Case Management System

We are able to set up your system as follows:

1. We will add a specific 'ATE Insurance' screen to your Proclaim system
2. All new received cases can be automatically insured via our website (or we can add a button to do this if you prefer)
3. 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
4. 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
5. 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
6. Notice of funding automatically updated
7. Automatic notification when proceedings are issued
8. Automatic win notification
9. 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 After The Event Insurance 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 0844 766 9997 above or email daniel@boxlegal.co.uk and we will contact you to discuss your requirements.