous day (only large law firms),
line editor for more efficient managing time entries,
flexible filters, views, and grouping for analytics and reporting,
NEW: Add time entries in MS Word/Outlook/Excel.

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Invoicing

Simplify the invoicing process - automatically create invoices, which include working times, expenses, and subscriptions. Send electronic invoices to customers efficiently and monitor payments.

efficient invoicing – all the information available on one screen,
handling the following types of invoices: VAT, proforma, credit note, currency, export, debit notes – both in Polish and English,
issuing individual invoices as well as generating them in bulk,
automatic generation of attachments with service specifications,
customization of layout of ready-made invoice templates and the ability to create individual invoice templates and service specifications,
automatic or manual settlement of subscriptions and settlement of advance payments,
pre-bill invoice sketch handling,
invoice sharing: mail, customer portal (Advisor247 Portal), printout,
monitoring of invoice payment levels,
payment reminders: mail, customer portal (Advisor247 Portal) or automatic task for the case manager,
mass invoice operations,
multi-currency and support of a tax rate,
integration with NBP (National Bank of Poland) exchange rates,
generating JPK V7M/JPK FA files,
flexible filters, views, and grouping for analytics and reporting.

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Documents

Easy and instant access to all documents. Work with documents easily and efficiently, also mobile. Document security.

assigning documents to customers and cases,
all documents relating to the account and the case in one place (types of documents: uploaded, created in MS Word, sent by customers by e-mail or through the customer portal, published in the Information Portal of Polish Common Courts, sent in a paper form, generated automatically),
uploading documents – web browser or document scanner/camera in mobile app,
preview of documents in the system,
categorizing and describing documents with metadata,
assigning and setting deadlines for documents,
defining folder structures for documents or creating ad-hoc folders,
automatic versioning of documents,
check in/check out functionality – document blocking,
searching for documents by defined metadata and by their content,
granting access to documents,
shared area for law firm documents,
generating formal letters, agreements, letters based on definable templates,
easy attaching documents to MS Outlook email correspondence (Advisor247 Desktop),
copying documents published in the Information Portal of Polish Common Courts to the system,
access and uploading documents from the mobile application (Advisor247 Desktop),
sharing documents between clients and law firm through the customer portal (Advisor247 Portal),
defining document workflows,
NEW: Adding time entry to a document from MS Word (Advisor247 Desktop),
COMING SOON: Synchronization with MS Sharepoint (i.e. simultaneous work of many users on same documents).

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Analytics and reports

Turn data into clear information and make rational decisions based on it. Gain certainty, that the implemented projects support the development of the law firm a set the directions for its development.

analytics of working times, expenses, revenue,
freedom to define filters and views of data,
possibility of multi-level grouping of data, based on different criteria (accounts, cases, lawyers, activities, statuses),
quick reports to move data we are interested in to MS Excel, for further processing,
possibility to define dedicated reports according to individual requirements,
possibility of graphical and tabular presentation of reports,
reports on the dashboard and sent by e-mail at a certain frequency,
interactive reports using integration with Business Intelligence systems.

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Advisor247 Portal - customer portal

Share selected information about cases run for your customers (documents, invoices, billing, etc.) and let them securely upload files, directly to Advisor247.

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Advisor247 Pocket - mobile app

Work comfortably using your mobile device (Android, iOS) or tablet (Android) wherever you are. Take advantage of the opportunity to work offline when you are outside of network coverage area.

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User permissions

Granular permissions and data available to individual system users; use predefined matrix of permissions adequate to the positions of individual users.

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Managing correspondence

Improve correspondence handling: register all received letters under the account and case, assign response deadlines to them and track their timely preparation. Streamline the shipping of outgoing correspondence by automatic generation of a register book or integration with the Polish Post register portal (coming soon).

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Project support

Make it easy to achieve your marketing goals and manage your relationships with customers. You do not need a separate system. Advisor247 is enough.

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