Attaché Case Management System CE
Attaché Case Management System
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MAIN Dashboard
View Cases View Uploads Add Case Upload Document Document Actions
Cases View Cases View Uploads Add Case Upload Document Document Actions
Calendar Rules & Guidelines Recordings
ADMINISTRATION
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Users & Access
User Profiles Manage user accounts and profiles User Groups Organize users into groups User Group Types Define group type classifications Roles Define user roles and party types Policies Access control and security policies Online Users Monitor active user sessions
Cases
Case & Sub Types Define case type classifications Case Status Manage case status options Case Complexity Define complexity levels Disposition Types Case outcome classifications Clients Manage client organizations Corporation Types Business entity classifications
Documents
Document Types Define document classifications Document Category Organize documents by category Doc Template Types Template type definitions Document Templates Manage document templates Doc Template Tags Tag and organize templates
Financial
Fee Manage fee structures Fee Amount Configure fee amounts Payment Types Payment method options Escrow Accounts Manage escrow/trust accounts Accounting Template Financial reporting templates Payment Reports Transaction analytics dashboard
Actions & Workflow
Actions Define available actions Action Templates Pre-configured action sets Notifications Configure notification rules Warrant Types Define warrant classifications
System
System Settings Global system configuration Audit Logs View system activity logs Holiday Configure holiday calendar Agreement Terms and agreements Customize Form Dynamic form builder

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