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Optimization of Microsoft D365 solution for law firms
Workin Legal 365 : Microsoft D365 Solutions for Legal firm
A solution for centralising your invoices and managing your cash flow
- Pre-billing
Law firms need a clear, secure, and real-time overview of their matters and service volumes. Pro forma billing has become a preferred tool for managing work in progress (WIP) and streamlining the billing process.
These features also promote better work organization by encouraging employees to plan their assignments more rigorously.
- Billing and Transaction Adjustments
Billing is a key challenge for law firms, requiring precision, transparency, and control.
The pre-billing and approval features of Workin Legal 365 help structure and streamline the entire process, from preparation to invoice issuance.
- Opening of matters
A set of features that facilitates the creation of cases tailored to the specific needs of law firms in Microsoft Dynamics 365.
This matter creation module automates the setup of your workflows while securing your processes. It includes advanced features to ensure that your billing requirements are tailored to the needs of each matter.
- Compliance
Despite its strengths, Dynamics 365 Finance & Operations has certain inherent limitations when it comes to legal compliance.
Thus, the requirements of law firms necessitate additional developments to comprehensively address specific needs such as advanced KYC, conflict of interest management, or legal-specific regulatory processes.
Workin Legal 365 provides advanced compliance features (KYC, questionnaires, risks, conflicts of interest) to secure and enhance the reliability of matter management.
- Global Client Management
This feature allows law firms to automatically apply negotiated rates to all entities under a master client, ensuring consistent billing, compliance with agreements, and better control over matter profitability.
Global client management allows you to group different clients under a single global client in order to define consistent billing rules across all related clients.
This feature automates the creation of contract templates and manages negotiated rates from a global client account.
- Sales Rate Management
Essential to client relationships in law firms, effective fee management requires both flexibility to meet client agreements and rigor to maintain profitability.
This feature secures and automates the application of negotiated rates while adapting to the specific needs of each case.
- Invoice Splitting
In matters involving multiple parties (co-clients, groups, affiliated entities), the allocation of fees can quickly become complex and time-consuming for a law firm.
This feature simplifies and streamlines this process by automatically allocating a preliminary invoice among multiple clients, based on clear rules tailored to each situation.
Facilitates the management and supervision of your matters
- Matter Management
Managing matters and related processes requires a streamlined, centralized organization to improve efficiency.
This workspace provides a single point of entry to easily manage all file-related activities, from billing to operational requests.
- Litigation Calendar
Meeting legal deadlines is essential; there is no room for improvisation, so this must be managed using reliable and intelligent tools.
This feature allows you to centralize, organize, and securely track court hearings and client obligations, while facilitating team coordination.
- Additional feature set that enhances the standard D365 Finance solution
A set of complementary functions to enhance the standard Microsoft Dynamics 365 solution, based on WorkinWith's experience with numerous law firms.
Including the translation of labels, allowing your employees to find themselves in a familiar environment with meaningful names.
The data model is available for BI.
Legal professionals need to streamline processes and focus on procedures, not administrative tasks.
Using digitalization is a real accelerator for law firms.
Thanks to Workin Legal 365 developed to meet the specific needs of these sectors, you can optimize the management of your assignments.
With 20 years' experience of working with law firms, Workin Legal 365 is the perfect answer to yours business issues.
This enables you to benefit from more precise functionalities that meet your specific needs:
Features & Highlights at a Glance
Global View
Managing the ecosystem of stakeholders involved in a project.
Time savings
The file opening process review workflow ensures transparency, efficiency and effective management throughout the legal file lifecycle.
Compliance
Conflicts of interest are identified quickly and reliably.
Security for all your files
Thank to Workin Legal 365, security and accessibility of files are guaranteed.
Faster invoicing
Automate complex financial processes.
Overview of the Billing process
Enables efficiency while maintaining billing process compliance.
Complies with applicable legal requirements
Risk analysis questionnaires are structured for greater compliance.
Business Intelligence
Data available to generate audit reports and gain a more accurate view of file management.
Discover Their Transformation Journey
Transforming Legal Excellence with Workin Workin Legal 365
Large law firms face increasing demands for efficiency, profitability, compliance, and matter management.
To address these challenges, WorkinWith has developed Workin Legal 365 , a solution based on Microsoft Dynamics 365 and specifically designed for law firms.
Drawing on our in-depth knowledge of the legal sector, Workin Legal 365 helps law firms optimize matter management, resource allocation, time tracking, billing, and performance, while taking full advantage of Microsoft technologies, data, and artificial intelligence.
Already deployed at four international law firms, Workin Legal 365 combines industry best practices, intelligent automation, and analytics to help firms streamline their operations, improve decision-making, and focus on client satisfaction.
