Compliance screening

​From service and expense recording to post-calculation, costing and controlling: With Vertec you are optimally positioned as a project- or mandate-oriented service company. With the Business Intelligence module, you can even visualize data directly in the Vertec interface.

A complete overview can be found in the overview of features.

Vertec offers extension for Microsoft SharePoint Online (Microsoft 365) and iManage. The Vertec sales partner Lean Business AG distributes an M-Files Connector for Vertec.

In order to provide the Vertec Cloud Suite, we use the infrastructure of external service providers based in Switzerland, Germany and Austria. We guarantee our customers a high standard in dealing with information security.

You can find out more about our partners on the page subcontractors. In our blog article Vertec lives high security standards, we explain in detail why security is particularly important to us and how we implement security standards.

“Business-oriented law firm management” means that in addition to file management, deadlines and invoices, Vertec also provides you with all the important data for the economic management of your law firm. This is completed by our “best-of-breed” understanding of software and our practice-based industry expertise for the rapid development of individual functions. The concept is based on easily customizable functions, which yet cover 80 % of the industry's standard requirements.

With only little effort, your specific requirements can be implemented in your software solution quickly and easily. Vertec stands for industry expertise, developed together with our customers in Germany and Switzerland.

Yes, Vertec can be used on Macs using the Web App. The Web App works with the most common browsers. The Web App accesses exactly the same business logic that runs on an application server. The pages can also be parameterized, and the functions are available from anywhere. Limitations in comparison to the Windows apps can mainly be found in extensions. Mobile use is possible via the modern Phone App, which is available for free for both iOS and Android.

Yes, you can use an existing Excel template to import customer data such as address and telephone numbers from your previous program or address book into Vertec (see also Address Import). Alternatively, individual address migrations from existing databases are also possible.

You may test Vertec for 30 days free of charge and without obligation in your personal test environment.

Start your free trial now. 

Yes, Vertec is a law firm software that is specifically designed to run your law firm economically successful. Vertec is particularly suitable for modern law firms from 20 employees.

Vertec is available in On-Premises operation or runs in the Cloud Suite.

The scope of features ranges from collision checking to mandate management and deadline monitoring to individual invoicing processes, debt management and profit distribution.

In short, all typical processes that occur in a law firm on a daily basis are mapped.

As the ideal foundation for successful law firm management, Vertec helps you increase your productivity by providing you with just the tool you need to efficiently organize your law firm, digitize workflows and ultimately ensure smooth case and mandate management.

Vertec adapts to your processes – not the other way around.

A software for law firms is a specialized software for lawyers that optimizes the everyday work of the legal professionals. For example, it continuously maps processes and thus creates transparency in your daily business. It focuses primarily on mandate-related and billing-relevant tasks.

Typical features include:

• File and Mandate Management
• Collision checks
• KYC
• Time tracking and recording
• Deadline monitoring
• Fee billing (e.g. via RVG in Germany)
• Debt management
• Document management
• Invoicing and controlling

Law firm management, on the other hand, describes the holistic organization and management of a law firm – in terms of legal, business administration and staff. A modern law firm software is part of efficient law firm management and contributes to smooth work.

The areas of law firm management also include:

• Organization of workflows and processes within the law firm
• Planning of staff on cases and mandates
• Controlling and analyzing relevant KPIs (such as turnover/billables, capacity utilization, profitability)
• Client retention
• Strategy and law firm business development

Law firm management is therefore to be considered in a more comprehensive way and goes beyond the purely legal features of a law firm software. Law firm management is the strategic and organizational approach that sees the law firm as a business enterprise that needs to be run economically successfully on the long term. Law firm software, however, is much more the operative tool for your daily work.