A comprehensive system
for managing
large law firms

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.

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).

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.

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

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.

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

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).

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