Matter Management

Matter management is simple and easy with 2B-LAW 365. Stop organizing case files with spreadsheets and folders. View, edit and update matter information from a single screen.

Document Management

Have your documents gotten out of control? Electronic document management results in a more organized and productive office. Not only can 2B-LAW 365 organize and store your documents electronically, it can also provide 1-Click Document Generation. Instantly create contracts, invoices, letters, motions and more by using your own predefined templates.

Analytics and Billing

2B-LAW 365 provides real-time insights into time and billing. Set revenue goals for attorneys and other legal professionals and watch progress towards those goals with real-time dashboard views. Always know where you stand financially by using another dashboard to view real-time billing and payment information. And because busy attorneys can access information “on the fly,” it is fast and easy to enter time and expenses.

Marketing

Does your firm struggle with marketing? Track referrals and potential clients from the first contact. With the addition of ClickDimensions, law firms are empowered to more effectively and efficiently find, nurture, convert and engage their ideal customers. ClickDimensions includes essential marketing tools like email marketing, campaign automation, web intelligence, web forms and landing pages, social marketing, surveys and more – all within your Dynamics 365/2B-LAW 365 environment.

Integration

Take advantage of your investment in Microsoft Office 365 by adding a solution tailored for law firms. Because it was built on Microsoft Dynamics 365, 2B-LAW 365 can integrate with all that Microsoft has to offer, including the thousands of apps available on Microsoft AppSource.

Built as a solution on the Dynamics 365 platform, 2B-LAW 365 features include:

• Matter Management - View and update matter information from a single screen.
• Client Management - Track a potential client from the first point of contact.
• Prospect Tracking - Don't let referrals fall through the cracks.
• Time & Expense Tracking - Busy attorneys can access 2B-LAW 365 on the fly, making it fast and easy to enter time and expenses.
• Financial Management - Improve your firm's financial management substantially with access to real-time billing and payment information.
• Document Management - Electronic document management with SharePoint and other Microsoft Office 365 software.
• 1-Click Document Generation - Instantly create contracts, letters, invoices, motions and more by using your own pre-defined templates.    
• Custom Dashboards and Reports - Customizable for each user. Only see those reports you need.
• Automatic Reminders and Tasks - Set up automatic reminders and tasks. Never miss another deadline.
• Client Facing Portal - Interact with clients, including sending and receiving documents.
• Customizable Time and Revenue Goal Tracking - Track billed time and profitability.