S.A.K. Case Management Reviews

Your organization can enhance its efficiency and structure significantly with our solutions. By utilizing customizable statements and generating detailed management reports, you can gain valuable insights into your operations. With Tabs3Pay, you are empowered to accept both credit card and ACH payments effortlessly. Additionally, the Platinum Edition offers mobile access to both Tabs3 and Tabs3Pay, ensuring flexibility for your team. This comprehensive system meets all accounting needs specific to law firms, allowing you to print financial statements, manage bill payments, reconcile bank accounts, oversee client trust accounts, and generate detailed financial reports seamlessly. An integrated electronic case file ensures that all critical information, including contacts, appointments, emails, and documents, is well-organized. As a result, your practice is now more streamlined than ever before. Furthermore, informative dashboards present easy-to-understand graphs that allow you to monitor collections, billings, and trust balances effectively. Clients also benefit from the convenience of paying their invoices online and depositing funds directly into Trust Accounting through Tabs3Pay, enhancing overall client satisfaction and engagement. This integrated approach not only simplifies processes but also promotes a more productive work environment.

The Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.

Case UI serves as an effective legal case management tool designed to assist small and medium-sized law firms in optimizing various operational aspects, including client management, invoicing, task allocation, and billing processes. Additionally, it provides the capability to oversee client relationships. Users can establish flat rate or hourly billing structures to generate invoices, monitor payment statuses, and manage financial tracking effectively. With access control settings, administrators enable team members to edit and update information related to cases, tasks, and clients seamlessly. The platform's data filtering and search functionalities empower staff to detect possible conflicts of interest among clients and cases. Moreover, managers and team leaders have the ability to access a comprehensive dashboard and produce reports, which keeps them updated on case statuses and impending deadlines. This feature also allows them to analyze the overall case load across various practice areas and subcategories, including matrimonial law, litigation, real estate, assault, defamation, and immigration. Such insights can greatly enhance decision-making and strategic planning for the firm.