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Web Case System provides a complete automated environment to manage
organization workflow and to assists case managers in managing any kind of cases.
All account details, financials, Documents, and a complete history of events,
are managed within the system. In Addition users can
use various tools such as Letter system for
generating
Pre-defined letters which can then be sent directly from the
system.
Users/Clients can
access the system
anytime, anywhere and get real-time information. They can place new cases, add
notes,
view collection activity, transactions history, status of accounts, Ask
questions and much more.
Key Features
Each Case contains Various sections which gives the organization complete record
of a file. Sections such as case details, subjects,
address, financials, steps, actions, status history, notes, attachments,
transactions and communication with client.
Financial section - indicates the debt amount to be collected
and provides the user with the ability to choose any currency from
the drop down list. Different cases have different currencies. A
common currency can be chosen for the Collection system and it will
be displayed on the summary screen. The common currency allows for a
more accurate debt amount. The currency is converted automatically
on a daily through its link to the XE Website.
Notes section is where a user will keep a record of the action taken
for a case and, when properly used, it will provide a timeline for a
case. It ensures that all information is readily available as when
emails sent to client, they are recorded in the notes section as
well.
Attachment section enables users to upload and store all available
documents in regards to a specific case.
Communicating with client is done via the communication section
which acts just like an email application. The client details stored
on the database will contain the email address of the client. This
will then be displayed in the communication section. Different
contact persons can be selected from the drop down list of client
contacts. Once the correct one is selected and the case updated, his
or her email will be displayed in the communication section.
When payments are made, these details can be added to the
transaction section which can be finalized, creating an invoice
automatically. |
Key Benefits
Web-based Architecture - Provides all features and functionality of a Web
browser: Full access from any platform, Access anywhere, Anytime, 24/7,
Easy to use and deploy by simply using a browse, No installation is needed.
Remote Server - System features are available remotely through our
secured dedicated servers. Provides Faster and easier maintenance, No need for Expensive IT personal, No need for additional hardware or software, Servers are monitored 24 hours a day, daily backups.
Alerts - Automatic e-mail alerts notify appropriate users of case updates
or of issues which have not been taken care of. These notifications Ensure timely resolution
and make sure nothing is overlooked
Real-time Reporting- System provides on Screen reports which can be
exported to Excel or PDF, Allowing users to quickly gather statistics, see trends & identify trouble spots.
User friendly design - Relevant information is provided by easy to use
summary tables and all case details are stored in one page for quick operation.
The system allows a user to manage clients, creditors, vendors and subjects. Track/Update cases,
view history, statuses and get instant documentation by a searchable archive.
Client Access - Clients can place cases via browser 24/7 hours and update their details from any platform, anywhere.
This ensures reduced management time of client file and provides online
searchable archive for old client cases. Clients can also assign case due date online,
upload documents & communicate via the system.
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