Fee Earner Desktop
Database & Setup Wizards
Incorporating completely automated checks for conflicts and duplicates and providing anti-money laundering compliance, the system will guide fee earners and other front office staff through the important issues of setting up new clients and matters correctly and making sure they enter all of the required information.
The system will also give more power to the elbow of your Marketing department by enabling the addition, in your own time, of user-defined profiling criteria which can turn the system into a valuable Marketing/CRM system for driving newsletters, mail-shots and PR events - not forgetting the annual Christmas card list.
- Completely mouse-driven and fee earner friendly with full data validation throughout. System uses familiar MS 'wizard' style of operation to ensure each stage is correctly processed.
- Incorporates checks for conflict of interest, duplicate clients and anti-money laundering so that they cannot be ignored.
- When used by fee earners eliminates paper based form filling and delays in getting file numbers so that time recording can begin immediately.
- Conflict of interest checking enables the use of all contact fields including name, address, date of birth, etc.
- Any format of file numbering (inc alpha prefix) can be used so you will not have to change your existing system. We can even add an alpha prefix or rehash the numbers giving more expansion.
- Multiple contacts per case, e.g. billing address, associated contact, makes conflict searching more powerful and allows you to generate 3rd party and split bills with ease.
- Matter archiving system enables details of all files to remain 'on-line' Archive identifies storage location, last user and review/destroy details so retrieving paper file is quick and easy.
- Fully LAFQAS compliant - gathers all required legal aid rates, references and matter start codes during file setup.
- Client details are comprehensive and can be edited at any time. Marketing info added later turns the system into a CRM resource for events, mail shots, newsletters, Christmas card list, etc.
- Being MS-SQL Server based the system is accessible via MS Word & MS Excel. This opens up the entire database for customised query, merging and reporting.