Box Legal - ATE Insurance Specialists

Free Proclaim Case Management System Integration!
We use and recommend Proclaim, the leading Case Management System (CMS) created by Eclipse Legal Systems Ltd [Click the Proclaim Logo to visit their website]. If your firm also uses Proclaim for dealing with Personal Injury work, we are able to assist you to remove all routine administration in dealing with our After the Event Insurance scheme. We can create links to your standard letters which allow the system to automatically produce a report listing those cases requiring ATE Insurance. In addition, we can set up a screen on your system which deals with ATE Insurance and allows your fee earners to cancel policies, report the issuing of proceedings, notify us that payment has been received and even produce policy payment letters automatically.

Our System Expertise
Daniel Morris will carry out the work on your system. He has several years experience in writing case management systems. He spent 4 years writing a system for KSB Law solicitors and more recently has worked with Eclipse to redesign their off-the-shelf Personal Injury Proclaim product. He has now integrated systems for 6 firms of solicitors using the Box Legal ATE Insurance Scheme.

Key Features

We are able to set up your system as follows:

We will add a specific 'ATE Insurance' screen to your Proclaim system
All new received cases can be automatically added to a list to insure [save where BTE exists]
Once a week, your server will run a report and email us with the list of cases to insure
Once a request is made, the insurer will automatically appear on the specially set-up 'ATE Insurance Screen' as will the price of the premium. The premium will be added to your disbursement screen and to letters which request costs from the defendant insurer
Fee earners can use the ATE Insurance Screen to cancel policies where the client fails to cooperate, BTE insurance is discovered etc. Cancellation is by a simple button and drop down menu
If a policy is cancelled, the system automatically removes the premium from the disbursements screen and places a note in the History confirming the policy has been cancelled
Notice of funding automatically updated
Automatic notification when proceedings are issued
Automatic win notification
Standard letters added to send premium payment

Are you interested in us setting up a link to Proclaim for you?
Proclaim is a powerful piece of software which can remove the administrative burden of PI claims. Developed fully, it can streamline your processes and make your business more profitable. Our ATE scheme requires minimal administration but now, with the help of Proclaim, you can virtually eliminate all routine administration and human error. If you are already a Proclaim user, or you are looking to purchase a Case Management System, simply telephone Daniel Morris on the number above or email dem@boxlegal.co.uk and we will contact you to discuss your requirements.