Legal practices face unique challenges: handling sensitive client matters, managing complex case files, tracking billable hours, and ensuring regulatory compliance. OfficeClip provides an all-in-one solution to streamline operations, coordinate staff, and support legal workflows for law firms and independent attorneys.
Why Businesses choose OfficeClip?
- All-in-One Suite:
No more juggling multiple apps. OfficeClip combines CRM, Timesheet, Project Management, and Support Desk modules for seamless business operations. - Affordable, Transparent Pricing:
Start using the basic functions for free, supporting unlimited users—perfect for growing startups and smaller teams - Easy to Set Up, Easy to Use:
Get started in minutes. Intuitive design ensures quick onboarding for your whole team. - Zero-Learning Curve:
Get your team trained and productive in under an hour with a clean, uncluttered interface. - Anytime, Anywhere Access:
Manage your business securely from any device with our cloud or on-premise options. - Reliable Support: Access quick and friendly customer support that real small business owners praise, even on weekends.
- Role-Based Access: Easily control who sees what (e.g., Sales can see contacts, Finance can approve timesheets) to prevent errors and ensure data security.
- Self-Hosting or Cloud:
Choose the hosting that fits your business—cloud for ease or install on your server for full control.
How OfficeClip provides key solution for Legal Professionals?
Contact & Case Management (CRM):
Track cases, clients, leads, and opposing parties information.
Centralized Database
Centralize all case records, client profiles, deadlines, court dates, and contacts—linking related legal documents, notes, contracts, and support tasks.
Schedule Meetings
Ensure you never miss court dates, client meetings, or appointments by consistently scheduling and tracking them.
Follow-ups
Schedule reviews, client updates, discovery deadlines, and recurring tasks—never lose momentum with a case or client.
Search & Filter
Instantly search and filter clients, cases, contracts, or legal matters by keywords, date, or custom fields.
Timesheet:
Accurate time tracking is crucial for billing, compliance, and resource management.
Simple Time Entry
Attorneys, paralegals, and staff log billable hours for cases, consultations, research, court appearances, or administrative tasks—via desktop or mobile.
Timesheet Approvals
Route timesheet and expense submissions for supervisor review. Track progress and simplify payroll cycles.
Accurate Billing and Payroll
Tag hours as billable/non-billable, export seamless records to major accounting software, and invoice clients with accuracy.
Expense Management
Capture case-related expenses, from filing fees to expert consultations and travel.
Support Desk / Issue Tracking:
Rapidly address client requests, internal issues, or document queries before they escalate.
Binders
Group, prioritize, and categorize tickets (client requests, case updates, administrative issues) for streamlined response with customizable fields.
Patient/Staff Portal
Accept client inquiries, document requests, and support tickets using a secure portal.
Custom Fields
Capture specific information relevant to your legal workflows and compliance needs with custom fields.
Issue Monitoring
Track ticket progress, assign owners, set deadlines, and automate status updates.
Additional modules important for Healthcare industry:
Document Management:
- Centralized Legal Repository: Attach case files, contracts, pleadings, and research notes—securely searchable and accessible.
- Secure Sharing & Audit Logs: Share documents with clients, co-counsel, or stakeholders using password protection, and maintain a complete audit trail.
Project and Task Management:
Keep your operations efficient and compliant with effective management tools.
- Case/Project Status:
Monitor case milestones, task completion, and deliverables in real-time. - Task Assignment & Tracking:
Assign tasks to attorneys, paralegals, and administrative staff, ensuring all deadlines and requirements are met.
Invoicing:
Ensure you get paid accurately and quickly for all services.
- Generate Invoices: Quickly create and send invoices, estimates, and statements to your clients with in-built templates.
- Online Payments: Share invoices online for faster payments.
- Accounting Integration: Seamlessly send financial data to your accounting software for unified financial management.
Security:
Ensure security for all the roles in the organization.
- Enterprise-Grade Data Protection:
Encrypt sensitive case files, timesheets, contracts, and client information with strict user role controls. - Compliance Friendly:
Configure OfficeClip to meet legal industry regulations—deploy on-premise for extra assurance.
Used by many Small Businesses Worldwide
Frequently Asked Questions
Yes! OfficeClip works seamlessly for remote and distributed legal teams by providing secure access from any device—web or mobile. Staff can collaborate, log billable hours, and manage cases from anywhere.
OfficeClip uses enterprise-level encryption, regular data backups, and strict role-based access controls. Every action is tracked for complete security and compliance.
Definitely. OfficeClip’s intuitive setup and user-friendly interface ensure your staff can learn the system quickly—most teams are fully up and running in under an hour.
Admins can set granular, role-based permissions for cases, timesheets, documents, and client data—protecting sensitive and proprietary information.
Yes. Start with a free edition for small teams and easily upgrade as your company, projects, or staffing needs expand. There are no limits on user growth.
Email, chat, and a comprehensive help center—plus onboarding assistance. You can also call us at +1-770-448-7375
