CASE MANAGER "STANDARD VERSION" Click To View Videos Of Features

Features Included In Case Manager Standard Version

Easy to use. No navigating from screen to screen to enter data. All job data is on
a single screen. All service data is on a single screen.
Press a single key to look up any record, regardless of the size of your database.
Installs and operates on your office computer or network...and is accessible from
any remote location.
Functions on Windows 98, 2000, XP, Vista, Millennium, Windows 7, Windows 8, windows 10
Apple computers with Windows installed on a partition.
Network Case Manager throughout your office at LOW added cost for workstations.
Access Case Manager remotely from any location (home, while traveling etc.,
through use of any computer, Tablet or cell phone.
Additional licenses available for companies with multiple offices
Customize affidavits and other forms to suit your state needs
Built-In batch or non-batch invoicing and accounting, including the ability to
designate alternate pricing and/or discounts for clients
Integrates with QuickBooks
Customize all affidavits and other forms to suit your state needs, using easy to
operate custom forms tools
Create invoices and automatically email them to client
Generate reports for all serves that show all clients that have not been invoiced
Create custom mailing envelopes addressed to Defendants, Clients, Process
Servers
Generate pay statements for servers
Generate send-away-letters for send-away service
Generate postal change of address notices
Generate “Private Investigation Reports”
Generate “confidential notes”
Batch print “unprinted” affidavits, worksheets and labels
Generate Vehicle Expense Logs
Transfer Return Information From One Record To Multiple Records
Agency can post new jobs online for servers to access using an Iphone or other
cell phone (androids etc.)
Servers can use an android or Iphone cell phone to Log into an online
database to view new jobs and enter service information online using an android cell phone , or do it on a
desktop computer from any location. No APPS are needed.
Service information entered online by servers can be downloaded directly into
Case Manager with no need for typing in the data.
Total record security. All clients and servers log into the online database with
unique passwords and PIN numbers, automatically generated by Case Manager
and emailed to the server or client.
Clients can submit new jobs online, including supporting documents, and the data
is automatically entered into Case manager.
The status of all papers can be uploaded to an online database at any time,
including copies of affidavits, with no need for scanning
Online database is provided (at added $15 mo. cost) where clients can log in to view the status of
jobs and invoices, and copies of affidavits and servers can make edits (no limited on number of records)
Notes for all services can be added to online records at any time to enable clients
to view the latest information about a service.
Generate year end income and expense and other forms.
Generate various accounting reports to manage late paying clients, income from
clients by type of service, invoices for clients by type of service, checks received
from clients, payments to servers by types of service, income and expense report,
payments made to outside contractors, and many other reports.
Generate accounts receivable reports that let you easily track payments.
One-On-One Software training available for your employees 7 days a week
Online training videos demonstrate all software functions and set-up, step-by-step
Determine the status of any job by pressing a “record search” shortcut key.
Search by varying criteria (unserved, served, client name, plaintiff, defendant, date
ranges, serve to, serve to location, court, case number, bill to, client and more.
Track outstanding work quickly by clicking on pending papers button.
Online software “helpdesk” identifies potential database issues and provides
instant solutions
Software support by English speaking technicians

 

In addition to the Standard Version
there are 2 unique Versions of
CaseManager that contain all of the
features above PLUS GPS and other functions

Click here to view the GPS Versions

Click To View Flash Video Of All Software Functions

Click To View User Testimonial





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Standard Forms Included In Software

 




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