Document Assembly Quickly create customised documents, forms or contracts prefilled with client data.
Outsource your precedents
If you don’t have the time to maintain your own precedents, we can supply pre-configured forms for inclusion in FilePro. You’ll receive fully maintained state document sets for family law, conveyancing, court forms and probate.
More productive matters
You’ll spend less time performing mundane tasks with FilePro. Information from your client file or other interested parties can be used to create letters, documents, forms, contracts and even draft emails. Then, all created files are stored on FilePro.
Maintain your own precedents
You can build on your firm’s intellectual property and knowledge base with FilePro. You can store and manage precedents with extended descriptions and matter categories – ensuring precedents are applicable to the type of law you’re working on.
Practice Management Access interactive practice management information that’s easy to understand – in real time.
All your data under one roof
Your business is more transparent with FilePro. By integrating all your data on the one platform, you can uncover hidden insights – from a client with an unusually low profit margin to a hard-working fee earner. Put simply, having all your data in one place helps you see the big picture and the little details.
Real-time, interactive dashboard
Tailor business dashboards to show every common business metric and indicator. The Dashboard acts as a business assistant, alerting you to critical timelines, cost escalations, financial performance and staff KPIs. You can also organise your day and prevent missed deadlines by integrating your personal dashboard with workflow related tasks.
Keep it simple
Sharing information is key to productivity. Why wait for accounting to produce reports and statements when they are available for all staff at the click of a button?
Document Management Capture, store and manage all the data associated with your matters.
Never lose a file again
There’s nothing more frustrating or time consuming than searching for a missing file. You can associate any type of file to your matters – from text documents to audio files. As well as this, any document created within FilePro is automatically associated to the relevant matter.
You can save your emails and attachments at the touch of a button with Microsoft Outlook integration. Your email data is automatically backed up in FilePro, meaning you’ll have access even after your email database is archived.
Sort and search your files
Large matters can have hundreds (if not thousands) of associated files. You can easily manage your files with FilePro’s intelligent search. Plus, version control and bulk import/export functionality will ensure your firm stays on top of complicated matters.
Customisable client information
Everything you need to know about your client is automatically attached to their matter. Every time you create a document within FilePro, client information is automatically generated for letters, emails, contacts and more. You can also create and customise your own client variables – such as a birthday, last contact log or even business targets.
Seen enough? A remote FilePro demonstration can take just 15 minutes.
Activity-based costs Automatically capture practice costs and make them immediately available for billing.
Don’t miss a minute
What would it mean for your firm if every fee earner could capture one extra hour every week? Every moment you spend on a matter is automatically captured by FilePro. Starting with the cost of FilePro, all costs immediately flow into billing. You can capture time via stopwatch or the traditional timesheet method. Plus you can automatically import costs through third-party software such as Softlog, InfoTrack or RedView.
The FilePro Difference
The FilePro difference can be summed up in three words: we grow together. We use a flexible pricing structure, meaning you only pay for new matters or files. And you’ll never be locked in to a set-and-forget contract.
Stay on budget
Debtor days can have a direct affect on your profit and cashflow. Automatic billing not only ensures your clients can access fully itemised invoices, but you’ll receive a credit warning for old debtors or as you approach and exceed your client cost agreement – in real time.
Time Management Manage and record time – before, during or after a billable event.
Some matters follow a set routine and take a fixed amount of time. You can pre-schedule tasks with FilePro and integrated Outlook reminders ensure you don’t miss a step or forget to bill time. If unexpected work occurs, you can simply capture time with FilePro’s stopwatch or timesheet functionality.
Your time is automatically converted to an invoice with itemised accounts and file notes in the document register of your client’s file.
On the road
Don’t miss a billable minute thanks to FilePro’s integration with RedView. You can capture time on your smart device with a single tap and every call or email you make through RedView is automatically timed and added to your FilePro timesheets.
By integrating with emails, calendars and tasks, activity in FilePro reduces the need for double entry.
Accounting Complete general and trust accounting without specialised staff or software (or an accounting degree).
There’s no need for external accounting software – FilePro intuitively manages everything from cheques, transfers and receipts to reconciliation and revenue reporting. You can view balance reports or compare financial performance to budgets or previous time periods. As well as this, transactions are instantly reflected on client’s matters, reports and statements.
You can easily administer trust within FilePro’s fully auditable system. Bank reconciliations are simple to complete with no downtime or stop-and-go processing and transactions are instantly reflected on client’s matters, reports and statements. Plus, you can automatically reconcile your interest on all controlled accounts held with Macquarie Bank, simply by downloading one file a month – saving you time and minimising the risk of error.