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Jarvis Legal
Jarvis Legal

Jarvis Legal

By Jarvis Legal


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Highlights : About Jarvis Legal

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Time tracking

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Billing

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Document management

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Outlook sync

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Document automation

About Jarvis Legal

Jarvis Legal is a legal practice management system designed for small law firms and solo practitioners. The software features include automatic time tracking, document management and reporting, client and case management. The application is web-based and allow users to work in offline mode via JarvisDrive desktop and later on synchronize data with the server after being connected to internet. Jarvis Legal provides a collaborative document automation system where users can draft documents with fellow co-counsels in real time, leave comments, and view a change-timeline.

Specifications

  Business Size
Small
  Deployments
Cloud
  Language Support
English
  Platforms

Product Details

Features

Time tracking

Keep track of your time from any device, anywhere at anytime. Talk to your phone or use the timer to enter the time you spent on cases. Time tracking is no longer a hassle thanks to Jarvis.

Billing

Generate bills in 3 clicks using different billing methods and based on your law firm's templates. Instantly share them with your clients and automatically keep track of unpaid bills.

Document management

Save and store all of your documents in one place safe and secure with a simple drag-and-drop. Keep them organized by case folders and subfolders. Share them with clients or of-counsels via a secure access link.

Outlook sync

Don't choose between Jarvis Legal and Microsoft® Outlook. Use the one you prefer: both are now synced! When you schedule a new appointment, add a contact or a task using Microsoft® Outlook, they're automatically synced with and appear in your Jarvis Legal application.

Document automation

Create your own templates directly online. Drag-and-drop merge fields into your templates to be able to generate documents in seconds. Thanks to Jarvis exclusive technology, directly create your cases, clients, contacts, bills and much more while you're filling in your templates.

Offline mode

Keep your law firm at your fingertips thanks to our native mobile iOS, Android and Android wear apps. Enter your time, access your contacts, check your cases and view documents from any mobile devices at anytime even offline. Open and edit documents from your computer even offline thanks to JarvisBoxTM. Installed on your computer, it automatically replicates all of your cases’ documents and syncs them as soon as you are back online. You are no longer dependent on an Internet connection to keep on working on your cases.

Case sharing

Invite co-counsels or clients with a single click to review or edit your documents. Leave comments and keep track of theirs thanks to a smart timeline. Invite of-counsels or experts to work together on cases with tailored access rights. No longer waste your time looking for document versions and eliminate any communication issues.

Trust accounting

Enter retainers received from clients and manage them from your Trust Account. Use retainer to pay bills or draft funds from your Trust Account to refund clients. You always know the Trust Account balance for each of your clients and can't have any overdrafts on your client Trust Account.

Reporting

Manage your law firm's activity thanks to real time reporting. Through various real-time reports at your disposal, you can assess the productivity of your law firm by practice area, by case, by participant, etc. You know the amount of revenues you generated and the average client payment collection time. You make the best decisions based on real time information.

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