HiPerSoft Corporation
Case Management
Contact Management
Contact Management
- Instant access to all case information including Parties, Case Calendar, Facts, Insurance, Special Damages, General Damages, and Discovery
- Pull-down menus for quick and easy data entry
Contact Management
Contact Management
Contact Management
- Prospect Manager for New Client Development
- Matters tab displays list of Cases for each Contact
- Unlimited Address and Telephone/Email information can be linked to Contacts
- Track Relationships between Contacts (ie., Spouse, Mother, Co-Worker, etc.)
- Quick and Easy Conflict Checking
Mobile Access
Contact Management
Mobile Access
- Mobilize your database
- Runs on iPad and iPhone
- Take your case data to:
- Meetings
- Depositions
- Court Appearances
Calendar
Rules-Based Calendaring
Mobile Access
- Views: Day, Week, Month and List
- Filter Calendar by any combination of:
- Attorneys and Staff members
- Event Types
- Status of Case
Rules-Based Calendaring
Rules-Based Calendaring
Rules-Based Calendaring
- Create Templates Based on Master Events
- Templates have can have up to 2 Master Events, and an unlimited number of Related Events
- Events can be Assigned to Single or Multiple Staff Members
- Related Events can be Calendar Events, To Do's, or Assignments
- Templates can be created for any Type of Event (Trials, Discovery, To Do's, etc.)
Pop-up Warnings
Rules-Based Calendaring
Rules-Based Calendaring
- Pop-Up Warnings for Events (including Statutes and To-Do's)
- Automatic Reminders
- Specific Event Information
- Date
- Time
- Event Type
- Description
- Case Number or Name
- Assignment
Time & Billing
Trust Accounting
Task Management
- Convert File Notes into Billing Slips with the Click of a Button
- Define Default Hourly Rates for Each Staff Member
- Override Default Hourly Rates on Individual Billing Slips
- Provides Accounting for "Non-Billable" Time
- Add and Track Expenses
- Apply Payments to One or More Statements
- Billing Slips can be Locked to Prevent Modification
Task Management
Trust Accounting
Task Management
- Task Lists can be generated for specific Staff Members, groups of Staff Members, Date Ranges, and for Individual Cases
- Tasks can be linked to other Calendar Events (including other Tasks)
- Tasks can be documented by Date Done, Whom Done, and What Done
- Tasks are displayed in all Calendar Views (Day, Week, Month, List)
- More than 1 Staff Member can be assigned to a Task
Trust Accounting
Trust Accounting
Document Management System
- Supports IOLTA and Individual Client trust accounts.
- Tracks all money paid (Deposits) and received (Payments) on behalf of client.
- Displays Running Balance after each Deposit/Payment.
- Supports running balance across multiple client matters.
- View running balance for each separate Trust Bank Account.
Document Management System
Document Management System
Document Management System
- Works with All Document Types (ie., MS Word, WordPerfect, PDF, Image Files, etc.)
- The Document Tracker provides a way to track the sending and receipt of important documents
- Automatically Manage and Track Documents created by the Form Generator
- Creates and Manages Client Folders for Storage of Documents
Form Generator
Document Management System
EMail Integration
- Create Templates from your Form Documents with our easy-to-use Copy and Paste Merge Code System
- Integrate your own Form Documents into the PIP with our Single-Click Template Scanner
- Compatible with MS Word, WordPerfect, Pages, and all other RTF Compliant Word Processors
EMail Integration
Document Management System
EMail Integration
- Works with IMAP and POP Email Accounts
- Separate Email Account for each User
- Link Email Messages directly to Cases, and Filter by Case
- Filter Email Messages by Status (Viewed, Deleted, Flagged, Replied, Assigned)
- Filter Email Messages by Date Range
- View Email Messages as HTML or Plain Text
- Supports File Attachments