North American Software, Inc.
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| North American Software, Inc. |
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Available as a desktop or a browser-based application, Lawyer's Helper is a total practice support software package designed specifically for lawyers that combines case management, time and billing, scheduling, document management, and customer relationship management in one application. Download a free 45 day trial copy of Lawyer's Helper! In today's technologically advanced world, choosing the right software for your office is a more important decision than ever. Most programs today still focus primarily on storing and retrieving information. Rather than offering another flavor of this type of approach, we have endeavored to go a step further and build a program that serves as an interactive business partner capable of helping your practice prosper. To accomplish this, we designed Lawyer's Helper around three key principles: 1. An office support software program should be easy to use, save you time, and help you increase billable hours, 2. An office support software program should help you manage and foster the client relationships you need to get and keep happy clients, 3. An office support software program should both help your business grow and be ready to grow with you. In addition to offering industry leading case management, scheduling, billing, and contact management modules, Lawyer's Helper also links with industry leading programs like MS Word and WordPerfect for document assembly, Quickbooks and other general ledger accounting programs for accounting, and PalmPilot for on-the-road access to your data. We've also included an Import Wizard so you can import your data from other programs without having to start from scratch. Designed for firms of any size, Lawyer's Helper ships network ready out-of-the-box. Multi-user features include group scheduling, shared access to files, and detailed security settings. Lawyer's Helper is scalable to MS SQL Server or any ODBC compliant database for client-server solutions. For firms seeking total mobility and effortless distribution, Lawyer's Helper is also available in a browser-based version, Lawyer's Helper.com. Download a free 45 day trial version to see how Lawyer's Helper can work for you! System Requirements
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Successful Case Management is about more than just scheduling. With any legal operation comes a multitude of related documents, contacts, and deadlines. Lawyer's Helper Matter Management is designed to help you effectively keep track of not only your schedule for a particular matter, but all the other associated details that will require your attention before you can easily bring that case to a successful conclusion. |
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Lawyer's Helper Matter Management allows you to maintain a wealth of information related to each case in a remarkably straightforward, easy-to-use interface. Some of its many features include: Advanced matter planning that includes all of the advanced features of the Lawyers Helper Scheduling System. Powerful Schedule Sequencing based on the one of a kind Lawyer's Helper Automation System. Unique Triple-Linkage system that gives you the power and flexibility to bill by either contact or matter. Unlimited related contact linkage that connects any and all related contacts directly to the matter at hand - including witnesses, opposing attorneys, experts, and court officers. Distinctive "Matter Plan Phasing" capabilities that allow you to break a matter schedule down into more manageable subgroups or phases. Unlimited document linkage that makes all of the documentation related to a specific matter available in one place with an easy-to-use interface that will automatically open any attachment with its associated application. Up to 50 completely customizable user-defined fields. Of course, this is just a small portion of the features that make up the Lawyer's Helper Case Management System. Please feel free to download a risk-free, fully functional demonstration version of Lawyer's Helper for evaluation or contact our sales department at (513)241-4257. |
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The Lawyer's Helper Planner and Scheduling System manages every aspect of your scheduling needs in a straight forward planner-type interface that takes the guess work and confusion out of maintaining not only your schedule, but the schedule of your entire office.
The Lawyer's Helper Planner is one of the easiest-to-use, most advanced office calendaring systems available today. Some of its many features include:
Powerful Schedule Sequencing via the one of a kind Lawyer's Helper Automation System.
Many view options, including several different daily schedule views, a monthly schedule, and filterable "to-do" list view of appointments and activities.
Designed to provide in-depth scheduling support for you entire office, the Planner can easily be configured to allow you to view and add activities for other employees.
Workgroup, resource, and office-wide scheduling tools that help keep everyone in your office aware of key events.
Unlimited task management and versatile date calculator.
Powerful display options such as showing overdue items in red, and pictorial commitment types and priorities that give you instant visual cues about your most urgent items.
Up to 4 alarms per commitment item that can be "snoozed" for anywhere from 5 minutes to 2 hours.
Optional past due commitment rollover will keep items with your daily schedule until completed.
Instant reference and one-click access to any related contacts, matters, or custom lists.
Of course, this is just a small portion of the features that make up the Lawyer's Helper Planner. Please feel free to download a risk-free, fully functional demonstration version of Lawyer's Helper for evaluation or contact our sales department at (513)241-4257.
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The Lawyer's Helper Billing System simplifies the complex task of managing your accounts receivable in an understandable and easy to use interface. While contacts and cases are the basis of any successful legal practice, the growth of your practice is dependent upon your time and billing system. With Lawyer's Helper, your contacts and matters are tightly integrated together with one of the most straightforward, easy-to-use time and billing packages available today.
Unlimited, completely customizable billing codes that can be configured by account, by employee, or by expense and allow you to instantly configure any charge with the press of a button.
Comprehensive budgeting system that can be set up by account or employee.
Industry leading ease of use in bill creation.
Completely operational out-of-the-box open invoice system that ships with invoices formatted and ready for use.
Automatic creation of bill payment verification reminders.
Comprehensive retainer accounting with multiple retainer books.
State of the art session timer that makes new charge creation a snap.
Unlimited, 100% customizable invoice formats available through the powerful Lawyer's Helper Reporting System.
Total support for not only invoices, but also for estimates, timesheets, and retainer and immediate payment receipts.
Completely configurable automatic interest/aging calculations.
Of course, this is just a small portion of the features that make up the Lawyer's Helper Time and Billing System. Please feel free to download a risk-free, fully functional demonstration version of Lawyer's Helper for evaluation or contact our sales department at (513)241-4257.
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Lawyer's Helper Contact Relationship Management allows you to control every aspect of your contacts from one central location. A wealth of information for each contact, including his or her personal data, commitment schedule, historical journal, and associated matters and/or billing accounts, is all placed right at your fingertips to make the complex task of managing client and contact relationships a snap. When a client walks into your office, you instantly have access to all information related to that client.
Lawyer's Helper also has many other advanced contact relationship management features that are unique in the industry:
A unique "flagged" document system allows you to "flag" your mailings over the course of the day and then handle all of your printing at the end of the day, or even have an assistant handle the task.
Automatic customer relationship journaling features mean that if desired, almost any communication made with a contact will be immediately logged in that contact's historical journal for later reference.
One click contact commitment linkage puts your planner together with your rolodex like never before.
Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.
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Lawyer's Helper offers a robust solution to all of your word processing needs. Using either Microsoft® Word®, Corel WordPerfect®, or the Lawyer's Helper built in word processor, the Documents Assistant, you can quickly and easily create professional looking documents that will merge with your contact, matter, and/or billing information at the click of button.
The Lawyer's Helper Documents Management system is designed to make your customer or contact communications as easy as 1, 2, 3 while giving you the flexibility of using any one of several available word processors. Some of the many features of our Document Management System include:
Unprecedented flexibility in data merging capabilities that afford you not only the ability to merge information with documents, but also with labels and envelopes.
State of the art Microsoft® Word and Corel® Word Perfect integration that can conveniently be controlled from either the Lawyer's Helper interface or from within the Word or Word Perfect interface.
Instant access to any document related to a matter through the Lawyer's Helper unique attachment feature.
Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.
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Lawyer's Helper List Management allows you to generate lists of contacts quickly and easily based on virtually any of the information stored by Lawyer's Helper, including contact, matter, planner, contact relationship history, and/or user-defined field information.
Full support of wildcards allows you find your contacts in virtually any scenario.
Unlimited campaign planning that includes all of the advanced features of the Lawyers Helper Scheduling System, including list phases.
Bulk e-mail utilities that allow you to quickly email a message to an entire list of contacts.
Powerful Schedule Sequencing based on the one of a kind Lawyer's Helper Automation System.
Easy-to-use document merging capabilities that can create a form letter or sheet of labels for a list by simply clicking on a button and selecting a word processor document.
Flexible list management tools that allow lists members to be managed through database searching and/or manual manipulation.
Easy-to-use drag and drop list membership management.
Up to 50 completely customizable user-defined fields.
Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.
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The Lawyer's Helper Reporting System gives you quick, easy access to over 45 distinct types of reports, allowing you to generate crisp, professional looking reports on nearly every single piece of information available, in whatever format you desire.
Flexible reporting criteria that allows you to collect information for your reports in several ways, including options for specific dating periods, specific employees, or for specific individual items, such as a particular contact, matter, or billing account, etc.
Charting capabilities that allow you to not only embed graphs directly into your reports, but to also display on the fly "pop-up" graphs whenever you're viewing a report.
Embedding image features that allow you place company logos or letterhead directly into a report.
Nearly 30 pre-formatted reports that are ready to go out of the box, including invoice, timesheet, estimate, and receipt formats.
Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.
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The Lawyer's Helper Automation System represents a bold step forward in office management support software. While many of our competitors are offering a limited version of software automation through "chaining" or schedule sequencing, Lawyer's Helper Automation goes far beyond that by offering users the ability to automate nearly any part of our application.
For instance, suppose for cetain types of cases you take on, you enter several new things into your system:
Once you've set up an automation script with the preceding steps, the automation system will step through the process with you, automatically creating your commitments, drastically reducing the possibility of human error, and saving you and your associates valuable time and money.
Some of the features of this powerful new office management tool include:
Automations offer the ability to generate powerful training scripts that will literally have the software teach new users how to get the most out of Lawyer's Helper.
With a virtually unlimited number of steps available for each automation, your automation processes can be as simple or as complex as your desire.
Auto-Date calculation allows you to specify a single base date that will be used to automatically configure the default dates for automation commitment items.
Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.
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The Lawyer's Helper has been specifically designed to help your practice grow by keeping your office operating as smoothly as possible. To achieve this goal, the Lawyer's Helper has many powerful, incredibly useful features not found anywhere else in the industry.
An extensive, completely configurable Business Development package that keeps track of your practice growth for you and will alert you if you aren't achieving the development goals you set for yourself.
Out-of-the-box networkability.
An enterprise-level security system that lets you configure exactly how flexible or restrictive you want your data access, for either 2 employees or 200.
Easy-to-use, convenient tools toolbar that puts all the tools you need no more than a click a way.
Powerful intra-office messaging capabilities that will keep you up-to-date in an ever changing work environment.
Of course, this is just a small portion of the features that make up The Helper Series. Please feel free to download a risk-free, fully functional demonstration version for evaluation or contact our sales department at (513) 241-4257.
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Helper Series.com, the new browser-based versions of the Helper Series 2001, can replace or complement traditional desktop versions by offering total mobility and significantly reduced distribution costs for small firms or thousands of users.
Database access is centralized utilizing the latest remote data access technology. The browser-based version of the Helper Series replaces or complements a desktop application with Active-X based components, enabling firms to support thousands of users or ‘Virtual Teams” across either an Intranet or the Internet. The application design is focused around rapid turn around for enhancement requests and product updates.
The browser-based versions offer all of the same functionality found in their desktop counterparts, including the same easy to use design and approach. All versions of the Helper Series are available in browser form, including Sales Professional Helper, Brokers Helper Basic/Advanced, Investment Advisor's Helper, Lawyer's Helper, Consultant's Helper, Small Business Helper, and Professional's Helper.
For more information, contact a North American Software Sales Representative at 513-241-4257.
Server Requirements
Windows NT Server with Internet Information Services
Client Requirements
Windows 95/98/ME/NT/2000 with Internet Explorer 4.0+
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Depending on your firm’s needs, you have several options when purchasing: 1. Case Management and Time and Billing Package Case Management and Time & Billing combines all features into one seamless application. Functionality includes contact management, case management, scheduling, time and billing, automation, mail merges with Word or Wordperfect, remote/laptop use, PalmPilot sync, and reporting. 2. Case Management Only Case Management includes core functionality, like contact management, automation, mail merges with Word or Wordperfect, remote/laptop use, and reporting plus Case Management, Scheduling, To-Do List, and the PalmPilot Sync. 3. Billing Only Billing includes core functionality, like contact management, automation, mail merges with Word or Wordperfect, remote/laptop use, and reporting plus Hourly, Expense, Flat Rate, Contingency Billing, Open Invoice System with Formattable Invoices, Accounts Receivable, Trust/Retainer Accounting, and Timesheets, Estimates, and Sale Generation.
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