Services

Instruction Portal

Our Instruction Portal acts as the central connection point, enabling smooth integration between your staff and the Proclaim legal case management system.

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Instruction Portal

Streamlining Legal Case Management

Our Instruction Portal serves as the central hub for seamless communication between your staff and the Proclaim legal case management system. It supports a wide range of legal cases—including housing disrepair, energy claims, and PCP (Personal Contract Purchase) disputes—while offering the flexibility to add any case type to suit your firm’s specific needs.

Comprehensive Case Management

No matter the complexity or volume of legal cases, our portal ensures all processes are streamlined. Whether you’re managing housing disrepair claims or handling intricate PCP issues, the portal integrates smoothly with Proclaim, allowing for easy oversight and progress tracking of each case.

Enhanced Compliance with AML Checks

Our portal is equipped with built-in AML (Anti-Money Laundering) checks, ensuring that every case meets the highest compliance standards. This integrated functionality safeguards your firm, allowing for automatic verification processes that meet regulatory requirements.

Communication Made Easy: SMS Integration

Stay connected with clients and staff through our SMS functionality. You can send instant updates or reminders directly from the portal, enhancing your communication flow and ensuring your team and clients are always in the loop.

E-Signature Functionality

Speed up the process of document signing with our e-signature feature. Clients can easily review and sign documents electronically, making case progression faster and reducing delays typically associated with paperwork.

Want a FREE demo?

Call us today 0343 212 0930 or email us sales@techedia.co.uk

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