Family & Matrimonial Software
Family work – Divorce, Ancillary Relief, Children’s Act claims and Injunction proceedings – is more complex than ever, particularly when publicly funded. Let Proclaim handle all time-consuming administration and document production, allowing you to concentrate upon providing the highest quality of personal service.
Logical screens allow you to open new cases and enter matter details quickly and easily, whilst a powerful database holds your entire group of contacts and attaches all relevant details and documentation to the case in hand. All screens are user definable if required, and any fields can be made mandatory for completion. A complete list of Courts in England and Wales is held within Proclaim, and the system includes all available court forms, allowing the downloading of updates from the Lord Chancellor’s and LSC’s websites.
Document Production & Management
Fast and effortless document and form production means that at the start of a case, it’s possible to generate all relevant documentation automatically at the touch of a button, saving you time to be productive elsewhere. Intelligent documents are contextually sensitive — letters look personalised, not mass-produced. Document Management facilities enable you to scan incoming letters, faxes and emails to be linked with the relevant file, providing complete on-screen case histories.
Automatic Time Costing
All documentation, telephone calls and preparation work processed is automatically time-costed at the selected rate. Batch time posting is catered for, giving you the ability to post notes of, for example, a court attendance, travelling, waiting etc. at the touch of a button, at different rates.
Proclaim caters for both Private and Legal Aid / Legally-assisted casework. As part of its design, the standard case file structure can be modified to suit your way of working.
Task lists enable you to post reminder memos on individual cases — Proclaim will list all tasks for today, tomorrow… up to any point in the future, sorted by fee earner if required.
Consolidated Matter Report Form
Proclaim automatically transfers the case details into the Consolidated Matter Report Form, held for reproduction by the system. The system caters for multiple cost rates within each case and will produce the summary CMR Form at the end of the relevant accounting period for all cases that have been transferred during that period.
A range of reports is included as standard, all of which can be added to or modified in any way. You can report on the caseload of fee-earners, the status of files as a whole, the source of referrals, cases with no activity since a certain date, etc.
A full diary facility is linked with all case activities, with automated reminders to ensure important events are not overlooked. The diary system provides a powerful tool that can be set up to allow certain activities to be diarised in someone else’s diary e.g. secretary to chase for a reply to a fee earner’s letter, etc. All actions are logged to create an accurate audit trail.
Proclaim’s in-built ‘workflow’ can be tailored to ensure that cases are dealt with consistently and in keeping with your practice’s standards.
Cost limits on a case can be set up that will then display on-screen warnings when these limits are approaching, and continue to warn when they have been exceeded until the cost limits have been increased. Case files display all costs to date for any cost rate, together with a summary of the costs billed by type.