Fee Earner Desktop
Diary & Task Planner
Unlike general diary and task planning systems, the LAWFUSION Diary & Task Planner is client/matter centric and
therefore knows all about your case files. This means that it can display your diary and tasks grouped by each case so you can quickly see on a file by file basis what is outstanding.
The LAWFUSION Diary & Task Planner is a shared system and enables individual user and resource diaries to be accessed across the firm (subject to access rights) so that if a secretary should need to view or book time in a fee earners diary, or reception needs to check on the availability of staff, this can be done very easily.
- Designed specifically for the legal market and hence includes the functionality needed by a solicitors practice, e.g. court diary, case diary and personal diary.
- Completely integrated with your own client & matter database enables you to sort and group by case file and saves re-keying file numbers and names into MS Outlook.
- Shared access lets partners, fee earners and secretaries collaborate quickly and easily using the central database.
- Easy to understand colour coded task escalation
- Special diaries for courts, crime workers and other resources, e.g. meeting rooms.
- Recurring diary entries, e.g. every Monday morning, are quick easy to setup.
- Conference scheduling feature finds free slots for groups of people & resources avoiding the inevitable issues of unknown availability.
- Daily, weekly and monthly diary views with drill down to specific day.
- Task list sorted/grouped by date or by case file - easy to see ALL of your files and ALL work that needs to be done in ONE LIST.
- Allocate and monitor tasks to other members of staff without leaving your desk. Three priority levels indicates urgency/importance.