Case pro

Welcome to CasePRO, the flagship product of Advanced Software Limited (ASL).

Long standing clients such as Moneysupermarket.com and Close Brothers are testament to CasePRO’s pedigree as a proven, mission-critical Client Management Solution.

Once customers can see how easily our software can be continually adapted to their bespoke requirements, we believe it leaves them with a very easy choice to make.

It has been specifically engineered to give the highest levels of performance, reliability and ease of use for any type of business, no matter what industry sector.

For further information, visit our web site at www.casepro.co.uk

Users can take full advantage of the many powerful features and productivity tools thanks to CasePRO’s easy-to-use and intuitive interface.

Create and amend as many custom screens as required, without the cost or delays of relying on your software supplier.

Screen intelligence is a powerful feature that can perform calculations and notify users of what action to take depending on the results. This ensures data is captured accurately, compliantly and efficiently.

New Case allows you to capture a new client’s details and create their Case Folder for subsequent processing. The New Case input screens can be configured exactly as you require, with as many screens as you require.

To Do Lists are created automatically by CasePRO’s powerful workflow engine, ensuring every Case is processed accurately, compliantly and with maximum efficiency.

My Cases allows you to create, edit and display any number of data views using CasePRO’s Query Builder and View Designer tools. You can even export the selected data into an MS Excel spreadsheet.

While every other input screen in CasePRO is user configurable, this initial Case Folder Screen is generic. The screen provides easy access to Outstanding Tasks, Case History, Appointments, Outstanding Items and Case Notes for the selected Case.

Every Case has its own Audit Trail that records every activity performed for that Case, including changes to existing data.

Outstanding Items is a powerful feature that manages the requesting and receipt of all reference documents required to complete a Case. Each item can be configured by management to stipulate when it should be chased up, giving you maximum efficiency and control.

Case Notes can be added/viewed by any member of staff ensuring that every member of the team is empowered to handle customer queries on a fully informed basis.

This sample ‘Processing Screen’ displays the dates when key process milestones were actioned. The dates are added automatically by CasePRO’s powerful workflow engine.

This sample ‘Commissions Screen’ enables you to easily manage the receipt and payment of fees due on each Case. This is extremely useful for cashflow/profitability monitoring and reconciliation purposes.

Booking appointments couldn’t be simpler using CasePRO’s integrated Calendar. Appointment details can be automatically sent to Remote Agents via email or text.

Calendar allows you to view diaries.

Document Management is a powerful module that helps reduce your paper mountains and filing cabinets while increasing efficiency and ensuring no more mislaid documents!

Email enables you to send and receive emails both internally and externally.

SMS Text Messaging enables you to send a text message to any mobile phone. Messages can be triggered automatically via CasePRO’s workflow engine, e.g. to advise an Introducing Broker of an overdue item or of a change in the Case Status, etc.

Any type of document, including PDF Forms, can be auto-populated, printed and stored in the Case’s Audit Trail for subsequent review.

Letter Writer is integrated with MS Word and enables you to produce professional letters at the click of a button.

Plans is a powerful sourcing engine that enables you to automatically match financial products such as mortgages, loans and insurances to the applicant’s criteria.

Contacts enables you to only ever need enter your business contacts’ details once. Contacts’ details can then be simply added to a Case by selecting from the respective drop-down lists.

My Contacts allows you to create, edit and display any number of data views relating to your Contacts. Upon selecting a contact, you can view their Case History, Tasks and Case Notes without having to load the actual Case Folder.

Reporter Module puts you in control by enabling you to review your KPIs at the click of a button. It also eliminates the labour intensive task of manually recording statistical information on spreadsheets!

A sample CasePRO report.

Screen Designer is a simple to use drag & drop tool that enables you to build and edit your own data capture screens thereby allowing your business to react quickly and cost-effectively to change.

CasePRO’s powerful Workflow Engine provides total control by ensuring that every task is processed accurately, compliantly and with maximum efficiency. Where each workflow task can simultaneously perform multiple activities such as: Send email, Send Text Message, Print Documents, Change Case Status, and many more.

Chris Waite

Director of Sales & Marketing

Tel: 0845 615 6506

Mob: 07841 987 499 

Email: [email protected]

Web: www.casepro.co.uk