Documatics, Case Management, Document Management, Practice Management, Precedents, Legal, Solicitor, Irish Legal software, Legal Accounts, Risk Management

The contact database is a consolidated shared directory of any contact connected to your business. A history of all customer interactions can be automatically captured in the system. This empowers customer service representatives to be knowledgeable and responsive in every customer service situation.

The efficient management of documents has become one of the most vital aspects of any fast-paced business. Constantly referring to the physical file for information is time consuming and inefficient. With the Evolve Platform™ all paperwork is instantly accessible, easy to retrieve and is securely stored; documents are efficiently delivered to recipients via fax and email, intelligently archived, and automatically routed via rules-driven workflows.

All details gathered about a particular case/project/claim/matter, is in one centralised location to allow you to quickly find anything you need with the click of a button; enabling your office to manage and organise data more efficiently.

The Evolve Platform™ is elegantly integrated with Microsoft Outlook/Lotus Notes. Documents can be sent from the document repository in original form, compressed file or pdf with just a couple of clicks, while a record of the sending is retained. Emails received can simply be dragged and dropped into the appropriate client case/project/claim/matter.

The Evolve Platform™ offers you unrivalled flexibility to build workflows that can be easily configured for regulatory compliance. We work with you to model your current manual processes and auto-generate tasks for each step, with automated notifications and escalations to management for exception handling. This innovative feature helps to maintain an efficient, productive working environment while providing the highest levels of Risk Management. All workflows are version controlled, providing a history not only of what task was performed in a particular transaction, but also how workflows have been changed over time.

The Call Log feature provides a simple but compelling mechanism to centralise the capture, reporting and tracking phone calls made or received into the business. Having an accurate and complete record of calls taken and received to clients improves the confidence of representatives in all client interactions. As a call is made or received the call can be entered into the Call Logs and linked to the appropriate client/claim/project files, creating a detailed log of all calls.

Our powerful Search feature ensures that whatever data and documents you wish to find are never more than a couple of clicks away. In addition to quickly locating data or documents, our powerful search engine can be used to build more complex queries; find what you are looking for based content, name, date, size and any other piece of information you choose. This is of particular value in providing prompt and accurate customer service.

Any piece of data stored for a client/case/ project etc. can be used to automatically populate content into your standard documents.  Within a few seconds, custom documents specific to a client/case/project can be generated from a library of your standard templates. This provides unprecedented controls protecting against staff using the wrong version of a document or having a document sent out containing the wrong client/case/project information.

An enterprise calendar feature is provided that enables consistent access and notice of events scheduled either manually or by automated workflows. Integration is provided to Microsoft Outlook™.

This is your tool for keeping a full health-check of your business. As a company grows or adapts to changing market conditions, management needs decision support in the form of quick, accurate dynamic reporting. The Reports module enables the building of reports on any data contained in the system. Different reports can be made available to different roles and easily run; delivering graphical or spreadsheet results, as required.