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Trust Accounting solutions

Office Automation Solutions

Agility

AGILITY provides an advanced database environment to capture the most important information about Clients and their specific Matters. AGILITY will provide a complete and comprehensive Client / Matter and Safe Custody database specifically designed for the Legal Office or those using matters.

The AGILITY environment will also provide tools to capture matter and personal to do lists including automated triggers for Key dates and reminders. AGILITY will compliment the diary and email system with the ability to integrate with MS Exchange and your Outlook diary.

Make the most effective use of powerful centralized database for drawing upon all client information simply using the Client Relationship Marketing tool for generating mailing lists and general customer information based on categories of information which you can specify.

A full audit trail of file history is retained when a matter is archived, allowing a complete matter to be re-activated or renewed at any time.