A customisable and comprehensive client and case management solution with a high degree of automation for small to medium sized organisations. The following key areas are managed by the data recording and processing functions within the solution.
This component provides a highly functional data repository for the extensive recording of demographic details relating to all persons and organisations which interact with the business. Key features include
This component extends the CRM capabilities of our base product by providing a tightly coupled case management component. Examples of the configurable case management data include following for each type of case defined within the system
This component is tightly integrated with Microsoft Word and Outlook to provide automated generation and recording of both documents and emails/attachments (sent and received). Main features are
This component provides an intuitive and highly functional tool for the construction and maintenance of lists that are to be used for the generation of either documents or emails for recipients on a nominated list. A generation history log is maintained along with a copy of the template document used for the generation.
A wide range of standard reports are provided to assist with the production of monthly performance reports, annual reports and ad-hoc enquiries. The standard reports can be classified into 3 main areas:
The report layouts for matters opened/closed generally contain details of the number of matters opened and closed during the date range along with the averages and medians for the number of days. Drill-down facilities are also provided to allow for interrogation of the raw data. Export facilities also allow for tailored extracts of the data.
An SQL-based query tool is provided for the creation of more complex queries that are not available via the standard reporting options. An additional security layer is also provided to control access over which users can run which queries. Once a query is generated, the user can perform the following functions with the result set on display
The query tool also allows for the specification of input variables that are used by the query to allow users to easily change the original selection criteria and refresh the result set.