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Winfocus | Proclaim Practice Management Software
15775
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Proclaim Practice Management Software

Proclaim Practice Management Software

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.

Process
Case Handling

     Features
  • Duplication and conflict check
  • Add multiple matters and contacts to clients
  • Time recording

     We can…
  • …create clients and matters in your workflow
    and generate standard documents

Process
Document Generation

     Features
  • Save templates for standard documents
  • Mail merge

     We can…
  • …transcribe, format, and attach ready-to-print documents to matters

Process
Diary Keeping

     Features
  • List and delegate tasks
  • Keep track of appointments
  • Automated reminders 

     We can…
  • …schedule appointments
  • …sort e-mail and attach them to matters

Process
Business Development and Reporting

     Features
  • Keep track of cases
  • Design and plan marketing and business development program
  • Customised graphs

     We can…
  • …input data
  • …generate personalised graphs

Process
Accounting

     Features
  • Creation of invoices
  • Billing
  • Disbursements

     We can…
  • …create ready-to-print invoices












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