Our Products

Choosing the Best Solution

The most effective system that you can implement in your firm is one that will be used. Discovering which applications will fit best within your environment is entirely dependent on how your firm works. Circle Management Group has the experience and expertise to help you determine which system is the appropriate system for you.

Available Options

There are many options available for managing all aspects of your business.  Circle Management Group supports products which have increased the effectiveness and efficiency of the firms where they are being utilized. The right fit for your firm is determined through our  Workflow & Process Analysis.  We help you wade through the different software options so that you can concentrate on running your business!

Business

and

Practice

Management

LexisNexis® Time Matters®

Time Matters® Client, Case and Document Management Software optimizes your firm’s efficiencies, client service levels and competitive position.

Leverage flexible practice management software to foster collaboration on matters, streamline internal processes and fuel growth through increased billable hours and profitability.

  • Centralized Case Information
  • Efficient Time & Expense Capture, Plus Basic Billing
  • Extensive Customization Options
  • Broad Range of Integrations including Microsoft® Outlook®
  • Built-in Security
  • 24/7 Remote & Mobile Connectivity
  • Support from the Pros

 

LexisNexis® PCLaw®

PCLaw® Client, Matter, Billing and Accounting Software keep your firm’s matters and finances organized and in control.

Take the headaches out of running the business of law with software that enables firms to easily manage matters; track time, expenses, calendar appointments and tasks; bill and collect payment from clients; pay vendors; reconcile bank statements; and manage trust accounts—all from a single source.

  • All-in-One Matter, Billing & Accounting Management
  • Expedited Billing
  • Easy Time & Expense Capture
  • Flexible Client Payment Options
  • Uncomplicated Accounting & Financial Reporting
  • Broad Range of Integrations
  • 24/7 Remote & Mobile Connectivity
  • Support from the Pros

 

Tabs3 PracticeMaster®

PracticeMaster practice management software seamlessly integrates with Tabs3 Billing Software, making it much more than just a calendar. While it certainly features powerful calendaring tools, PracticeMaster also helps your law firm do the tasks it already does today, like contact management, conflict of interest checking, and e-mail management, only faster. PracticeMaster also includes document management, area of practice templates for client data entry, calendar plan templates, and more.

Designed specifically for law firms, PracticeMaster helps your office stay organized and efficient.

 

Clio®

Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

 

CosmoLex

CosmoLex software is built for one purpose only – to simplify Legal Practice Management. Whether you’re an attorney or law firm, Legal Billing & Timekeeping Software by CosmoLex puts an end to time wasted by trying to work in multiple programs. Our complete Law Practice Management Software will take care of Billing, Business Accounting, Trust (IOLTA) Accounting, Calendaring, Task & Document Management – all in one web-based system that is easily accessible from any computer, tablet, or even your mobile phone.

 

 Time

 and

Billing

Sage Timeslips

Sage Timeslips provides billing, time and expense tracking designed for professional services businesses. Software, product updates, and premium support are included in one annual subscription fee. Get the most out of your time, at your desk or on the go.

Key benefits of Sage Timeslips Premium:

  • Built on a fast, modern, and secure platform
  • Scalable – Unlimited database size capacity and unlimited concurrent users in the database.
  • Award-winning features – automatic time capture, web-based time and expense tracking, and more.
  • Fast billing – Quickly customize professional looking bills with flexible billing arrangements.
  • Simple report design – Choose from over 100 predefined reports or customize your own with ease.

 

LexisNexis® Billing Matters®

Billing Matters® software extends the billing capabilities provided in the Time Matters software and includes client trust accounting. Billing Matters software also supports:

  • Firm-defined task codes and up-to-date ABA litigation, project, activity, and expense codes
  • Retainer, one-time charge, flat-fee, flat-fee plus actual costs, contingency, maximum or minimum charges per bill and progress-based billing
  • Customizable invoices and approval workflows, ability to copy bill profiles, bill preferences and rate tables for improved efficiency
  • Discounts, markups and adjustments
  • Pre-bill generation and email distribution of final bills

 

LexisNexis® PCLaw®

PCLaw® Client, Matter, Billing and Accounting Software keep your firm’s matters and finances organized and in control.

Take the headaches out of running the business of law with software that enables firms to easily manage matters; track time, expenses, calendar appointments and tasks; bill and collect payment from clients; pay vendors; reconcile bank statements; and manage trust accounts—all from a single source.

  • All-in-One Matter, Billing & Accounting Management
  • Expedited Billing
  • Easy Time & Expense Capture
  • Flexible Client Payment Options
  • Uncomplicated Accounting & Financial Reporting
  • Broad Range of Integrations
  • 24/7 Remote & Mobile Connectivity
  • Support from the Pros

 

Tabs3
Tabs3 Billing Software, the most award-winning software in the industry, has been helping law firms bill smarter for over 30 years. Track your time, create statements, allocate payments, and run client status reports with just a few clicks. Get your bills out faster and increase your productivity. Designed specifically for law firms, PracticeMaster helps your office stay organized and efficient.
QuickBooks

Intuit QuickBooks is designed to make accounting simple and help you be more organized and efficient in running your business. Easy to learn and use with no accounting knowledge necessary – QuickBooks is guaranteed easy or your money back .

QuickBooks Pro Accounting Software offers essential accounting tools. For more advanced features, including budget and forecasts, please take a look at QuickBooks Premier Accounting Software.

Clio

Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.

 

CosmoLex

CosmoLex software is built for one purpose only – to simplify Legal Practice Management. Whether you’re an attorney or law firm, Legal Billing & Timekeeping Software by CosmoLex puts an end to time wasted by trying to work in multiple programs. Our complete Law Practice Management Software will take care of Billing, Business Accounting, Trust (IOLTA) Accounting, Calendaring, Task & Document Management – all in one web-based system that is easily accessible from any computer, tablet, or even your mobile phone.

 

 

 

 

Accounting

 

Sage 50

Sage 50 (formerly Peachtree) brings you best-in-class accounting standards, secure desktop installation, unlimited access to support, plus affordable subscription plans that offer the best value for your business.

Now YOU decide when to move your business processes to the cloud. Keep your accounting information securely on the desktop and expand your potential with cloud and online apps that connect with your software.

Accounting

Easy-to-use accounting software, Sage 50 Accounting helps your business invoice customers, pay bills, manage inventory and stay on top of banking.

Payroll Processing

Calculate deductions, keep up with changing tax laws, and easily prepare employee paychecks and reports.

Payments

Process customer credit card payments right inside your Sage 50 software. Reduce errors and save time with every transaction.

 

 

QuickBooks

Intuit QuickBooks is designed to make accounting simple and help you be more organized and efficient in running your business. Easy to learn and use with no accounting knowledge necessary – QuickBooks is guaranteed easy or your money back .

QuickBooks Pro Accounting Software offers essential accounting tools. For more advanced features, including budget and forecasts, please take a look at QuickBooks Premier Accounting Software.

PCLaw®

PCLaw® Client, Matter, Billing and Accounting Software keeps your firm’s matters and finances organized and in control.

Take the headaches out of running the business of law with software that enables firms to easily manage matters; track time, expenses, calendar appointments and tasks; bill and collect payment from clients; pay vendors; reconcile bank statements; and manage trust accounts—all from a single source.

  • All-in-One Matter, Billing & Accounting Management
  • Expedited Billing
  • Easy Time & Expense Capture
  • Flexible Client Payment Options
  • Uncomplicated Accounting & Financial Reporting
  • Broad Range of Integrations
  • 24/7 Remote & Mobile Connectivity
  • Support from the Pros

 

 

Tabs3
Tabs3 Billing Software, the most award-winning software in the industry, has been helping law firms bill smarter for over 30 years. Track your time, create statements, allocate payments, and run client status reports with just a few clicks. Get your bills out faster and increase your productivity. Designed specifically for law firms, PracticeMaster helps your office stay organized and efficient.
CosmoLex

CosmoLex software is built for one purpose only – to simplify Legal Practice Management. Whether you’re an attorney or law firm, Legal Billing & Timekeeping Software by CosmoLex puts an end to time wasted by trying to work in multiple programs. Our complete Law Practice Management Software will take care of Billing, Business Accounting, Trust (IOLTA) Accounting, Calendaring, Task & Document Management – all in one web-based system that is easily accessible from any computer, tablet, or even your mobile phone.

 

Document

 Solutions

NetDocuments®

NetDocuments’ Enterprise Power, Security, & Compliance Meets Personal Productivity Anytime, Anywhere. Create, secure, manage, access, and collaborate on documents and email anywhere, anytime, on any device.

 

WorldDox®

WorldDox has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available.

Law firms, financial services companies, and many other organizations rely on Worldox, World Software’s prize-winning document management system to:

  • Bring order out of chaos, preventing crucial documents from being mishandled or lost
  • Improve overall organizational efficiency, and allow professionals to focus on high-value tasks, not searching for documents
  • Drive more value from their intellectual property
  • Respond more rapidly to new challenges and opportunities

 

HotDocs®
HotDocs is the recognized global leader in document generation (document automation and assembly) technology, having over 1 million users worldwide – including 80% of the Am Law 200, 20% of the Fortune 500, and enterprises and government agencies of all sizes. Take the headaches out of running the business of law with software that enables firms to easily manage matters; track time, expenses, calendar appointments and tasks; bill and collect payment from clients; pay vendors; reconcile bank statements; and manage trust accounts—all from a single source.

  • All-in-One Matter, Billing & Accounting Management
  • Expedited Billing
  • Easy Time & Expense Capture
  • Flexible Client Payment Options
  • Uncomplicated Accounting & Financial Reporting
  • Broad Range of Integrations
  • 24/7 Remote & Mobile Connectivity
  • Support from the Pros
Symphony Suite

Symphony Suite is a complete imaging solution that streamlines the process for scanning, filing, and OCRing documents into a document management system. As a result, firms all over the nation are saving time, money and resources maintaining an efficient paperless system.

Designed specifically for law firms, PracticeMaster helps your office stay organized and efficient.

 

 

Other

 Products

CaseMap®

CaseMap® case analysis software helps litigation teams bring together the relevant facts, documents, persons, evidence and issues of each case—as well as legal and investigative research—into a centralized repository for improved case assessment. With CaseMap, you have a unique opportunity to maximize case knowledge, see connections you might otherwise miss, differentiate your practice and ease collaboration. And the fresh, intuitive CaseMap design makes it easy to find your favorite features anytime.

Dragon NaturallySpeaking

Dragon NaturallySpeaking speech recognition enables individual professionals and organizations to work smarter and more productively in the office and on the road. With fast, accurate dictation and transcription, advanced customization, seamless integration across devices, and easy deployment for large business enterprises.

Evernote

Evernote keeps you focused on moving those ideas from inspiration to completion. From short lists to lengthy research, no matter what form your writing takes, use Evernote to create all your notes, manage research, and keep project-related files together without ever worrying about space.

 

 

 Cloud

Services

Uptime Legal Systems

Uptime Legal Systems is the world’s leading provider of cloud services to the legal industry.

Uptime provides a complete Law Office in the Cloud™ to hundreds of law firms around the world. As a full-service legal technology provider, Uptime’s offerings include everything a law firm needs to eliminate in-house IT infrastructure and outside IT support. Services include hosted practice management, cloud-based document & email management, legal-grade email, cloud-based phone service and managed IT for law firms.

Intermedia

Intermedia is a one-stop shop for cloud business applications. Our Office in the Cloud™ suite integrates the essential IT services that SMBs need to do business, including email, voice, file syncing and sharing, conferencing, instant messaging, identity and access management, mobility, security and archiving. Office in the Cloud goes beyond unified communications to encompass a wider breadth of fundamental IT services, delivered by a single provider.

 

GFI®

GFI Software builds affordable and easy-to-use IT solutions that enable businesses to discover, manage and secure their networks.

 

 

 

We look forward to hearing from you!