Matter Management Software

Iolite Matter Management Software

Software that makes workflow at Law Firms structured, accurate & efficient

Matter Management Software CANADA

Iolite Matter Management Software is a powerful administrative software that manages Matter for varied sectors efficiently with regards to allocation of deadlines, correspondence, case document docketing & reminder alerts for due filing & submissions to eliminate errors & never miss an important deadline. Iolite offers a user-friendly interface that transforms the office of Attorneys, and Advocates paperless. The complete processing, storage & retrieval of matter documents is carried out from the Iolite Matter Management Software making the work of law firms highly simplified and productive.

The Iolite Matter Management Software provides users to store matter of various categories of matter i.e. Trademark Drafting, Copyrights Drafting, Designs Drafting, Corporate Law, Investigation of a Trademark, Domain Name, Foreign Filing License, National Biodiversity Authority, Patent Drafting, Patent Searching, Trademark Search, Criminal Complaint, Custom Recordal, Online Investigation, Case Law Research, Social Media Cases, Articles, Trade Mark Journal, Arbitration, IP Policy, IP Valuation, Legal Opinion, Legal Notice, Other Agreements, Privacy Policy, End User License Agreement, Engagement Agreements, Non-disclosure Agreements, Franchising Agreements, Licensing Agreement, Assignment Deed.

Iolite Matter Management Software is specially designed for Matter Attorneys & Agents to integrate the Inter-Departmental users of the IP Law Firms, such as Partners, Principles, Associates, Para Legal team, and Clerical Staff whilst maintaining agreed levels of restricted access on a single platform.

  • Centralized Resilient Storage on Cloud
  • Reduced cost of IT infrastructure and IT man-power
  • Collaboration Efficiency using Cloud
  • Accessible from anywhere, anytime in the most secure manner
  • Visible reduction in man-power time and cost as Iolite offers a fully managed software
  • Major reduction in the overall cost of managing the Matter Portfolio
  • Reduction in Chances of Errors
  • Time Management and Fast Processing of Information
  • Aids in Growing your Business
  • Periodic and reliable MIS Reports, from one source for reviews
  • Flow process across the organization becomes systematic, accurate and simplified
Upto 50%
Men Power Decrease

KEY FEATURES

Deadline Calendar

The Deadlines Calendar displays the list of all upcoming deadlines to the user for various Matter Dockets. The software offers color coding for various categories of deadlines i.e., due submission, etc. keeping your deadlines organized. The Iolite Matter Management Software allows you to synchronize your deadlines with your personal Google & Outlook calendars making deadlines accessible on your phone & tablets.

Deadline Calendar
Dashboard
Dashboard

The Dashboard provides a graphical user interface that provides at-a-glance views of key performance indicators (KPI) relevant to the Matter business processes. In other words, it provides a progress report of the various Matter filed across the world.

Client

The client module allows users to store the complete data of the client at a centralized location and helps to retrieve client details at various stages in the software without re-entering the same, keeping the content uniform throughout the software making retrieval of accurate data.

Client
Client Section
Client Section

The Clients can log in and view their complete Matter portfolios and download summary reports in excel & documents i.e., orders, etc. The Clients can also place instructions to the staff using the software.

Matter Docketing

Store, process and retrieve Matter information, deadlines, and documents right from the day of creation of matter, allocating deadlines to team, docketing documents and closing the Matter on completion in the centralized Matter repository making the workflow of law firms highly simplified, productive and smooth.

Matter Docketing
Complete Matter Workflow Process
Complete Matter Workflow Process

The software provides an automated process flow during the complete life cycle of a Matter using the specially designed open structured/ customizable workflow engine.

Centralized Storage

A centralized docketing repository allowing you to store and retrieve all the documents, deadlines, and details from anywhere at any time.

Centralized Storage
Bulk Data Migration and Creation
Bulk Data Migration and Creation

A user can import bulk Matter applications details into the software using the excel import facility.

Add New Case

User can create a Matter application docket using “Add New Case”. Users can fill in information like Matter details, client and party details, receiving date, deadline date, etc.

Add New Case
Document Management
Document Management

The software allows you to docket various types of documents. The software allows you to export individual document pdf file or all files in one zip file.

Email Communication Management

Informing a client of an update in the status of Matter at each stage is a very crucial activity and drafting these communication emails is a very tedious and time-consuming activity. Iolite Matter Management Software comes with a communication manager that allows you to draft template-based letters for client communication. You can select any given draft template and send information updates about the Matter and attach the document with just a few clicks. The communication manager picks automatically relevant information from the Matter docket in the draft template and prepares the final letter. A log of all email sent from the software can be generated at any given time. The user can configure their Email SMTP configuration using which the email can be relayed using their email id.

Email Communication Management
Notes Management
Notes Management

Store important client instructions for all Matter in the centralized repository for quicker access.

Deadline Management

User can store all important deadlines pertaining to the Matter application in the docket. On completion of a deadline, users can dismiss the deadline with the reason of closure. Facility to view the details of the deadlines. Users can communicate the deadlines with one click using the pre-formatted template email to the client. It also provides a facility to allocate the concerned user responsible for the deadline management.

Deadline Management
Case Summary Reports
Case Summary Reports

It provides an exhaustive summary report to the users to export all Matter details. The user can filter the report using a wide variety of filter parameters to get the required details. Users can also select the required columns that are to be exported to excel. To view any particular Matter details users can also move to the case. Users can send email communication to clients using preformatted templates.

Deadline Report

Using deadline reports the users can generate a list of upcoming deadlines approaching shortly. The users can filter out the deadlines list on a wide variety of parameters and export the required deadline list in excel. The user can also dismiss the given deadlines and specify the reason for the same. To view more details of any Matter application the user can click on the “Arrow Icon”. To further investigate any deadline in detail, users can select the Matter and press move to the case.

Deadline Report
Document Report
Document Report

Using the Document report the user can download the list of documents docket in the software for any given range of dates using a wide variety of filters. Moreover, if the user wants to export the documents in bulk, the software provides a zip file of all documents selected. E.g., if a user wants to export all matter documents for a particular client for this month, he/she can filter out the documents and press the Download Selected Docs button. Moreover, a user can also press the download button against any document to download. To further investigate any document in detail, users can select the Matter and press move to the case.

Masters

It allows users to configure recurring variables once in the masters so that they can be used across the software to reduce the efforts of typing the values again and again. It also makes the software scalable by avoiding hardcoded variables to dynamic variables. Further, it maintains the variable contents uniform throughout the software making filtering of data accurate.

Masters
Accounts
Accounts

Generate Invoices, Receipts, and Credit Notes using preformatted templates and email them to clients directly. Generate analytical summary reports and Statements of Account for any client.

Time Sheet

Record task details i.e., Start & End time, Description of task performed, etc. carried out by staff for various Matter filing.

Time Sheet
Expense Management
Expense Management

Store the expense invoices received from the third-party Agent, Advocate and Attorney for filing the Matter and record the payment made against these invoices. Generate analytical reports of expense incurred and payment against them.

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Every plan includes

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