Clinic Management Tool

Document and Project Management

Document Management

• System should allow us to save documents on a Berkman-based server.
• System should allow us to tag and categorize documents so that we can search for documents based on client, matter, category of law, document type, and other categories.and associate documents with clients and matters. For example, we should be able to retrieve all documents relating to a client (e.g., "PRX") or matter (e.g., "PRX -- Moth Contract"; "PRX -- Public Radio Player," etc.) etc.
• We should be able to save any type of document in any format on the system, though they will primarily be Word docs, Excel spreadsheets, and pdfs.
• System should integrate with the email system so that we can save emails in their native format on the system and tag/categorize them as we can do with other types of documents, as described above.
• System should allow us to search the full text of documents as well.
• System should allow for version control on drafts of documents.
• System should be secure and only accessible by Clinic attorneys, staff, and students.
• System should have different levels of access (i.e. administrative, student, staff, etc.)

Project Management

• Contacts – System should allow us to maintain contact information about clients, students and staff.
• Time-Reporting – System should permit students to log hours in quarter-hour increments and permit us to run reports by client, by matter, and/or by student.
• Calendar – System should allow us to schedule matters and associate calendar entries with specific clients / matters, etc. System should also have a calendaring function so that everyone in the clinic can see each other’s calendar for purposes of scheduling meetings.

Virtual Desktop or VPN Functionality (to Limit Offsite Users’ Access)

• System should allow us to easily give students remote access to all of the above functions in a way that permits them to save documents directly to the Berkman server rather than on their local hard drives.
• System should allow us to easily grant and revoke such access.