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A completely new case and matter management system that can operate entirely within Outlook™ as a fully integrated component.

Alternatively the Vista Version can work as a standalone module; whichever way the user chooses to use the software the same databases are updated and everything is kept fully up to date.

Email as an environment is becoming increasingly popular and even the most luddite of fee earners are inevitably in Outlook. The Outlook Office case management system integrates incoming and outgoing emails against cases with no user intervention. It will even mark incoming emails in the fee earners in-box as being on file or not.

This versatile software combines case management, with the phone, digital dictation, task, web and text messaging with a full power document assembly engine that allows emails, letters and documents to be assembled against cases quickly and easily.

'smart' letters, documents and forms are merged with information from the appropriate case file whilst automatically choosing appropriate paragraphs and text depending on case circumstances.

Fully integrated to the phone Outlook Office allows live attendance notes to be recorded and saved against files along with the time recording. Phone numbers are dialed by a simple point and click.

Digital dictation is built into case & Outlook meaning that the user can simply click against a case file, dictate, and track all the work stages as they are being done. Emails, letters and documents can all be sent with dictation attached to them for transcription by a secretary. Work can also be sent to outsource companies and automatically routed to the correct fee earner for checking or secretary for printing when returned.

With an integrated accounts system Outlook Office also shows the ledger card, cheque requests and billing requests on the accounts right inside a simple to view Outlook pane.

Offering links to ELITE™, TFB™, CIVICA™ and PILGRIM™ and our own CASHIER accounts systems the user has a choice of accounts system.

The product redefines user friendliness and allows a fee earner to open one software product that they are already familiar with and do all their work.

Outlook Office is a full function and compliant Microsoft Office component that uses the Microsoft SQL database for data storage and manipulation in the background.

Training needs are minimised as the software behaves, looks and feels like Outlook which most users are already familiar with.

For more information on this product, download our product brochure by clicking the link below (3mb PDF)

Download Brochure

For further information or a demonstration, please Email us or telephone 020 8804 1022.

To view an online demonstration click here