Proclaim Practice Management Software
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30 Oct Proclaim Practice Management Software
Posted at 11:22h
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This week we start with Proclaim Practice Management Software, a highly acclaimed software by Capita Plc. Proclaim has been developed with ease-of-use in mind. It’s range of productivity tools can help users reduce the time spent in processing cases, whilst maintaining high delivery standards. Below, we explore its features while highlighting how we can help.
Features
- Duplication and conflict check
- Add multiple matters and contacts to clients
- Time recording
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We can…
- …create clients and matters in your workflow
and generate standard documents
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Process
Document Generation
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Features
- Save templates for standard documents
- Mail merge
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We can…
- …transcribe, format, and attach ready-to-print documents to matters
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Features
- List and delegate tasks
- Keep track of appointments
- Automated reminders
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We can…
- …schedule appointments
- …sort e-mail and attach them to matters
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Process
Business Development and Reporting
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Features
- Keep track of cases
- Design and plan marketing and business development program
- Customised graphs
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We can…
- …input data
- …generate personalised graphs
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Features
- Creation of invoices
- Billing
- Disbursements
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We can…
- …create ready-to-print invoices
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