The first unified legal solution
available through Microsoft 365
All of your work in one place: CRM, Emails, Documents, Tasks, Time-Tracking, Invoicing and Communication on a single platform
An Integrated Solution
Leveraging Microsoft 365
The single platform for apps like Outlook, Word, Teams, SharePoint, and is the powerfully integrated engine of Skyline Legal for Dynamics 365
A Unified Platform
Skyline Legal for Dynamics 365 boasts capabilities for managing matters, documents, time entries, expenses, contacts, emails, and calendars on a single platform
Infinitely Extendable
Through Microsoft’s powerful platform, solution helps automate business process, while the Power Platform stands ready to connect your system with hundreds of other common apps
An Integrated Solution
with Microsoft Dynamics 365
Matters
Matters in Skyline Legal are case records connected to the contact records of your clients, the account Records of other businesses, and the User record of the responsible attorney
Timeline
Timelines are created for each Matter, logging emails, phone calls, notes, or any activity related to a particular case
Documents
Timelines are created for each Matter, logging emails, phone calls, notes, or any activity related to a particular case
On Time-tracking and Invoicing
integrated with Toggl and QuickBooks
All tracked time is automatically pushed from Toggle through our pre-built integration, stored under your Matter record in Dynamics 365, and added to the next client invoice.
Invoices are then automatically created each month for each one of your clients based on your preferred billing type.
Once approved, all invoices are automatically pushed to QuickBooks Online, and once paid, all payment details are pushed back to Dynamics 365.
Toggl is a market leading time-tracking software with desktop, web and mobile application, allowing your team to track time related to any Matter or Task
Expenses can be created for any matter or client, sent for approval, and automatically added to the client’s invoice each month
Whether hourly or fixed price, billable or non-billable, invoices will be automatically pushed to QuickBooks online each month and payment details can be pushed back to Dynamics 365
Integrate with your favorite tools
Find answers with industry-leading business analytics service — PowerBI
Income for this month
The indicator shows the sum for all invoices that have been generated for the selected month
Unpaid by Customer
Shows the top 10 customers that owe us
Paid by Customer
Shows top 10 customers that brought us more money
Total unpaid
All unpaid invoices in the current year
Unpaid for this month
Displays the sum of all invoices that haven't been paid yet
Write off
Shows the sum of all invoices that the company decided to cancel
Average rate
All billable added to the invoices devided by quantity in hours
Lost for this month
Shows the difference between tracked time and time billed to the Client. For example, when some time entries were excluded from the invoice
Income over time
The user analysis chart shows the trend of users' behavior and shows two lines: how many hours were tracked and how many hours were included in the invoice. Good picture – they should be the same. It can be filtered by customers and by users
Comparison of Invoice and time entries
It shows us the difference between tracked time and invoice in money for each created invoice for the specific company, by default, grouped by month but can be expanded. In this case, a user will see particular customer invoices this month
Top 10 Bad and good Users
Displays us correlation of used time to invoiced time
Example: User tracked 100 hours per month, but only 22 hours were added to the invoice. 22/100* 100%=22% It means that his/her efficiency is only 22%
Explore all features of Skyline Legal for Dynamics 365
Frequently asked questions
Is there a way to track my emails and correspondence to matters?
The attorney will also have the ability to estimate the number of hours allotted for each matter on the Matter form in Dynamics 365. Once the estimated hours are added, another field called 'Remaining hours' will calculate the difference between 'Estimated hours' and 'Tracked hours.' Additionally, users can specify if the hours tracked are billable (added to the invoice), not billable (not added to the invoice), or not charged (added to invoice with $0. charge).
Will I have ability to add Estimates?
The attorney will also have the ability to estimate the number of hours allotted for each matter on the Matter form in Dynamics 365. Once the estimated hours are added, another field called 'Remaining hours' will calculate the difference between 'Estimated hours' and 'Tracked hours.' Additionally, users can specify if the hours tracked are billable (added to the invoice), not billable (not added to the invoice), or not charged (added to invoice with $0. charge).
How easy is to set up Rates per lawyer?
The attorney will also have the ability to estimate the number of hours allotted for each matter on the Matter form in Dynamics 365. Once the estimated hours are added, another field called 'Remaining hours' will calculate the difference between 'Estimated hours' and 'Tracked hours.' Additionally, users can specify if the hours tracked are billable (added to the invoice), not billable (not added to the invoice), or not charged (added to invoice with $0. charge).
Should I create an Invoice manually?
The attorney will also have the ability to estimate the number of hours allotted for each matter on the Matter form in Dynamics 365. Once the estimated hours are added, another field called 'Remaining hours' will calculate the difference between 'Estimated hours' and 'Tracked hours.' Additionally, users can specify if the hours tracked are billable (added to the invoice), not billable (not added to the invoice), or not charged (added to invoice with $0. charge).
Can I restrict access to some matters?
The attorney will also have the ability to estimate the number of hours allotted for each matter on the Matter form in Dynamics 365. Once the estimated hours are added, another field called 'Remaining hours' will calculate the difference between 'Estimated hours' and 'Tracked hours.' Additionally, users can specify if the hours tracked are billable (added to the invoice), not billable (not added to the invoice), or not charged (added to invoice with $0. charge).
Is there any Document Management automation?
The attorney will also have the ability to estimate the number of hours allotted for each matter on the Matter form in Dynamics 365. Once the estimated hours are added, another field called 'Remaining hours' will calculate the difference between 'Estimated hours' and 'Tracked hours.' Additionally, users can specify if the hours tracked are billable (added to the invoice), not billable (not added to the invoice), or not charged (added to invoice with $0. charge).
Can I segment Matters?
The attorney will also have the ability to estimate the number of hours allotted for each matter on the Matter form in Dynamics 365. Once the estimated hours are added, another field called 'Remaining hours' will calculate the difference between 'Estimated hours' and 'Tracked hours.' Additionally, users can specify if the hours tracked are billable (added to the invoice), not billable (not added to the invoice), or not charged (added to invoice with $0. charge).