2. Main functions of program
• Opening of files
• Drafting court documents and letters
• Debiting fees
• Send SMS messages to debtors
• Compiling collection reports
• Reports can export to MS Exel
3. Main functions of program
• Diary – what to do, latest action on a file
• Making file notes – consultations, telephone
calls
• Printing client statements – including
accounting transactions and fees
• Drafting debtor’s statement – including
accounting transactions, fees, expenditures and
interest
11. Opening of a file
• Imported from Accounting
• Exported to Accounting
• Full details of client, first party and second party
• Identification of fee earner and group or
section
• Complete debtor’s details
15. Court documents
• More than 250 documents: summonses,
notices, pleadings, letters etc.
• All documents available in Afrikaans and
English
• User can add own documents or amend
documents
• Automatic fee debiting with merge of document
17. Merging of documents
• Information from opening of file can be
amended or added to
• Select document from list
• Complete details specific to the document
• Automatic fee debiting
• Merges to MS Word or Open Office
21. Diary and report
• User can filter on account numbers, client names, fee
earner to select list
22. Select action on diary
• A right click on file name brings up action list
23. File notes
• Type a file note
• Print the note only when page is full – saves paper
• Debit a fee – consultation, telephone call
24. Debtor’s statement
• Information from opening of file: capital,
interest rate, interest date
• Accounting transactions: payments,
disbursements
• Fees
• Program loads all information and calculates
the statement
• 12 collection reports which exports to Exel
26. Search for debtor’s file
• Search on name of client, name of creditor, name of
debtor, case number, ID number, reference number
of client etc.
27. Accounting enquiries
• All transactions on client accounts
• Non-sensitive information only, business accounts (e.g.
salaries) cannot be accessed
• Immediately available after being posted in Accounting
28. Various options for fee debiting
• User selects fee description and amount
• User types own fee description and amount
• Select VAT inclusive or exclusive
• Select fee account or fee earner
• Fees either work in progress or must be sent to
Accounting
• Fees per time unit
• Fees less allowance
29. Debiting of fees
• User can type own description and amount
• User can select fee from lists
• Lists can be added to or amended by user
33. Help is at hand
• Free manual provided for the program
• Readme – latest additions to program
• Frequently asked questions
• Support via telephone, fax, e-mail and Internet