Features:
Web Investigation System provides a complete automated environment to manage organization work flow and to assist case managers in managing any kind of assignment.
Managing an investigation case effectively involves much more than managing the details of the case itself. It is important to provide cost effective tools that let you coordinate your investigation team so information accumulated can be quickly shared among other team members, including distant or remote team members. You need to manage the financial aspect of the investigation, stay on top of fees for special investigations and reports that need to be obtained and you need to need to monitor the overall costs and expenses so you know what to charge your clients.
Our Investigation System lets you coordinate your investigation case on all levels. You can communicate with points of contact, other team members and your clients by sending instant emails from preconfigured templates. You can find out the status of your case or update the details anytime you have an Internet connection. You can configure various reports and create them on the road while you travel or send them to key team members of points of contact who need to understand developing details of the case.
The main features of the Investigation System are:
· Automated case tracking from case opened to case closed
· Complete history of case steps, actions and events
· Predefined letter templates for immediate communication
· Complete record of all communication
· Keeps track of contacts, phone numbers, emails and addresses
· Easy to use web interface give you access from anywhere, anytime.
· Complete financial tracking in multiple currencies
· Ability to tailor your company’s processes
· Ability to attach notes and documents
· Remote client access 24/7
· Sub case definition for easy case management
· Real time reporting
The main features of the Intranet System are:
· Corporate Knowledge management with the Document Library
· Search and share clients, vendors, and other contacts
· Post news items
· Create Newsletters
· Forum for topic discussion, ideas and information sharing
· Company Calendar
The main features of the Sale System are:
· Enter leads and lead contact information
· Manage opportunities and opportunity potential
· Manage activities for conversion to sale
· Attach supporting documentation
· Summarize Opportunities
The main features of the Project System are:
· Create and manage special projects
· View project status and project priority instantly
· Manage project activities
· View transaction history and status anytime, anywhere
· Define project parameters and transaction types
· Attach documentation
The main features of the Letter System are:
· Generate letters instantly from templates
· Search for letters easily
· Attach letters to emails or print as PDFs
· Create different letter types
· Create different letterheads
The main features of the Financial System are:
· Manage payments, invoices and transactions
· Create different payment and invoice types
· Document invoices, payments, transactions
· Customize templates, letterheads, emails, etc.
· Manage accounts in any currency
· Search for paid and unpaid invoices, payments, etc.
· Configure default payment and invoice types
· View history and status at anytime