The NebuLAW™ Platform Overview

NebuLAW platform overview

Salesforce as a CRM

Once you’ve invested in NebuLAW, the entire Salesforce ecosystem is at your fingertips

Salesforce is the world’s #1 customer relationship management (CRM) platform. for sales, service, marketing, and more that doesn’t require IT experts to set up or manage – simply log in and start connecting to customers in a whole new way.

More than 150,000 companies use Salesforce CRM to grow their businesses by strengthening customer relationships. CRM helps companies understand their customers’ needs and solve problems by better managing customer information and interactions – all on a single platform that’s always accessible from any desktop or device.

Salesforce loves NebuLAW
Appointment process management window

Intake Management and client onboarding

Client onboarding is one of the most important functions for any law firm because it directly affects the client’s experience with your company, which will affect retention and profits.

Salesforce provides the leading tools that help small businesses convert their leads into ongoing customers.

Client onboarding is the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand the services available to them while collecting the information that you need to provide a seamless service experience.

Don’t make the mistake of assuming your current customer service structure is providing an adequate client onboarding process as this can lead to clients that become frustrated and go elsewhere.

Matter Management

NebuLAW’s matter management utilises the power of Salesforce.

We bring together all aspects of your business under one pane of glass from marketing to debt collection.

From your matter page, you can see the entire financial record of your client, all communications from anyone in your law firm, all emails and documents.

Our Matter Plans allows firms to create a uniform approach to matters automatically generating and assigning workload to the appropriate staff as a matter progresses.

Matter Management Platform overview
demonstration of timekeeping on the NebuLAW platform

Timekeeping and Billing

Time recording is one of the most essential concepts in professional service organisations.

NebuLAW recognises this and surfaces a 1 click time entry on every page in our entire system, it doesn’t matter if you’re working on a document or checking invoices, our global time entry is accessible and won’t interrupt you from your current work.

Document Generation and Management

NebuLAW offers the industry’s best document generation and storage.

Our decision to partner with Netdocs and Docmosis to provide our clients with document generation and storage is one we’ll never regret.

While competitors are creating “adequate” in house versions, we’re providing our clients with the tools they need to compete. With our partnerships in place – you get the best Legal Practice Management tool and the best Document Management in the business.

No Tradeoffs.

Platform document management system
email platform management

Email Management

Integrated into Microsoft Outlook, leverage web-scale predictive technologies to file email messages to the correct location seamlessly.

For each email, NetDocuments analyzes its content, recipients, attachments, and so on, to predict a set of filing locations where others have previously filed other similar email messages at your organization or on your team.

NebuLAW provides an intelligent, firm-wide predictive filing based on key criteria such as To, From, Cc, subject, contents, attachment names, and so on.

Trust Accounting

Built-in, INCLUDED in our price and designed specifically for Law Firms.

NebuLAW comes standard with its own Trust Accounting system, built for scale to suit firms with hundreds of fee earners and only a handful of accounts staff.

We’ve simplified the entire process and ensured it meets all state trust requirements in Australia so you can concentrate on law and keep the law societies off your back.

Built in reliable trust accounting
Bulk billing invoicing and trust is a key feature of platform management

Bulk Billing & Invoicing

Bill one matter or 10,000 matters with the same workflow.

It’s almost criminal the process some Legal Practice Management systems make you go through simply to invoice your clients. NebuLAW has clients operating with only one accounts staff to every 30 fee earners.

Our accounting system has everything you need the law societies happy while keeping your “back of house” costs lean.

Receipting

We make everything faster…

We prioritise automation where it’s possible and workflow improvements where that’s not possible but the end result is always greater speed and better results.

Our receipting process is manual, however, it learns as you go and remembers your inputs to save you as much time as possible while still ensuring funds are assigned to the correct matter (allowing for error in transaction references).

How to receipt on the NebuLAW platform

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Accelerate Your Lawfirm with NebuLAW

The Legal Practice Management System we’ve all been waiting for.