 |
The efficient use of cost-effective tools to optimize your in-house
resources will maximize your chances for business success.We provide the tools to help ensure that success |
|
|
|
|
|
 |
|
|
| Document Management Software (DMS)
The DMS System is a solution for managing and storing case information more efficiently
than a stack of paper or a DVD. The system manages the case files so you and your
staff know instantly what is transpiring on a given case to keep your client well-informed.
Listed below are some examples of how the software works and how it can help.
| Client Page |
|
The dashboard informs you of the total number of cases and the status of each case.
The Cases Summary List informs you of the Complete or Incomplete cases. The incomplete
ones inform you that something is missing to get the case started.
Scroll over image to enlarge >> |
 |
| Adding a New Case |
|
Adding a new case is simplified by completing the tabs across the page
- Client Information: Enter client information
- Case Information: Enter in case information and your case number
- Provider Information: gives you a list of providers to choose from
- Law Firm Inputs: You can download info directly into the DMS system
so you can manage the case more effectively and add other info as well
- Summary: makes sure all information is completed
Scroll over image to enlarge >> |
 |
| The 360 View |
|
This page gives you complete details of the client's information such as status
of the retrieval process, case number and all case providers and downloaded information.
Scroll over image to enlarge >> |
 |
| Case Query |
|
Communication is key when dealing with client and case information, which is why
all our communication with the firm's staff is listed in the case query portion
of the software. It will keep you informed of all emails and communications related
to a particular case.
Scroll over image to enlarge >> |
 |
| Reporting Tools |
|
Activity reports can be generated at any time
Updates in Case Details
|
Providers |
Law Firm Inputs |
Activities
|
Provider Activities
|
Documents from |
Invoices from Providers
|
Review Tab
|
Case Query |
Scroll over image to enlarge >> |
 |
| Reports can be printed or downloaded to a: |
|
| Excel Spreadsheet |
PDF |
| Word File |
XML |
| Crystal Reports |
Rich Text Format |
- The DMS software keeps you well-informed and provides up-to-date transparency on
your case status.
- The security we provide helps you become more HIPPA-compliant in the way you store
sensitive information.
- Our expertise in gathering information and the demand writing process will help
you win more cases at a lower up-front cost
Scroll over image to enlarge >> |
 |
| |
|
|
|
|
|
