A multi-module management system designed by DDI for accounting/legal/professional companies.
Since 1980, DDI, Inc. has helped law, accounting and professional service firms across the country improve their daily operations and bottom line through innovative and fully integrated practice management software.
Conflict Checking/Extended Data allows a firm to store and access any and all pertinent information about a client, matter or engagement. System-wide searches of integrated modules eliminate the need to enter key information more than once.
The system allows an unlimited number of key names, key words, related parties and relationships and can do 5 simultaneous searches using wild cards and boolean logic.
Docket Control allows a firm to record, track and report on all events past, present and future relating to a client or case.
Records all types of events relating to a case, ie., type of event, date, time, location, etc. and allows for up to 3 levels of responsibility so an action is never missed. Events can be rescheduled while saving all past events as an audit trail. Many built-in and customized reports.
Complete Time and Expense Accounting, Billing, Accounts Receivables, Fee Allocation, Management Reporting and more. Advanced features, such as electronic billing, task based billing, split billing, timekeeper and income goals. Seamless integration with Conflict Checking,Extended Data, Budgeting, Docket Control, Mailing Lists and Financial Accounting.
Data entry from outside sources such as handhelds, web, remote sites and cost recovery systems, such as your copier, telephone, etc.
Inlcudes task based billing, electronic billing, split billing, retainer billing and unlimited fee structures. Quick on-demand billing and ability to trigger billing when charges reach a preset limit. Over 400 bill formats to choose from.
Complete Accounts Receivable processing and over 450 built-in easy to read reports to assist with billing decisions, productivity and profitability.
SQL/ODBC compliant for ad-hoc reporting and interface with Excel, Word and Crystal Reports.
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