Case Management Software for Investigators
Legal Files offers the built-in flexibility and customization tools to handle a wide variety of investigative matters including compliance, ethics, fraud, human resources, internal affairs, labor relations and public safety. Providing significant technological advantages to investigators, Legal Files increases efficiency by helping users leverage accumulated knowledge across different investigations, departments and locations.
Legal Files investigative case management system is user friendly, flexible and reliable software. Backed by outstanding in-house customer support, Legal Files provides the tools you need to operate more efficiently, improve collaboration, and keep your investigations moving forward.
Legal Files was recognized as one of the Top 10 Investigation Management Solution Providers. Click the govCIO icon above to read the accompanying article, “Simplifying Investigation Management.”
Features of Investigation Case Management Software
For investigators, Legal Files helps you quickly capture and easily retrieve key case information, provides built-in tools to generate high-quality client and stakeholder reports, and saves the time and money spent on routine, administrative functions.
- Robust investigation case management features
- Robust investigation case management features
- One, centralized system to manage cases, documents, contacts and emails
- Customizable menus and fields to track all kinds of data for all types of cases
- Anytime, anywhere access via the Web
- Mobile app for the iPad® and iPhone®
- Case Summary View
- Link or cross-reference related cases
- File security and Private Files functionality
- Microsoft Office (including Microsoft Outlook) & Gmail integrations
- Easy access to both open & closed cases
- Comprehensive contact management, including current and past interactions
- To-do’s, reminders and alerts with automatic notification
- Phone logs & mail logs
- Time capturing tools and activity log
- Cost/expense tracking
- Task and deadline management, including alerts
- Extensive reporting capability
- Built-in document assembly/document management, plus document text searching
- Team management
- Ability to collaborate in real time with team members and share access, as needed
- Up-to-date info to all team members – regardless of location
- Automated task scheduling and delegation
- User management & assignment tracking
- User Assignment & Reassignment Wizard
- Robust investigation case management features
- One, centralized system to manage cases, documents, contacts and emails
- Customizable menus and fields to track all kinds of data for all types of cases
- Anytime, anywhere access via the Web
- Mobile app for the iPad® and iPhone®
- Case Summary View
- Link or cross-reference related cases
- File security and Private Files functionality
- Microsoft Office (including Microsoft Outlook) & Gmail integrations
- Easy access to both open & closed cases
- Comprehensive contact management, including current and past interactions
- To-do’s, reminders and alerts with automatic notification
- Phone logs & mail logs
- Time capturing tools and activity log
- Cost/expense tracking
- Task and deadline management, including alerts
- Extensive reporting capability
- Built-in document assembly/document management, plus document text searching
- Team management
- Ability to collaborate in real time with team members and share access, as needed
- Up-to-date info to all team members – regardless of location
- Automated task scheduling and delegation
- User management & assignment tracking
- User Assignment & Reassignment Wizard
Next-Generation Benefits
From easily customizing the platform to managing expenses to accessing your dashboard wherever you are, Legal Files is there to support your day every step of the way.
Keep track of claims and have nearly instant access to all the necessary details: date and place of the loss, policy limits & reserves, filing information and more.
Host your data on premises or in the Cloud, whichever works best for your office.
Build workflows, assign tasks, set deadlines or send emails at any stage of a case.
ontacts are stored in one centralized location, making sure everyone has access to the most current information. Easily determine relationships and involvements with any case.
Your own customized dashboard with reminders, messages, alerts and more.
Keep track of the details of any item (vehicles, dwellings, etc.) involved with a claim; an invaluable feature with subrogrations.
Easily track dates, deadlines, responses and what method of service was used.
Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.
Quickly create new documents by tapping into the document assembly feature.
Non-technical tools empower key staff to meet current and future requirements.
Reporting features work across different locations. And, our Enterprise solution provides the flexibility needed to use corporate resources with minimal effort and still function as an independent entity.
Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze.
WHAT OUR CUSTOMERS SAY
WHITE PAPERS
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Moving Legacy Data to Your Case Management System
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