Case
Management

Case Manager is a complete matter management tool specifically designed for the legal market. It enables Fee Earners and support staff to easily produce documents, requisitions and forms, including CDS forms if required. Its seamless integration with Microsoft Office automates the retrieval, filing and storage of documents.

All events are kept in ‘Case History’, which makes up a complete diary of events. The automatic key date notification, ensures the user does not miss critical dates.

KEY FEATURES

• Document Production
• Custom Workflow Templates
• Limitless User Defined Fields
• Electronic Legal Forms
• Automatic Time Recording
• Time & Disbursement Budgets

User defined workflow templates are available for most work types and help to control the procedural flow for a specific case. The user can create new templates or choose to edit an existing template.

Matter Manager is simple to use. It automates a variety of tasks, allowing the user to track and plan their matters from inception, to creating the final bill. Management of matters is easier and faster reducing the daily workload.

Matter Manager enables your firm to implement and control standard working procedures to achieve recognized quality standards i.e. Lexcel Certification and ISO9000.