LIVIA Portal
LIVIA provides a comprehensive digital gateway for the Legal Professional
Smart Workflow & Collaboration
The LIVIA Portal features built-in workflow and enhanced communication capabilities
that enable Legal Professionals to streamline, integrate and elevate their core
practice processes.
Three Way Interface
The LIVIA Portal has been built to establish a highly collaborative environment
with a three (3) way interface.
- The Legal Professional
- The LIVIAN
- The Client
The interface can be fully managed by a LIVIA professional, the "LIVIAN", who is
assigned to the Legal Professional.
Comprehensive Portal Suite
The LIVIA Portal includes Client Relationship Management, Business Development Tools,
Matter Management, Time and Expense Management, Practice Analytics and Remote Workspaces.
Home Page
The Home Page includes graphical representations of different facets of the Legal
Professional’s practice. Dashboard displays reveal a bird’s eye view
of all the information within the LIVIA portal. Alerts provide immediate status
updates, and track pending deadlines. Search options locate or filter a contact,
account, opportunity or a campaign. Quick links give convenient access to functions
within the Portal modules. Online Notes enables the Legal Professional to jot down
information that can create a Matter, Task or a Time and Expense Entry.
Elements of the LIVIA Portal Modules
Home Page
• Home - LIVIAN Access & LIVIAN Instructions
The LIVIA Portal allows the Legal Professional to decide
how much information will be accessible by the LIVIAN. Access can be allowed or
revoked at any time with a single click. The Legal Professional can provide instructions
to a LIVIAN via the Portal and also check whether the instruction is completed or
still outstanding.
• Home - Favorites
The Favorites section on the Home Page allows subscription
to RSS feeds via the LIVIA Portal. It also enables saving Website URLs. The Legal
Professional can create quick links to various sections of the Portal by adding
them to Favorite Forms. The LIVIAN can assist in setting up the RSS feeds, and saving
designated URL’s at the request of the Legal Professional.
Practice Contacts
Practice Contacts has been created to enable the Legal
Professional to efficiently manage client relationships. This module enables the
storage of all Contacts in an organized manner; allowing access to complete contact
information such as telephone number, email address, billing address, practice information,
personal information and other relevant details.
Accounts
Legal Professionals can maintain and manage the details of their relationships with
clients and any designated organizations through Accounts. The
Accounts module is interlinked with Business Contacts and allows the
Legal Professional to store the information of any selected clients and organizations.
Opportunities
The Opportunities module helps the Legal Professional
to manage potential revenue- generating prospects. This module has an alert mechanism
to thoroughly track and report on follow-ups. All opportunities can be tracked from
creation to conversion.
Matters
The Matter Management module is a comprehensive tool
that allows the Legal Professional to organize and prioritize matter activity. It
has a complete document management system with check-in/check-out and a version
control option. The Matter Management module also assists
in establishing tasks, issues, facts/risks and provides the ability to link them
appropriately. This module enables the Legal organization to exercise access control
by providing time-bound and team- defined access to information.
Time & Expense
The Time & Expense module enables the Legal Professional
to account for the time spent on any kind of work, whether it is matter related
or internal. It also assists in recording any expense that has been incurred. This
module calculates the exact amount to be billed for the time accounted; and can
be edited / adjusted by the Legal Professional.
Campaigns
The Campaigns module is designed to support new business
development for the practice. It provides marketing tools, including targeted or
large email distributions. It can be used to send mailers to an existing contacts
list as well as by importing an external contacts list. The Legal Professional can
track the responses received and create opportunities based on these responses.
Reports and Dashboards
The Reports and Dashboards module allows a Legal Professional
to analyze and evaluate practice intelligence based on the data that has been stored
in the Portal. Reports can be generated across all modules of the Portal such as
Practice Contacts, Accounts, Opportunities, Matters, Time and Expense, and Campaigns.
Reports can be customized according to the Legal Professional’s requirements.
Specially designed dashboards create a graphical / pictorial view of various aspects
of the practice at a single glance. This module equips the Legal Professional with
the practice intelligence required to track practice efficiency.
Workspace
The LIVIA Portal provides the Legal Professional with a Personal
Workspace where any kind of files, documents, and links can be stored.
Since the Portal is a cloud-based application, the documents stored in Workspace
can be accessed from anywhere with an Internet connection; providing full mobility
of information. All the files and documents saved in this module are accessible
only by the designated Legal Professional or approved support staff.
Mail Box
This is an integrated electronic Mail Box within the
Portal. The unique advantage of this mail box is that it is smart-linked to selected
modules within the Portal for ease of access to key information.
LIVIAN Support
A LIVIAN can be instructed by the Legal Professional
to enter Portal data, produce reports, or provide any other service relating to
managing, organizing or accessing data in the Portal.