Holiday / Sickness

• Cloud/Hosted Environment

  Legis is provided in a cloud/hosted environment, reducing your initial outlay considerably. You can either access Legis from any PC with an Internet connection, or choose a secure connection via dedicated IP addresses.

• Secure Online Client Portal

  Our secure Online Client Portal can be accessed from any PC with an Internet connection and provides real-time information to Introducers, Agents and Solicitors on the progress of their claims. Claims can be added, updated, or uploaded from a Claim Form. Documents can be uploaded directly to a claim. Claim notes can also be added at any time. Key Dates provide a snapshot of the status of the claim.

• Time Recording (including clock)

  Automatic Time Recording on all documents and processes. The built in clock allows you to time record on any case in the system while remaining in your current case.

• Workflows

  We work closely with you to develop and fine tune your work flows, which then drive your cases through the system, from creation to conclusion. Workflows; inform valid next stages, generate Tasks and Reminders. You have complete control and can override at any stage.

• All Parties

  Unlimited numbers of parties can be added to the case and viewed with a single click.

• Information Tracking

  Track all requests for information and ensure reminders are generated.

• Reporting

  Legis Synergy provides a powerful reporting facility, generating reports instantly. ReportMaker is a Report Wizard that allows you to select any data from the database to create your own tailor made Excel reports.

• Document Signing

  Integrated with Document Signing applications, such as Adobe Sign, documents can be tracked for signature and reminders generated.

• Case Import

  Cases can be created automatically using a simple import procedure, and information can be extracted/imported at the click of a button.