Legal Case Management on-premises or in the Cloud

AIM365 Case Management (CMS) revolutionizes the way legal professionals manage their cases by streamlining complex workflows into an intuitive digital platform. With features like Contact Management, Calendaring, and Microsoft Outlook Integration, it ensures seamless organization and accessibility. Built as a browser-based system, AIM365 can be run from the cloud or deployed in a client’s on-premises environment, offering flexibility to suit diverse operational needs. When paired with the Document Management System (webDMS), the system becomes even more robust, offering enhanced synergies to optimize practice efficiency.

The AIM365 CMS provides automated solutions for time tracking, communication, and document handling. Actions performed within the CMS, such as updating notes or scheduling events, are captured as time entries, boosting productivity and ensuring financial accuracy. By integrating CMS and DMS, users benefit from powerful workflows that enhance communication, streamline scheduling, and facilitate seamless contact and document management, all accessible securely from your browser.

With additional tools like New Matter Intake and the Data Browser, the system not only simplifies routine tasks but also enhances decision-making through advanced search capabilities. AIM365 is a comprehensive solution designed to elevate legal practices by reducing manual processes, enhancing collaboration, and offering deployment options that cater to modern business demands.

Features

• Centralized contact management for seamless organization across all matters.
• Multiple calendar views (Day, Week, Month, Group) with linkage to client/matter-related appointments and tasks.
• Two-way Microsoft Outlook synchronization with real-time updates across platforms for events and contacts.
• Perform complex database searches, save filters for reuse, and create shortcuts for frequent queries.
• Draft, send, and profile emails directly from matters, capturing all communications efficiently.
• Simplify new matter setup using predefined templates for billing formats, timekeepers, and other settings.

Benefits

• Integration of CMS and DMS reduces redundancies and automates communication tracking with enhanced workflow synergies.
• Automated time entries, scheduling, and workflows reduce administrative burdens and improve efficiency for increased productivity.
• Real-time tracking of activities ensures precise timekeeping and revenue optimization and accurate billing.
• Improved Collaboration with the linking of documents and contacts to events streamlines preparation for meetings and court appearances.
• Automated conflict searches ensure compliance by identifying potential conflicts of interest quickly.
• Familiar interfaces and cloud-enabled tools improve accessibility and usability across devices.

Functions

• Convert actions into time entries for precise and reliable billing records with automated time tracking.
• Automatically profile inbound email responses, creating a complete communication trail for matters.
• Schedule appointments, deadlines, and communications of New Matters with even-driven automation.
• Attach documents and associate contacts directly with appointments for easy retrieval.
• Save, filter, and group search results for quick access to relevant data and insights.
• Automate conflict searches to ensure compliance and protect against risks.