A powerful case and matter management software that can operate entirely within Outlook™ as a fully integrated component.
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 software integrates incoming and outgoing emails against cases with no user intervention. It will even mark incoming emails in the fee earners inbox as being on file or not.
This versatile system combines case management, 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.
New client, matter creation process including compliance & risk analysis and Automatic Anti-Money Laundering
Full integration to Outlook and synchronisation of tasks & appointments on all devices, including smartphones
Access to files remotely, from all devices and browsers with the ability to record time, create attendance notes, send and receive emails and check management reports (see DPS Web Office)
Legal Accounts integration (fully SRA compliant)
Practice Management Business Intelligence reports available from your Dashboard
Full Text search (advanced document search and retrieval)
Scanned Document management and distribution
Electronic Document Bundling and Secure Delivery
‘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.
Our system allows users to maintain a completely electronic file which can includ faxes, scanned letters, emails sent and received, Excel spreadsheets or any other documents.
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 dialled by a simple point and click.
Digital dictation is built into our case management software 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. Learn more about Team Talk, our digital dictation software.
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 FINANCIAL DIRECTOR accounting software, the user has a rich choice of accounts system.
If you would like further information on this product, or would like to arrange a FREE, no-obligation demonstration please contact us today.