
Abakion Legal
by Abakion
Abakion Legal (formerly Advokat) is case and financial management software for law firms, built on Microsoft Dynamics 365 Business Central and designed to be used primarily within Microsoft Outlook and Teams.
Key Features & Functions:
Case Management in Outlook
Case-related features are embedded directly in Outlook. The system automatically locates cases related to an email, and users can view or edit case and contact details, including outstanding time and amounts, from within Outlook.
Document Journaling and Mail Merge
Documents can be journaled to a case using drag-and-drop directly within Outlook, and mail merge documents can be generated from case and contact data.
Time Recording and Invoicing
Lawyers can record time worked and generate invoices directly from Outlook, with invoicing data made available to the accounting team without manual data transfer.
Financial Management
Built on Microsoft Dynamics 365 Business Central, the platform provides the accounting team with financial management, cash flow management, and general ERP functionality alongside case data.
Trust Accounting
Tracks client funds accounts, generates account statements per client, and supports trust account adjustments and balance queries.
Cross-Device and Offline Access
The platform is accessible from iPhone, Android, iPad, tablet, PC, or Mac, both online and offline. Files and folders can be exported from SharePoint for offline work and are re-synchronized automatically once a connection is restored.
Search
SharePoint-based free-text search allows users to search across file types, cases, clients, and timespans by name, word, or phrase.
Contact Creation from Email
New contacts can be created directly from an email, with the system automatically extracting contact details for the user to assign to a case and relationship type.
Reporting
Integrates with Microsoft Power BI for reporting, using pre-built dashboards designed for law firms.
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