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.
Automatic Online AML
Client and Matter conflict search
Client and Matter risk analysis and email alerts and escalations
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
‘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 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.
Download the below white paper to acquaint yourselves with the benefits derived from using the right case management software for your business.