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Complete capability listing: |
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Extremely comprehensive matter data entry fields |
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Fully calculating Cost and Disbursement totals and VAT rates |
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Specialised document production – more robust than MS mail merge – able to access any of a matters or related contacts data for input into fully editable documents |
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Customisable matter Step track with definable views providing colour coded progress, reminders and including attached editable documents that can be printed, saved or emailed via MS Outlook |
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Ability to create personal Generic documents with a comprehensive range of standard forms included by default |
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Simple to follow User Interface – with Wizards to assist easy creation of matters and quotes |
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Ability to predefine cost and disbursement values in Quotes and Matters |
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Comprehensive search screens – to find the matter that you want to get to |
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Easy to use Contacts database for all Estate Agents, Solicitors, Referrals etc |
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Extensive range of Active Matter and Practice overview reports (including things like OS1, Fixed Rate warnings and overdue matters |
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Comprehensive Audit Trail records – overview of which user has performed certain actions |
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Win New Fees marketing opportunities functionality to allow mailshots to useful contacts and obviously clients to promote cross-selling of legal services that your firm offers |
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Efficient data retrieval process – allows safer use of large matter data over any sized network |
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Web links to Online Search Providers – passing essential matter information |
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Customisable web links to your own useful websites |
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Comprehensive and editable Time Recording for matters, reporting and definable cost limits for warnings as you progress |
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Matter Notes section with attached documents and optional Alarms to remind you of important tasks |
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Disbursement locks for existing matters for impending Fee Updates (that way old matters retain their old accurate fee and all new matters have the new fee) |
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Defined Stamp Duty and Land Registry values for auto insertion |
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Backing up of data and easily email-able to Courage & Co for quick support |
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