Keyhouse Case Management will help you to manage each of your clients more efficiently.
By standardising and automating the management of emails, documents and dates, along with complex document generation, you can streamline your firm’s processes, reduce duplication and improve accuracy for increased profitability and improved levels of client service.
Our case management module is customisable for residential and commercial conveyancing, litigation, probate, debt collection, criminal and family law.
Key Features & Benefits
Customisable workflow for managing your tasks and cases
Customisable case plans and precedents to suit your firm’s requirements
Risk management features to handle undertakings, statute of limitations dates, critical dates, money laundering, conflict search, file and peer reviews
Case diary – from one screen, quickly and easily view the full history of a case including all documents (incoming and outgoing), phone calls, emails and tasks
Fee earner diary – get instant access to tasks which can be prioritised to ensure no critical dates are missed
Set milestones and mandatory actions as required
Automated document production and organisation keeps files up to date and accurate
Scan documents which can be easily assigned to cases
A search engine that finds documents in seconds
A document bundling facility which organises documents into briefs or discoveries
In-built delegation procedures that enable accurate monitoring of cases, so relevant personnel know their responsibilities
Full Microsoft Outlook and email integration ensures that all relevant documentation is linked to cases
A familiar interface based on Microsoft Outlook
Fully integrates with Keyhouse Digital Dictation
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