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Case Management System

Case Management System

We use and recommend Proclaim, the leading Case Management System (CMS) created by Eclipse Legal Systems Ltd.

We use and recommend Proclaim, the leading Case Management System (CMS) created by Eclipse Legal Systems Ltd. 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 the ClaimSafe After the Event Insurance scheme. We can create links to your standard letters which allow the system to automatically send ATE Insurance policy requests to our website. In addition, we can set up a screen on your system which deals with ATE Insurance and allows your fee earners to request policy cancellations, report the issuing of proceedings, notify that payment has been received and even produce policy payment letters automatically.

 

Free Proclaim Case Management System Integration

Daniel Morris will carry out the work on your system. He has 20 years experience in writing case management systems. He spent 4 years writing a system for KSB Law solicitors and worked with Eclipse to redesign their off-the-shelf Personal Injury Proclaim product. He has integrated systems for over 50 firms of solicitors using the ClaimSafe ATE Insurance Scheme arranged by Box Legal.

 

Key Features

We are able to set up your system as follows:

  1. We will add a specific 'ATE Insurance' screen to your Proclaim system
  2. Requests can be forwarded to our website at the touch of a button on all new cases you receive.
  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 ATE Insurance premium will be added to your disbursement screen and to client care letters.
  4. Fee earners can use the ATE Insurance Screen to request policy cancellation where the client fails to cooperate, BTE insurance is discovered etc. Cancellation request is by a simple button and drop down menu
  5. If a ATE Insurance policy is cancelled, the system automatically removes the premium from the disbursements screen and places a note in the History confirming the ATE 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 ATE premium payment

 

Are you interested in us setting up an ATE Insurance 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. The ClaimSafe After The Event Policy 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 0870 766 9997 above or email  daniel@boxlegal.co.uk and we will contact you to discuss your requirements.






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