Law Firm Management - the Economical Approach
As a central hub for economic management, Vertec adds high value to modern law firms.
Run your law firm as a commercially successful company
For us, “law firm management with an economic focus” means: Vertec focuses on the profitable management of your law firm and thus ensures the economic and procedural success of your legal service type. This makes Vertec the preferred KMS (law firm management system) for commercial law firms from 20 employees.
In addition to the industry-standard features for file and deadline management, time tracking and invoicing, Vertec focuses on where modern law firms want to go: effective and efficient processes, up-to-date customer management and sound business fundamentals for the successful management of the firm.
More than half of the large commercial law firms in Switzerland rely on Vertec. This is strong evidence that we understand your business.
Added value for more than 1'200 customers
"In the first few months since our foundation, we saved about 50% of the workload involved in invoicing."
Yvonne Fester
Office Manager
Ubber Labour & Law Partnerschaft mbB
“With Vertec, we have found a total solution that the market has not been able to offer us in this form so far.”
Philipp Steinelt
Commercial Director
RITTERSHAUS
“Vertec is always open with us and an indispensable tool. I can get to the daily big picture with just a few clicks.”
Sandra De Vito Beer
Lawyer, Partner, Managing Partner, Member of the Board of Directors
Bratschi AG
“The evaluations with Vertec help us to gain valuable insights in strategic planning.”
Moreno Bellido
Head of infrastructure
Walder Wyss AG
Features for modern law firms
Made for the requirements of both today and tomorrow. Vertec features offer noticeable added value
out of the box and can be individually customized, if needed.
CRM for lawyers
Easy handling of all contact data makes daily business in your law firm straightforward.
- Save, search, change: quickly and easily in Vertec
- Runs seamlessly with Microsoft Outlook
- Everything at a glance thanks to the activity feed
Addresses and interweaving
In Vertec, interweaving of companies can be mapped by assigning parent companies and subsidiaries. A company can have only one parent company, but any number of subsidiaries. More details can be found in the article on our Knowledge Base.
Activity feed
The activity feed provides a complete history of all activities related to projects or cases. Authorized users get a useful overview of everything that is happening related to a project or a case. Thanks to the Vertec Outlook App, this information is also available directly in Outlook.
Follow-ups
Use activities to manage tasks. With follow-ups, you can assign a responsible person and set a due date to a task. With notifications, you can get easily notified of due tasks.
Campaigns and mailings
Use keywords to select contacts for campaigns and mailings. Use the exported data for a variety of marketing and communication tools.
Event management
Event management supports you in the planning of corporate events and makes it easy for you to manage leads, attendees and cancellations, evaluate events and billing.
Vertec and Outlook
Vertec is deeply integrated into Outlook and allows you to work with both tools without having to switch all the time. In Outlook it is possible to:
- Create new contacts directly in Vertec
- Accessing Vertec addresses
- View the activity feed from Vertec in an Outlook sidebar
- To store incoming and outgoing emails directly on a case or client
Full-text search
Thanks to intelligent root search and consideration of similar terms, you get accurate search results by indexing texts from contacts, projects/cases, documents, emails and attachments.
Justitia.Swiss
The knowledge base article "Justitia Swiss" shows how the function Justitia.Swiss works in Vertec for law firms.
Justita.Swiss
Recording of services and expenses
Services and expenses are entered centrally on cases. Simple, fast and even with your smartphone.
- Entering takes just a few seconds
- Easily reimburse expenses or bill clients
- Manage services and expenses with approval processes
Recording with timer, flat rates and service types
Time recording in Vertec offers various optional options.
- Enter with timer (stopwatch)
- Enter with pre-defined service types (unit prices, individual hourly rates or per diems)
- Enter on fixed price-rate phases/partial mandates
Turn Outlook Calendar Entries into recorded time
Record time and services directly in your Outlook Calendar. Appointments can easily be turned into recorded time or activities.
Open, manage and evaluate cases
Individually customizable to the requirements of your law firm.
- Open files with important functions such as conflict check and GwG (Germany)
- Use mandate templates to save time and ensure quality
- Manage your deadlines, follow-ups and appointments easily
Deadline monitoring
The blog article "Deadline monitoring for lawyers – simply implemented with Vertec" shows the practice-tested handling of deadlines in Vertec.
Deadline monitoring
Conflict check
The Knowledge Base Article Conflict check shows and explains how this function for law firms is implemented in Vertec.
KYC, money laundering law and compliance
Field-proven management of KYC requirements is easily done with the Vertec features KYC (Know Your Customer) and Compliance Prüfung
Customer solution: Generating rubrum
Individual solutions for creating and updating rubrum have already been implemented.
Rubrum contains the most important information about the client and the content of the case. Rubrum later also includes the mandate interests and can be overwritten. In addition to the code, the representation also contains the client and the field “In matters”.
Customer solution: Time limit calculator
For the extended management of deadlines, customer-specific time limit calculators have already been implemented. These refer to country-specific rules and provide convenient views of the start and end of deadlines in Vertec.
Third-party money management
Third-party money management in Vertec helps you manage third-party funds securely, transparently and in compliance with the rules. With the feature, you create clear responsibilities, keep an eye on open balances and can use debt funds to pay invoices in a controlled manner.
Case participants
This feature helps to clearly enter and present ownership relationships in cases.
Lawyers maintain an overview of which individuals or organizations are involved in a case and in which role. Integration into the conflict check is particularly useful: participations can be automatically considered. This minimizes risks when accepting a client and supports compliance with professional law settings. The assignment of roles can be flexibly adjusted, so that individual structures can also be easily mapped.
Charging services
Charge services efficiently and time-saving with Vertec.
- Services and expenses are charged in just a few clicks
- E-billing with LEDES and XRechnung (Germany) standards supported
- Billing by time, flat rate, RVG (Germany) and quotas
E-Billing in Vertec
Vertec supports the create of invoices in the formats LEDES, ZUGFeRD and XRechnung. Detail can be found in the Knowledge Base articles LEDES Export and invoices according to ZUGFeRD Standard (XRechnung).
Invoice splitting
Define several invoice recipients and divide the invoice proportionally.
Invoice splitting in Vertec
Approval of outlays, services and invoices
Individual approval processes ensure quality and compliant processes. Vertec adapts to your processes, not the other way around.
Semi-automated dispatch of invoices
Documents such as invoices can be attached to Outlook emails and sent from Vertec. Alternatively, you can also dispatch them via SMTP and directly from Vertec.
Evaluate performance
Vertec offers business intelligence (BI) solutions that enable law firms to efficiently evaluate mandates
- Analyze KPIs such as revenue and costs per employee or case
- Analysis and presentation of the revenue share per professional carrier
- Create reports and compare different cases or periods
- Use data from Vertec in other BI programs like Microsoft Power BI
Business Intelligence
Enable data analysis with rich Business Intelligence (BI) views right in Vertec. Bar, line and pie charts visualize your data and provide valuable insights. BI metrics can be configured individually and displayed from different dimensions. Create forecasts based on data such as sales probabilities.
BI revenue share
Vertec BI revenue share
Resource planning
Maximize employee capacity with comprehensive resource planning solutions for law firms.
- Planning at mandate level with assignment of employees and teams
- Detailed views of employee capacities with absences and congestion
- Integrates different resources such as skills and working hours
Ideal in standard configuration, perfect with your individual customization
Vertec already offers all the important functions for business processes in law firms “out of the box”. Additional features and functions can be implemented on request shortly to meet your personal requirements.
- Vertec remains updatable if customized
- Use standardized additional features for free
- Customization brings agility and hence makes your solution future-proof
2:54 min
A new approach to law firm management – the perspective of stakeholders
Benefits for partners
- Managing your law firm economically
- All important data at a glance
- Agile adapting to new needs
Benefits for the back office
- Lean mandate processes
- Approval processes for maximum compliance
- Extensive process automation
Benefits for the IT department
- On-prem or cloud: secure in any case
- ISO27001 certified
- Role concept with access restrictions
This is our approach to modern law firm management
Best-of-breed
Best-of-breed means using the best products in a category. Vertec follows this strategy by focusing on its core competencies such as contact management, mandate management, invoicing and controlling.
Seamlessly integrated
In line with the “best-of-breed” strategy, Vertec can be seamlessly integrated in different work environments. Standard interfaces enable fast integrations, and individual connections complete interoperability.
Customizable
Even with its core features alone, Vertec yet adds high value for more than 1'200 customers. Additional features expand the range of functions, individual customization make Vertec the ideal solution for you.
Managing your law firm economically
- Evaluate performance
- Map partner evaluations individually
- All your KPIs at a glance
Solutions for your needs
- All important functions for law firms
- Individually customizable
- Incl. conflict check, GwG (Money Laundering Act, Germany), KYC and much more
Secure, high-performance and integrated
- Certified cloud hosting in Switzerland
- Also available as an On-Premises solution
- Various standard interfaces to peripheral systems
How well does Vertec fit to my law firm?
How can Vertec be connected to a document management system?
Vertec has an interface to Microsoft SharePoint Online (Microsoft 365). The Vertec sales partner Lean Business AG distributes an M-Files Connector for Vertec. Customer-specific extensions also exist for the DMS iManage, for example.
What exactly does “business-oriented law firm management” mean?
“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.
How does Vertec acquire industry expertise?
Each law firm has individual requirements – be it for mandate processes, approvals or individual evaluations. Throughout our implementation projects, customer solutions are created that fit exactly to the relevant law firm. Our know-how from these implementation projects is used to further develop our software and make it better.
Different customer projects thus create a common basis for functions such as invoice splitting or deadline management. As soon as a completed function is ready, we publish it for free as an “additional feature” on our Knowledge Base. This is how industry expertise becomes software.
The field-proven additional features usually provide at least 80 % of the functionality of a requested function. The 20 % remaining can be delivered lightly and quickly with individual adjustments.
How can important data be migrated from legacy systems?
The migration of data from legacy systems to Vertec is an important part of a successful implementation project. The blog article What is a good balance of migrated data? shows the differences between minimal variants and full migration.
As for law firms, data must also be considered for the conflict check. Our experienced project management team has already supported numerous migrations and is happy to support your law firm as well.
Can reading and writing rights be restricted?
Yes, it is possible to allocate different user rights in Vertec. These rights are then valid throughout the Vertec software.
The following permission types are possible:
- Data read only
- Execute reports and scripts
- Edit data (write, enter, delete)
User rights apply on user group level and affect all users of a specific user group.
Is it possible to extend the 30-day test?
Test instances are created fully automatically via our Customer Portal. The trial period is 30 days and ends automatically. For technical reasons, it cannot be extended.
Alternatively, before the 30-day period expires, you can either renew it by purchasing at least one Vertec license or sign in again with a different email address. Purchase of a license will allow you to continue working with the database and URL used in the original trial period.
Performance Check
Find out in 3 minutes how Vertec can improve your firm performance.
17.07.2025
Customer Feedback 2025
What excites Vertec customers and where do they see potential for improvement? The results of the 2025 customer satisfaction survey are here.
01.07.2025
Type 1 or Type 2? How to Test Vertec the Right Way
Not everyone tests software the same way. Whether you’re a hands-on tester or prefer a guided demo – here’s how to evaluate Vertec effectively.
27.05.2025
Online Event for Lawyers: Mandate Opening and KYC with Vertec and Legalian
Recording Online Event for Lawyers: Mandate Opening and KYC with Vertec and Legalian
28.04.2025
Vertec 6.8 brings major innovations
These new features are waiting for you in our major release Vertec 6.8.
10.04.2025
Overcoming the Fear of Implementing New Business Software
Fears about implementing new business software are completely normal. In this blog, you’ll learn how Vertec can help you overcome these challenges.
24.03.2025
Second user conference for German law firms
Intensive exchange, lots of good ideas: The second user conference for law firms in Germany was a great success.
04.02.2025
From On-Premises to Cloud: How Libera AG Saves 25% Costs
Libera AG successfully migrated from Vertec On-Premises to the Vertec Cloud Suite. See how this step led to a 25% reduction in IT costs, increased efficiency and simplified support.