Functions: Intelectia Legal Cases

Here we introduce to you some key functions of Intelectia Legal Cases. We hope we can help you to achieve your business objectives.

Your Clients Catalog:
Clients Profiles:

The client manager will allow you to record all information about customers and their occupation.

View Customers Cases:

A glance will let you know each of the registration process or tracking possessing for each of your customers.


Cases Lifecicle:
Cases profiles and data:

A simple interface that features all aspects of the recording and tracking of cases: case data, electronic documents, events, billing events, follows, real-time information from the registration office, change history, among others.

Calendar of scheduled events:

You can keep track of every event that happens to your portfolio of cases. Events are stored in an agenda and you decide when you want to be notified via email.

Document Storage:

A digital folder where you can keep an electronic archive of documents related to the cases. Have them available whenever you need and ready to share them.

Follow to customers:

Keep track of what happens to your client. With monitoring management feature you can keep track of contacts and exchanges occurred with yours clients.

Billing activity log:

Keep track of the events related to the billing. Get reports and statements.

Automatic update with Institutions::

Our system connects to the database of institutions in some countries. When a change occurs to a case it can be automatically notified and the information updated. Receive event notifications in your mailbox (not possible in countries where the courts or offices of the state processed not have this information available).

Events History:

Keep track of events and changes to cases: who, when and what has changed. Simple and Easy!


Cases Portfolio Management:
Access to Customer to their portfolio of cases:

A web portal where you can give customers the ability to check the status or information from a set of cases. Decide what do you want they view, and send access instructions. Everything from anywhere.

Portfolio cases:

A centralized repository of cases segmented by: customer, status, case stage, legal area, parts and counterparts, court.

View My Cases:

Users can view from a glance the processes to which they are associated. This way lawyers, assistants can access and work with the portfolio segment they belong.

Reminders:

Receive in your inbox email notifications about events occurring on your portfolio cases, such as status changes or updates. The direct connection with institutions just lets you receive information on time.


Reports:
Cases Reports:

Get a list of portfolio of cases, based on the parameters you require: Per customer, by status, by date, among others. Also prepare the data to share with anyone who wishes leading them to Microsoft Excel, CSV, or PDF format. All this in an easy and simple way!

Billing Reports:

A list of all your cases based on diferents criterias: By customer, by status, by dates, and more. Also you can share data in differents formats like: Microsoft Excel, CSV, or PDF. All this easy and simple way!


Configurations:
Parameter Settings:

System configuration allows to you manage system parameters by yourself.

Control Access Definitions:

You can decide who can access the application and what they can access; either a user in your organization, a partner or a customer.


See plans and pricing for Intelectia Legal Cases.