Task Management module allows you to easily build your to-do lists, Delegate a task to single or multiple team members, monitor the progress of a task completion and get alerted for overdue tasks.
Easily create new contacts and categorize them into groups. Sheriasoft enables you to search through a large database of contacts and allows you to get more information on the linked matters, invoices and quotations of a specific contact.
Sheriasoft’s easy to use timekeeping lets you track all of the time you spend on a matter, task or any other activity. With Sheriasoft, your time entries are linked to your matters so that you can keep them organized and generate bills quickly.
Automagically manage your documents and collaborate securely – anytime, anywhere.
Organize all your documents and never lose track of them. Get more productive, work on them anytime, anywhere. Never worry about security and confidentiality with granular access controls.
Do you spend countless hours generating reports, only to find the report out-of-date by the time you are finished?
Sheriasoft fast reporting capabilities allow you to produce reports in real-time, giving you more time for analysis and action. Generate reports at anytime and you can even download them for additional processing.
Conveniently search for any conflict of interest with your existing business before signing up new clients. Sheriasoft searches through all your existing matters and contacts to find any sort of conflict.
Easily handle Matter details such as notes, file status, documents, appointments, progress, invoices and tasks from one centralized location. Keep every important detail organized and easily accessible with Sheriasoft legal practice management tools. Sheriasoft adapts to any practice area.
Be notified on-time on important events and actions. Never again miss a task deliverable or an appointment, Sheriasoft allows you to set Smart Email or SMS reminders.
Sheriasoft allows you to Keep track of your billable time and expenses, Generate invoices in 1 click, Manage trust and operating accounts, send invoices via email.
With user roles and permission control, you can choose which users or groups can access certain parts of the software.
Sheriasoft activity feed tracks all the changes that happen within the software. This detailed listing informs you who did what and when they did so. From new documents, tasks, matters to time entries, it is captured in Activity Feed.
Access Sheriasoft's full suite of features from your desktop, tablet, or mobile. Whether you use PC, Mac, iOS, or Android, Sheriasoft gives you peace of mind with bank-grade encryption and security audits.
A large part of practice management is making sure that questions get answered promptly. Your staff needs constant updates and clarification on matter details. As do your clients. Loose communication, based on ad hoc emails, texts, and sticky notes is not organized — and not as secure as it needs to be. Sheriasoft is designed to keep all your communication in one place, within the software. Staff can post comments on any matter aspect needing clarification or correction. With Sheriasoft, your communication will be streamlined, organized and secure.
Security is very important for legal professionals. Sheriasoft takes security very seriously. We provide bank-grade security to data stored in Sheriaoft.