Wakily Client Management System
Empower your law firm with Wakily, a robust Client Management System designed to streamline operations, enhance efficiency, and elevate client experiences. With an array of powerful features, Wakily is your all-in-one solution for seamless practice management.
Pricing
A modern file management system that enables firms to increase productivity and streamline operations. Wakily CMS enables you to make informed decisions through its comprehensive reports and centralized data approach.
We have an automation solution for every part of your business, in one place. Take a look at the features and benefits below, and get in touch for a quote for your specific needs.
Features
- Dashboard
- Lead Management
- Client Management
- Employee Attendance
- Timesheets
- Payroll Manager
- Case Management
- Task Allocation
- Calendar Sync
- Applicant Tracking
- Job Posting
- Resume Manager
- Messaging board
- Notifications & reminders
- Reports & Analytics
- FDR
- Fee Notes
- Expense Tracker
- Staff Portal
- Client Portal
- Social Account Integration
Real-Time Dashboards
Stay informed at a glance with Wakily’s intuitive real-time dashboards. Gain insights into your firm’s performance, upcoming tasks, and critical deadlines, ensuring you’re always in control.
- Client Overview: This provides a quick reference to the current client landscape with a snapshot of key details.
- Invoice Status: A summary of invoicing activities, displaying pending, paid, and overdue invoices.
- Tasks and Deadlines: A dynamic display of upcoming tasks and project deadlines related to each client.
- Financial Overview: An at-a-glance summary and overall financial health.
- Activities and Communications: A real-time feed of recent client interactions, and project updates.
File Management (Matters)
Organize and manage your cases effortlessly. Track progress, deadlines, and crucial details, all in one centralized location.
- Contracts: Store and organize contract documents, track key terms, and set reminders for renewal dates.
- Projects: Keeps all file-related information centralized for easy access and management.
- Tasks: Enhances efficiency by breaking down files into actionable steps.
- Timesheet: Manages the time spent on various tasks/ files
- Project Roadmap: Outline key milestones, deadlines, and dependencies.
Calendar and Task Management
Never miss a deadline or appointment again. Wakily’s integrated calendar and task management system keep your team on track and ensure nothing falls through the cracks.
Google Calendar Sync: Seamlessly integrate your project timelines with the familiar interface of Google Calendar.
Assign Team Members: Enhance collaboration and accountability by easily assigning tasks to specific team members.
Reminders: Set customizable reminders for tasks, meetings, or project deadlines, ensuring that you and your team stay on track.
Email Notification: Real-time updates on project developments both to staff and clients