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Exchange • Summer 2013 > Envision Release 11

Envision Release 11

Boost Profits with Enhanced Productivity

Since 1996, Envision™, previously marketed as LawSoft by Pilgrim Systems, has been providing firms a complete legal practice management solution that manages their entire practice from front- to back-office. Now Thomson Reuters Elite is proud to announce the newest release of this next generation, award-winning solution.

Envision's release 11 provides users with functionality enhancements designed to save time and help you run your business more efficiently and profitably. Enhanced capabilities in critical areas of financial management provide enhancements to desktop billing that allow for faster billing and collection times. Using defined rules, you can draft accurate and timely bills and move them through to the accounts team for faster processing.

A number of document and contact features have been added to allow for more thorough record keeping. Incoming and outgoing emails now can be automatically filed. And you can easily track and build your opportunity pipeline by keeping track of client and firm relationships. Additional enhancements include updates to the purchase ledger and a more detailed view of your marketing practices.

Envision's Release 11 Highlights

Billing

  • Ability to set a rule for automatic production of bills
  • Automatic posting of bills when the bill is authorised
  • Automatic saving of bills to the Document Management System when the bill is printed
  • Actions and buttons have been renamed to be more in line with Fee Earner Posting functionality
  • Filtering on draft bill list makes it easier to find and track your bills
  • Email alert can be sent when bill is ready for printing

Contact Manager

  • New tree structure gives an improved layout and better management of marketing groups
  • Ability to capture multi-level tiers lets you report at different levels or add contacts to more detailed interest groups
  • Track your pipeline or opportunities to determine which clients you are courting and their worth to your firm

Document Management

  • Automatic saving of incoming and outgoing emails allows automatic check-in into the Document Management System

Purchase Ledger

  • Now save and view scanned invoices in Enquiries
  • Improved payment options for invoices

Core

  • Ability to hide no matches on names, addresses, or postcodes allows for quicker input of data
  • New user defined conflict searching options
  • Option to hide Task if not used for Contacts, Clients, or Matters

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