juniorPartner Module One
TIME RECORDING - BILLING - DOCUMENT MANAGEMENT - DIARY - DEEDS REGISTER
jP's Module One looks after the basic needs of all NZ lawyers to time record, bill and have ready access to Client and File details and history. It has many other features including:-
SINGLE AND BATCH ENTRY TIME RECORDING:
Time recording is quick and easy. Set up your own codes or use the defaults. Or use the stopwatch to record exact attendance time. With multiple stopwatches, if you get interrupted you can pause the first and start a second and go back later.
BILLING:
Create bills using your own Time Sheet Records, or add or edit your own narrations. Include/Exclude GST Summary/Remittance Advice/Payment Details etc in bills.
CUSTOMISE YOUR OWN INVOICE:
Using our basic Invoice templates, you can customise appearance fonts etc.
APPOINTMENTS DIARY:
Reminders & To Do list. Client contact database. Files & Matter database. Deeds Register - integrated with client database. Client & File Labels. Client & File Notes. Phonebook for clients and other contacts. Phone Memos.
4 LEGAL CALCULATORS:
Rates Apportionment - GST - Mortgage - Interest.
MARKETING:
Create Market letters - Mail Merge, helps to keep you in touch with your clients.
ELECTRONIC MANUAL:
Help is always at hand. You also get FREE phone and email support during working hours when you have a Maintenance & Support contract.
QUICK PROMPTS:
Create your own short-cuts to speed data entry.
LEGAL AID:
Automatically creates Forms 3, 4, 10, 16 & 20 in seconds!! (Legal Aid Tax Invoices) for the LSA - Save unbillable time searching through the file creating your bill, and analyse how much Legal Aid Grant is taken/available - you know when to apply for more funds. juniorPartner also creates Lawyer for Child Invoices in the prescribed format for the Dept of Justice automatically.
DOCUMENT MANAGEMENT:
Create documents from your templates, using data from jP and save them in a specific location for the file so they're always close at hand.
CLIENT CARE LETTER:
Create a client care letter whenever you receive new instructions automatically from juniorPartner. Use our template or create your own. The letter will always be available in Document Management.
CLIENT ID TRACKING:
Scan your clients' Passports and Drivers' Licences, input the ID expiry dates, and they'll always be available for viewing in juniorPartner.
AML & CLIENT RISK ASSESSMENT:
Record Client Risk Assessments and review dates to help meet your firm's AML obligations. Automatic reminders, notifications and reporting help ensure reviews are completed and compliance information is readily available when required.
