Case management software
Interactive
Interactive contains all the case management functionality you need to organise case information, simplify matter management, transform efficiency, operate flexibly, comply with legislation and grow your legal practice. In other words, run a profitable business.
Interactive’s a ready-to-use, tailorable, scalable, cloud based solution which gives you the optimum mix of intelligent tools and time-saving features to drive matters onwards from initial inception to successful conclusion.
Choose Interactive legal case management software and benefit from:-
- Document management: Professional and lite versions available to maintain a complete paperless store of documents, letters, emails, images and scanned collateral with automatically applied version control
- Microsoft Office integration: For superior document management capabilities, build tighter integration with the MS Office suite by subscribing to our optional add-ins for Microsoft Outlook, Word and Excel
- Time recording: Capture time at every touchpoint and on behalf of your fee earners, even when uploading documents to amplify billable hours
- Task management: Utilise to-do lists, perform calendaring by logging key dates in your diary including court dates, assign tasks to fee earners and act upon your own task reminders to ensure nothing’s missed and better manage your caseload
- Comprehensive database: All information relating to your contacts and matters is digitally saved in your secure repository and available at your fingertips
- Central dashboard: Visual single-screen overview of work in progress and performance analytics with one click links straight to your most-used areas
- User-defined landing page: Use the dashboard screen or specify the first page you want to view every time you log into Interactive
- Easy document production: Purchase popular forms packs, set up your own document templates and precedents, and link to your database for speedy auto-populated, easy document assembly with audit trail assigned throughout
- Automate workflows: Auto-detect and save emails displaying the case reference in the subject title against matters, auto-generate month end report batches and set up tasks with associated pre-populated documents for specified case actions
- Workflow management: Progress matters anytime anywhere with Interactive’s configurable guided workflow experience, whatever areas of law you specialise in
- Comprehensive reporting: Access ready-made reports, produce bespoke reports, save reports as favourites and view KPIs from your dashboard in real time
- Client relationship management: Customise your database, segment your clients and send targeted messages to keep your business at the forefront of their minds
- Hosted format: Switch from on premise to cloud delivery and log in any time, any place, any device to your application including from mobiles to promote flexible working, even from court, and access information on-the-go
- Multiple security levels: Set strong passwords, lock down content on a user-by-user basis and enjoy a wide range of robust safety measures for data privacy protection
- Shortcuts to key areas: Click on blue hyperlinks to navigate instantly to relevant alternative screens
- Intuitive search facility: Filter search results by various criteria to locate matters, contacts or files in seconds
- Conflict, identity and AML checking: Run conflict and identity verification, and anti-money laundering checks to strengthen risk management processes
- Online case tracking: Provide password-protected access to clients’ case files via our web-based Casebook client portal
- SMS messaging: Enhance client service by text messaging contacts with case milestone notifications, for example exchanging contracts in residential conveyancing matters
- Postcode search facility: Speed up data entry by simply searching by postcode, locating the correct address and populating database fields instantly
- Team training: Attend online courses, book onsite training or watch free webinar resources to use your Interactive system to its full capacity and achieve return on your investment
- Ongoing software development: Our solutions undergo constant enhancements in order to meet the ever-changing demands of today’s legal marketplace
- Industry leading legal technology: Sign up for our legal case management software to reap the rewards of continual development and award winning features
- Affordable monthly costs: Choose a commercial payment plan and simply pay-as-you-go with our software as a service model thereby avoiding upfront capital expenditure
- Legal accounting software: An integrated accounts and billing suite, and expense management facility helps you proactively manage your finances, recover costs and comply with accounts-related legislation including HMRC's Making Tax Digital for VAT
- Integrated extras: Opt for additional functionality like our Police Station App for criminal lawyers to use on station visits
- Optional back office support: Offload administrative tasks such as cashiering, payroll and typing with our range of extra business process support services
