Case Management • Practice Management • Matter Management • Legal Accounting • Reporting • Fee Earner Desktop • Legal Aid • Debt Recovery

claimIT overview - page 3

TIME RECORDING

If you wish to record the time spent on the debt recovery process two Time Recording systems are included - automatic and manual.

If the automatic time recording is switched on then every action that you perform on a debt is automatically timed and a time record made - all with no user intervention.

The manual time recording system enables you to select the required work type and start and stop the timer yourself. Work types may be defined and each user/case handler can have their own charge rates applied to each work type. Time can be recorded either dynamically, i.e. as the case handler is working on the debt, or directly as a charge.
A time card is maintained on each debt listing all time recorded. The value of the time recorded, WIP, can be included in invoices.

IMPORTING FROM OTHER SYSTEMS

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Details of invoices, payments received and debtors may be imported from other systems.

Amongst these are SAP, AGRESSO and SAGE.

Imports can be made from any system that has an ability to produce the required information in a Comma Separated Variable (CSV) file or EXCEL spreadsheet format.

SPECIALISE TO MEET YOUR UNIQUE REQUIREMENTS

To enable you to record and report upon information that may be unique to your company, claimIT allows you to define sets of information based upon your own special needs. For example, you could define one set of information relating to motor accident cases (car reg number, insurance company etc); another set relating to parking fine collections; another set relating to a salesman's name or number, a branch code, a depot number etc. This powerful feature enables you to specialise the system to meet your exact needs together with producing reports and statistics based upon your own special requirements.

Claim Production Centre (CPC) & County Court Bulk Centre (CCBC) COMPLIANT

ClaimIT is CPC and CCBC compliant.

Claims to be issued vie the CPC or to progressed via the CCBC are automatically identified and may be sent to the Court either by diskette or via the Electronic Transfer Service. This feature enables you to take advantage of the lower Court Fees offered by this service therby reducing considerably the cost of recovery.

DOCUMENT SCANNING

Documents can be scanned and their images stored in the relevant Debt Document Folder.

Copies of all documents created during the progression of the debt are already stored in this folder. This function enables copies of all documents, including those received, to be stored in one location, thereby giving you a complete view of all documents and correspondance relating to each debt.

COURT NAMES & ADDRESSES

A full list of all current County Court names, addresses, telephone and FAX numbers together with DX addresses is included. This also contains the CPC Court codes for companies or firms that make use of the CPC/CCBC service.

TELEPHONE INTEGRATION

claimIT contains a full TAPI interface to allow you to integrate it with your telephone system. Simply clicking on the button alongside a telephone number will cause that number to be dialled automatically.

If an incoming call is from either a client or a debtor whose details are on file then a pop-up will be displayed allowing you to immediately display the appropriate details without having to initiate a search. All calls made using this feature are automatically recorded in the notes.

Note: To use this feature your phone system must be TAPI compliant.