OneLaw is a cloud-based practice management platform for New Zealand law firms, hosted on Microsoft Azure.
Key features and functions include:
Advanced Search
Searches across parties, matters, and documents by key criteria or content.
AI/Smart Tools
Includes a "Find Time" feature that suggests time entries based on user activity.
AML/CFT Compliance
Provides AML/CFT functionality, audit reporting, and an AML/CFT dashboard, with integrated electronic identity verification (eIDV) through APLYiD and GBG.
Billing
Includes an inbuilt billing and statement workflow, customisable invoice templates, and billing narration options based on WIP descriptions or firm-managed stored narrations.
Client and Matter Management
Provides a client-centric view of matters, a financial summary, inbuilt storage of deeds with review dates, and Info Sheets for custom matter information such as key dates.
Cloud Hosting
Hosted on Microsoft Azure, with remote access from any internet connection, backups to any point within the last 30 days or any week within the past year, and scalable storage.
Debtors Management
Includes a bulk debtor follow-up workflow with text or email reminders, customisable reminder templates of varying intensity, and the ability to apply penalty interest to outstanding accounts rendered.
Document and Email Management
Integrates with Microsoft Word, Excel, and Outlook, and includes document categorisation and filtering, document bundling, version control, a document previewer, and full document content search (OCR available on request).
Document Assembly
Provides stationery, precedent, and clause libraries, and assembles documents and emails from precedents within the software, Outlook, or Word, populated using client and matter data captured via Info Sheets.
Marketing
Segments the client base by custom categories and criteria, such as fee type, to support targeted marketing activities.
Reporting
Provides reporting with filtering options, including a standard Author KPI report.
Security
Includes end-to-end data encryption, permissions-based access, and an audit log recording changes in sensitive practice areas.
Statements
Includes an inbuilt statement builder, customisable templates for reporting, settlements, and general statements, and calculators such as rates apportionment.
Tasking
Provides personal and team to-do lists, a centralised tasking dashboard for reallocating tasks, and the ability to attach documents and view task history.
Time Recording
Supports manual entry, live time recording, and prompts during task or document work, along with the "Find Time" feature that suggests missing time records based on user activity.
Trust Accounting
Provides trust accounting functionality built for compliance with New Zealand Law Society (NZLS) regulations, including advance transaction requisitions and bank downloads for reconciliation and periodic interest.
User and Team Management
Includes reporting by team or office, role-based permissions, signature management (including signing on behalf of others), advance-assigned author time rates and budgets, and client/matter-level team views.
Data Migration
The vendor offers data migration from competing systems, entering historical data natively so it can be edited or reported on within OneLaw.
Implementation, Training, and Support
The vendor provides onboarding with a dedicated project manager, on-site or remote training, and ongoing customer support from a New Zealand-based helpdesk team, along with a help centre, webinars, and customer events.
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