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Doculogix, LLC. PTS (Project Tracking System)

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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  1. Doculogix, LLC. PTS(Project Tracking System) Know your business …stay informed

  2. 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.

  3. 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.

  4. 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

  5. What’s in PTS? • Job Tracking • Firms / Clients / Case Tracking • Time Clock • Incredible Reports • Forensics / Evidence Tracking • Customer Portal • Manage Multiple Locations

  6. 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

  7. 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

  8. 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

  9. 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.

  10. 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

  11. 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.

  12. Reporting • 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)

  13. 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

  14. 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)

  15. 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

  16. 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

  17. 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

  18. Roadmap for Future Development… • Collections Tracking System • Invoicing & Quotations • Proposal / RFI Wizard • PO / Vendor Tracking • Build Data Conduit with Salesforce.com for CRM • Electronic Work Orders

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