Client Onboarding KYC/AML
LegalOne provide a fully integrated and automated client onboarding and matter intake process. With LegalOne, your firm ensure compliance with AML rules and regulations, save time and improve control.
Intelligent Document and E-mail Management
iManage Work empowers you to create, manage and collaborate on documents and emails from anywhere on any device. Built from the ground up to meet the needs of professionals, iManage is relied upon by over 1 million professionals globally. Continuous user research delivers innovative new features that make iManage the system demanded by users not mandated by IT.
Client and Matter Centric ERP
Deltek Maconomy Essentials provide comprehensive out-of-the-box ERP capabilities – purpose-built for project-centric businesses. Hundreds of leading PSOs and other project-based businesses in the Nordics and across the world use Deltek Maconomy to connect and automate the project lifecycle that fuels their business.
Automated Time Capture
TIQ Time is an add-on to LegalOne – making time tracking amazingly easy.
With TIQ Time, everything you do is automatically tracked and integrated into your timesheet (with your acceptance of course). But not only that – fuelled by machine boosted smartness – TIQ helps you with consistent narratives, smart glossaries, multilingual spell checking and to ensure compliance with billing rules defined. Could not be easier!
Rapid Deployment – Fast Results
Powered by iManage for intelligent document management and Deltek Maconomy for matter lifecycle management and financials, LegalOne provide easy access to the best-of-breed business applications optimised for Law Firms who want to operate like a true PSO, grow profitability and ensure business efficiency.
Seamlessly integrated through Custodian Digital Services Platform, and deployed using smart implementation methods – LegalOne provide an integrated user experience and ensure fast results.
Client Onboarding KYC/AML
LegalOne allows you to ensure an integrated and compliant client onboarding and matter intake process.
- Ensure a smooth onboarding process: Workflow-powered and interactive client onboarding and matter intake process
- Save time and ensure data quality: Seamless punch-out to external data sources
- Ensure control: Integrated Conflict of Interest search
- Stay compliant and reduce risk: Embedded risk and AML check
- Automate processes: Automated creation of clients and matters in ERP and DMS
Document and E-mail Management
iManage Work 10 is the industry’s leading document and email management application, empowering professionals to manage information more productively and securely.
- Work productively: Manage documents and emails more efficiently and intuitively
- Work from anywhere: Mobile first design lets users work remotely on any device
- Find anything: Smart search cuts through clutter to deliver personalized results
- Work smarter: Streamline everyday tasks like emailing documents and saving work to custom folders
- Work seamlessly: Integrations with Office 365 enable users to do more from inside the familiar Office and Outlook interfaces
- Work safer: Industry-leading security and governance ensures that iManage Work is the safest place to store information
Client Centric ERP
Deltek Maconomy Essentials allow you to enure a client-centric perspective and controlled client onboarding process.
- Full client overview: Client workspace with flexible reports providing full client engagement control – projects, billing, profitability etc.
- Smooth client onboarding: Client onboarding process powered by configurable workflows.
- Embedded conflict search: Embedded conflict search – related parties.
Time and Expense
Deltek Maconomy Essentials provide mobile support for time & expense capture and approvals.
- Time capture: Time can easily be captured on any device and at any time.
- Expense capture: Expenses can easily be captured on any device and at any time, with scanned receipts for approval
- Approvals: Time and expense approval processes ensure full cost control and fast billing routines.
Custodian Digital Services platform ensures connected workflows – from Client Onboarding to Document Management and Financials.
An integration service automatically creates workspaces in iManage upon client onboarding and project creation in Maconomy. Workspaces are automatically populated with selected metadata from Maconomy, e.g., client name and number, project name and number, desciptions, status etc. This ensures a high degree of automation and control.
Integration principles can easily be optimised to fit your needs.
Collaboration and Document Sharing
iManage Share allows you to collaborate with clients and securely share files and documents.
- Share directly from iManage Work: Share, edit and collaborate on work product in a single interface.
- Share files from your Outlook email: Share files as secure links directly from Outlook.
- Work smarter and faster: Automatically create new workspaces and add collaborators. Automate tasks like metadata scrubbing and file uploads.
- Secure firm-branded web portal in a snap: Give colleagues access to documents from a single responsive interface on phone, tablet or desktop, branded with your firm logo.
- Know what is shared and with whom: Secure and governed-shared workspace inherits security from the project in iManage Work. Full audit trail and supervisory reporting.
Matter Management and Billing
Deltek Maconomy Essentials provide full matter lifecycle management control, allowing you to increase project profitability.
- Smart matter creation: Wizard-powered project creation bases on pre-defined templates.
- Flexible pricing: Flexible billing rules based on time and material or fixed price agreements.
- Time and expense capture: Integrated and intuitive time and expense capture.
- Flexible billing: Workflow supported billing processes on project or client level.
- Full project control: Matter workspace with flexible reports providing 360-degree project profitability control.
Deltek Maconomy Essentials provide comprehensive support for financial efficiency and control. Purpose-built for client and matter centric businesses – financials and accounting is fully integrated with matter management, time & expense and billing.
Financial efficiency – allowing you to improve cash-flow and billability:
- Smooth time capture: Mobile access for entries and approvals.
- Flexible billing processes: Workflow-supported billing processes, allowing de-centralised billing on project or client level.
- Smart cash collection: Workflow-supported cash collection processes.
- Connectivity for electronic billing
Financial control – allowing you to ensure smooth month end closure processes and control:
- Automatic revenue recognition: Fully automated revenue recognition – based on time and material or progress evaluation for fixed price agreements.
- Embedded vendor invoice management: Allowing cost control and compliant approval processes
- Ageing control; WIP, Account receivables, Account Payables
- Connectivity for electronic vendor invoices
Reporting and analytics – providing 360-degree insight and enabling better decisions:
- Multidimensional: Multidimensional accounting model pre-defined for project centric businesses.
- Embedded reports: Tailored for project centric businesses