FEATURES OVERVIEW

Like everyone else, attorneys expect to use their mobile devices as much, if not more, than they use computers. LegalStratus includes a complete mobile experience that attorneys can use to review and update every aspect of the system, from matters to invoices to reports and dashboard.

LEARN MORE

ALERTS & Chatter

Once you have determined to follow something, you can set the types of notifications. Maybe you want to see them on your iWatch, or get an email. Maybe certain types of actions you would want a text message or popup when an event occurs. LegalStratus can do it all and more.

LEARN MORE

Enterprise-grade legal workflows

Our platform includes approval processes, forms (AKA wizards) and buttons to facilitate user interaction, date calculations that account for weekends and holidays, ("Legal Date Calculator"), "Smart" tasks and events which are marked complete based on the completion of designed actions.

LEARN MORE

calendars & events

By offering dynamic views for viewing and editing, LegalStratus creates a single spot for everything that happens. Our platform empowers users to plan events, hit deadlines, and focus on what matters.

LEARN MORE

salesforce platform

LEARN MORE

reports & dashboards

A collection of pre-configured reports are included with LegalStratus home pages and dashboards. The embedded report wizard enables even novice users to change existing reports or create new ones. Reports can be shared, run on a scheduled basis and automatically sent out via email.

LEARN MORE

MOBILE

Like everyone else, attorney's expect to use their mobile devices as much, if not more, than they use computers. LegalStratus includes a complete mobile experience that attorneys can use to review and update every aspect of the system, from matters to invoices to reports and dashboard.
‍
LegalStratus leverages current notification paradigms. Using the LegalStratus Mobile App, users can choose to receive notifications on their mobile phones. On startup, the LegalStratus Home Page shows the mobile user what needs to be done and what's been done on any part of the system. Users can elect to "follow" specified matters, contact or documents to stay apprised of updates. Attorneys or staff can review and adjust all elements of invoices and approve them through intuitive screens users expect.

special features

Creating and editing matters and all related information
Invoice Review, Adjustments and Approvals
Note and Time Entry, including the use of Siri, Cortana or Google Assistant
Placing and Logging Phone Calls from Contacts
Global Full Text Searching Across the Entire System
Dashboards and Reports
Uploading images and files

ALERTS & CHATTER

users may set alerts for:

Receiving an invoice
Receiving an approval or an action item hitting a queue that you manage
Receiving materials submitted through the portal
A new matter being created, maybe in a certain practice area
A court hearing getting scheduled
Notice alert before an action or event

ENTERPRISE-GRADE LEGAL WORKFLOWS

LegalStratus offers users the benefits of an enterprise-grade workflow system (EGWS) in a matter management system.

USER END EXPERIENCE

Users are able to interface with the artifacts from an EGWS from a mobile-device or browser."push" notifications on mobile devices
"Alerts" include emails, events , tasks, and notifications via messaging systems, like text messages.
Provides options for "push" notifications on mobile devices

ADMINISTRATION

Configuration of EGWS is through graphical tools and does not require code.To ensure all users are apprised of approval processes and the impact of an approval or rejection, Administrators are able to view, and distribute, graphical representations of approval processes.
To ensure all users are apprised of approval processes and the impact of an approval or rejection, Administrators are able to view, and distribute, graphical representations of approval processes.

TRAINING

‍Access to guided training is available at all times Training materials offer the options of sample environments for testingNew administrators always have access to self-guided training including testing.
Training materials offer the options of sample environments for testing
New administrators always have access to self-guided training including testing.

CALENDARS & EVENTS

DYNAMIC VIEWS FOR VIEWING AND EDITING

Matter Activities in LegalStratus can be entered an viewed from single activity "widget" from any screen. With the LegalStratus Workflow Engine, significant changes to the Matter, such as Stage and Status, can also be tracked within activities. But that's what should expected from any system.

Recognizing the importance of activities within a legal department, LegalStratus enables users to review "timelines" for matters, add and edit events without leaving the Matter screen. Reviewing invoices? Filter the timeline to get a quick look at recent emails or calls. Need to enter an Event --- no need to leave the screen. Just click the "Type" dropdown and watch the event screen appear. When you're finished, go right back to what you were working on without ever leaving the screen.

SALESFORCE PLATFORM

Using Salesforce, LegalStratus customers benefit from the technology produced by 2017’s most innovating company of the year. The result is far lower TCO, quicker implementations and the support of a vast ecosystemConcerned attorneys don’t “know” Salesforce? They don’t need to – really. Every component of LegalStratus is designed for attorneys and their support staff. Users will only know Salesforce is under the hood if you tell them.

stability and benefits

System administrators can extend the LegalStratus data model to encapsulate additional requirements enabling the system to change and grow with the organization while keeping everything on the same fully supported, automatically upgrading platform. Benefits include:

uptime

Salesforce has a past performance uptime of 99.5%, 24/7 365 days per year. They feature 8 global data centers for backup and disaster recovery.

updates 3x a year

Salesforce upgrades the Salesforce system three times a year through proven processes that do not impact LegalStratus. This ensures LegalStratus always has the latest in tech trends available. See Einstein to learn how machine learning may enhance LegalStratus.

govcloud / fed-ramp certified

Our government clients will have their system deployed in Salesforce's GovCloud which is fully Fed-RAMP certified. Click the button below to see the certification.

REPORTS & DASHBOARDS

infinitely configurable

available from anywhere

Dashboards are a collection of reports which can be set for individuals and groups while providing users to configure them in nearly an infinite number of options. Intuitve drag and drop interfaces enables users to add, resize and remove as many reports as they want to see on a screen -- all of which is also available on the LegalStratus mobile app.

business intelligence reports

The optional Wave Analytics feature allows for even greater depth of analysis by providing predictive analytics and world class graphical reporting tools.