Lateral offers secure, next generation, cloud-based Legal Case Management Software for Lawyers, serving law firms all over the UK, with expansion to the US, Canada, Australia & South Africa.
“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 - CEO
CLOUD BASED LEGAL MATTER MANAGEMENT SOFTWARE
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 save companies thousands on printing costs. In addition, all sending of letters is tracked through API so our system can let you know as soon as the document has been delivered.
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 - 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 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 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.
Workflow & Decisions
Our Workflow modules are where Lateral 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.
For law firms, 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.
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
Lateral is proud to be 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 you as a lawyer to create your own imports, reports, workflows, even data queries…in order to have full visibility over your client & legal matter management. 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, our flexible cloud based legal software can automate your workflows freeing up staff through the automation of your business processes.
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.
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.
Improve credit control decisions by integrating data from credit reference agencies or other web services with your accounting or ERP data. Inform other employees about credit control status changes via email, SMS or a CRM account record update.
Automate the creation and delivery of credit control letters or electronic communications around your ideal process.
Establish workflow automation processes so that all decision makers are consulted before key clients are placed on hold, receive a credit control communication or have their credit limit amended.
Monitor and enforce credit control procedures without committing valuable employee resources.
Lateral has decreased our average days of debt outstanding by 2 days and 10% in just six months.
Nigel Ross, Corporate and Legal
FEATURES AND BENEFITS
Automatic letters, email or texts
Log in from anywhere in the world
Compatible with accounting software
Create your own workflows
Status changes via email, SMS or CRM
Reduce average days debt outstanding
Cost and time efficiency
CRM for credit controllers
Get in touch today to find out how Lateral could help streamline your client & matter management processes.
GET IN TOUCH / BOOK A DEMO
Use the form below or give us a ring on +44 (0)1242 696413