This is a sample of what type of information can be obtained from law firm systems. Not all packages will offer all of these features.

Docket Report Disbursement Journal Client Ledger File and Rolodex Labels Check Writing Client Trust Accounting Check Register Profit and Loss Statement Income Journal Analysis of Unbilled Time Balance Sheet Billed Dollars by Attorney Advance Posting Chargeable Hours by Attorney Payment Posting Statute of Limitations Report Prebill Analysis Diary/Tickler Schedule Report Income Allocation Non-Chargeable Hours by Attorney Calculated Accounts Analysis of Income by Type/Case Letter-Quality Bills Comparative Reports: $ & Hours Aged Billing Report Automatic Long Distance Detailed Receivables Telephone Call Billing

In addition issues regarding functionality which would be beneficial specific to the law firms needs to be analyzed.

• Can all applications in the firm be accessed from a single menu?
• Does the menu permit single-key access to all applications, without going through a series of menus?
• Is general ledger data, time and expense entries and billing information available through online inquires?
• Can system be operated real time, is all information up to date?
• Is there Automatic and Transparent indexing of word processing documents for text retrieval?
• Does the system support text retrieval searches from other modules?
• Can you interface to electronic mail from application programs with in system, such as the firms central docket system?
• Does the word processing system automatically create expense entries in the client accounting system?
• Can appearance of software be modified to represent the firms terminology?
• Can all correcting transactions be made through a single entry? Such as: reversal of client billing, adjustments, reversal of an AR write off, or voiding a check in payables.
• If a matter is opened under the wrong client can the entire matter with history be transferred to another client?
• Can a final bill be reprinted if lost by the client?