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CLIENT: |
Specialist Patent and Trademark Attorneys:
Loven & Co |
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PROJECT: |
Full Case Management System for Patents, Trademarks and Intellectual Property |
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FEATURES: |
Fully customisable configuration to suit individual firm's work practices.
Holds all data relating to various categories of Cases, both UK and
International.
Automatic calculation of Deadline Actions, with personalised reminder system for
individual users.
Integration with MS Word to produce letters from a large selection of standard
letters, with automatic mail-merging, and automatic file naming and saving in a
structured directory system
Comprehensive Renewal system to manage renewals of applications and
registrations with deadline timescales
Billing facility to allow Attorneys and Case Managers to log time and create
reports for invoicing, including three separate timer functions.
The user can access all relevant actions and data from a single screen. |
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BENEFITS: |
Very easy to use - the system automates actions to a high degree, leaving the
user more time to devote to productive, chargeable work. Their customer, in
turn, benefits from this reduction in time spent on minor (irritating)
administration by the Attorney or Case Manager.
User is warned of approaching deadlines, so preventing the embarrassment of
missed deadlines.
The system makes light work of a complicated and involved industry. |
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CLIENT: |
Automotive Insurance Company:
Warranty
Administration Services Ltd |
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PROJECT: |
Management system for processing of warranty and insurance products in the
automotive industry. |
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FEATURES: |
Ease of input, allowing linking of vehicles, owners, and a variety of product
types through a simple step by step procedure.
Product "behaviour" controlled by user defined parameters.
All month end comprehensive client reports generated by a single button click.
Full reporting to insurance underwriters with IPT (insurance premium tax)
breakdown, including split rates.
Reporting option to generate on paper, or in pdf format emailed directly to
clients.
Full integration with MS Word to generate various standard letters.
Full integration with various websites, facilitating automatic uploading and
downloading and processing of data
Integration with Sage Line 50 accounts.
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BENEFITS: |
Intuitive system "thinks" for the user, referencing pre-defined behaviour
parameters. This is particularly important as the business is dealing with legal
financial matters.
Fast search facility helps the claims team find records when telephone claim
enquiries are received. Users have full access to relevant data for a particular
vehicle.
One-click month end reporting saves large amounts of time because reports are
printed in order and ready collated for each client.
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CLIENT: |
Manufacture of Timber Garden Buildings:
Bransby Bunny |
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PROJECT: |
Sales Order Processing system handling enquiries, quotes, sales, and
after-sales. |
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FEATURES: |
Enables the fast entry of enquiries for the client's wide range of standard
products, and also caters for the bespoke designs offered to clients.
All aspects of paperwork associated with a enquiry/order can be automated, from
the links to MS Word to generate the letters that accompany a catalogue
(personalised to both customer, and products requested), through to all of the
correspondence generated during the order process, including invoice production.
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BENEFITS: |
Time-saving and efficient, enabling office administration to be streamlined and
professional.
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