We're On the Case, Management in the Internet age

Management of clients, their matters, agents, contacts and associated documents, events and tasks can all be managed with a flexible user interface that enables easy navigation.

The system allows maintenance of clients and prospective clients, with contact details maintained and accessed in Outlook or extracted into Excel or Access databases to support mailings.

Workflow can be used to faciliatate and standardise information gathering when setting up and progressing cases and matters by asking questions, taking decisions based upon the answers given, and by making suggestions as to possible actions available. It can create personalised letters and other documents from standard templates, and requests the information required for documents and to send emails.

Features include:

• Client and Prospect maintenance and enquiry, with workflow to ensure collection of all necessary information for new clients for money laundering checks
• Maintenance of agents, referrers, and other parties, such as accountants, banks and statutory bodies
• Contact Maintenance and Enquiry, fully integrated with Outlook
• Full Client and Matter enquiry and reporting.
• Documents creation with user definable templates and mail merge facilities
• Attendance Note recording
• Ability to work offline with local copy of data and documents, with automated synchronization on reconnection
• Extendable data schema to support user definable data fields for customised information requirements
• Google like Search facility to look for partial text searches in any field
• Notification of events and reminders to clients and staff through email and SMS text messaging