An Informative Task Dashboard displaying the list of pending prosecution and personal deadlines, and a specially designed calendar view displaying important deadlines like Filing of Documents and Follow-ups with a facility to export these deadlines to excel sheets for a given period. A personal diary to maintain appointments and meeting schedules.
A highly comprehensive Dashboard for displaying the Project life cycle stage based Reports to users integrated with Charts highlighting the stage by stage detailed view of the Project portfolio with Bar and Geo Charts.
Centralized storage of all client-related information, contact details, and facility to docket agreements and other important information. As the data is centralized stored the data retrieval for Project Management is just a few clicks away i.e. fetching the client details, current documents, milestones, etc.
Store, process and retrieve complete Project information, deadlines, and documents in the centralized project repository making the work-flow of law firms highly simplified, productive, and smooth.
Create tasks for different jobs that are to be carried out during the filing of a project. Manage all given tasks, reallocate tasks if needed, and mark the task as completed on the completion of the task using Iolite PRMS.
It allows you to generate comprehensive and customized reports and export data to excel.
Clients can log in, view their complete project portfolios and download documents
Facility to set up auto-reminders for pending deadlines & submission for client and staff. Setup preformatted templates for reminders and also define the frequency of the repetition.
View comprehensive project information, deadline, and documents on a single screen.
Manage your billing slips for hourly / fix charges applicable against the task carried out for your client and at the same time also store the expense slips of expenses incurred. Facility to convert the billing slip generated by staff into invoices just with few clicks making the task very simple and easy.
Generate Pro Forma Invoice, Invoice, Debit Notes, and Credit Notes using preformatted templates & record receipts against them.
Setup the complete team details working on the project with their roles to keep a clarity of who are managing which different sets of projects.
The outlook plugin extension allows users to docket emails and attachments from the outlook directly into the project dockets.
Using follow up you can set up custom follow-ups that you have to carry out with your client or team. The software sends you an alert on the day of follow up reminding you about the follow up which has to be carried out.
Iolite IPMS Mobile App provides the facility to IP Attorneys to carry out all day to day activities of the Intellectual Asset Management featuring Dashboard, Diary, Hearing Calendar, Client Details, and Documents, Work Alerts, Case Details, and Documents to be accessed and managed with ease and accuracy, via their smartphones and tablets, saving a lot of time.
Send a preformatted template-based email for reporting any new updates to your clients for their project along with documents with just a few clicks.
Create Customized Milestone templates based on different types of projects. Apply any milestone template on the projects and set due dates for each milestone and update their status to completed once the milestone is reached.