Configurable, data driven user interface

LBMS has been designed to provide an unbelievably flexible user-definable navigation structure and user interface. This allows the user interface to be configured in such a way that makes sense for the Firm’s requirements.  This is not a basic form!  This is an application, and as a result there is virtually nothing that isn't possible!

Maintainable workflow processes

Creation and maintenance of process steps, task assignment and routing rules without coding.

Parallel Steps

Supports the ability to conduct as many steps in parallel as needed to support the business requirements.

Context sensitive help

Context sensitive help with the LBMS Application and within a step of a process. Your Firm's subject matter experts can define their own online Help system so that users can be better assisted throughout the process.

User Preferences

User preferences can be defined for various fields to ease data entry and application experiences.

Active directory integration

LBMS provides direct integration with Active Directory for seamless user authentication.

Security infrastructure

LBMS incorporates a security infrastructure based on the unique structure of a law firm and their subsidiaries. Security can be applied to various aspects of the application, including tasks, applications, pages and individual fields.

Ability to support multiple processes

LBMS provides the ability to support multiple processes and can be configured to add new processes as they are implemented. This ensures that The Firm’s long-term vision for additional processes can be consolidated within the single LBMS process portal.  Sample additional processes that your firm might incorporate include Employee Lifecycle Management; Check Requests; Expense Reporting, etc.  The sky is the limit!

User Administration

Provides the ability to create and maintain users within the system.

Attorney Group Maintenance

Provides the ability to add and remove users within attorney groups. A primary business user can be defined who has the ability to maintain the attorney group membership.

User configurable dropdown lists

LBMS provides the ability to add and update dropdown lists (Pick List Items) as necessary. 

Status

Provides the dynamic, real-time status of processes that the user has access to, giving users immediate visibility into their intakes.

Comprehensive Search

Provides the ability for users to search for specific processes (in progress and completed) using various search criteria while security of information is maintained.

Additional Links & Resources

Provides a list of business defined resources grouped by meaningful category (intranet links, internet links, document links, etc.)

Matter General

Provides the ability to create and modify general Matter attributes.

Rates (by timekeeper class)

Displays rate information from the accounting system and provides the ability to request rate exceptions by timekeeper class.

Rates Exceptions

Provides the ability to specify rate exceptions by individual employee and timekeeper class.

Expenses

Provides the ability to specify expense rates by expense type (e.g. copies, faxes, electronic research, etc.)

Attorney Roles

Provides the ability to specify attorneys and their role(s) for a matter (roles are configurable in the system and dynamically appear as options in the application).

Attorney Credit Allocation

Provides the ability to assign credit allocation percentages for one or more attorneys. 

Document Attachments

Provides the ability to attach and view and unlimited number of documents within a process. Configurable Document templates can be used to create documents from data defined within a request.  Documents can be attached from the file system or directly from your Content Management System (Hummingbird DM; Interwoven; etc.).  Documents can be secured so that only users with appropriate access rights can see the documents.

Notes

Provides the ability to add general or secured notes for a process.

Process History

Provides the history of the process, including what task was completed, when it was completed and who completed the task.

Email

Provides the ability to view all emails (automated or manual) sent as part of the process and also provides the ability to send emails from the system based on pre-defined email templates.

Email Templates

Provides the ability to use configurable templates for creating emails. Email templates can be defined to include various information about the process, matter or client.

Document Templates

Provides the ability to use configurable templates for creating documents. Document templates (like email templates) can be defined to include various information about the process, matter or client.

Initiate from Existing

Provides the ability to initiate a new intake with information copied from an existing intake to greatly reduce duplicative data entry.

Copy Matter

Provides the ability to copy matter information during the entry of intake information.

Copy Party

Provides the ability to intelligently copy party information from previous requests.

Step Images

Provides a graphical representation of the process, including the current step and the overall progress of the process. This section appears at the top of the page while working on a task, providing users a visual cue at each step in the process.  Based on your business rules, the step images will change based on the particular attributes of that specific request.

Client / Matter Summary

Provides the summary information for the current client / matter. This section appears at the top of the page while viewing or updating a matter.

Parties & Contacts

Provides the ability to create, update and remove parties and contacts for a matter. A list of Master Contacts is maintained, and links to these master contacts are related to various intakes. At the same time, point-in-time party and contact information is maintained with the ‘snapshot’ of the intake for perpetuity.

Links

Provides the ability to maintain a list of URLs that may be relevant for the matter.

Approvals

Configurable approvals that define approval options for a step in the process. Attorney Approval authority can be delegated within the system on a user by user basis.

Document Requirements

Provides the ability to specify what types of documents must be attached to the intake. This list can be modified for each individual intake, enabling user-driven, dynamic business rules to be defined.

Client Defaults

Ability to define default and unchangeable field values based on selection of particular clients.