BoomerX Software is pleased to announce the release of SoftDocket version 1.5! This new and improved version of SoftDocket has loads of new features.
SoftDocket has been designed as a complete time-tracking and billing system, with additional practice management features. Here are some features of SoftDocket:
Upgradable reports, new reports will be added as need arises
Full contact manager and day planner
User access management
Customizable time and disbursement types
Interim Accounts
Configurable discounts based on docket types
Report exports to JPEG / HTML / RTF / PDF
Conflict of interest checking
Option to print a conflict report
Customizable report headers
Option for using letterhead on reports
Time and disbursement reports for specified periods
Full client database searching and sorting
Specific features for Legal Aid and Children's Lawyer accounts
Here is an overview of some of these great new features in version 1.5 :
New profiling system. If several lawyers are working in the same office they may create different profiles. These profiles have separate types, clients, dockets and settings.
OCL Output forms. New Final document type designed to emulate OCL billing form.
New and improved forms. All forms have been redesigned with many time saving features
Addition of the "User Reports" menu item which allows new reports to be downloaded from our website and added to the program.
Totally re-designed database management panel. New role system allows a role to be created with preset access to the database. The roles can then be assigned to multiple users, via a drag and drop interface.
Improved searching system
Added various .ini and .xml files to save and auto-populate various fields in the program.
Re-worked login box no simpler and easier to use.
Profiles
The new profiling system adds a robust system for managing a small law office. Multiple profiles can be created, each with separate headers and footers, lawyer information, docket/disbursement/time/ and certification types. Each profile will also contain separate clients, dockets, and entries. These profiles may be moved between, for instance in the case of a law clerk working for two lawyers. The next version will add password protection options to profiles, as well as allowing information to be copied/moved between profiles.
OCL Legal Agent Form
We've added a form aimed directly at lawyers who work with the Canadian Office of the Children's lawyer. This form was modeled upon the form provided by the OCL in Ontario. This form populates virtually all data from a normal docket in your database. Some fields must be filled in manually, and a box will appear when the form is generated to populate these fields. This form is provided at no extra cost and will be updated as new versions become available.
New and Improved Forms, User Reports
All forms have been completely re-designed. These new forms are more visually appealing, as well as organize information in the most concise and organized manual possible. A new option has also been added called user reports. User reports allow us to create new reports and provide them for download online. These reports can then be loaded and used immediately in the program, with no need for a program update. Many of these forms will be available at no additional cost, and some may have a small fee.
Login Box and Role System
The login box has been redesigned for simplicity and functionality. Connecting to a local or remote database now only requires the user to click a single radio button and in the case of a network connection, add an IP address. The new login box also contains a role selection box. Users must now assume a role when connecting to SoftDocket. This role allows access to certain parts of the database, as defined by the system administrator. Several roles have been provided, but more can be created using the new roles panel. This panel allows simple creation, modification and deletion of roles. Roles can be assigned to a user via a simple drag and drop interface by dragging a user from the user box and dropping it on a role name in the roles box.
