CounselLink

Flexible web-based solution accessible anytime, anywhere from any browser with secure Internet connection

Change or reset passwords or modify user roles within the application with self-service user administration

Access powerful business intelligence tools integrated into the system

Leverage past legal hold information to improve the overall hold process and ensure compliance on an ongoing basis

Issue and track automatic reminder notices to custodians regarding their duty to preserve

Update matter data, contents, status notes, and templates across multiple matters simultaneously

Review invoice charge details and automatically categorize, compare and adjust charges against billing guidelines

Gather real-time status updates from outside counsel and colleagues

View custodian statuses and legal hold assignments, with access to updated employee counts and status of new employees

Track diversity data for outside counsel evaluation

Establish an auditable notification trail for end-to-end tracking of email notifications and acknowledgements

Streamlined legal hold process with step-by-step notifications and management capabilities

Quickly access your list of contacts through integrated contacts database

Track all matter information within a single solution, assign and manage matters while collaborating with outside counsel, and manage matters in a My Matters queue

Tailor matter data capture to the needs of individual practice areas

Attach relevant documents and notes to matters

Create and assign budgets for each matter

Centralize e-billing and matter management with invoice review and spend tracking capabilities

Review, process, and capture 100 percent of legal spending regardless of original format, converting invoices into standard electronic format

Access a single solution for current financial information, status and results regarding legal matters

Process invoices in LEDES, paper or e-mail format to capture 100% of spend and report on invoice charge-level details

Centralize e-billing and matter management with a hosted solution that requires no additional internal IT resources to maintain

Manage all matter information, spend, and documents without leaving Microsoft Outlook

Maximize CounselLink use and streamline operations such as business process re-engineering, custom application development and best-practices consulting

Facilitate smooth transition and on-time delivery with team of professionals experienced in implementing the solution across various industries

Extend existing project team with services tailored to needs, including technology and best-practices consulting

Leverage standard set of pre-built or custom reports to analyze data and improve decision making

Generate instant audit reports, statistics and trends to gain insight into how legal holds impact business

Configurable dashboard capability to see data in a way that meets unique business needs

View a snapshot of business with management dashboards

24/7 web access to CounselLink solution with live customer support for application questions and training

Access online help and FAQs directly through the application

Manage important milestone dates and reminders

User-specific training available in multiple formats including on-site sessions and live web training

Train outside legal vendors on invoice submission and review process, client collaboration, and matter management via live web conferences

Ongoing training delivered through account management and support teams for new product enhancements

Manage and collaborate with law firms, assign and manage multiple firms on a matter, and create scorecards to evaluate outside counsel

Track outside counsel performance across the board and manage law firm relationships