The PIP stores all Contact information in the "Contacts" module. Contacts are linked to a Case, and then each linked Contact is designated with a role in the Case. This video explains the process.
Adding File Notes to your cases in the PIP is quick and easy. Watch this video to get started.
The DMS module allows you to gather, review, and retrieve all of your case file documents. This video gives you all the details.
Task Management is very important to running a successful law firm. Find out how the PIP uses To Do's and Assignments to get things done.
This video tutorial will explain how to Create and Review Billing Slips, and explains the Billing Rate Hierarchy and Billing Slip Conversion features.
Find out how to merge PIP Case information into Document Templates to create Letters and Pleadings with the click of a button.
This video will explain how to create Document Templates from your own proprietary forms, dramatically increasing the efficiency and accuracy of your work product.
For an overview of all the common features of the PIP Calendar system, watch this video.
Everything you need to know about Adding, Editing, and Deleting events in your PIP Calendar system.
The PIP system has the ability to automatically calendar multiple events using templates with Rule Sets. Once created, the Rule Sets can be used on all your cases.