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Description
casePRO is a proven solution utilized across various sectors by clients seeking adaptability and a software that offers outstanding durability and return on investment. This platform serves as a comprehensive toolkit, allowing the final solution to be tailored to align with your business operations, enabling you to evolve and expand for the future. By streamlining your workflows, it enhances both your control and compliance capabilities. The system is adept at automatically capturing new inquiries directly from your website while efficiently handling numerous cases or files throughout your organization, including the automatic creation and dispatch of standard documents. Additionally, casePRO provides thorough tracking and management of all data, phone communications, emails, text messages, and documentation. Each case within casePRO boasts a complete audit trail, incorporating all activities related to case viewing, ensuring transparency and accountability. This level of detail is invaluable for maintaining regulatory compliance and operational integrity.
Description
We excel in offering innovative solutions such as Online Case Tracking (Portal), Case Management Software, Document Management, and Client Relationship Management/Business Management systems that cater to a diverse array of business sectors. Our clientele includes a wide spectrum of organizations, from large limited liability partnerships to small two-partner firms, as well as government entities and various commercial enterprises, including both large corporations and small to medium-sized enterprises. The platform provides a comprehensive overview of all cases within the system, with selection criteria that enable users to filter and sort results efficiently. Users can easily export their results to Excel with just one click. Accessing a specific case is as simple as a single click, and the workflow can be tailored to align perfectly with your unique needs. We are dedicated to collaborating with you to optimize the efficiencies that can be achieved by utilizing Legis Synergy. Additionally, our robust Document Management system offers the capability to search across all cases or showcase all incoming and outgoing documents for a particular case. Documents can be seamlessly uploaded to the case with a convenient drag-and-drop feature, simplifying the document storage process and enhancing overall productivity. Overall, our aim is to streamline your operations and improve case management efficiency significantly.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Advanced Software
Founded
2001
Country
United Kingdom
Website
www.advancedsoftware.co.uk
Vendor Details
Company Name
Legis Solutions
Website
www.legissolutions.co.uk
Product Features
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
