The Outlook integration with Dynamics 365 allows easy and fast email tracking to Dynamics 365. Attorneys can also sync the Outlook contacts from their phones or laptops into Dynamics 365.

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).

Invoice automation creates an Invoice for each matter on the first day of each month. If an invoice is needed in the middle of the month, the user can also create a new invoice for a specific matter at any time by clicking the "Create Invoice" button on the Matter Form.

The Dynamics 365 Invoice includes three types of data: Hours, Expenses, and Admin Fees.

• "Hour" - time entries added for the last month under the Matter or Client.
• "Expenses" – expenses added for the last month under the Matter or Client.
• "Admin Fee" - is calculated as the sum of all Time Entries * 3%.

Time entries can be grouped two different ways on the invoice:

• All time entries by one attorney for each day.
• All time entries by task.

This option can be set up manually for all time entries by a responsible person.
When the user is ready to publish an invoice, the user will be able to review each line item, adjust any field as necessary, and press the button 'Push to QuickBooks.'

When a new Matter is created, a SharePoint folder will also be created with the same name as the matter with subfolders. This SharePoint folder will be available in both SharePoint and directly in the Dynamics 365 matter. Additionally, part of the folders will be available only for the admin group.

If you would like to provide access to limited matters for your users, it can be quickly done by admin-only settings. Only the admin group may work with such matters, and only they may see and update information.

Similar cases enhance timely support for your clients by viewing similar matter suggestions in Dynamics 365. Using advanced similarity rules based on matter type, attorneys can review other matters similar to their current case to help them maximize efficiency and resolve client issues on first contact.

Dynamics 365 allows users to specify an agreed price per hour or fixed price in the Matter record. Once an Opportunity is closed as Won, a matter will be automatically created in Dynamics 365. Since the Matter and Opportunity are connected, the system will be able to create an invoice with the correct prices by priority which you have chosen:

• For user = fixed price (for any matters)
• For Accounts or Contacts = fixed-price or specific price per lawyer
• For matter = price per user OR fixed

Rate may be set up:

1. For the specific Customer, it means that all time entries will inherit this amount.
2. For the specific matter – only for this matter rates will be set up.
3. The rate can be defined as general - this rate will be set up for all Lawyers.
4. Also, you may add a specific rate for the particular lawyer.
5. By default, each attorney will have default rates for all their time entries, they will be applied unless you create specific ones.