Sales
With our built in sales management process, providing timely sales and services to bring in new clients is easy.
Legal File Management
Access advanced tools and systems to easily manage legal files. System notifications are raised if there are insufficient trust funds, overdue invoices, issues with client agreements and more.
Advanced legal file dashboard for each matter, client agreement integration, task and event management, chronology, disclosure, evidence, notes, billing, invoicing and so much more to ensure staff advance each matter.
Billing and Invoicing Management
Revolutionise your billing and invoicing management today. With advanced billing and invoicing options our software will automatically generate invoices based on billing periods and amount settings and follow up staff to complete invoices.
Managing cashflow and client expectations have never been easier.
Help your staff manage invoicing with automated invoicing, invoice review and timely reminders to ensure your operations and cashflow remain easy and smooth.
Client Agreement Integration
Full integration of client agreement templates which flow into legal matters, service and task integration into legal matters, legal fees estimation and tracking right from the client agreement throughout the legal matter to provide seamless and end to end services.
Integrated client agreements mean tracking costs, tasks and outcomes is effortless.
Legal Matter Dashboard
Custom dashboards for your legal matters mean you can see everything about the legal matter in one place on one page.
Customise your legal matters based on the legal area and matter type. Easily create custom tables, questionnaires and tasks legal matters based on your needs.
Disclosure Management
Easily add, record and track disclosure in your legal matters.
With central recording of disclosure in each matter, you can easily record disclosure provided and received. Flag issues for follow up.
Task Management
With task management integrated from client agreements, through to legal matters being task orientated helps staff priorities action items, remain product and keep legal matters moving forward.
With three separate task views available, including assigning, reordering and prioritising tasks, it's easy to manage legal deadlines, issues and matters.
Calendar Management
Enjoy full calendar management including tasks, events, monthly views, fortnightly views, weekly views and daily views. Tracking events and tasks and maintaining productivity is easy.
Create event precedents to easily create new events with key information. Create task precedents to easily create new tasks with key information and services.
Work Allocation and Planning
Allocate work items to plan out and complete your day including predicable billables based on our task centric approach.
Maintain your productivity by prioritising, planning and allocating daily work items through our dedicated work allocation page.
Team Scheduling
Schedule your team to be at the office, at particular offices on particular days, working from home, at court, sales enquiries, do not disturb and more.
If you have more than one staff member, teams, multiple offices or phone lines, you can easily schedule your team members to your business needs.
User and Team Management
Manage individual staff including scheduled working hours, practice areas, billables rates and billable goals.
Create teams including based on expertise, office, location, experience and much more.
Help your staff and teams realise their full potential with our user and team management interface.
Built In File Audits
With built in file audits and review systems, you can help your staff improve, manage your legal files and safeguard client experiences.
Schedule file audits and carry out audits with individual settings for staff members.
With regular auditing, you can ensure key metrics are being met, that any issues are discovered and managed and provide valuable and trackable feedback to your staff members.
Asset Tracking, Asset Register and Cybersecurity Audits
Easily track your legal information technology equipment with our asset register, book out equipment, assign equipment and perform cybersecurity audits to meet your cybersecurity obligations.
Tracking your assets and completing cybersecurity audits has never been easier with cybersecurity audits and reminders built in.
Compliance Register
Easily track and perform compliance of your legal practice with our compliance register.
Add your compliance obligations to ensure your legal practice and staff stay on track with your compliance obligations.
By recording and tracking your compliance obligations, you can be sure that your legal practice is doing everything it can and needs to do to operate safely and within compliance with rules and regulations.
Safe and Trust Registers
Adding, keeping and tracking your regulatory obligations has been made easy. Whether adding, tracking or removing items from your practice safe to tracking trust obligations, Juris Forge helps you record and maintain your records easily and efficiently.
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Trust Accounting
With full trust integration, including multiple jurisdiction trust accounting, whether you are a sole practitioner or a multi-jurisdiction team we have all of your trust needs covered.
Easily manage your trust payments, receipts, journal transfers, trust reconciliation and trust reporting obligations.