| File Management |
Manage and progress your files more effectively. |
Delivers significant efficiency and accuracy gains to your department by streamlining access to systems and information for all authorised users with a simultaneous 360° view of all files at all times. |
| Email Management |
Provides a complete record of electronic correspondence. |
You can save time filing incoming and outgoing electronic documents and correspondence as well as replace the need for file folder structures within Microsoft® Outlook or with another email system. |
| Document Production |
Save time on document production through standardisation of processes, and a consistent approach in terms of in-house style. |
Users have access to document templates which are populated with relevant correspondent information and adhere to preconfigured in-house styles. |
| Email Integration |
Manage matters and emails within familiar environments. |
Continue to handle matters from within systems you are already using and familiar with, e.g. Microsoft® Outlook. |
| History |
Record all documents, emails, file notes and tasks completed related to a matter. |
Gives you a complete and auditable history of all recorded data in a case which can be categorised by a user by file type for easy access and retrieval. |
| Time Tracking |
Easy time tracking and recording. |
Time recording can be used to value the work-load in progress, to provide statistics to evaluate the department’s performance and to monitor its value to the business. |
| Panel Management |
Manage files allocated to external law firms. |
Achieve efficient workflow with your external legal panel firms. |
| File Inception |
Files can be categorised or classified by task, dates and activities. |
Allows easy tracking and categorising of files. New instructions can be opened and work can commence on the file within minutes of receipt including electronic receipt to the instructing department. |
| Correspondence |
Launch and record external and internal correspondence. |
All correspondence is recorded to a file, saving time and providing a searchable audit trail of correspondence. |
| Alerts |
Set and receive alert messages. Ensure activities are not missed. |
You can have full confidence that the legal team has not missed anything whether it is a key deadline or activity. |
| Scheduled Activities |
Configure the solution to set up standard activities associated with a file, which are recorded against it. |
Ensure consistency of processes and compliance with departmental procedures. |
| Key Dates |
Users can view, open, add and process tasks associated with key dates, and all activity is recorded to file history. |
Enables you to manage risk and the pace at which a file is progressed. A file cannot be closed if there are key dates outstanding. |
| Team Members |
You can build a record of colleagues who are acting as team members on a file. |
Makes the inception process more efficient as you can select from an existing list of team members or input new data for the first time, so that the record holds details of their name, job description, internal telephone extension, etc. |
| Parties |
Record, amend and add Parties. |
Create a user-friendly and efficient database of Parties which meets consistent correspondence protocols. |
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