Client Management System (CMS) is a powerful database for managing clients, projects, phone calls, and time records. It was designed for attorneys with the help of an attorney... but it can be used by most any business needing to track clients, projects, and time/expense records.

CMS is easy to install, learn, and use. It will save you time and money, but above all... it will help you maintain accurate records because CMS:

• Eliminates the drudgery of writing time records, phone records, and expenses by hand.
  • You can, of course, always write these by hand and enter them into CMS at your convenience.
• Eliminates errors in addition.
• Reduces billing rate mistakes.
• Reduces and/or eliminates errors in recording and maintaining:
  • Time.
  • Expenses.
  • Client Credits.

The base package includes the following six (6) integrated modules:

1. Billing Descriptions and Charges -- describes charges (hourly and flat rate) and expenses (mileage, copies, etc.).
2. Clients -- records various information about your clients.
3. Client Billing Account -- records credits and debits.
4. Projects -- describes a client's various projects.
5. Time Keepers -- describes those allowed to enter time records.
6. Time Records -- records time records, phone slips (non-billable time records), expenses, and credits given to a client.

Like we say... "CMS is the ultimate software package for managing clients, projects, phone calls, and time records."

We have a demo CD that allows all features of the program to be evaluated .

CMS:

• Is networkable.
• Runs on all versions of Windows (95, 98, NT4, 2000, XP).
• Contains a number of settings and customizable features for operation in most any legal office.
• Can handle up to 2,147,483,648* Billing Rates (There is no per time keeper, per client, or per activity restriction or limit).
• Can handle over 2,147,483,648* distinct Client IDs.
• Can handle up to 2,147,483,648* Projects.
• Can handle over 2,147,483,648* distinct Time Keepers.
• Can handle up to 2,147,483,648* Time Records (time records, phone slips, expense records, and credits).
• Can generate invoices to clients.
• Can generate statements for a client and/or project.
• Can print reports such as client invoices, mailing labels (additional reports will be added based upon customer requests).
• Includes a spell checker with a main dictionary plus user defined dictionary (a $99.95 value included at no charge).
• Includes customizable report/invoice formats (can designate company logo, location of title, and which fields to print on client invoices).
  • We can design custom headings for a nominal charge.
• Includes text search and filtering of records.
• Includes a User ID, Password and Access Table (UPAT). Designate up to 16 user ID's in addition to the supervisor. Can restrict level of access (e.g., add, edit, delete, print reports, configure, etc.).
• Handles client funds: can manually add client credits/debits. System automatically generates a debit when a client invoice is finalized.
• Handles deposit slips (in the client billing account module).
• Has audit trails: System automatically records user ID, date, time, and workstation ID when a record is added, edited, deleted, copied, or recalled (security settings must be enabled to track the user ID).
• Includes a phone dialer (TAPI dialer included with the Windows operating system) to contact clients. Program can automatically open a new time record when the call is made.
• Can reprint invoice (previous billed items can be printed on the invoice, but are marked as have being billed, and the client is not billed for them.
• Includes a stand alone program for adding TIME RECORDS (a $99.95 value).