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Doculogix, LLC. PTS (Project Tracking System). Know your business …stay informed. What is PTS?. Designed by Litigation Support Vendors for Litigation Support Vendors, DocuLogix PTS helps you run your business efficiently , effectively , & profitably .

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Doculogix, LLC. PTS (Project Tracking System)

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Doculogix llc pts project tracking system

Doculogix, LLC. PTS(Project Tracking System)

Know your business

…stay informed

What is pts

What is PTS?

  • Designed by Litigation Support Vendors for Litigation Support Vendors, DocuLogix PTS helps you run your business efficiently, effectively, & profitably.

  • One place for all the critical information you need to build a strong, profitable organization.

Why did we develop pts

Why did we develop PTS?

  • As law firm clients requested more complex services, the market changed. Tracking these complex projects became extremely challenging.

  • Used as a tool to motivate and bonus employees creating a strong profitable organization.

  • Used as a tool to encourage our customers to utilize additional service offerings.

  • Used as a tool to capture lost revenue.

  • Because lost / unbilled revenues which are captured are 100% profit.

How was pts created

How was PTS created?

  • PTS was created over a 3 year period by recognizing that there was a better way of tracking jobs than spreadsheets and paper

  • Designed by actual production employees and feedback on what helps them on the front line

  • Currently in Version 6.2

What s in pts

What’s in PTS?

  • Job Tracking

  • Firms / Clients / Case Tracking

  • Time Clock

  • Incredible Reports

  • Forensics / Evidence Tracking

  • Customer Portal

  • Manage Multiple Locations

Job tracking

Job Tracking

  • Manage Deadlines

    • See real-time status of all projects in house along with their due date and time

  • Project Progress

    • See whether project milestones / checkpoints will be met; (this data can also be viewable by your customers)

  • Budget Tracking

    • Establish a budget for projects and receive email notification prior to budget being exceeded

Job tracking continued

Job Tracking (continued)

  • Collect Billing Information

    • Keep all the billing information for each project in one place and have the system calculate and summarize

  • Email Notifications

    • Set up email notifications that automatically send your sales staff an email when their project is complete; Also receive a notification before a project deadline is missed

Job tracking continued1

Job Tracking (continued)

  • Electronic File Cabinet

    • Upload documents like proposals, emails or other correspondence that need to be stored on a project or case

  • Profitability and Efficiency Reporting

    • Pull reports with a click of a button to find out average run times, project labor cost, who’s done what, when, and net profit based on cost

Firms clients cases

Firms / Clients / Cases

  • Firm & Client Information

    • Keep all information in one place and make accessible to your whole team

  • Case Level Tracking

    • Track all projects at the case level regardless which individual orders the work; All information is in one place

  • Service Agreement Tracking

    • Establish service agreements for monthly or annual invoicing, and receive a reminder to invoice the client (especially useful for hosting, FMs, etc.

Firms clients cases continued

Firms / Clients / Cases (continued)

  • Hosted Database / FTP Tracking

    • Track each customer’s User-ID and Password for hosted databases or FTP; Allow them to retrieve credentials by utilizing the PTS Customer Portal

  • Pricing Management

    • Assign 3 levels of pricing

      • Standard pricing rate

      • Firm wide pricing discount

      • Case specific pricing discount

    • Pricing Approval Procedures

Time clock

Time Clock

  • Employee Clock-In & Clock-Out

  • Hours and Labor Tracking

  • Employee Labor % Tracking

  • Employee Stack Rankings

  • Vacation Approval Process

  • Allow employees who work from home, remote location, or customer’s site to Clock-In and bill for work done from the remote location.



  • Production Reporting

    • Job Summaries

    • Daily “Revenue Produced” Reports

    • Monthly “Revenue Produced” Reports

    • Bonus Reports

    • Error Reports

  • Sales Reporting

    • Sales Person Activity

    • Daily Sales

    • “New Try-er” New Client / Customer Report

    • Commission Reports / Top Line or Gross Margin

    • Standard Pricing VS Actual Pricing Report

    • What if wizard (in Design)

Reporting continued

Reporting (continued)

  • Management Reporting

    • “Location Revenue” Reports

      • Produced, Invoiced, Pending

    • “Operator Revenue Produced” Reports

    • “Job Profitability” Reports

    • “Job Detail” Reports

    • “Technical Time” Revenue Tracker

    • “Job Efficiency” Reports

  • Time Clock Reporting

    • Time Clock Status

    • Time Cards with Approval Signature

    • Time Activity Report

Reporting continued1

Reporting (continued)

  • Forensic / Evidence Reporting

    • Media Inventory

    • Evidence Search

      • By Case

      • By Job

      • By Evidence Number

    • Acquisition Efficiency

    • Evidence Locker Inventory

  • Customizable Reports

    • We can build any report you would like for you

    • Reports Wizard (future release)

Forensics evidence tracking

Forensics / Evidence Tracking

  • Track all incoming and outgoing evidence

  • Track Media Inventory

  • Track Evidence Numbers

  • Track Evidence Storage Locations

  • Check Evidence in / out

  • Track Chain of Custody

  • Perform Conflicts Check

Customer portal

Customer Portal

  • Provide your customers 3 levels of access to your PTS

    • Litigation Support Managers (Super-User)

    • Attorney / Paralegal (Standard-User)

    • Accounts Payable User (Accounting-User)

  • Gain access to Project Progress & Status

  • View past project information

  • View Service Agreements

  • Retrieve hosted database or FTP credentials

  • View unpaid invoices

  • Download PDF version of Invoices

  • Print Statements

Multiple locations offices

Multiple Locations / Offices

  • Share information across multiple locations / offices

  • Track Projects across locations

  • Allow multiple locations to collaborate on projects; allocate revenue and labor; collect all billing information in one place

  • Corporate Level Reporting

    • View revenues across all your locations

    • Stack rank all your locations

    • Review information by single or multiple locations

Roadmap for future development

Roadmap for Future Development…

  • Collections Tracking System

  • Invoicing & Quotations

  • Proposal / RFI Wizard

  • PO / Vendor Tracking

  • Build Data Conduit with for CRM

  • Electronic Work Orders

  • Login