#TOCKLER PROGRAM SOFTWARE#
If a court updates its rules, calendar events are automatically updated.Īlmost all aspects of the software are customizable and configurable to a law firm’s specific needs. With the court rules integration, critical court dates are calculated and automatically set up in the platform when a new matter is created. Templates can also include fields to define the information that should be collected for a matter. These templates can automate the creation of tasks and events at the start of a matter and and can include triggers to add tasks during the life of matter. MatterAlert allows firms to create matter templates for different types of matters, either for their own internal purposes or to meet specific client requirements. If someone leaves or joins the firm, all appointments and tasks can be updated in bulk with the assignments to the new timekeeper. It also integrates with Outlook, pushing all dates, events and tasks to Outlook calendars. In addition to pulling in court dates from CalendarRules, it can pull in timekeeper and account data from accounting systems - automatically or manually - and documents from document management systems such as iManage and NetDocuments. MatterAlert addresses those issues by pulling in data from multiple locations and centralizing it in a dashboard.
#TOCKLER PROGRAM UPDATE#
Calculating dates is time consuming, there is no reporting, and there is no easy way to update events in bulk when a lawyer leaves and another takes over a matter. In a demonstration of MatterAlert yesterday, PaayaTech CEO Hossein Jabbarzadeh said that it is designed to solve the problems that arise when law firms use Outlook and Excel to manage legal matters. Its other products are CorpSync to sync client contact information across platforms and CorpIntake for intaking new business. The product has been developed by PaayaTech, a Toronto company that provides customized IT software applications for law firms and other industries. It integrates with CalendarRules to provide rules-based calendaring, with accounting systems such as Thomson Reuters 3E and Aderant, and with Office365 and Exchange. The product provides a matter dashboard to view all matter information in one place and matter templates to automate the creation of tasks and calendar events based on the type of matter. A new legal software product unveiled today, MatterAlert, is a web-based, matter-centric docketing, tickler and calendar application designed to help law firms manage all matter-related dates, deadlines and other information in a single platform.
0 kommentar(er)
