Doculogix, LLC. Doculogix, LLC. PTSPTS

(Project Tracking System)(Project Tracking System)

Know your business Know your business

……stay informedstay informed

What is PTS?What is PTS? Designed Designed byby Litigation Support Litigation Support

Vendors Vendors forfor Litigation Support Litigation Support Vendors, DocuLogix PTS helps Vendors, DocuLogix PTS helps you run your business you run your business efficientlyefficiently, , effectivelyeffectively, & , & profitablyprofitably..

One place for all the critical One place for all the critical information you need to build a information you need to build a strongstrong, , profitableprofitable organization. organization.

Why did we develop PTS?Why did we develop PTS? As law firm clients requested more complex As law firm clients requested more complex

services, the market changed. Tracking services, the market changed. Tracking these complex projects became extremely these complex projects became extremely challenging.challenging.

Used as a tool to motivate and bonus Used as a tool to motivate and bonus employees creating a strong profitable employees creating a strong profitable organization.organization.

Used as a tool to encourage our customers Used as a tool to encourage our customers to utilize additional service offerings.to utilize additional service offerings.

Used as a tool to capture lost revenue.Used as a tool to capture lost revenue. Because lost / unbilled revenues which are Because lost / unbilled revenues which are

captured are 100% profit.captured are 100% profit.

How was PTS created?How was PTS created?

PTS was created over a 3 year PTS was created over a 3 year period by recognizing that there period by recognizing that there was a better way of tracking jobs was a better way of tracking jobs than spreadsheets and paperthan spreadsheets and paper

Designed by actual production Designed by actual production employees and feedback on employees and feedback on what helps them on the front linewhat helps them on the front line

Currently in Version 6.2Currently in Version 6.2

What’s in PTS?What’s in PTS? Job TrackingJob Tracking Firms / Clients / Case TrackingFirms / Clients / Case Tracking Time ClockTime Clock Incredible ReportsIncredible Reports Forensics / Evidence TrackingForensics / Evidence Tracking Customer PortalCustomer Portal Manage Multiple LocationsManage Multiple Locations

Job TrackingJob Tracking Manage DeadlinesManage Deadlines

See See real-timereal-time status of all projects in status of all projects in house along with their due date and timehouse along with their due date and time

Project ProgressProject Progress See whether project milestones / See whether project milestones /

checkpoints will be met; (this data can checkpoints will be met; (this data can also be viewable by your customers)also be viewable by your customers)

Budget TrackingBudget Tracking Establish a budget for projects and Establish a budget for projects and

receive email notification receive email notification prior toprior to budget budget being exceededbeing exceeded

Job Tracking Job Tracking (continued)(continued)

Collect Billing InformationCollect Billing Information Keep all the billing information for each Keep all the billing information for each

project in project in one placeone place and have the system and have the system calculate and summarizecalculate and summarize

Email NotificationsEmail Notifications Set up email notifications that Set up email notifications that

automatically send your sales staff an automatically send your sales staff an email when their project is complete; Also email when their project is complete; Also receive a notification receive a notification beforebefore a project a project deadline is misseddeadline is missed

Job Tracking Job Tracking (continued)(continued)

Electronic File CabinetElectronic File Cabinet Upload documents like proposals, emails Upload documents like proposals, emails

or other correspondence that need to be or other correspondence that need to be stored on a project or casestored on a project or case

Profitability and Efficiency ReportingProfitability and Efficiency Reporting Pull reports with a click of a button to find Pull reports with a click of a button to find

out average run times, project labor cost, out average run times, project labor cost, who’s done what, when, and net profit who’s done what, when, and net profit based on costbased on cost

Firms / Clients / CasesFirms / Clients / Cases Firm & Client InformationFirm & Client Information

Keep all information in one place and Keep all information in one place and make accessible to your whole teammake accessible to your whole team

Case Level TrackingCase Level Tracking Track all projects at the case level Track all projects at the case level

regardless which individual orders the regardless which individual orders the work; All information is in one placework; All information is in one place

Service Agreement TrackingService Agreement Tracking Establish service agreements for monthly Establish service agreements for monthly

or annual invoicing, and receive a or annual invoicing, and receive a reminder to invoice the client (especially reminder to invoice the client (especially useful for hosting, FMs, etc.useful for hosting, FMs, etc.

Firms / Clients / Cases Firms / Clients / Cases (continued)(continued)

Hosted Database / FTP TrackingHosted Database / FTP Tracking Track each customer’s User-ID and Track each customer’s User-ID and

Password for hosted databases or FTP; Password for hosted databases or FTP; Allow them to retrieve credentials by Allow them to retrieve credentials by utilizing the PTS Customer Portalutilizing the PTS Customer Portal

Pricing ManagementPricing Management Assign 3 levels of pricingAssign 3 levels of pricing

Standard pricing rateStandard pricing rate Firm wide pricing discountFirm wide pricing discount Case specific pricing discountCase specific pricing discount

Pricing Approval Procedures Pricing Approval Procedures

Time ClockTime Clock Employee Clock-In & Clock-OutEmployee Clock-In & Clock-Out Hours and Labor TrackingHours and Labor Tracking Employee Labor % TrackingEmployee Labor % Tracking Employee Stack RankingsEmployee Stack Rankings Vacation Approval ProcessVacation Approval Process Allow employees who work from Allow employees who work from

home, remote location, or customer’s home, remote location, or customer’s site to Clock-In and bill for work done site to Clock-In and bill for work done from the remote location.from the remote location.

ReportingReporting Production ReportingProduction Reporting

Job SummariesJob Summaries Daily “Revenue Produced” ReportsDaily “Revenue Produced” Reports Monthly “Revenue Produced” ReportsMonthly “Revenue Produced” Reports Bonus ReportsBonus Reports Error ReportsError Reports

Sales ReportingSales Reporting Sales Person ActivitySales Person Activity Daily SalesDaily Sales ““New Try-er” New Client / Customer ReportNew Try-er” New Client / Customer Report Commission Reports / Top Line or Gross MarginCommission Reports / Top Line or Gross Margin Standard Pricing VS Actual Pricing ReportStandard Pricing VS Actual Pricing Report What if wizard (in Design)What if wizard (in Design)

Reporting Reporting (continued)(continued)

Management ReportingManagement Reporting ““Location Revenue” ReportsLocation Revenue” Reports

Produced, Invoiced, PendingProduced, Invoiced, Pending ““Operator Revenue Produced” ReportsOperator Revenue Produced” Reports ““Job Profitability” ReportsJob Profitability” Reports ““Job Detail” ReportsJob Detail” Reports ““Technical Time” Revenue TrackerTechnical Time” Revenue Tracker ““Job Efficiency” ReportsJob Efficiency” Reports

Time Clock ReportingTime Clock Reporting Time Clock StatusTime Clock Status Time Cards with Approval SignatureTime Cards with Approval Signature Time Activity ReportTime Activity Report

Reporting Reporting (continued)(continued) Forensic / Evidence ReportingForensic / Evidence Reporting

Media InventoryMedia Inventory Evidence SearchEvidence Search

By CaseBy Case By JobBy Job By Evidence NumberBy Evidence Number

Acquisition EfficiencyAcquisition Efficiency Evidence Locker InventoryEvidence Locker Inventory

Customizable ReportsCustomizable Reports We can build any report you would like for We can build any report you would like for

youyou Reports Wizard (future release)Reports Wizard (future release)

Forensics / Evidence TrackingForensics / Evidence Tracking

Track all Track all incomingincoming and and outgoingoutgoing evidenceevidence

Track Media InventoryTrack Media Inventory Track Evidence NumbersTrack Evidence Numbers Track Evidence Storage LocationsTrack Evidence Storage Locations Check Evidence in / outCheck Evidence in / out Track Chain of CustodyTrack Chain of Custody Perform Perform Conflicts CheckConflicts Check

Customer PortalCustomer Portal Provide your customers 3 levels of access Provide your customers 3 levels of access

to your PTSto your PTS Litigation Support Managers (Super-User)Litigation Support Managers (Super-User) Attorney / Paralegal (Standard-User)Attorney / Paralegal (Standard-User) Accounts Payable User (Accounting-User)Accounts Payable User (Accounting-User)

Gain access to Project Progress & StatusGain access to Project Progress & Status View past project informationView past project information View Service AgreementsView Service Agreements Retrieve hosted database or FTP Retrieve hosted database or FTP

credentialscredentials View unpaid invoicesView unpaid invoices Download PDF version of InvoicesDownload PDF version of Invoices Print StatementsPrint Statements

Multiple Locations / OfficesMultiple Locations / Offices

Share information across multiple locations / Share information across multiple locations / officesoffices

Track Projects across locationsTrack Projects across locations Allow multiple locations to collaborate on Allow multiple locations to collaborate on

projects; allocate revenue and labor; collect projects; allocate revenue and labor; collect all billing information in one placeall billing information in one place

Corporate Level ReportingCorporate Level Reporting View revenues across all your locationsView revenues across all your locations Stack rank all your locationsStack rank all your locations Review information by single or multiple locationsReview information by single or multiple locations

Roadmap for Roadmap for Future Development…Future Development…

Collections Tracking SystemCollections Tracking System Invoicing & QuotationsInvoicing & Quotations Proposal / RFI WizardProposal / RFI Wizard PO / Vendor TrackingPO / Vendor Tracking Build Data Conduit with Build Data Conduit with

Salesforce.com for CRMSalesforce.com for CRM Electronic Work OrdersElectronic Work Orders