- Captures client personal & social-economic details & case information over a wide range of matter types.
- Diary functionality with reminders for client key dates, adviser tasks and client appointments. Ability to create availability slots & search for appointments.
- Case notes which record time linked to advisers, locations & funders.
- Upload documents in a variety of formats
- Record financial, non-financial outcomes and track the client’s journey recording soft outcomes.
AdvicePro is a fully-managed, secure web-based case management system developed specifically for the advice sector
AdvicePro comes as four separate offerings. Each offering incorporates all of the latest developments of the system enabling customisation of the pages views and menus to exactly suit the way you work
- Full suite of ready to use reports
- Report designer to allow agencies to build their own reports from any data held on the system.
- Autorun reports which automatically run and are emailed to any user.
- Create reports to build power searches to find any data recorded within a client and case record.
- Export data to Word, pdf, Excel, csv
- Reports run in real time.
- Create your own letter templates which are automatically filled with relevant client/case data.
- Agency specific note templates created to pre-populate standard notes and/or create template for advisers to follow to ensure all relevant information is recorded.
- Create SMS templates to send to clients allowing clients to reply.
- Send documents prepared in letter templates to clients via SMS service for digital signature.
- Hide/rename fields and pages.
- Add your own options to any dropdown list.
- Create your own matter categories.
- Add agency specific custom fields such as dates; currency, multi-select and dropdown lists.
- Create customisation profiles to assign different options based on teams, matter categories, funding source and user roles.
- Prevent cases being closed until mandatory fields are completed.