THEO is a Law Firm Management Software that automates and streamlines all your operations that would otherwise require tedious and time consuming manual processes.
The best legal software on the market is THEO which automates Client Management, Matter Management & Updates, Court Diary Management, Business Intelligence Reports, GST and many more functions..
THEO does all of the boring work for you so that you can focus your energy where it matters most—your clients. It’s as simple as signing up for a free demo and seeing how THEO can help you take your law firm to the next level.
THEO has the capability to store client matter history data as well as information on contact details. User can retrieve data easily by feeding in name or its part or with contact number.
THEO stores client wise matters related data like: matter Number, related Court, Folio Number, Office File No., First Appearance Date, related matter files and related contact person etc., The duplicate matter prevention tool is useful in highlighting the possibility of a matter being duplicated. User can search matters, export list, view, all related documents, Mails, Updates and Last Matter Update by person name and last update date.
THEO helps you to manage all your contacts, details of Team Members, References details, Sr. Advocate details, and finally clients and their contact person's detail. This gives you ready access to the data.
THEO never forgets court dates, it sends you schedules of the next week and after that on a daily basis. It sends today's and next day's schedule of court date and application dates. You can update your matter schedules or related multiple application schedules. If you forgot any dates then next day you will get reminder mail for your missed schedule. All these reports also available on system.
Here associate submit expenses related to matters like court fees, stamp duty and all other miscellaneous expenses. These expenses go for approval to the designated authority and if approved, then these expenses can be presented for matter billing and associate's payment.
It is an extremely useful feature in THEO that helps in the management of thousands of paper files .THEO helps to store, retrieve and find and share your files with just a click.
THEO stores files securely on cloud server so you can access and study these file from anywhere. You can share these files using integrated mail facility on THEO with client, associates or with any other consultants, these sharing is not permitted without admin approval.
THEO allows users to create reminders for meeting or any other important assignments. Users can add any number of associates for group scheduling. After successful schedule creation each individual gets a mail and SMS regarding schedule. THEO will remind you and associated group members regarding schedule via Mail, SMS and through application POP UP reminder.
THEO shows all work done by team mates i.e. number of updates, approved work, rejected work, idle work and billing amount of that work. This work details mailed to the individual and all details are mailed to designated authority within the firm.
THEO gives you easy access to work summaries of firm associates as well as a user friendly navigation that allows you to get what ever information is required
In THEO you can store firm information and and retrieve the same when you require any historical data quickly like Document, Client detail or any matter, matter updates.
THEO prompts users to update records. If any registered user not logged in on the system then it automatically sends a SMS and Mail reminder to say "Please Update and Review Me "
THEO is a multi-user system, each user has his/her own login and is the user numbers are expandable. THEO built with multiple user type like Admin, Accounts, Associates and Other, here you can add more types, and this is not enough so we enhance it for permission customization, so you can assign required module permission to individual level. So this system is well suitable for large organization as well as for small organization.
THEO runs on most of Internet devices like mobile, tab and all other divides which equipped with modern web browser. THEO APP runs without Internet connection and whenever it found Internet connectivity, it will synchronize with THEO Server.
THEO has the capability to store all email communication pertaining to specific matters. By simply sending a cc to a pre determined mail, THEO will save the email according to the matter folio or number pertaining to the matter.
THEO can consolidate various activities pertaining to a specific client/matter and produce a consolidated bill. Like wise it can give a statement of consolidated expenses that may have been occurred a specific matter or client. Expense statement can also be obtained under pre determined specific heads.
THEO provides a broadcasting and individual mail and SMS facility. By using this facility you can pass message to all your team members in a single click.
THEO is equipped with list export facility for printing, mailing, studying details offline. You can export these lists to PDF, Word and Excel.
THEO helps you stay in touch with developments in the firm and updates you about your Firm's work progress by smart mailing, THEO will mail you about Court Dates, Matter update by associates, unbilled matters, unbilled expenses and about your personal or group schedules.
THEO integrates with intelligent business reports, which can be utilizes at the time of strategic level decisions for matters, clients, finance and associates.
THEO is equipped with centralized data base and web based technology so it is accessible across the globe and you can utilize information from anywhere either you present in any court of the World.
THEO is ready with GST invoicing with optional e-Invoice features, Software will submit invoice details to GST portal and generate IRN and QR code. Here Tax Invoice, Bill of Supply, Export Invoice and SEZ invoices can be generate. It also capable to generate CREDIT/DEBIT Note.