Practice Management

Centralize and Standardize

Coyote Analytics provides Legal Practice Management Software so you can optimize the workflows of your law firm. Synchronize contact information, centralize calendar information and digital documents, automate email and document generation, and more.

Focus on Your Clients

Administrative tasks are essential to running an organized and successful law firm. However, your real focus should be practicing law. Coyote Analytics organizes these administrative tasks so can spend more time where it really matters—with your clients.

Calendaring

  • Custom Workflows for Project Planning
  • Bidirectional Microsoft Exchange Synchronization
  • Multiple Views for Meetings and Tasks
  • Calendar Rules Integration
  • Manage Resources and Locations

Contact Management

  • Export Lists to Excel
  • Sort and Filter Custom Fields
  • Preliminary Conflict Searches
  • Easily Track and Manage Clients/Matters/Contacts
  • Efficient Client Intake Worfklows
  • Marketing and Referral Management
  • Conflict Approval Workflow

Document Management

  • Microsoft Office Integration
  • Keyword and OCR Search Capabilities
  • Document Numbering and Indexing
  • Drag and Drop Capabilities
  • Custom Folder Structures
  • Keyword Search Capability
  • Document Generation
  • Attachments Throughout Modules

Records Management

  • Manage Containers, Documents and Locations
  • Track Review and Destroy Dates
  • Informative Grid View
  • Easily Check Out and Check In Items
  • Custom Record Field Settings
  • Record Request Workflow