Vendor Feature Set

Key: Supported - Yes Unsupported - Partial Support - Partial No Information Given - Other

Timekeeping	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
Has an auto timer that user can start and stop in conjunction with an activity		Notes
Users can enter time in via batch entry method		Notes
Time can be entered for non case related activities		Notes
User can view time that has been previously recorded for a given time period (day, week, month)		Notes
Notes entered into time sheets can be integrated into case notes		Notes
Time can be associated with a grant or office function		Notes		Notes

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Calendar	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
Ability to view daily, weekly, monthly, and yearly calendars for individuals		Notes
Ability to view multiple calendar groupings as user chooses (individual, managers only, office only, etc.)		Notes
Integrates from Outlook to the CMS to create events, contacts, etc within the CMS		Notes
Integrates from the CMS to Outlook to create appointments, tasks, and contacts		Notes		Notes
Integrates from the CMS to create appointments, tasks and contacts with Gmail/Google Apps
Offers a tickler system		Notes
Integrates tickler system with calenders		Notes

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Contact Management	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
System creates contact files for persons other than clients and adverse parties		Notes
Integrates with other contact management software, such as Microsoft Outlook		Notes

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Intake, Eligibility, Referral, and Opening and Closing of Cases	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
Asks for and calculates assets and indicates whether client is within maximum asset level		Notes
Asks for and calculates appropriate deductions or exclusions if over-income		Notes
User can assign cases to advocates		Notes
Automatically calculates poverty percentage		Notes
Electronically refer cases to other providers without reentry of data		Notes
Supports creation and revision of intake questionnaires to help guide less experienced intake staff and to gather particular types of information		Notes
Input address, date of birth, and telephone number for non-clients in fields that will be searched by the conflict checker		Notes		Notes
Allows user to automate a search for an appropriate referral based on variables such as problem code, county, and type of service		Notes
Search by “sounds like" or wild card		Notes
User can enter case outcomes		Notes
System permits variable definitions for financial eligibility for various grants		Notes

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Conflict of Interest Checking	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
Automatically checks the database for conflicts of interest for clients, former clients, and adverse parties		Notes
Transfers conflict data to volunteer attorneys or other legal aid offices for conflict checking		Notes
Allows users to search by multiple identifiers (name, date of birth, address, telephone number)		Notes
Checks all other contacts in database for conflicts, including household members, witnesses, and aliases		Notes

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Document Management	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
System automatically tracks date and author of all case notes and documents in a case file		Notes
User can create word processing documents without leaving the CMS		Notes
User can enter case notes		Notes
User can conduct a full text search of all documents associated with a case file		Notes
User can conduct a full text search of the case notes within a specific case		Notes
User can store or Link documents and e-mails created in the CMS to the case file from which they were created		Notes

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Document Assembly	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
Provides pre-formatted document templates and user can create new templates		Notes
User can easily edit all portions of pre-formatted documents (i.e., they are pulled up within a word processing program for the user)
Integrates with Desk Top versions of document assembly programs such as Hotdocs		Notes
Document templates can include the official letterhead for any program or office		Notes
Integrates with NPADO

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Publication	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
User can create a mail merge using the information from an individual’s contact file		Notes
User can print mailing labels using information from multiple contact files		Notes
User can select publications to be sent to an individual from within the individual’s contact file		Notes

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Pro Bono/Volunteer Management	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
System tracks time and billings for contract attorneys		Notes
User can electronically transfer case intake and supporting information to the pro bono attorney		Notes
System can integrate with other volunteer management software		Notes
User can search attorneys by name, city, county, and specialty		Notes		Notes
User can search all levels of attorney participation (e.g., last time a case was taken, participation in legal clinic, assignment as mentor, CLE presenter, service on advisory board)		Notes
System tracks caseloads for pro bono attorneys		Notes

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Reporting	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
User can create customized reports		Notes
User can generate preloaded reports from templates provided by primary funding sources
Administrator can control reporting access by user and program security profile		Notes		Notes
User can download data into customized reports in Microsoft Excel and/or Microsoft Access or other spreadsheets or databases		Notes

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Grants and Contract Management/Cost Allocation	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
System can integrate with accounting packages		Notes
System can be set to automatically calculate and retain information about client eligibility for designated grant and contract sources on the basis of intake information entered into the system
System can automatically identify the funding sources that a case is eligible for and system has ability to track and report on this information				Notes
User can assign a funding source to each case		Notes
User can assign more than one funding source to an individual case (i.e., to divide each case into percentages to be applied to its hours and expenses)				Notes

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Database	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
Can access the database directly for add/update/delete purposes		Notes
Can access the database directly for query purposes
The system uses a multi-user, relational database with record-locking capability		Notes

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Connectivity	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
System executes under TCP/IP protocol		Notes
System executes through a virtual private network (VPN)		Notes		Notes

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Security and Data Integrity	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
System administrator can add or remove users or change security level		Notes
Automatic logoff (timeout) when system is left unused for a user-defined period of time
Can hide fields, tabs, or pages based on the user’s security profile				Notes
User with an appropriate security profile can manage the data tables in order to add/update/remove data (e.g., add items to a drop-down list)		Notes
Multiple individuals can input and save data in the same record at the same time
Can restrict access (view and update) to data fields and windows to users with proper security in a multi-program environment		Notes

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Human Interface and Usability	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
System is fully browser-based from an end user’s perspective		Notes
Ability to access the system through any Internet connection without installing client software or plug-ins		Notes
Administrator can specify fields as mandatory and has the ability to change this designation		Notes
User can open multiple screens/windows/sessions concurrently		Notes
Utilize formatting and word processing-like capabilities when entering text of any kind (type-ahead capability, spell-checker, bold, underline, italics, etc.)		Notes
Ability for all users, regardless of disability, to access the application. The application complies with the Web Content Accessibility Guidelines (WCAG) defined by the W3C (World Wide Web Consortium)		Notes

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Training	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
Ongoing training services are offered for new users and follow-up training for existing users		Notes
Collateral training materials are provided i.e. (participants’ guides, workbooks and training aides)for use in both the initial training and for ongoing reference		Notes
Training options include the use of technology enhanced training such as computer-based or video-based training		Notes
Initial training is provided during the initial installation and implementation		Notes		Notes
Information offered via website, community forums, or users groups		Notes

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Product Purchase/Licensing	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
Customization services are available
CMS is offered for purchase or licensing		Notes
Vendor has a policy on software upgrades		Notes

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Application Hosting, Backup, and Recovery	Kemps	Legal Files	Legal Server	Pika CMS	Practice Mgr	Time
Backup and recovery services are offered as part of the hosting solution		Notes		Notes
Data conversion services are offered		Notes
Application hosting services are offered
The CMS accommodates a maximum number of users at any giving time		Notes
Security services are offered as part of the hosting solution		Notes		Notes

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