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Customize every
aspect of the legal process by the utilization of tables such as court,
levying officers (sheriffs) and attorney tables, action, status, priority,
category and letter (document) tables as well as trust tables to customize and
track every financial aspect of the legal process. |
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Generate and
print legal documents, whether individually or in bulk, using Microsoft Word’
Mail Merge features. |
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Track court, case
number, case filing date, date of service, default date, legal jurisdiction,
levying officer (Sheriff) and plaintiff and defendant’s attorney for each
case. |
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Track court
costs, attorney fees and all expenses related to a case. |
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Trace legal cases
at each stage of the legal process. The system can be customized so it
automatically reminds the end user when a logical step in the legal
progression has not been completed. Cases that do not need work can be set
up to be omitted by the system. |
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Tailor action
codes so that the end user can, upon prompting by the system, enter one
customized code to perform all follow-up actions. This code can execute
actions including rescheduling of a case for a next review, reassigning of a
case to a different desk or queue, changing of the priority and/or status of
the case, scheduling case hearings, and generating all needed legal documents
at that cases current stage. |
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Automatically
record date, time and day of week, and User ID for every action taken on a
case. Data is recorded to the case history and can be easily retrieved for
either a snap view or a comprehensive view. The historical data can be
defined so that it is written to a special history file to differentiate these
notes from regular collection notes. |
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Customize
security levels by User ID, function, or both to allow/prohibit an end user
from performing certain actions in the legal module. Each screen can be
customized to allow/prohibit an end user to view or modify content. |
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Customize up to
999 different Payment Plans to track Earnings Withholding Orders (Wage
Garnishments) in order to monitor the payments disbursed by levying officers.
Each plan can have an individually defined grace tolerance in days, and
shortage tolerance in dollars. |
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Track date, time,
and judge for all court hearings and print a schedule of cases by the number
of days until hearing date, or by date range. |
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Generate various
Legal Reports such as Legal Analysis, Legal Activity, and Legal Action Tracker
reports as well as the ability to customize any Legal Report using the Report
Writer. This function allows you to select for your report virtually any field
in CollectOne. Also allows specifying of the selection criteria for reports
and their sort order. Provides an export function to create ASCII files for
import into other systems or program such as Excel. |
