Practice Management System

Sheria Practice Management System

Sheria Practice Management System (Sheria-DMS) is an ERP system tailor made for law firms. The system includes a wide variety of features besides file management that aid in general practice management.

The features include:-

Client & File Management

• Keep proper and up-to-date records of client data, open files with file numbers assigned automatically. Post bring-ups for every file worked on and receive email reminders on the bring up date.
• Document assembly and management:-Once a file is opened in the system all documents relating to the file can be uploaded into the file. It can handle multiple document versions e.g docx(word documents), PDF, images and scanned document.View documents straight from the browser. Keep track of various document versions when a document is updated and uploaded back into the system.
• Client update report:- These shall be customized according to the firm’s style of status reports.
• File notes, including coram and action
• One central location for all information related to each case including the fee status. Given that is a web based system, you can access these files from anywhere where there is internet connectivity

General Practice management

• Standard Management Dashboard.
• Easily create invoices based on the quotes you have sent to your clients. Send professional looking invoices directly to your clients in just a click via email as a PDF attachment or print and send them by mail. Receive clients’ payments into the system and print out receipts.
• Easily create invoices based on the quotes you have sent to your clients. Send professional looking invoices directly to your clients in just a click via email as a PDF attachment or print and send them by mail. Receive clients’ payments into the system and print out receipts.
• Task delegation and assignment tracking:-This functionality enables a user to assign tasks to other users, set deadlines and receive feedback if task has been completed.
• Online Chatting System:- The system comes with an easy to use inbuilt chatting system for correspondence within the firm. This ensures staff can issue instructions, discuss matters and make follow ups in a secure environment even when they are out of the office.
• Reporting:-this module allows staff to submit their periodic reports for perusal
• Appointments:-The system allows the user to organize all their appointments and receive reminders periodically.
• Human Resource & Payroll :- Oversee all important information for each staff member at a glance. Restrict visibility of sensitive information to just HR managers, or make other information public for all employees to see such as employee directory. Receive alerts for any new leave requests, advance requests, overtime applications, and more.
• Completely web Based:- it is completely web-based.Our choice browsers that can be used include Mozilla Firefox , Opera and Google Chrome.
• There is no limit to the number of users who can be registered and who can access the system.
• We customize for every client their respective fee notes, receipts, file opening form etc. Generate professional fee notes with your respective logos and contact details.
• Users are restricted from viewing un-authorized parts of the system using our role based privileges module. Allow Partners and Admin to see all parts of the system while at the same time restrict other users from viewing these areas. Track all changes done on data by a user once they log into the software.
• Reports can be printed form the system as well as exported to PDF and Excel. These allow users to manage their data away from the system thus producing other custom reports.
• Employees working in out-of-town branches are able to access the system and perform operations as if they were in the main office. All data is monitored the same and reports include all data from the main office and remote offices.

Security

• We use industry leading SSL encryption and conduct daily security audits to ensure your data and your clients’ data is secure and immune to third party corruption so you can work confidently. Users login with unique usernames and encrypted passwords.
• User’s activities in the system are also tracked daily and a report of all activities made available.Incase the threat is internal, the admin has can view all activity in the system. He/ She can activate/deactivate user accounts or delete users from the system.