JVRIS EDGE

One Place for Lawyers

JVRIS EDGE is the cutting-edge PMS for law firms, seamlessly aligned with Law 4.0 trends

Law firms face numerous and complex business challenges, driven by rapid changes in the legal landscape and evolving client expectations. One of the biggest challenges is the increasing pressure to deliver high-quality legal services at competitive prices. Clients are more cost-conscious than ever and demand greater fee transparency, forcing firms to strike a delicate balance between service excellence and profitability.

Moreover, embracing new technologies and digital transformation is no longer optional but essential. The adoption of case management systems, artificial intelligence, and automation can significantly enhance efficiency and accuracy. However, these advancements also require substantial investment and a shift in organizational culture.

Cybersecurity remains a critical concern, as protecting sensitive client data is fundamental to maintaining trust and ensuring compliance with privacy regulations. In an industry where reputation is paramount, law firms must proactively address these challenges to remain competitive and future-proof their practice

  • > more than 30 years of experience
  • > 350 law firms
  • > 8000 lawyers 

Improve your law firm’s productivity, starting at 18 euros/month per user (Reference: 10 Users)

JVRIS EDGE

One Place for Lawyers

JVRIS EDGE is the cutting-edge PMS for law firms, seamlessly aligned with Law 4.0 trends

Law firms face numerous and complex business challenges, driven by rapid changes in the legal landscape and evolving client expectations. One of the biggest challenges is the increasing pressure to deliver high-quality legal services at competitive prices. Clients are more cost-conscious than ever and demand greater fee transparency, forcing firms to strike a delicate balance between service excellence and profitability.

Moreover, embracing new technologies and digital transformation is no longer optional but essential. The adoption of case management systems, artificial intelligence, and automation can significantly enhance efficiency and accuracy. However, these advancements also require substantial investment and a shift in organizational culture.

Cybersecurity remains a critical concern, as protecting sensitive client data is fundamental to maintaining trust and ensuring compliance with privacy regulations. In an industry where reputation is paramount, law firms must proactively address these challenges to remain competitive and future-proof their practice

  • > more than 30 years of experience
  • > 350 law firms
  • > 8000 lawyers 

Improve your law firm’s productivity, starting at 18 euros/month per user (Reference: 10 Users)

JVRIS EDGE takes law firm management to the next level, offering seamless access from any device, enhanced by the powerful JVRIS platform and deep integrations with iManage Work and Legal BI.

Why JVRIS EDGE

The following benefits of a SaaS (Software as a Service) can be highlighted

  1. Accessibility: users can access the software from anywhere, as long as they have an internet connection. (A: A stable internet connection is required, the absence of which inhibits access to the system).
  2. Lower cost (CAPEX Vs OPEX): Customers do not need to purchase additional software licenses or hardware to run the software, as well as do not need to invest large amounts of licensing fees to start using it.
  3. Automatic updates: software updates are done by the supplier, eliminating the need for local updates. (A: These updates may however be subject to consultancy or training if they mean impacts on the business process)
  4. Scalability: customers can increase or decrease the number of software licenses according to their needs, without having to worry about the necessary infrastructure.
  5. Security: SaaS vendors typically have teams dedicated to software security and are certified (A: ROOX is ISO27001 certified and the DataCenter provider has a number of additional certifications)

Despite these benefits, there are some concerns that should be demystified

  1. Data security: customers may fear that their data is not secure in the cloud and thus could be compromised or stolen.(A: SaaS providers have dedicated security teams, which are often superior to those in-house. Nevertheless, no system is inviolable)
  2. Vendor dependency: customers may be concerned about the dependency of the SaaS vendor and the possibility of them stopping offering the service or making it more expensive. (A: ROOX has been on the market for over 20 years and JVRIS for over 30 years. The solution's value increases are defined in the proposals or contracts)
  3. Customization and flexibility: customers may want more control over the software and the ability to customize it to their specific needs, which may not be possible with a SaaS. (A: Customization of the software requires ROOX intervention, however specific customization is possible in three ways: 1) if the functionality makes sense for the target platform, it is included at no cost to the customer 2) if the functionality makes sense only to that customer, and if the customer supports the development costs, the single-tenant architecture of JVRIS EDGE allows that configuration 3) linked with point 2) the platform can reside in the customer's infrastructure)
  4. Latency and availability: customers may be concerned about latency and availability of the SaaS, especially if they are using it for critical tasks. (A: The infrastructure where JVRIS EDGE is hosted is of an adequate size for its customers, but there is always a dependency on communications)
  5. Integration with other tools: customers may fear that SaaS is not compatible or cannot be integrated with other tools or systems that they are already using. (A: answered in point 2).

For the sake of impartiality in choosing the benefits and concerns, they were obtained from https://chat.openai.com/chat. The answers or alerts are from ROOX.

Features

 E1 E2 E3
Entity records ✓ ✓ ✓
Case records ✓ ✓ ✓
Manual entry of diligences ✓ ✓ ✓
Multiple stopwatch tracking for simultaneous activity control ✓ ✓ ✓
Ability for the secretariat to record diligences or expenses on behalf of multiple lawyers ✓ ✓ ✓
Entry of diligences in a temporary case while the client and final case are not yet open ✓ ✓ ✓
Calendar with a function to select days and record diligences on multiple days simultaneously ✓ ✓ ✓
Review of billing proposals/fee notes with direct value adjustments and description corrections ✓ ✓ ✓
Drill-down capability in maps (from summary to detail interactively) ✓ ✓ ✓
Customization of new maps or modification of existing maps ✓ ✓ ✓
Clients with criteria such as (subject description, opening or closing intervals, responsible lawyer, referrer, department, etc.) ✓ ✓ ✓
Cases with criteria such as (description, opening or closing intervals, responsible lawyer, referrer, client group, department, regime, etc.) ✓ ✓ ✓
Indicator maps (date range, employee, department, main department) ✓ ✓ ✓
Billing proposals (responsible lawyer, executor, department, case, client, WIP fee range, etc.) ✓ ✓ ✓
Production maps by case, employee, employee’s department, responsible lawyer, with various filters ✓ ✓ ✓
WIP inquiries by case, employee, department, responsible lawyer, WIP age, with various filters ✓ ✓ ✓
Diligence recording and client billing with fee calculation based on hourly, project-based, or retainer models, with or without caps and additions ✓ ✓ ✓
Monitoring of current account balances for cases ✓ ✓ ✓
Production and archiving of documents related to client cases (drafting templates) ✓ ✓ ✓
Generation of productivity and profitability maps by lawyer, department, and client ✓ ✓ ✓
Debt interest calculation tools and fixed or variable installment payment plans ✓ ✓ ✓
Characterization and control of non-compliance with irregular delivery plans and installment payment plans ✓ ✓ ✓
Certified billing system with registration and issuance of invoices, receipts, debit notes, credit notes, and other fiscal and accounting documents ✓ ✓ ✓
Management of provision requests, receipt, and subsequent use ✓ ✓ ✓
Issuance of documents in multiple currencies (multi-currency support) ✓ ✓ ✓
Issuance of documents in three languages (Portuguese, English, French) depending on the client ✓ ✓ ✓
Management of entity balances and documents ✓ ✓ ✓
Tracking of outstanding debts by client and lawyer ✓ ✓ ✓
Association between reports and billing documents ✓ ✓ ✓
Billing suggestion workflow ✓ ✓ ✓
Report billing wizard ✓ ✓ ✓
Calculation of cost, potential, and reference values for diligences and corresponding average cost, potential, and reference rates ✓ ✓ ✓
BI engine with allocation of billed and canceled values ✓ ✓ ✓
Corporate maps ✓ ✓ ✓
Rate freezing ✓ ✓ ✓
JVRIS document archive   ✓ ✓
Calendar with graphical representation of goal achievement   ✓ ✓
Key performance indicators on worked or billable hours based on set objectives   ✓ ✓
Direct access to Legal BI for lawyer’s dashboard (when LEGAL BI is available)   ✓ ✓
Collection workflow   ✓ ✓
Workflow for scheduling and approving vacations and other absences   ✓ ✓
Alerts for failure to register hours, budget execution, case inactivity, and missed legal deadlines   ✓ ✓
Management of relationships between entities and conflict of interest support report   ✓ ✓
Goal management   ✓ ✓
Support for the concept of diligence eligibility   ✓ ✓
Formal diligence collaborator   ✓ ✓
Shared lawyers by department   ✓ ✓
Information segregation     ✓
Phase-based billing     ✓
Multi-company support     ✓
Multi-currency production     ✓
Legal Project Management     ✓
Integration with iManage Work   o o
Integration with FLOW BPM   o o
Integration with DeepL   o o
Integration with ERP   o o
Financial repository   o o
Time suggestion   o o
LEGAL BI   o o
Robot Citius   o o

Why should I switch from JVRIS to JVRIS EDGE?

JVRIS EDGE is an evolution of JVRIS ADVANCED, a product that has more than 80% of marketshare in firms over 20 lawyers (2021 Observatory). JVRIS EDGE is a platform aligned with the new working paradigm, allowing ubiquitous access from any place and device with a browser. It also adds a set of differentiating factors to the current JVRIS, such as

  • Integrated time capture agent
  • Stopwatches
  • Online report review
  • Drill-down maps
  • Contextualised integration with iManage Work, FLOW and LEGAL BI

How can I upgrade to JVRIS EDGE?

The technical change process is extremely simple, with the consultancy time applied to training and support in the adoption of the new functionalities. The macro interventions include the following:

  • Upgrade to JVRIS version 7.05 or higher
  • Move the platform to the ROOX Cloud if you have less than 50 users (it is optional above 50 users, depending on a set of technical requirements)
  • Consultancy and training in the new features
  • How much does it cost me to change?

The change project depends on the JVRIS version you have, the effort in the implementation and training of new features, as well as the location in Cloud ROOX or the client. This effort translated into hours has a discount of up to 20% of the base value. As regards the licensing model, this also changes from perpetual licensing, for which a percentage is applied to licences, to a periodic payment depending on the number of users. The cost of the solution in the SaaS model (Software as a Service), has a 20% discount for the first 3 years for customers who currently have the perpetual model.

Until when can I use the current JVRIS?

There is no date to discontinue the solution, however the efforts of evolution in innovative features, should go through the JVRIS EDGE and not the current JVRIS. However currently the JVRIS EDGE delivers features for the lawyer, being still necessary to use the JVRIS in backoffice features or functionalities specific to the lawyer.

Depending on the size of the firm, the need to use a client management platform becomes more or less critical. However, our reading of the market is that there are no firms above 15 lawyers that do not use any type of management software. Thus, segmentation is carried out by 3 categories of lawyer groupings, as follows:

  • Lawyers practicing alone
  • Lawyers practising alone and sharing structures
  • Small law firms
  • Currently, JVRIS EDGE is marketed with a minimum limit of 5 licenses, since it is understood that the added value contributed by the solution involves not only the individual control of the lawyer's work with their clients, but also the management of clients in a more holistic manner and shared between a group of lawyers.

Although a lawyer in an isolated practice may benefit from a solution such as JVRIS EDGE, in 2024 a specific version for this segment will be launched, which will be adequate in terms of price and functionalities.

JVRIS EDGE is the evolution of JVRIS

JVRIS is a forensic office management software that has been on the market since 1987, distinguished by its ability to respond to the needs of both legal work and office management. It is a platform that has sustainably satisfied the requirements of thousands of forensic users over these more than three decades. It has more than 350 law firms as clients and around 8000 active users.

Responds to business growth and dynamics

JVRIS responds to your needs regardless of the size of your firm, and the proof is the breadth of size of our clients, ranging from the sole practitioner to firms with over 400 users. JVRIS has over 80% marketshare in firms with more than 20 lawyers in Portugal. It is characterised by its wide-ranging definition of fee agreements, without losing the capacity to control profitability, something essential in a professional services entity.

It is an open platform that integrates with various other products

JVRIS EDGE is an open platform that allows integration with

  • iManage Work document management
  • Intapp Time
  • ERP's SAP, Primavera, SAGE, Sendys, Navision
  • FLOW BPM
  • LEGAL BI
  • DeepL or Grammarly for translation
  • OpenAI for natural language use.
  • ...

You can migrate your data

Depending on the software you use today, or the exploitation you make of it, our experience allows us to guarantee with high certainty that a data migration between platforms is possible. We have experience in migrating all software from Portuguese manufacturers as well as some international ones.

JVRIS EDGE added value

Document management

Archiving and document management for lawyers

The importance of document archiving in law firm management software is fundamental to the firm's efficiency and organisation. Firstly, a well-structured digital filing system allows quick and easy access to the documents you need. Lawyers and staff can consult any document from anywhere and at any time, speeding up processes and avoiding wasting time searching for physical documents. This ease of access significantly improves productivity and efficiency in customer service.

In addition, the use of management software ensures high levels of security and confidentiality. Sensitive documents are protected from unauthorised access by encryption systems and specific permissions. This is crucial for maintaining the integrity and privacy of customer information, complying with data protection regulations and avoiding possible legal problems arising from security breaches.

Finally, a good digital archiving system contributes to better document organisation and management. Through features such as automatic categorisation, advanced search and version history, lawyers can keep documents well organised and up to date. This makes it easier to manage cases, prepare for hearings and draw up reports, as well as ensuring that all relevant documentation is always available and in order. Adopting document management software is therefore essential for the modernisation and efficiency of law firms.

JVRIS EDGE natively has a document archive, but it also has integration with iManage Work 10, NetDocuments and SharePoint.

JVRIS EDGE added value

KPI for Law Firms

Pre-configured indicators

The implementation of Business Intelligence (BI) in a law firm offers numerous benefits, providing a more strategic and data-driven approach. Through customized dashboards and key performance indicators (KPIs), firms can monitor internal process efficiency, identify areas for improvement, and optimize resource allocation, ensuring more effective and informed management.

KPIs are essential for assessing a law firm’s performance, enabling the tracking of metrics such as average rates, WIP values, revenue per lawyer, average billing cycles, and numerous other productivity and profitability indicators by lawyer, client, or department. These metrics support data-driven decision-making, helping firms continuously improve their services and enhance profitability.

Furthermore, BI facilitates the integration of data from multiple sources into a single system, providing a comprehensive business overview. This approach enables a swift response to market changes, ensuring that lawyers remain competitive and can anticipate trends. Continuous KPI monitoring allows for strategic adjustments, the identification of inefficiencies, and the promotion of sustainable growth, fostering more transparent and efficient law firm management.

JVRIS EDGE added value

Interaction with iManage Work and NetDocuments

Document Management Systems for Lawyers

The integration of JVRIS EDGE with the iManage Work and NetDocuments document management solutions provides lawyers with a highly efficient experience in organising and handling documents. With this integration, professionals can centralise all document management in a single JVRIS EDGE interface, contextualised by client and subject, eliminating the need to switch between different platforms. This process not only saves time, but also minimises the risks of errors and inconsistencies in document management, allowing lawyers to focus on what really matters: the practice of law.

What's more, this integration significantly strengthens document security and compliance, since protection is implemented directly in JVRIS EDGE, enabling the propagation of work teams and controlled access to the respective workspaces. In this way, law firms ensure that their sensitive documents and information are protected from unauthorised access, while complying with applicable legal requirements, something that is essential in an increasingly regulated legal environment.

JVRIS EDGE added value

Legal Project Management

Project management for lawyers

Adopting Legal Project Management (LPM) in a law firm brings several significant advantages. Firstly, LPM improves operational efficiency by structuring processes and deadlines, ensuring that projects are completed on time and within budget. In addition, it increases transparency and communication with clients, providing regular updates on the progress of cases and generating greater trust.
LPM also allows for a better allocation of resources, distributing work more evenly among the team, which results in a more manageable workload and reduces the risk of burnout. Another benefit is the ability to proactively identify and mitigate risks, avoiding problems before they become critical. In addition, the use of LPM can contribute to the continuous improvement of internal processes, increasing the quality of the services provided and, consequently, customer satisfaction.

In short, Legal Project Management offers a structured and efficient approach to managing legal projects, providing greater control, predictability and satisfaction for both the law firm and its clients.

JVRIS EDGE added value

Templates

Simplify document creation with the use of templates

Templates are essential in a law firm management application, as they enable the automation and streamlining of legal document drafting, ensuring efficiency and standardization. With pre-defined models, lawyers can quickly and accurately draft contracts, pleadings, legal opinions, and other documents, reducing time spent on repetitive tasks while ensuring legal compliance.

Moreover, using templates minimizes errors, as standardized information and dynamic fields ensure that essential data is correctly entered. This enhances document security and mitigates legal risks. Another key advantage is improved process organization, as documents can be easily categorized and linked to specific cases, enabling faster and more efficient access.+ 

The ability to adapt templates according to current legislation ensures that documents remain up to date and in compliance with applicable legal standards. Additionally, by standardizing written communication, templates reinforce the professional identity of the law firm and maintain a cohesive approach in all formal interactions.

Integration with case management functionalities further facilitates document supervision, allowing for a more structured workflow. As a result, lawyers can focus more on strategic work and legal advisory services rather than spending excessive time on repetitive document drafting.

JVRIS EDGE added value

Time tracking

Multiple ways to record time

If you are a multitasking lawyer who needs to switch between multiple activities throughout the day, it is natural that after a few hours, you may struggle to remember all those micro-tasks. With the complexity of cases, the need to respond to clients, manage deadlines, and draft documents, every minute counts. 

JVRIS EDGE offers two innovative solutions to ensure you don’t lose valuable time: timers and a time suggestion agent. Timers allow you to manually track the time spent on each task, giving you full control over your productivity and enabling better resource allocation. Meanwhile, the time capture agent runs silently in the background on your device, automatically detecting all your actions, from reading or replying to emails, conducting browser searches, consulting case law, or drafting documents.

This way, you get a detailed and accurate record of your time without interruptions. In addition to facilitating fee management and productivity reports, these tools help you optimize your workflow, reduce distractions, and enhance efficiency. With JVRIS EDGE, you can focus on what truly matters: practicing law with precision and strategy.

Interested in this product?

Find out more about

JVRIS EDGE

You may also be interested in

Related products

FLOW

Business Management Platform

Flow is a BPM that allows you the concerted response of the entire organization in the execution of its processes. It already has a set of pre-designed models, such as KYC processes, Conflict Check, Client Intake or even Team Onboarding.

LEGALBI

Business Intelligence

With Legal BI it has never been so easy to explore data from JVRIS EDGE with a Business Intelligence platform, in a dynamic, rigorous and friendly web interface, all with a very quick and simple implementation.

You may also be interested in

Related services

Mergers, splits and incorporations

Law firm IT Setup

Managed Services

Managed Services

Security and Scalability of your Services

ROOX Cloud
Please note, your browser is out of date.
 For a good browsing experience we recommend using the latest version of Chrome, Firefox, Safari, Opera or Internet Explorer.