Firm Central Reviews & Pricing

Key Features

• Matter Management: Manage legal matters, tasks, contacts, deadlines and documents from a single platform. Automate the client intake process and store an unlimited amount of documentation and files. 
  • Matter Search: Identify specific legal documents and files with the global search function. 
• Collaboration: Securely share case files and calendar entries with all team members and counsels. Encourage collaboration between counsels and clients with a dedicated client portal. 
• Task Management: Assign tasks to staff members, set reminders for important events and appointments and keep track of notifications. Monitor document reviews and updates and perform conflict checks across the client database. 
• Time Tracking and Billing: Track every single minute of billable time with the Firm Central Time & BIlling portal. Create and operate trust funds, run reports and issue expedited invoices for faster payments. 
  • Financial Reporting: Generate reports with custom datasets to identify profitable practice areas, aging receivables, referral values, important clients and more. 
  • Financial Dashboard: Get real-time access to firm financials, outstanding bills, WIP, year-end reconciliations and more through a single interface. Use the dashboard insights for agile decision-making and strategic future planning. 
  • Time and Expense: Log billable hours with multiple timers from any computer or mobile device. Integrate time tracking and billing capabilities to directly invoice for the time entries. 
  • Billing: Prepare tailored payment plans and payment options for clients. Edit invoices and accept credit card payments with the ClientPay portal. 
• Accounting: Manage separate trust and operating accounts with purpose-built accounting software. Process invoices ethically and in compliance with industry standards. 
  • Reports: Run regular accounting reports to measure profitability, discounts, write-offs, bank reconciliations, account transactions and more. Stay on top of the firm’s financial health to make informed decisions. 
  • Eliminate Error: Automate data entry to eliminate duplicate data and human errors. 
  • Compliance: Prepare an audit trail for all trust account transactions and simplify year-end reconciliations. Set up internal controls to protect financial data from leaks. 
• Legal Calendar: Manage deadlines, events, hearings and more with the integrated legal calendar tool. 
  • Deadlines: The Deadlines Assistant automatically computes the deadlines of ongoing projects based on the rules set by the firm’s jurisdiction. Set up custom rules if required. 
  • Calendar Sync: Add, edit and update events in either the built-in calendar or Microsoft Outlook and automatically synchronize entries. 
  • Multiple Calendar Views: Allow all staff members to view the legal calendar for a holistic awareness of deadlines and appointments. Drill down on specific entries by matter and permissions. 
• Mobile Application: Retain full control over legal matters and tasks while away from the office. Use the mobile application to securely access legal documents, matters, contacts, calendars and more. Track time and process expenses on the go. 
• Security: Secure firm files and documentation in transit as well as in storage. Additionally, solve any data residency requirements with U.S.-based servers hosted by Thomson Reuters. 
  • Data Encryption: All connections to Firm Central servers are routed via HTTPS sessions with 256-bit SSL and TLS encryption. 
  • Compliance: Ensure the data security standards of the firm are compliant with SOC 2 Type II and AICPA regulations. Physical data centers are ISO 9001 and ISO 27001 certified. 
• Client Portal: Provide clients with an encrypted communication environment for secure collaboration with counsels. 
  • Communications: Share documents, bills, case updates, messages and more with clients in real time. Monitor all client activity and maintain a record of all communications. 
  • Self-service: Clients can check case files and matter information, receive push notifications and upload documents. 
  • Security: Maintain ABA ethics mandates with the self-service portal. Use permission-based controls to decide who gets access to what items and documents. 
• Westlaw Compatibility: Subscribe to Westlaw for built-in case citation flags and integrated global search and research tools. 
• Integrations: Integrate with multiple Thomson Reuters applications under the same platform. Available inclusions include Westlaw legal research, Westlaw Form Builder, Practical Law and Drafting Assistant. 

Limitations

•  Tracking the time and date of client payments is cumbersome. 
•  Mac users may face a lot of version control issues and bugs. 
•  The proprietary plugin for Microsoft Outlook can be unreliable. 

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