Law Firm Legal Case Management System Features

FEATURES OF THE LEGAL CASE MANAGEMENT SYSTEM STANDARD PREMIUM
There are two types of users that you can set up. One being Admin and the other super-users. 
Client login and register. Client will be restricted part of their case files. So you can manage their username, password and other details.  
Once logged in, the user will be able to see the full stack.
Cases can be assigned to other colleagues in the team.
Basic and Advanced search functionality
Customer Database. This records the type of enquiry, and allows you to enter their personal information, case details and what support they require. Once registered, they will be sent an automatic email,  which helps on your marketing and also complaint with GPDR.
Call back. You will be able to schedule calls with clients. This can be used for sales or other matters.  
Generic Email Sending through the system. You will be able to create emails to be used to be sent to clients. It keeps tracks of all mails sent through the system.   
Consultation booking system. This is the start of the journey with your customer and you can use the system to book clients into consultation notes one conducted.
Client Care Letter Create, Send, Review, Edit. Virtual Signature. This is the engagement process once the client agrees to start working with you. 
Create Invoices. Allowing you to send request of payments. 
Payment Schedule. Able to see all the payments made by the Client.
Payment Receipt Generator.
Outstanding Payment Tab.
Documents List Generator. Once the Client engages your services, you will be able to send a pre-fixed lists of documents, or make amendments to the existing list of documents.
Conference Booking System. This allows you to manage your client management flow once a client has engaged in your services and keeps a record of all the meetings held, whether on the telephone or in person.
Case Status and flow Chart. This allows you to manage the flow of your case work and shows the case status. Your Client will have the ability  to see the progression of the case.   
Activity Log. Records all the case notes, file notes and information related to the case. This allows team consultation.
Online Application Details. This is a record of all cases lodged for the Client.  
Send Letters and Templates. You can generate and keep a record of what is send to the Client.   
Help Guide. This is for internal stuff use similar to knowledgebase.   
Attachments. This is on further costs and based on requirements. 
Pending Case Notes. Once the Client has sent the evidences of information, the management of the case is done through the function.
Case Submission. This keeps a track of all the cases, location of submissions, documents requests from third party and submission of all evidences.  
Documents Received Submission. This allows you to track all the documents received.  
Documents retrieved. When a Client picks up the document, you will be able to add , edit and print off for compliance records.  
Appeals and Hearings. This allows you to manage cases that go before various Tribunals and Courts in the UK.  
Case Resolution  
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    (UK Local Number, 1p per min)
  • info@techics.com
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