Client Management System (CMS) is a powerful database for managing clients, projects, time records, expense records, and phone calls.

CMS was designed for attorneys with the help of an attorney (who complained often about the costly, overly complex, and difficult to use software on the market).

Therefore, CMS was designed to be cost effective, easy to learn, and above all... easy to use. (It can also be used by other businesses needing to record these types of data.)

Purchase a demo copy from our on-line store and see for yourself what a great program CMS is.

CMS will save you time, save you money, and help you maintain accurate records because CMS:

• Eliminates the drudgery of writing time records, phone records, and expenses by hand.
  • You can, of course, always write these by hand and enter them into CMS at your convenience.
• Eliminates errors in addition and subtraction.
• Reduces billing rate mistakes.
• Reduces and/or eliminates errors in recording and maintaining:
  • Time.
  • Expenses.
  • Credits.

The base package includes the following six (6) integrated modules:

1. Billing Descriptions and Charges -- describes charges (hourly and flat rate) and expenses (mileage, copies, etc.).
2. Clients -- records various information about your clients.
3. Client Billing Account -- records credits and debits.
4. Projects -- describes a client's various projects.
5. Time Keepers -- describes those allowed to enter time records.
6. Time Records -- records time records, phone slips (non-billable time records), expenses, and credits given to a client.

CMS:

• Is networkable.
• Runs on Windows XP Home/PRO, Vista, and Windows 7.
• Contains a number of settings and customizable features for operation in most any legal office.
• Can handle up to 2,147,483,648* Billing Rates (There is no per time keeper, per client, or per activity restriction or limit).
• Can handle over 2,147,483,648* distinct Client IDs.
• Can handle up to 2,147,483,648* Projects.
• Can handle over 2,147,483,648* distinct Time Keepers.
• Can handle up to 2,147,483,648* Time Records (time records, phone slips, expense records, and credits).
• Can generate invoices to clients.
• Can generate statements for a client and/or project.
• Can print reports such as client invoices, mailing labels (additional reports will be added based upon customer requests).
• Includes customizable report/invoice formats (can designate company logo, location of title, and which fields to print on client invoices).
  • We can design custom report headings for a nominal charge.
• Includes text search and filtering of records.
• Includes a User ID, Password and Access Table (UPAT). Designate up to 32 user ID's in addition to the supervisor. Can restrict level of access (e.g., add, edit, delete, print reports, configure, etc.).
• Handles client funds: can manually add client credits/debits. System automatically generates a debit when a client invoice is finalized.
• Handles deposit slips (in the Client Billing Account module).
• Has audit trails: System automatically records user ID, date, time, and workstation ID when a record is added, edited, deleted, copied, or recalled (security settings must be enabled to track the user ID).
• Includes a phone dialer (TAPI dialer included with the Windows operating system) to contact clients. Program can automatically open a new time record when the call is made.
• Can reprint invoice (previous billed items can be printed on the invoice, but are marked as have being billed, and the client is not billed for them).