AFFINITY

Everything you need in one place – track progress, manage documents, contacts and financials. Keep your matters organised by updating facts and key dates using DataForms. Seamlessly record time, process transactions and manage billing in one integrated solution.

Find what you need quickly – easily store and find documents based on context, purpose, title, or through full-text searching. Centralise all your documents across matters, contacts and clients in one secure location. Store research links, online search results, and document versions linked directly to your matters.

Stay informed and organised – effortlessly browse world-class library of legal resources. Kick-start your research directly from your matter. Link articles and resources directly to your matters for quick access and easy reference. Maintain your internal research library in Affinity.

Streamline your workflow – drag-and-drop filing, auto-save your work and seamless integration with Outlook. Save to Affinity straight from Word, Excel, and PowerPoint. Share and sync calendars and tasks with MS Exchange.

Keep your calendar up to date – integrate Affinity’s centralised calendar with MS Exchange and Outlook. Combine ad-hoc daily tasks with planned workflows into straightforward task lists. Manage your time effectively with a clear overview of appointments, tasks and deadlines.

Enhance efficiency through automation – clearly model and map your legal and administrative processes & procedures. Automate drafting, searches and administrative charges linked to tasks. Receive timely prompts for information exactly when and where it’s needed.

Improve your billing accuracy – flexible time recording options that align with your unique working style. Capture billable hours with intuitive record-as-you-work timer or ‘traditional’ fee sheet. Scale costs and apply flexible rates based on client needs or matters. Monitor and track project budgets.

Streamline your billing process – flexible bill templates tailored specifically to your firm’s needs. Efficient eBilling & collections. Consolidated bills that combine multiple services or matters. Split bills when services are shared among multiple clients. Handle overseas client billing through multi-currency billing and cases involving multiple parties with multi-party bills.

Make informed decisions with confidence – quickly verify critical information about identity, company ownership, property titles, PPSR and more. Disbursements and documents automatically downloaded to your Affinity matters. Ensure all the information is verified and documented accurately.

Elevate your financial management – robust General Ledger that supports flexible budgeting and proportional drivers. Easily manage multiple entities, branches, and departments within your legal firm. Consolidated reporting for service companies. Flexible reporting options to gain insights into specific financial metrics and track performance.

Stay compliant and ensure critical documents are protected – maintain safe custody records seamlessly linked to your contacts, clients, and matters. Flexible archiving options to store inactive records securely. Enhance compliance and simplify audits with organised records.

Easily access up-to-date precedents – manage your firm’s entire precedents library from a single system and simplify access for your team. Seamlessly combine Affinity forms and precedents with your own. Maintain consistency with email precedents.

Track your performance with ease – access over 90 standard reports with flexible run-time filters and options. Schedule reports and distribute them via email. Visualise your firm’s performance metrics with interactive performance dashboards. Gain key insights with consolidated reporting across multiple entities. Create custom reports using Excel, Crystal Reports or Affinity Report Developer.

Streamline your processes – model and map your legal and administrative processes & procedures. Automate drafting, searches, and administrative charges linked to tasks to reduce manual effort. Receive timely prompts for information precisely when and where it’s needed.

Enhance your client experience – configurable client extranet that enhances communication and collaboration. Secure access restricted by individual user and role. Configurable views and roles. Secure document upload and download. Option to download data to Excel. With all data stored securely in Affinity, there’s no need for external sync.