Case & Matter Management Solution
Case Management
- Delivers powerful Case Management and professional service automation systems for every organisation, department and work type.
- Used by 1000's of legal firm users for Conveyancing, PI, Matrimonial, Debt, Probate, Insurance and many other types of work.
- Enables you to implement and monitor the IT/Quality standards and de-risking measures required by leading panels & 3rd parties, i.e. LMS, AA, RAC, Halifax PLC.
- Powerful workflow engine saves time/cost by automating all of the administrative work, i.e. creates letters and documents. It also removes the risks, i.e. limitation date, checks before exchange etc.
- Special 'chase' mode makes sure any prompt recurs continually until cleared, i.e. chase search fees, chase title deeds.
- One-click letter and document production process saves a huge amount of dictation and secretarial time.
- Key letters and documents can be drafted intelligently according to status of case file No need for expensive add-ons like Hot-Docs.
- Documents can be printed, faxed or e-mailed completely automatically (requires compatible fax/e-mail server).
- 'In-tray' will enable you to allocate scanned documents and e-mails to each case for an 'all-in-one' view of the entire case. The system can even automatically find and self allocate e-mails to the correct case using references in the subject or body of the e-mail.
- Task planner monitors all outstanding activities and informs all individuals of outstanding actions. This stops files lingering, reduces WIP and impresses clients.
- Case tracking with progress reports which can be available to clients and 3rd parties (i.e. estate agents, introducers) on the Internet.
- A centralised shared name and address file means all addresses, i.e. solicitor, agent, hospital etc., are only ever be entered onto the system once. When a change is needed this needs only to be made once and this will take effect in all files .
- Auto Review report & find by 'exception' user-defined reporting system highlights specific actions and also general issues and trends so that strategic decisions can be made.