Legal Case Management
Top 5 features of Access Legal Case Management System
How law firms better use and understand their data is critical to building a more efficient and profitable firm for the future.
1. Browser-based
The fact that Access Legal Case Management is browser-based means you are able to log in anytime, anywhere and on any device. This gives law firms the complete freedom to grow in the direction which best suits them. Multi-Factor Authentication means that any data or documents and other sensitive information held in the system are secure.
2. Editable Dashboards
One of the smaller features of Access Legal Case Management sits at number 2. There is no denying that the Dashboard is great to see a top-level view of what is going on for an individual, but being able to edit the dashboard by removing or adding certain snapshots allows the user to have a personalised view.
3. Client Portals
The client portals are a really useful feature in cutting down the direct contact you have with clients whilst keeping them fully informed as to the progress of their case. You can send documents which require completion, which can be viewed, edited and submitted back by the client from their portal view share milestones with clients or other parties through MLS.
Your clients can download the Safechat App which is the mobile version, and through the use of Safebox you can send extremely large items such as document bundles securely.
4. Opportunities Module
The Opportunities module is a fantastic way of logging any enquiries your law firm may have.
It can be linked to the Access Legal quotation feature which is placed on your website and register any interest you have received.
From the opportunities module you can send out certain documentation and once the potential client has decided you are the firm of choice.
The opportunity will become a live matter with all the data and documentation transferred into the live system.
5. Electronic Signatures
Completing documents and letters is all well and good for a case management system. Once complete these sit on the case file and can be emailed out, but what if you need to sign the document?
With Access Legal Case Management you can scan in your signature and stamp these on documents, digitally signing the paperwork with either your own or company's signature.
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