Secure, cloud-based Legal Case Management Software for Lawyers…
With Lateral’s case management software serving law firms, attorneys, solicitors and other legal professionals all over the UK, US, Canada, Australia & South Africa, our case management solutions are designed to streamline your practice.
“We have partnered with the most secure data storage in the UK - trusted by the Ministry of Justice and the official hosting company of the Crown. We also offer nightly back-up service ensuring your data is safe.”
Ian McManus - Managing Director
We deliver flexibility
Unlimited Flexibility
Lateral is proud to be known as the most flexible legal case management software on the market. Lateral offers the ability to drag and drop widgets to create new dashboards and case pages, quickly add new fields or colour coded case markers.
Lateral allows legal professionals to create imports, reports, workflows, even data queries…in order to have full visibility over your client & legal case management process. All of this can be tailored or created from scratch, ensuring that Lateral works around your every business & personnel need.
Any integration of a feature that is not out of the box can usually be added with our unique plugin architecture (no more waiting for the next release!)
Serving all sizes of law firms, for lawyers no matter their specialisation, our flexible cloud based legal case management software can automate your workflows, freeing up staff through the automation of your business processes.
Integration
With Lateral’s cloud based technology, our legal case management system can easily integrate to other systems using our API Web Services or connecting to third party web services. For legacy systems, we have built a bespoke data exchange system which can be used to batch data in from accounting systems and other software systems. This exchange system records all data in and out, and captures any exceptions in the process.
Workflow & Decisions
Our Workflow modules are where Lateral’s case management software really stands ahead of the competition. With our new Decision Engine functionality, automation can be driven by the completion of tasks, by a date on the case, or any criteria that the user can define. This allows for further business automation which can save thousands of hours a year on mundane tasks. This automation allows users to focus on exceptions and decisions that require complex decision making rather than mundane tasks ensuring employees are happier and more productive.
Time Recording
For law firms of all sizes, time tracking is essential, which is why Lateral offers both a built-in time tracking tool and integration with a legal time tracking partner eBility. With these cloud-based tools, time can be tracked from anywhere while doing any task. Reports and billing statements can be generated by user or task type with a date range.
Document Production & Sending
Our legal case management letter and document templating system offers unlimited variables and case fields for your team to be able to generate any letter from a single click. Our batch and bundle functionality allows batch creation of thousands of letters and then bundling those into packs for easy printing. We partner with several document printing companies and because of our volumes can often save our clients thousands on printing costs. In addition, all sending of letters is tracked through our secure API which means our system will let you know as soon as the document has been delivered.
Document Management
Lateral offers a fully searchable document management system allowing for scanning and storing of files including linking to the correct cases / files. Lateral tracks legal case management document versions, including change history - noting who and when a document was edited.
CRM and Business Development
Do you currently operate within the constraints of a separate CRM solution? With the Lateral legal case management platform, companies no longer need a separate CRM - workflows can be created for prospecting and onboarding new clients. Managing all stages, status, and automation. Lateral case management software offers automated emails, texts, and bulk sending facilities. We offer reports of who has opened emails and texts and can provide complete Omni-Channel CRM functions including telephony, live chat and IVR.
Task and Diary Management
A full diary facility sits within our case management software and is linked with all case activities, with automated reminders and dashboards to ensure no task is overlooked. Our task and diary management system can be integrated with Outlook or Google Calendar. Our ‘Smart-tasks’ can easily link to the letter / form / customer record that needs to be done to avoid extra clicks.
Costs Budgeting and Management
Seamlessly integrated, providing:
Ongoing alerts and colour-coding for each type of task
A quick-view screen presenting all relevant costs information ‘at-a-glance’ for fee earners and management
Analysis and Reporting across all budget categories for any number of cases, case types, users or period of time
Reporting & Batch Actions
With custom fields also comes the need for custom reports, which is why Lateral has built a user defined report builder. A reporting suite also allows batch actioning of results of any report. Reports can also be scheduled to run at set dates and times and be distributed to pre-defined contacts, all with no manual intervention required.
Voip, Email, Text Messaging, Chat
Lateral is the only legal case management system fully integrated with VOIP, Email, Texting, and Chat channels allowing for Omni-channel communications and workflows. This, coupled with our decision engine offers never seen before automation rules. For example, a decision can be made to text message a contact if and only if the contact has a mobile number and has responded via text message in the past.
Lateral has decreased our average days of debt outstanding by 2 days and 10% in just six months.
Nigel Ross, Corporate and Legal
FEATURES & BENEFITS...
Automatic letters, email or texts
Log in from anywhere in the world
Compatible with ACCOUNTING software
Create your own workflows
easy INTEGRATIONs VIA API
flexible reporting suite
CRM for LAWYERS
CLOUD BASES SECURE DATA STORAGE
CostS and time BUDGETING VISIBILITY
Status changes via email, SMS or CRM
TASK & DIARY MANAGEMENT
DECISION ENGINE AUTOMATION
INTEGRAL TIME TRACKING MODULE
PRE-LEGAL WORK-FLOWS…
Instalment Plan Generator
Automatic Payment Screens
Client Reporting
Letter generator
SMS Collections
Built in DialleR
LEGAL WORKFLOWS…
Multiple Defendant allocation
Alert systems for hearing dates
Legal workflows
Legal Document Generation
Interest Calculator
Storage of documents received
POST-LEGAL WORKFLOWS…
HCEO and Bailiff integration
Bankruptcy workflow
Court Fee Capture
Enforcement workflows
Post Legal Document Generator
CCJ data capture and storage
FLEXIBLE FOR ALL MANNER OF LAW FIRMS…
Legal Accounting Software
Law Firm Time Tracking
Legal Matter Management
Legal Document Preparation
Legal Document Management
Law Firm Mobile App
Legal Case Management
Criminal Legal Aid Case Management
In-house Law Firm Software
Claims Management Software
Accident Management Software
Financial Claims Software
Medico-Legal Claims Software
Costs Drafting Software