Attractive pages which are easy and intuitive to use.
Pages can easily be customised to match your existing website if required.
Access to the data on the website is by secure login. (Log in details can be supplied automatically to the clients and other parties through CaseMan if that system is in use.)
Assembles documents such as forms and letters, etc., then prints, e-mails or faxes then easily.
Loads a quotation file from CaseQuote or CaseCollect and then enables the user to track the acceptance of the quotation and then every stage of the conveyance to completion.
The PC based component can be installed stand-alone or on a network.
Installation type (i.e., networked or stand-alone) can be changed at any time very simply.
The user can use the system to check and identify tasks that need doing each day and carry them out when required; making sure nothing is missed.
Sends e-mails through Microsoft Outlook.
Uses Microsoft Word for editing templates, communications and forms
Integrates fully and automatically with CaseQuote and CaseTrack when these systems are installed.
Includes a "Data Wizard" which guides the user through the initial data set up routines, to ensure that data is entered correctly as required.
Includes a security system providing any number of users personal access through a secure login.
Includes the ability to track "Introducer" companies providing leads through copies of the index page of CaseCollect when that system, CaseQuote and CaseMan are in use.
Attractive, intuitive and "familiar" interface leads to simplicity of use and minimal training requirements.
Collects data as entered such as Estate Agents, Land Registry Offices, Solicitors, postcodes, etc. Never type anything more than once!
Updating data in CaseMan, such as fees, etc., automatically updates CaseQuote if that system is also in use.
Exports and automatically uploads a database to the Internet for the CaseTrack website when in use.
Templates can be set up for any tracking stage; existing Word Templates can also be used with very little modification.
Letters or e-mails can be generated for any party, whose details are stored within the system, quickly and efficiently, pre-addressed and formatted ready for you to type the content.
The system incorporates comprehensive help files, with several context sensitive mechanisms, to make it easier to get the help you need.