Case Manager

Elite offers a comprehensive Case Management System that integrates with Elite's other applications. Case management functions include calendar and docket, related party tracking, online viewing of case information and personal calendars, and flexible, user-defined reporting.

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Features

• Flexible, rule-based calendaring accommodates your unique scheduling needs.
• Personal calendar screen can display a day, week, month or year view with the option to drill down to detail entries.
• Calendar rules are calculated in days, court days, weeks, months or years, as required.
• Calendar calculations accommodate court holidays across multiple jurisdictions.
• Nested (parent/children) calendar rules automate multiple date generation.
• Rescheduling a primary calendared event automatically moves all associated entries.
• Automatic reminders keep commitments in front of you, minimizing the risk of missing deadlines and commitments.
• Calendars may be viewed by type of calendar entry.
• A Date Calculator is available from the Case Master, Calendar and Event modules.
• Event Quick Entry provides a fast way of entering multiple events for a case in a streamlined fashion.
• Related Party System tracks individual or companies involved with each case, preempting potential conflicts.
• Full-text conflict checking provides additional safeguards.
• Related Party System can identify all linked parties: for example, report all parties with a relationship to one particular person.
• Enables users to define how Events, Related Parties and Documents are associated with each other using the Outline option.
• Unlimited user-defined data fields accommodate a firm's unique requirements.
• A billing inquiry screen is available to display all engagement (matter) information with optional drill down to supporting detail.
• Flexible system accommodates both centralized and decentralized operations.
• Comprehensive integration with Elite's product suite draws case-critical information from billing, client, engagement (matter), and related party information into the timekeeper's calendar and docket system, and shares case information with the Records Management System and Conflict of Interest System.