LECARE Matter Management
Matter management focuses on the efficient management of documents and emails, as well as improving communication with contractors, departments and external law firms.
The electronic file is structured like a paper file. By scrolling through the customizable tabs, you have quick access to the most important information at the click of a button, anytime, anywhere.
Thanks to the high degree of customizability and numerous interfaces, the electronic file integrates perfectly into your daily work routine – save not only paper, but above all time.
Electronic matter management and its advantages at a glance
Management of all processes and procedures
(+) Display of all documents, incoming mail and e-mails in the file
(+) Recording of all participants with address & communication data
(+) Mapping of all judicial instances with connection to court database
Dates, deadlines & resubmissions
(+) Creation of reminders, deadlines & appointments directly to the file
(+) E-mail reminder for expiring resubmissions
(+) Automatic self-calculation for certain deadlines
Filing & Searching Documents
(+) Storage of documents via Drag&Drop
(+) Full text search within documents and e-mails
(+) Automatic file assignment when sending/receiving Outlook mails
Evaluation & Reporting Tools
(+) Statistics on ongoing, added and closed cases
(+) Predefined evaluation lists for all common areas as well as possibilities to create individual lists
(+) Export all statistics and evaluations easily to Excel or Access
Text templates
(+) Deposit of own sample letters, contract templates and serial letters
(+) Easy editing of existing text templates
(+) Automatic document creation with all file information
Individual fields
(+) Input fields, selection fields or date fields freely definable
(+) unlimited number of tabs & fields possible
(+) free naming of tabs and fields
Access rights & user settings
(+) Assignment of authorizations per user to individual file stocks
(+) Individual settings per file
(+) Set files within a fonds confidential & protect from access
Other functions
(+) OCR integration for aut. Conversion of image PDF files into searchable
PDF files
(+) further interfaces (Lotus Notes, etc.)
(+) Multilingual interface (German&English)
Detailed information and technical details of the e-file
Management of operations and procedures
The master data of the electronic file includes an individually customizable categorization, the linking of participants, the creation of resubmissions, the recording of court information, as well as extensive data fields for an effective search and statistical analysis.
- Clear arrangement of fields and buttons according to ergonomic regulations
- Categorization of the case file according to customer-specific activity areas
- Recording of the participants with address and communication data
- Information on the course of proceedings for individual evaluations and statistics
- Display of all documents, inboxes and e-mails in the file
- Mapping of all judicial instances with automatic court determination
Dates, deadlines & resubmissions
You can create resubmissions and deadlines for each individual record. Resubmissions are reminders with or without comments that are intended for one or more clerks and are intended to provide information about the current status of the file or to indicate the further procedure.
- Creation of reminders, deadlines and appointments directly to the file
- Display of all elements on the start page
- Presentation of appointments
- Creating Group Appointments and Group Resubmissions
- E-mail reminder for expiring resubmissions
- Automatic deadline calculation
- Export of all deadline and reminder lists
- Transfer of LECARE calendar entries directly to Outlook, Notes or Gmail
- Controlled access to entries from colleagues in the event of substitution or holiday
Document Management
In order to keep an overview of the multitude of documents and to find them again later, the LECARE document management system helps you to save and (re)find documents.
- Storage of documents via drag & drop
- Full text search within documents and e-mails
- Automatic file assignment when sending/receiving Outlook mails
Evaluation & Reporting Tools
From a small search to the individual evaluation of all data, everything is possible in LECARE. We deliver ready-made evaluation lists for all common areas, but we also create individual lists for you according to your specifications.
- All common lists can be exported to Excel
- All evaluations are based on the authorization release of the user
- All common lists can be filtered by keywords per column
- Statistics on ongoing, added and closed procedures
- Reference file for case files, contract files and trade mark files
Text templates
With the text manager you can store individual text templates in the system. When these templates are called up, the specific file information is automatically inserted into the respective document. Once created, you can immediately save the letter to the file with a few clicks and it will be available to any clerk.
- Deposit of own sample letters, contract templates and serial letters
- Transferring all file information into a sample letter
- Easy editing of existing sample letters with our text tool
- All functions of MS Word are applicable in the sample letter
- Extensive initial text stock (e.g. court letters, ZV, invoices)
Create custom fields and tabs
Do you want to enter further important information about the file or the participant, but there is no corresponding field in LECARE? No problem. With the “Free fields” you can create your own new tab with all the fields you need. All fields can be evaluated later and even integrated into text templates.
- Unlimited number of tabs and fields possible
- Free naming of tabs and fields possible
- Date, input, multi-line, checkbox, number and selection fields are supported.
- Fields can be evaluated and integrated as placeholders in templates
- Separable for transaction files, personal files, contract files and trademark files
Access rights & user settings
LECARE has a detailed authorization system that controls and regulates sensitive access to certain file information or file inventories for individual clerks or groups of clerks. This includes not only the specific assignment of write or read rights, but also the hiding and showing of certain function modules such as the receivables or client account.
- Creation of various file inventories with their own number range
- Allocation of authorizations per user to individual file stocks possible
- Individual settings and configurations per file possible
- Individual display of functions per user can be shown and hidden
- Set files within a fonds “confidential” and protect them from access
Additional functions of our software
The electronic file is the heart of our software. It can be extended by many other useful functions. Put the modules together individually and work with what you really need.
Here is an overview of the additionally selectable modules: