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Efficiently Manage Your Practice Using an Integrated Web-Based Solution
Efficient practice management requires significant coordination involving people inside and outside of the firm. Professionals must stay on top of court dates, conduct internal meetings and appointments with clients, and keep track of paper, email and electronic documents. Managing attorneys must keep up with the financial details on matters they are supervising. Traditionally, this information is dispersed across several systems making it impractical to get a single unified view of activity. Seamless access to practice information at both a macro and micro level is essential for success.
Elite Practice Manager is a Web-based application that unites information across your Elite® Financial and Practice Management system and other enterprise applications, including email and document management systems. It provides an integrated suite of information management and organizational tools that enables firms to operate at maximum potential. Users can access information throughout the entire continuum of legal practice management, from developing new business to efficient scheduling of ongoing case activities to producing high-quality work product through cultivating successful long-term client relationships.
When firms use the complete Elite® Practice Management system they can fully streamline and automate their practice for greater efficiency and cost savings.
Practice Manager Highlights
Access all relevant information about a case or matter including calendar events, contacts, notes, emails, documents and financial details.
- Manage valuable client, contact and relationship information.
- Search across client, matter and related-party data for conflicts of interest.
- Initiate workflows to automate practice management activities, including new business intake, conflicts checks, and more.
- Request, create and view document records.
- Create and view billable time and cost entries.
- Conduct in-context legal research using Westlaw®.
Please download the Practice Manager data sheet for more details.
Instant Access to Vital Case and Matter Information
Practice Manager provides instant access to case and matter details, including calendar/docket events, contacts, physical or electronic documents, emails, notes and financial information. Flexible views make it easy for professionals to organize and manage their entire caseload directly from their desktop. Partner and firm executives can also make efficient use of Practice Manager to obtain a strategic view of the entire practice.
Locate Document and Records
Practice Manager enables users to easily locate and access physical or electronic documents associated with each matter. Users can see which records they have requested, checked out or are wait-listed to review. Comprehensive integration with leading document management and email systems provides users with convenient and instantaneous access to all electronic documents and emails associated with a matter.
Check for Conflicts
Practice Manager allows users to search for potential conflicts of interest so that the integrity of the firm's client relationships is never compromised. Search capabilities encompass data across all Elite applications so that everything is considered when checking for potential conflicts of interest.
Consult the Experts
Thomson Elite has a dedicated team of practice management process automation consulting experts that focus on helping professional services firms better understand and improve their business processes. Assessment and review of your firm's practice management activities will improve overall efficiency, eliminate redundant processes, recognize strategic opportunities and implement solutions that match the firm's unique vision and business objectives.
Your Partner for Comprehensive Practice Management
Thomson Elite is a leading provider of integrated information solutions to professional service firms worldwide. Thomson Elite is a business within The Thomson Corporation and is a premier provider of financial and practice management systems to the legal industry and to other professional service markets, including accounting, engineering, marketing services, and management and IT consulting.
For more information on Thomson Elite, please complete our sales request form.
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