MANAGER "STANDARD VERSION" Click
To View Videos Of Features
Features Included In Case Manager Standard Version
Easy to use. No navigating from screen to screen to enter data.
All job data is on
a single screen. All service data is on a single screen.
Press a single key to look up any record, regardless of the size
of your database.
Installs and operates on your office computer or network...and
is accessible from
any remote location.
Functions on Windows 98, 2000, XP, Vista, Millennium, Windows
7, Windows 8, Apple
computers with Windows installed on a partition.
Network Case Manager throughout your office at no added cost for
Access Case Manager remotely from any location (home, while traveling
through use of any computer, Tablet or cell phone. No added licenses
Additional licenses available for companies with multiple offices
Customize affidavits and other forms to suit your state needs
Built-In batch or non-batch invoicing and accounting, including
the ability to
designate alternate pricing and/or discounts for clients
Integrates with QuickBooks
Customize all affidavits and other forms to suit your state needs,
using easy to
operate custom forms tools
Create invoices and automatically email them to client
Create custom mailing envelopes addressed to Defendants, Clients,
Generate pay statements for servers
Generate send-away-letters for send-away service
Generate postal change of address notices
Generate Private Investigation Reports
Generate confidential notes
Batch print unprinted affidavits, worksheets and labels
Generate Vehicle Expense Logs
Transfer Return Information From One Record To Multiple Records
Agency can post new jobs online for servers to access using an
Iphone or other
cell phone (androids etc.)
Servers can use an IPHONE or other cell phone device to Log into
database to view new jobs and enter service information online,
or do it on a
desktop computer from any location. No APPS are needed.
Service information entered online by servers can be downloaded
Case Manager with no need for typing in the data.
Total record security. All clients and servers log into the online
unique passwords and PIN numbers, automatically generated by Case
and emailed to the server or client.
Clients can submit new jobs online, including supporting documents,
and the data
is automatically entered into Case manager.
The status of all papers can be uploaded to an online database
at any time,
including copies of affidavits, with no need for scanning
Online database is provided (at no added cost) where clients can
log in to view the status of
jobs and invoices, and copies of affidavits
Notes for all services can be added to online records at any time
to enable clients
to view the latest information about a service.
Generate year end income and expense and other forms.
Generate various accounting reports to manage late paying clients,
clients by type of service, invoices for clients by type of service,
from clients, payments to servers by types of service, income
and expense report,
payments made to outside contractors, and many other reports.
Generate accounts receivable reports that let you easily track
One-On-One Software training available for your employees 7 days
Online training videos demonstrate all software functions and
Determine the status of any job by pressing a record search
Search by varying criteria (unserved, served, client name, plaintiff,
ranges, serve to, serve to location, court, case number, bill
to, client and more.
Track outstanding work quickly by clicking on pending papers button.
Online software helpdesk identifies potential database
issues and provides
24x7 software support by English speaking technicians
addition to the Standard Version
there are 2 unique Versions of
CaseManager that contain all of the features above
PLUS GPS and other functions (Ver.1 complies with
NYC DCA and other state requirements):
Click here to view the GPS Versions
To View Flash Video Of All Software Functions
Click To View User Testimonial
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