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Optimization of Microsoft D365 solution for law firms
Workin Legal 365 : Microsoft D365 Solutions for Legal firm
Legal professionals need to streamline processes and focus on procedures, not administrative tasks.
Using digitalization is a real accelerator for law firms.
Thanks to Workin Legal 365 developed to meet the specific needs of these sectors, you can optimize the management of your assignments.
With 20 years' experience of working with law firms, Workin Legal 365 is the perfect answer to yours business issues.
This enables you to benefit from more precise functionalities that meet your specific needs:
Workin Legal 365
Facilitates the management and supervision of your files.
- Stakeholder management with roles on file and search for potential conflicts of interest
Case management function tailored to the specific needs of law firms in Dynamics 365 Finance.
This makes it possible to set up and manage stakeholders by determining their roles on a file.
This functionality is combined with a search for potential conflicts of interest, enabling you to identify any situation where your firm's interests could come into conflict with those of a customer.
- Customer and file risk analysis questionnaires
Firms are required to carry out a written assessment of customer and business risks.
This function also includes a compliance process when a file is opened.
- Timesheet Entry
The benefits of this function go beyond more accurate invoicing, as it enables us to gain a more detailed understanding of the day-to-day work of our employees.
It also enables you to assess the volume of tasks that are not attributable to any particular file, as well as periods of under- or overwork.
You'll have a clearer picture of how your practice operates, and what you need to do to improve management.
A solution for centralising your invoices and managing your cash flow.
- E-Billing
This function digitizes the creation, issue and storage of invoices via a dedicated digital platform.
"LEDES" structured invoicing is beneficial for practices, providing a clear understanding and review of detailed tasks and expenses, while enabling invoices to be paid more quickly.
It guarantees the reliability, security and speed of your invoicing.
- Pre-invoicing process
This function centralizes issued invoices within your firm's financial system for management, control and processing.
Featuring billing line grouping and advanced remittance rule management, this function enables law firms to efficiently manage their multi-dimensional remittance programs, minimize errors and reduce processing time.
- Billing cockpit with adjustment management
This function allows for easier visualization and management of pre-invoicing.
It gives an overview of the WIP to be invoiced across all your files.
It is possible to adjust the pre-invoicing in bulk or line by line, move time from files, or set the pre-invoicing by billed entity.You will thus be able to manage the pre-invoicing proposals that will be submitted to a validation cycle for accurate billing.
- Additional feature set that enhances the standard D365 Finance solution
A set of complementary functions to enhance the standard Microsoft Dynamics 365 solution, based on WorkinWith's experience with numerous law firms.
Including the translation of labels, allowing your employees to find themselves in a familiar environment with meaningful names.
The data model is available for BI.
Features & Highlights at a Glance
Global View
Managing the ecosystem of stakeholders involved in a project.
Time savings
The file opening process review workflow ensures transparency, efficiency and effective management throughout the legal file lifecycle.
Compliance
Conflicts of interest are identified quickly and reliably.
Security for all your files
Thank to Workin Legal 365, security and accessibility of files are guaranteed.
Faster invoicing
Automate complex financial processes.
Overview of the Billing process
Enables efficiency while maintaining billing process compliance.
Complies with applicable legal requirements
Risk analysis questionnaires are structured for greater compliance.
Business Intelligence
Data available to generate audit reports and gain a more accurate view of file management.
