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PTS - Project Tracking System

Product

Project Tracking System

Comprehensive project, task, and billing management purpose-built for litigation support operations. PTS gives you full visibility and control over every aspect of your work.

Contact Sales

60%

Faster Billing Cycles

85%

Reduction in Manual Entry

50K+

Projects Managed

Structure

How Doculogix Is Organized

  1. Client
  2. Matter
  3. Project
  4. Service Request
  5. Task

Time & Billing Capture

Client through Task form the organizational structure. Time & Billing Capture is the result of work completed on tasks.

Every engagement in Doculogix starts with the Client, then the Matter, then Projects and Service Requests, down to individual Tasks. When a service request is submitted, tasks are automatically created based on its service request type and can be auto-assigned to an individual, department, or group. Every assignment shows up instantly on real-time dashboards so you always know what's due, who owns it, and each person's current workload. When someone is overloaded, managers can reassign work in a click. Custom fields can be added at every level, and service request forms are fully customizable so your intake captures exactly what your team needs. As tasks are completed, time and billing are captured automatically, so work flows straight into invoicing without re-entry.

Matter-Centric Structure

Organize all work by Client and Matter so nothing gets lost across cases.

Custom Fields Everywhere

Add your own fields to clients, matters, projects, service requests, and tasks.

Customizable Service Request Forms

Build intake forms that capture exactly what your case teams need to submit.

Service Request & Task Assignments

Tasks are created automatically by request type and auto-assigned to an individual, department, or group.

Real-Time Workload Dashboards

See what's due, who owns it, and each team member's workload, then reassign work in a click.

Time & Billing Capture

Time logged on tasks flows directly into automated billing and invoicing.

Features

Everything You Need to Track Litigation Projects

PTS was built from decades of hands-on litigation support experience, designed to handle the complexity of real-world operations.

Work Order Management
Create, assign, and track work orders from intake through completion with full audit trails and status visibility across your entire operation.
Time & Billing Capture
Capture billable and non-billable time with integrated expense tracking. Flexible rate structures support client, project, and task-level billing.
Automated Billing
Generate invoices automatically based on tracked time and expenses. Support for multiple billing formats, approval workflows, and direct client delivery.
Task Management
Automatically create tasks from submitted service requests based on request type and auto-assign them to an individual, department, or group. Schedule tasks, report on people and client metrics, and automate production report emails.
Resource Management
Allocate staff across projects, monitor workloads, and identify capacity constraints. Ensure the right people are on the right projects at the right time.
Configurable Workflows
Define custom workflows, approval chains, and escalation rules tailored to your organization. No two litigation support operations are the same.

Benefits

Built for How You Actually Work

PTS replaces fragmented tools and manual processes with a single, unified platform that grows with your operation.

  • Eliminate manual spreadsheets and disconnected project tracking tools
  • Reduce billing cycle time with automated invoice generation
  • Gain real-time visibility into project status and resource utilization
  • Improve profitability with accurate time capture and expense tracking
  • Ensure accountability with complete audit trails on every action
  • Scale operations without adding administrative overhead

Two Standalone Products, One Unified Solution

PTS is a standalone product designed for Litigation Support Providers specializing in copy and scan workflows, while EWM is a standalone product tailored for providers focusing on eDiscovery processes. For organizations that handle both service lines, PTS and EWM integrate seamlessly to provide unified project management, billing, and reporting across your entire operation.

Learn about EWM

Ready to Streamline Your eDiscovery Workflow?

Start your 60-day free trial today. No credit card required. See why 100+ law firms and litigation support providers trust Doculogix for their litigation workflow management.

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Or call us directly at (888) 436-2856