Features
WinYou Law is designed to help you organize and manage your law office. WinYou Law is specifically tailored to the activities in a law firm, with the aim of making the user’s daily chores easier and more efficient and of providing the best possible assistance to users for all of their administrative tasks.
Clients / Files
The Project Explorer
The Clients / Cases / Files / Projects are organized in an Explorer view (tree structure). The number of levels (hierarchy) is unlimited! Thus, for example, you can organize your clients as the first level, then their cases or matters as the second level; if you have a number of different matters for a single client, then you may wish to use further levels. Projects with a [+] sign in front of them have subprojects. You can create as many hierarchies as you wish. You open your projects or subprojects by double-clicking on them (clicking the [+] sign opens up the project tree.)
Search in Project Explorer
To search the list of projects, enter the first letters of the project name in the project list search field. If the desired project or subproject is available in your project list (filter!), then the entry is displayed and the cursor automatically jumps to the first entry. You use the F3 key to select the next matching entry. You can also search for a project number directly: For example, to search for project number 34, enter “#34”. The corresponding entry is selected (assuming this is in the current project list and is not filtered). WinYou Law reads data very quickly and can display thousands of projects almost immediately in the selected view. For individual views you can create your own personal user-related project filter.
Log / Journal
All Activities (such as Fees, Documents etc.) for the project you have opened will be displayed in the Project Work Screen (Activity Log / Journal - electronic file). This is where you enter all of the Activity Log entries - using the same procedure! To open an Activity Log entry, you can double-click it or right click in the Activity Log and select Modify / Open from the context menu. You can display detailed information about a project and its properties with a mouse click. In the detailed project information template, you can define the basic data, e.g. Project language, Office, Users and their roles (e.g. project manager) and project-specific rates, VAT or Sales Tax, Keywords etc. The client’s address (together with all related information) is directly visible in the Work Screen. You can customize these views yourself and make windows and columns invisible / visible or take them apart and group their components differently.
TimeSheet
Under TimeSheet, you enter your work and expenses as continuous text, just as you would if you were writing it down on paper. You can work with your usual abbreviations (AutoCorrect for Text or Shortcuts for Fees and Expenses). WinYou Law auto-completes the text and integrates it into your selected project. By using individual shortcuts that register several entries in a single step, you will gain precious time. Of course, the classical way of entering Fees and Expenses is also available You have various options forinputting your TimeSheet entries. You can enter minutes (e.g. 45m), decimal hours (e.g. 0.5h) or amounts directly (e.g. Total Fee: tf250.00). In the TimeSheet you can enter time periods “from - to“ or stop/start your working time. Expenses are entered in amounts, e.g. (5.50co for 5.50 copies).
TimeTracker
Under TimeSheet, you enter your work and expenses as continuous text, just as you would if you were writing it down on paper. You can work with your usual abbreviations (AutoCorrect for Text or Shortcuts for Fees and Expenses). WinYou Law auto-completes the text and integrates it into your selected project. By using individual shortcuts that register several entries in a single step, you will gain precious time. Of course, the classical way of entering Fees and Expenses is also available You have various options forinputting your TimeSheet entries. You can enter minutes (e.g. 45m), decimal hours (e.g. 0.5h) or amounts directly (e.g. Total Fee: tf250.00). In the TimeSheet you can enter time periods “from - to“ or stop/start your working time. Expenses are entered in amounts, e.g. (5.50co for 5.50 copies).
Document Automation
In Document Automation, you can create documents from corresponding templates that come not just from Microsoft Word, but also from Excel and PowerPoint. All linked contacts / addresses and other information are directly available in the Document Automation window. The document is automatically provided with address, letter salutation etc. and stored, so you can focus on the content. Click on the image to the right for a view NEW: Creating or organizing templates has never been easier: take an existing document, anonymize the text, insert text markers (placeholders) for address, letter salutation, etc., save the document in the WinJur template directory (also as .docx) with a corresponding identifying name and immediately the template is in the WinJur Document automation available! No support, no database adjustments anymore.
Outlook DropZone
Did you know? Unfortunately, many users of WinJur® are unaware of the many possibilities we have integrated with Outlook Email directly into WinJur: You can drag and drop an email or document attachment from Outlook directly into the WinJur dossier (or Project Explorer). In addition, you have the free WinJur Outlook DropZone, a small window at the edge of the screen, which activates when you drag and drop an email or document over the small window moves. You can drag Outlook emails or just attach documents here. Thus, you do not need additional add-ins / modules. The emails are stored directly into the selected client / case in WinJur®, i. There is a physical copy of the email in WinJur®. The same applies to document attachments (also documents, PDF, dictations, links etc.). But also Outlook contacts, notes, appointments can be saved in this way in WinJur®. You can also drag and drop files from other programs such as Windows Explorer into the DropZone (or directly into the WinJur® dossier)! Conversely, you can also pull a document from WinJur® into an Outlook email, it works fine and makes opening the Windows Explorer superfluous.
Document Management
In the WinJur Dossier window, you can see all the documents saved to the current client / case (created or imported in WinJur). You can easily drag and drop documents or emails directly into WinJur. WinJur supports all standard Windows file types such as Word, Excel, PowerPoint, PDF, scanned documents, dictations, images, etc. Search functions and document preview (as tooltip!) Are available (simply move the mouse over the document icon and the pop-up window will automatically open Preview window - without opening Word!). With one click you are in the physical directory for the current WinJur dossier for all documents and files (for the directory hardliners). With WinJur you can directly export document versions, e.g. Create contracts (with commentary functions). You can also assign documents to colors and categories. Did you know? In WinJur, you can convert PDF documents directly to Word documents. And, of course, also save Word documents as PDF, e.g. for sending documents via e-mail. You can automatically convert documents to PDF and send them as e-mail attachments: You select an e-mail template, an e-mail address, enter the subject, activate "Send Word documents as PDF" and then click on "Create e-mail". The email is ready to be sent!
Calendar
There are two main windows: a calendar view, and a list of tasks, appointments and deadlines. The calendar provides different views, giving you a quick overview of all of your appointments, tasks and deadlines. You can also input Appointments, Tasks or Deadlines directly into the calendar. Several users can be displayed at the same time.
Invoice
This is where you can generate bills automatically according to your specifications. You can also generate payments, reminders etc.
Extras / Search / Reports
Obwohl spezialisierte Such-Dialoge hier abgerufen werden können, wird der am meisten benutzt. Er ist immer verfügbar und sucht sofort in Klienten / Fälle, Kontakte / Adressen und sogar in einzelnen Einträgen.
Contacts / Addresses
Record the address only once: the contact can be used several times as a client, as a counterparty or in other links. The contact / address can also be used directly in the Document Automation (Create Document ...) without being linked. Furthermore, WinJur supports an unlimited number of company domiciles and contacts (these can also be linked accordingly as a client, etc.). Also, a contact person can only be assigned one domicile or more. The integrated (automatic) search for duplicates warns immediately if a contact already exists in the database.
E-mail creation
Just as with document creation, you can also use email templates to create emails directly from document automation. You can create templates with Outlook or simply take an existing email, anonymize it, insert text markers (placeholders) for salutation, etc., save the email in the WinJur® email template directory with a corresponding identifying name and immediately the email template is available available in WinJur® Document Automation! Of course, the same e-mail templates are also available in the Document Shipping dialog.
