Ideally, your practice management system should support each step of each process, wherever possible. One primary goal is to manage relationships with contacts (prospects, clients and their advisors). Another primary goal is to quickly and efficiently move matters to completion. A third primary goal is to control critical dates and deadlines and associated workflow. Finally, a good system will allow you to manage growth and respond to change. WealthData provides the Time Matters customization necessary to achieve each of these goals for your estates or elder law practice. CivilData will provide the Time Matters customization you need to achieve these goals for a litigation practice. The best way to learn more is to call for an on-line demonstration and conversation about your practice procedures. Call (856) 429-3010 or send an email to: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
WealthData provides comprehensive estates practice information fields for each type of contact and matter. This expanded data provides an organization framework and information foundation. Using this foundation of expanded information WealthData provides automated document templates, automated workflow and a full set of management reports. Includes Estate Planning and Elder Law , Estate Administration, Business, Real Estate, Guardianship/Conservatorship, Medicaid, Charitable Trust/Organization. Prospect Tracking, Referral Source Analysis and much more.
CivilData provides comprehensive litigation practice information fields for each type of contact and matter. This expanded data provides an organization framework and information foundation. Using this foundation of expanded information CivilData provides automated document templates, automated workflow and a full set of management reports. Statute and Other Critical Dates, Discovery Tracking, Medical Record Tracking, sets of new records for new Matter are all provided in the CivilData practice management add-on for Time Matters.
