The PMS works as a unified whole with information needing to be entered only once. It is usual to start with the client screen where the contact details are entered, including email addresses. Whilst this information capture is standard in any software, in the PMS this information can be called up at any time from anywhere in the system, so that documents can be emailed quickly without having to change screens or quit the application. Our new Client Wizard feature makes for faster data entry with only the most basic data required before a matter can be created.

The system captures the client type and will automatically enter the details into the accounts and Case Management modules. It will automatically do a series of checks - duplicates, first line of address and conflict of interest - creating a client conflict “note” against the client record detailing the check results. From the conflict check screen, the actual client screen of the possible “client conflict” may be opened and a notes feature allows for information about a client’s special requirements, such as disablement, to be entered. It is then ready to create a direct link to the matter creation.

Other details include previous name and address and salutations for envelope and letter (to be used in automatic document production), client specific notes, password for on-line web enabled report enquiries plus a list of all matters. There is also an indicator to show the number of deeds and wills held for the client. Supplementary information may be held such as Date of Birth, NHI number and Ethnic Origin which can be used for the automatic generation of LAFQAS reports.

There are also a number of screens used to record marketing and financial services information. Letters can be addressed and printed automatically from the client screens, speeding up document production.