Abacus 1031 is a powerful and sophisticated practice control tool that gives you ultimate command of your material. Linked databases - files, notes, matters (exchanges) and documents - means you can stop working piecemeal. Never scramble to find notes and documents, all information is conveniently linked and available with a click from the exchange record. Exchange management software is a comprehensive solution to the workflow traffic jam.
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Document Control
If you're still cutting and pasting, you've probably sent one client a document with another client's information still in it. You're dangerously out-of-date. Abacus 1031 attorney software links to Word, WordPerfect, ProDoc and HotDoc (version 5 and below) for your own library of legal forms. Create a document template then let Abacus 1031 attorney software merge the data from the database. The completed document links to your client file while the template is ready to use again. Stop duplicating and retyping data!
With Abacus 1031 you can create perfect documents with just a click of your mouse.
- Abacus 1031 lets you take all the letters and documents you use every day and turn them into forms. Then a click of your mouse automatically takes your name and matter information and merges it for you.
- Embed forms in a rule to automatically generate documents.
- Combine data from any combination of names, matters and events.
- Insert complete case captions easily.
- Let Abacus 1031 include your firm information in your documents.
- Automatically runs your wordprocessor.
The document management and tracking in Abacus 1031 puts all your critical documents in order in your desktop filing cabinet.
- Instantly view all your documents, wordprocessing files and scanned images linked to a name or matter.
- Click on a file, and Abacus 1031 will run your application and bring up the document or image.
- Use Windows Explorer to drag documents to Abacus 1031
- Store locations of archived documents.
- Print reports of your documents.
- Find any document quickly.
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