Practice Management

Residing on the Microsoft Dynamics platform makes Curo365 a “best-in-class” Enterprise Practice Management solution. Curo365 goes beyond traditional legal practice management by unifying features normally found only through the implementation of multiple disjointed technologies. Curo365’s solution covers Legal
Practice Management, Accounting (Microsoft Business Central or integration with QuickBooks), Productivity, Communications and Calendaring (Office 365 Exchange and Outlook, including the ability to enter time from Outlook), Real-Time Reporting (Microsoft Power BI), Document/File Management (SharePoint), and Client Management & Marketing (Dynamics CRM), and everything is secured through Microsoft’s exceptional security solutions.

Security, Privacy & File Management

Curo365 enables law firms to leverage Microsoft’s identity-driven security to provide a convenient and secure environment for all of a law firm’s files, communications, and other data, and comprehensive, intelligent protection against advanced attacks. Microsoft spends $1 billion each year to protect its cloud infrastructure, which is where Curo365 data is stored and replicated for redundancy and disaster recovery. Law firms can have piece of mind knowing that Microsoft is protecting and supporting its data and business operations.

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Additionally, because Curo365 is built on the Microsoft Dynamics platform attorneys can manage files and documents (including version control and backups) by leveraging Microsoft SharePoint. Curo365 also provides a “Client Portal” which provides a law firm with the ability to allow clients and others to view and engage with documents, all of which access is controlled through Microsoft’s intelligent and convenient security solutions.

Productivity

Curo365 enables law firms to leverage the Microsoft Office 365 Productivity Suite (including Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow process automation, PowerPoint and more) to allow its attorneys and staff to work from anywhere, from any device, and together on the same documents at the same time. These powerful tools used in conjunction with Curo365 streamline a law firm’s front and back office processes thus allowing it to accomplish more with less staff, which enhances profitability and client satisfaction.

Accounting

Microsoft is a world leader in providing accounting software. Curo365 opens the door for law firms to leverage Microsoft’s powerful Business Central accounting platform. Business Central is a fully GAAP compliant, cloud based, accounting platform that is easy to use and seamlessly communicates with Curo365.

Business Development

Curo365 is a robust customer relationship management (CRM) solution that allows all of a law firm’s client and prospective client data to reside in one location, along with all of its other data. Through the use of Curo365 a law firm can easily monitor and manage its business development efforts, including prospective client pipeline management and marketing campaigns. Curo365 helps law firms to understand and improve the overall client experience and its return on investment relating to the marketing-spend, and enable revenue growth through better business development practices.

What Our Customers Are Saying...

Powered by Microsoft, and through the use of proprietary technologies, Curo365 provides what many would consider to be the most robust set of tools available to law firms to make their practices more efficient and profitable, and to enhance their business operations. The following is a description of the primary features and technologies available to Curo365 users. 

Practice Management Features

• Microsoft Dynamics CRM

• Practice Dashboards

• Attorney & Staff Management

• Time Management & Tracking

• Task Management

• Workflow Management

• Calendar / Docket Control

• Conflicts Check Management

• Enterprise-Level Privacy Solutions

• Dynamics Business Central

• Trust Accounting

• Invoicing

• Online Payments

• Accounts Receivable

• Accounts Payable

• General Ledger

• Real-Time Financial Reporting

Native Productivity Solutions

​Most law firms utilize Microsoft Office products extensively and have since inception. Understanding that our clients are in need of a comprehensive solution for their practices and businesses, each license of Curo365 comes with an Office 365 Business Premium license. Therefore, each user is always utilizing the latest version of the best productivity tools on the market.

This also ensures that law firms minimize training and IT costs associated with having disparate versions of productivity software, and most law firms experience a significant cost-savings because the productivity licenses are included with their practice management technology. This Office 365 license also allows each user to install an instance of Office 365 on multiple devices, which enables attorneys and staff to work remotely more efficiently and effectively.

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Curo365 is fully and natively compatible or integrated with the following Microsoft productivity solutions:

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• Microsoft Word

• Microsoft Excel

• Microsoft Outlook

• Skype

• Microsoft Teams

Support for Curo365

Curo365 offers basic training and support to all users as part of the monthly subscription. Users are able to contact support representatives via telephone, email, or the dedicated support portal and knowledge base.

Our support representatives understand that law firms need attorneys and staff billing in order to generate revenue and therefore strive to resolve concerns and/or train users in a prompt and timely manner. 

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Additionally, where Curo365 utilizes Dynamics365 Customer Engagement (CRM) as its base platform, our support representatives are able to utilize extensive support resources provided related to Dynamics365 and complimentary Microsoft products. Similarly, Curo365's users utilize many of Microsoft's productivity solutions, all of which receive substantial support direct from Microsoft. 

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Finally, Curo365 is able to offer "managed services" to law firms that have a need for expanded support offerings specific to their instance(s) of Curo365.