Legis Case Management Software

Legis Solutions

We are a leading provider of Online Case Tracking (Portal), Case Management Software, Document Management and Client Relationship Management / Business Management systems across a spectrum of Business Sectors.

Our clients range from large LLP’s through to two-partner practices; government departments; from large commercial companies, to SME’s. We provide both highly functional, and reliable systems and offer unrivalled levels of Support to our Clients. Key clients include B&Q, the Pubs Code Adjudicator, Irwin Mitchell and Blake Morgan.

Our Case Tracking Portal seamlessly, in real time, integrates with our Case Management Software via powerful Web Services.

So whatever your sector or size of business, if you require Online Case Tracking (Portal), Case Management Software, Document Management or Client Relationship Management / Business Management software, we have a system for you.

Application Types

Including, but not limited to...

Adjudication
Asset Recovery
Claims Management
Commercial
Conveyancing
Data Protection
Employment
General Practice
Holiday / Sickness
Immigration
Licensing
Personal Injury / RTA
Professional Regulatory
Risk

Features

  • Dashboard

    A powerful overview of all cases in the system. Selection criteria allows you to filter and sort the results. Option to save the results to Excel. Single click takes you into the case.

  • Workflow

    Workflow can be customised to meet your exact requirements. We can work with you to ensure you maximise the efficiencies that can be gained from using Legis Synergy.

  • Document Management

    A powerful Document Management system that can search across all cases in the system, or simply display all incoming and outgoing documents for a single case. A simple drag and drop allows all incoming documents to be stored in the case. With features such as convert to PDF, bundling, copy to clipboard and print.

  • Tasks

    Your Task List. Automated and driven by your unique workflow. Valid next actions are listed from across your case load, or for each specific case. For many Tasks, a single click is all it takes to action it.

  • Time Recording

    If you need it, automatically or manually time record actions. Charge rates for each Case Handler can be stored in the system.

  • MI Reporting

    Legis can report on any data stored in its powerful SQL database. Standard reports can be provided. Reports can be set to be distributed to defined contacts.

  • SMS Text Messaging

    Generate and send SMS messages automatically; by incorporating in the workflow, or manually. e.g. text a client to remind them to attend Court or a Medical Appointment.

  • Integration

    Legis uses industry standard methodologies such as XML and Web Services. Fully integrated with Forms generation software applications. Integrates with many Third Party products.

  • Electronic Signing

    Seamlessly integrated with both Adobe Sign and Omnisign for electonic signature approvals and agreements.

  • Wizards

    Create and maintain intellegent letters, documents, workflows and reports, through the use of user friendly wizards. Reporting information can be simply exported to Excel.

Testimonials

Our business was under pressure due to an increased volume of work. We approached Legis Solutions to see if they could assist us.

They spent time working with us to understand our business, and provided a claims handling system that significantly reduced the pressure on our team. In addition, the Portal kept everyone involved up to date. The system is easy to use and reliable.

If we have queries they are dealt with promptly and professionally by the Legis Solutions support team.
Roy Haydon

Managing Director,
Accidently Injured

Milestone Solicitors have been using Legis Synergy since October 2015 and although the basic features were always intuitive, we have found that over time we are discovering new, sophisticated, advanced features that we are now using too.

The support team are very good at dealing with any technical enquiries.
Milestone Solicitors