There is a diverse set of example testimonials on our website...you'll find them on the main page in the rotating banner and the Testimonial tab....https://www.appcoll.com/products/testimonials/
You can add custom fields in the matters module - up to 16 string fields and 4 date fields - to store information associated with a matter that is unique to your account. These custom fields appear in matter detail pages around the middle of the page.
When setup, these fields have identical functionality to the built-in fields. They can be added as columns to the main matters page and used in filters. They can also be imported and exported via CSV spreadsheets.
For most item details pages, there is a "Show History" link in the upper right corner. Clicking the link opens a vertical pane on the right side of the screen showing all the history for that specific item.
Available for AppColl PM Plus, the Conversations Tab allows another view for the emails that are sent into AppColl for a particular matter. Now when an email comes to a Matter's Intake email, AppColl will display the message on the Conversations Tab in a similar way as your email inbox. With this feature, you can easily download attachments, view, and reply to messages sent to the Intake address for that matter.
When a page is locked, it means someone else is currently accessing the page. This is done to prevent two people from simultaneously editing the same page. There is an option shown by the page lock text to send an email to the person using the page. This option sends an email that someone else is trying to access the page.
AppColl automatically generates both LEDES 1998B and 2.0 invoices every time an invoice is saved. Please note: LEDES invoices require a Tax ID number (which can be added to your law firm contact record) and an explicit Start Date in the invoice. In other words, the Start Date field in the invoice cannot be blank.
Yes. There is a product called AppColl Tandem that allows for your client to have their own AppColl account (free of charge for AppColl PM Plus users). The Tandem account give them access to whatever data you wish.
AppColl displays a yellow triangle next to any field in Matter Detail pages when a discrepancy exists between the information stored in AppColl and the information AppColl received from one of Private Pair (via XML files), EspaceNet or TSDR.
Account Administrators can change permissions for any contacts in their account. Please Note: Account admins have access to everything, so their permissions cannot be altered.
In order to change a user's permissions, open their contact record and click the "Permissions" button on the left.
Enabling and Disabling logins are fully controlled by an administrator of your account. From the Contacts Module, you can enable/disable a login with the click of a button.
You can easily see closed tasks from the Tasks Module. In the lower left corner (under the Change View section) you will see a drop down as shown below. Select the All Completed option.
You have the ability to add custom UTBMS codes to a billing item. Currently, there is not a way to save them for re-use. They would have to be manually added for each billing item.
AppColl automatically creates a sub folder for each new matter created in AppColl. The sub folder, named after the AttorneyRef, is placed under the client folder. Each matter folder has four default sub-folders named:
An AppColl Tandem account is an effective and secure way for IP firms using AppColl PM Plus to provide clients with a controlled copy of their own IP portfolio information.
