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Benefits

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Legal Files For... Insurance Companies

Legal Files for insurance and re-insurance companies provides access to the information you need for claims management, including tracking claims and claim related files, including policy information and loss and reserve amounts.

With Legal Files legal case management software, you can leverage the advantages of a powerful combination -- the most advanced office management features (calendars, to-do's, contact management, document assembly and document management) with claims administration and claims litigation features.

With Legal Files, you have claims management and legal software in one that can help you be more efficient, more productive, more profitable. A program that positively affects your earnings ratio -- Legal Files case management software is cost containment. Every day, thousands of people at insurance and reinsurance companies count upon Legal Files to manage their claims process. Discover what they know.

Features

Calendars, time and task management

• Calendars -- firm-wide, group, individual
• Comprehensive in-box
• Automated task scheduling
• Task delegation and assignment tracking
• To-do's, reminders and alerts with automatic notification
• Group scheduler
• Checklists
• Automatic time capturing
• Time tracking and reporting
• Activity log

Claims management

• One central location for all information related to each claim
• Office-wide contact management
• Claims tracking
• Item tracking
• Pleadings index
• Document management and assembly
• Document text searching

Office management

• Custom menus and screens
• Multiple location management
• Management reports
• E-mail integration
• Phone messaging
• Mail tracking
• Message notification
• Activity summary
• File security

Plus...

• Links to many popular software programs you're probably already using.

Benefits

Rely on Manage My Day to keep you current.
Offering an expanded day-at-a-glance desktop view, Manage My Day includes a list of recently accessed files and your day's calendar and to-do's. You may click on any listed item to view the update window for that item, use the calendar to view another day's calendar and to-do items, or open a file directly from the recently accessed file list.

A powerful feature of Manage My Day is the automatic notification system, which is called Heads Up! Legal Files allows repeated notification of due dates or tasks through Heads Up! Heads Up! messaging automatically notifies users of eight different kinds of items on one screen so important information yet to be resolved is quickly brought to their attention.

Use a tickler system that follows your rules.
Legal Files creates an automated roadmap, using a tickler system that follows the rules you establish. As the claim process progresses, triggers can be set to automatically notify you and others about changes to a claim, assign routinely performed tasks or send e-mail.

Automate the routine.
Simply use a wizard to create to-do's for you automatically -- based on the template or wizard you select. Create as many as you need or want to automate any kind of routine task. Automatically generate key dates and dates. Select a reference, starting date and task style -- that's all there is to it.

Improve relationship management.
Use Name Cards to store personal information on the insured, the claimant or any other party. The foundation of Legal Files, they serve as your office-wide Rolodex. Create a Name Card for claimants, attorneys and witnesses. The data on any person or company you have contact with is stored in one centralized location making sure everyone has access to the most current information. You can also determine relationships and involvement with any claim. When a change is made to a card, it is automatically updated throughout Legal Files -- wherever information from the card is used.

Track all your claims.
Keep track of claims and have nearly instant access to all the details you need -- the date and place of the loss, policy limits, policy reserves, filing information and more.

Track all your items.
Keep track of the details of any item (vehicles, dwellings etc.) involved with a claim. You'll find this very handy feature is invaluable with subrogations.

Create a pleadings index automatically.
Did I send it out? Did I get a response? Which parties were served? What method of service was used? Get the answers. Your index lists documents you have created or pleadings that you have received -- allowing you to look at both sides at the same time. Legal Files creates the index for you in date filed order, assigns an index number to each item and allows you to print your own pleadings index.

Assemble and manage all your documents.
Legal Files is fully customizable. And it's easy. Designed for non-technical people, no programming ability is required. Yet Custom Windows are a powerful tool -- because the Custom Windows you create contain the exact claims information you want. Plus, every field you create -- you can search, you query, you can import into documents.

Customize easily.
Legal Files is fully customizable. And it's easy. Designed for non-technical people, no programming ability is required. Yet Custom Windows are a powerful tool -- because the Custom Windows you create contain the exact claims information you want. Plus, every field you create -- you can search, you query, you can import into documents.

Build a more powerful organization.
If you're trying to manage more than one office, Legal Files provides you with a means for reporting across sites or the entire enterprise, offering prompt, cumulative data that you can use to more accurately and consistently track caseload activity across office locations. With our Enterprise option, you can easily share whatever information is necessary with other offices, while still maintaining the autonomy of each. Enterprise provides you with the flexibility to use corporate resources with minimal effort and still function as an independent entity.

Manage that E-mail mess!
Do you need to find important e-mail? Link e-mail to a case? Share your e-mail with others? With Legal Files, you can easily manage all your e-mail, linking important client-related messages to your case or file.

Legal Files offers extensive e-mail integration (including Outlook, Groupwise, Notes and others) and intelligent profiling, so you can save e-mail (and all those attachments!) to a client’s case, creating one place where all case-related communication is stored. One place for everything…that’s Legal Files.