AbacusLaw

This software allows us to keep our client's files organized. We can tailor this program to what we need in our client's files based on what out firm does, and/or what type of case it is. We can keep up with our calendars and everyone can log in from wherever they are and see the daily organizer for all or individuals. It allows us to keep notes in files, monitors for conflicts, and is very useful for setting ticklers to use as reminders. I find it very useful that it keeps up with all the players and their info under "linked names". Also keeps up w/ events, docs, & emails in one place.

If things are moved on the main drive, it breaks the links in abacus and they are no longer able to be found or traced if whomever moves the doc or breaks the link doesn't make a new one at that time.

As a small law firm you would think that software and a private cloud are luxuries reserved only for "big" firms but you are wrong. To be efficient, organized, avoid malpractice, and spend more time billing and less time on admin, a small firm needs legal software like AbacusLaw. When I wanted to add staff, the Abacus Private Cloud let all of my team utilize the AbacusLaw software with ease, from home and from other states where I am also licensed. And when COVID-19 hit, it was the AbacusLaw software and the Abacus Private Cloud that let us continue work uninterrupted, serving clients and not having to lay off a single person.

I wish there was a way to keep two separate books of business in AbacusLaw's accounting software since many small law firms are not "traditional" firms but several separate solo practitioners working together but with different accounting. The only "bad" part about having such a versatile and essential piece of software is on the occasion where it isn't working life seems to end. It has become indispensable. If that is a "con" that would be the biggest one!

I liked that it could integrate with our business systems as they are.

The add-ins do not work consistently and have more cons than pros. The reporting is not very good and making deposits that are not client checks makes no sense. The system is good for basic legal clients, but anything more complex and there's issues. You can't just double click on a number in a report to get more information on it like many other software programs. If you print a check, you can't change anything about it with an edit; you have to delete the entire thing to make small changes. There is also no way to track time reductions truly. Entering time takes forever because you have to go into each matter separately and enter your time instead of a large platform to enter time for each matter on one sheet. Editing bills takes so much longer than it should because of how it has to be done.

The time ticket and notes functions have increased our accuracy and efficiency in billing, and provide attorneys and partners with the ability to provide clients with accurate status reports on their matters. The document management function mean that teams can access all information quickly. The software allows partners to track their teams productivity and evaluate work in progress.

The software does not provide for multiple currency databases - although Abacus built several for us. The outlook function is not so stable and with us use several currency databases, you have to keep switching the outlook function in each database. The reports format takes some getting used to - they would be easier to use if they could be downloaded as excel spreadsheets.

Linking ability between names, matters, the calendar and to email.

Least favorite is so ironic. In Abacus Accounting retainers are painstaking and excruciatingly burdensome to keep track of and requires manual allocation to timekeepers.