Firm Manager Now Automatically Connects Emails & Cases Posted on September 22, 2015 by Larry Bodine LexisNexis® Legal & Professional rolled out email integration for its cloud-based Firm Manager practice management solution to enables solo- and duo- law firms to easily and securely manage calendaring, case files, billing and invoicing from anywhere with an internet connection. The new Firm Manager email integration lets lawyers automatically save emails – and email attachments – with an associated client case in the matter management system. For example, if an attorney emails an engagement letter or strategy document to a client, a unique identification number will associate that email record with the appropriate case file. The integration works with virtually any email application, whether desktop or web-based. One neatly organized location When attorneys later reviews those files, or that case, in the Firm Manager product, they will be able to find all client correspondence in one neatly organized location. Any attorney or staff member with access to a law firm’s instance of Firm Manager will have the same view and access – and ability to associate emails with designated client matters. Firm Manager also added two additional features, requested by customers: New privacy controls for calendar events. Attorneys and staff have the ability to mark confidential meetings and events as “private” in the shared law firm calendar. This means other staff and attorneys can see the time is blocked out on a calendar, but will not be able to view the details unless assigned such permissions. These items will still show in the Firm Manager conflict of interest checks, albeit in redacted version if the team member checking does not have full permissions. Export data tool. If a law firm needs to get information or data out of its Firm Manager system, a new export tool has been added to make this process simple and fast. The export data tool enables law firms to make a simple back-up of data on a local machine, export financial data to build additional reports in a spreadsheet, or export client contact information for client outreach in a separate email marketing system many law firms possess. An additional benefit brings peace of mind to a traditional concern attorneys have with cloud-based platforms: Law firms using the Firm Managersolution retain control over their data, including confidential client and firm business information. The Firm Manager product offers several ways for attorneys to explore the product including a self-guided tour, a live product tour, and a 30-day free trial; visit: http://firmmanager.com/.
