A secure, organised and powerful location for all information relating to your cases and files.
Produce single, or multiple documents at the click of one button. Combine files into organised, paginated bundle, quickly and easily.
Manage your files from one central library, with the capabilities to navigate and search. Every document which you scan can also be uploaded here automatically allowing for quick and simple data retrieval.
CRM and Business Development
An all-encompassing, completely bespoke system which can integrate and accommodate your existing processes to deliver an advanced Customer Relationship Management platform. Have all the information you need for your clients one click away, adapted to your office. The Proclaim CMS also integrates with your social media, such as LinkedIn, Twitter, Facebook and YouTube to track client and potential customer’s social activity.
Manage your calendar and appointments, linking into all case activities. Automated reminders help to make sure important events aren’t missed.
Costs Budgeting and Management
Providing a platform for you to be able to view and organise costs, spending and budget categories for fee earners and management.
Deal with all cases and files consistently and maintain your standards easily. Add automated elements which complete time-consuming admin activities for you.
Proclaim’s customisability allows it to be configured to your preferred way of working, tailor everything so that it can work exactly how you need it to.
For industries where time management is vital, Proclaim can automatically record time against every action (incoming and outgoing) taken.
A user-definable reporting suite allows in-depth interrogation of any element of data contained within Proclaim. Reports can even be scheduled to auto-run at set times / dates and be distributed to pre-defined contacts, all with no manual intervention required.
Integrated SMS text messaging is available at the click of a button, and can be incorporated into workflow to automatically send messages at key file stages.