Legal Case Management
Financial claims software
Access Legal Case Management caters for a wide range of financial claims including Packaged Bank Accounts (PBA), PPI misselling, Plevin, and more. Access Legal Case Management Financial Claims Software improves case handling, reduces the time spent processing each case and increases the quality of service your clients receive, improving your overall bottom line.
Key features of our financial claims software
Learn more about the top financial claims software features to help your law firm achieve its goals. Our mediation software solution sits within our case management software and practice management software suites.
Online case tracking
Access Legal Financial Claims Software can automatically publish selected case data to a secure website — enabling you to make information available to clients, partners, and intermediaries around the clock.
Text Messaging
SMS (text) messaging direct to clients’ mobile phones is available from the desktop at the click of a button, keeping them up to date with developments and reminding them of important appointments.
Reporting
A user-definable reporting suite allows in-depth interrogation of any element of data contained within Access Legal Case Management. Reports can even be scheduled to auto-run at set times/dates and be distributed to pre-defined contacts, all with no manual intervention required.
Bulk uploads
Bulk uploading of data is included as a standard Access Legal feature. Utilising Access Legal’s data import tools you can upload a number of files (including .csv, .xml etc.) and cases can be populated directly. Additionally, there is no limit to the volume of data importable, and Access Legal Case Management can even schedule a bulk process to ‘watch’ a folder for an incoming file prior to processing.
Claims Management
Access Legal insurance claims system improves your case handling, reducing the time spent processing each case, increasing the quality of service your clients receive, and improving your bottom line.
Cost Drafting
Access Legal Cost Drafting Software assists with bill creation, from layout and calculation to the production of a red line bill, enabling you to extract maximum value from fee earners’ time, with more streamlined daily processes.
Easy document production
Access Legal includes a document management and production toolset. It’s very simple for you to create and amend document templates, utilising Microsoft Word (as standard) for the creation of documents and catering for .rtf, .doc and .docx formats.
Any number of documents can be created – and to one or multiple correspondents – utilising pre-defined data and content merged in from the client/matter file. Documents can also be produced adhoc at the click of a button and can include selectable pre-defined paragraphs.
Find out more about our document management solution for law firms
Configurable processes to suit your way of working
Almost every element of Access Legal Case Management can be tailored by you, to fit in with your preferred way of working.
Screens, fields, documents, reports, workflow steps, queries (and more) can all be tailored or created from scratch to ensure that Access Legal works around your every need, not the other way around.
Access Legal partners with over 3,500 legal teams to power their solutions, from law firms to in-house legal teams and public sector legal departments. Learn more >
Supporting all areas of law with powerful workflows and best in class integrations
- Accident management software
- Commercial legal software
- Conveyancing software
- Criminal law software
- Debt recovery software
- Employment law software
- Family law software
- Financial claims software
- Legal cost drafting software
- Legal client portal software
- Mediation software
- Medical case management software
- Personal injury software
- Power of attorney software
- Wills and probate software
Expert guidance
Access Legal’s in-built workflow can be tailored to ensure that cases and files are dealt with consistently and in keeping with your firm’s standards. Any amount of automation can be built in, enabling you to concentrate on the value-adding activities rather than administration.
Access Legal solutions integrate with a wide range of suppliers and services, enabling you to streamline more of your processes straight from your software. Learn more >
It’s time to embrace collaboration, agility and efficiency
Give yourself the freedom to improve the performance of your legal practice and generate value with one seamless software solution.
Explore the market-leading Access Legal software solutions
A complete and unrivalled set of legal software solutions for the legal market incorporating case & practice management and legal accounts, alongside HR, learning, compliance and cloud hosting, all integrated through Access Workspace.
Speak to our legal specialists to see how Access legal software can benefit your organisation.
Josiah Hincks
Josiah Hincks are a Leicester based Law Firm who have been practicing since 1927 and have come on a long way since then, picking up the 2018 Leicestershire Law Society's Small Law Firm of the Year.
They originally opted to go for a fully integrated package of Case Management & Legal Accounts from Access Legal back in 2016 after seeing the products demonstrated at a National Law Exhibition in London.
"When we saw the integration with the Access Legal Case Management System and the IT Support, it was a no-brainer."
Blog Spotlight: Case Management
Read our latest blogs on all things case and matter management covering key industry questions and trends.
