Counsel Management
Be confident and in full control when you hire, manage, and collaborate with outside counsel.
Solution In-depth
CounselLink™
With CounselLink, you can more effectively and efficiently manage your legal spend and matters while optimizing your outside counsel relationships. Through its flexible system configuration, CounselLink can address the unique requirements of both large and small law departments while our professional services and product support teams help your users maximize the benefits of the system.
Features
- E-billing
- Manage and control your legal expenses.
- Automatically route invoices through the approval process with configurable workflows.
- Use our SmartReview® technology to review the invoice charge details and automatically categorize, compare, and adjust charges against your billing guidelines.
- Process invoices in any format (LEDES, paper, email) to capture 100% of your spend and report on invoice charge-level details.
- Allocate costs to appropriate departments, cost centers, and general ledger accounts.
- Support both hourly and alternative fee arrangements.
- Separate workflow and payment management queues for Accounts Payable users.
- Matter Management
- Track all of your matter information in one solution.
- Assign and manage multiple firms (national, regional, or local) or internal counsel per matter.
- Apply templates for different matter types.
- Create a schedule of events or tasks for each matter with automated reminders.
- Create and assign budgets for each matter.
- Attach relevant documents and notes.
- Reporting and Analysis
- Analyze your data for better decision-making.
- Leverage our standard set of pre-built reports.
- View a snapshot of your business through our management dashboards.
- Access powerful business intelligence tools integrated into the system.
- Modify existing reports through drag-and-drop technology.
- Create new reports with advanced reporting functionality.
- Easily export or save reports for further analysis or distribution.
- Outside Counsel Management
- Manage and collaborate with your law firms.
- Assign and manage multiple firms on a matter.
- Access the CounselLink Attorney Registry and integrated Martindale-Hubbell profiles to help find new law firms or lawyers.
- Create scorecards to evaluate outside counsel.
- Track diversity initiatives.
- Share and collaborate on matter, document, budget, calendar, and invoice information with your firms through a secure, Web-based solution.
- Software as a Service (SaaS) delivery model
- Secure Web-based solution.
- Eliminate the need to purchase or maintain hardware or software.
- Access the system from anywhere using just a browser and secure Internet connection.
- Leverage our scalable and reliable infrastructure.
- Easily integrate with other enterprise systems.
- Realize lower total cost of ownership compared to traditional enterprise software applications.
- Advanced Security Measures - Keep your sensitive data confidential and secure from hackers, viruses, and physical events.
- Application access control designed to your specifications, with assigned security levels, encrypted passwords, and password authentication procedures.
- Secure, industry-standard operating systems and the highest encryption technology commercially available, including hardware and software firewalls and multiple levels of security.
- Regular database backups to tapes that are transported to secure offsite storage.
- Use of a secure co-location facility for our production systems equipped with the latest in physical and electronic security; uninterruptible power; totally redundant, carrier-neutral fiber networks; state-of-the-art environmental and fire detection/suppression systems; and SAS 70 Certification.
- Flexible and configurable solution to best meet your company’s requirements and budget.
- Available in two versions - Express and Enterprise.
- Configurable workflows, billing requirements, and data fields.