System Features

Documents

• Saving and retrieval of all documents
• Stores outgoing and incoming documents (scanned or network documents)
• Flexible document list and search facility
• Complete integration with email (incoming and outgoing)
• Time recording facility
• Document and time review facility

 

To do lists

• Flexible and filtered to do list
• Priority coding
• Secure supervisor and escalated activities to ensure service standard compliance
• Repeat activities for periodic reviews

 

Diary

• Individual appointment diary
• Group meeting planner
• File key dates automatically displayed
• Appointments can be linked to a file
• Extranet diary access

 

Details

• Allows data recording for management reporting information
• Repeat activities prompts data update
• Case level detail storage provides easy user access
• Global level details allows recording of system wide information

 

Involvement database

• Database allows efficient creation of files and documents
• Includes complete list of courts and large insurer database
• Advanced search facility

 

System logic

• Automated document selection
• Conditional next suggested action