LegalTrek is comprehensive legal practice management solution designed for boutique and midsize law firms worldwide. Focused on project management and billing, LegalTrek helps structure and improve day-to-day operations so firms can focus on client matters and grow their business.
The system offers centralized document and client management, and users can search each database by client, matter or file type and can add comments to keep colleagues up-to-date on status. Additionally, users can keep track of tasks and impending deadlines via daily or weekly email reminders and can stay current on firm matters via a social style notification system.
LegalTrek also offers several reporting options including cashflow reports (analyze overdue and paid invoices, expenses and income) and co-worker reports (track productivity and total hours worked). Users can also review or add time entries and expenses, send preliminary billing reports to clients and manage finances via personalized invoices.
LegalTrek is available as either a Web-based or on-premise solution, and is compatible with all operating systems. Onboarding includes free training and import of customer data, and users have access to email or phone support.