Complete And Comprehensive Practice Management, Scheduling, Time and Billing, Invoicing, Workflow And Document Automation.

AdvologixPM comes in two versions, Essentials® and Premium®. Premium allows your to add custom applications and AppExchange Apps.

Apps Integration Included Included in base user license     Optional fee based items

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Practice Management	Group Calendaring, Docket And Activity Management
	Client Management and Marketing
	Case, Project and Matter Management
	Case, Project and Matter Tracking and Analysis
	Time and Billing
	StopLoss Billing
	Custom Reporting And Visual Dashboards
	Legal Docket, Process and Procedure Automation
	Employee Management
Document Automation	Document/Form Assembly and Delivery
Document Management	File Attachments
	Integrated Word Processing And Spreadsheets With Google Apps
	Integration with NetDocuments, Box.net and other document management services
Accounts Management	Product and Services Rate Management
	Retainers and Trusts
	Expenses Management
	Invoice Distribution And Management
	Receivables/Payments Management
Mobile Access	MobileLite For AdvologixPM With Contact, Event And Task Access
	Full Featured AdvologixPM for iPhone, Blackberry, Windows Mobile (see pricing below)
Workflow, Customization And Integration	Workflow Rules and Events
	Custom Email, Mail Merge, Letterhead Templates
	Approval Processes
	Web Service API for external system integration
	Profile and Role Based Sharing And Security Rules
	Database Customization
	Custom Fields
	Form Customization
	Advologix Marketplace and Force.com AppExchange
Web Access	Integrated lead generation intake forms
	Create web pages
	Secure client login web access system
Storage	2GB Combined Storage
	Unlimited Storage Available on Demand at Low Cost
Support	Free Technical Support
	Free Online Training Sessions
	Toll Free Telephone Assistance
	Expert Migration And Setup Services
	Professional Customization and Administration Services
	Onsite Or Remote Personalized Training
	Complete On Demand Data Exports	(weekly)
Call For Pricing - 888-898-ADVO (2386)

 

Optional Functions
AdvologixPM Toolbar for Microsoft Outlook 2007	Billing And Syncronization Toolbar
Accounting	QuickBooks Integration Module
Advanced Document Automation	Enhanced document assembly features, logic and workflow
Mobile Access	Full Featured AdvologixPM for iPhone, Blackberry