ADDITIONAL MODULES
In addition to the modules included in the Basic Package, PSTI offers additional modules to expand the functionality of your case management system.
Centralized Document Management & Assembly
The Document Management & Document Assembly Modules are powerful additions to your case management system. The Document Management Module allows you to save and view documents in a client's file, as well as recommend standard documents or self-help documents based on client's problem code and location. Additionally, Legal Server integrates its Knowledge Management technology allowing you to search for any work product throughout your organization based on specified criteria (problem code, location, judge court, type of document, free text searching, etc.). Finally, the Document Assembly Module allows you to create and upload "auto-generated" documents, associating each with problem codes and locations (i.e., counties). The auto-generated documents are then recommended in the client's file based on those criteria. The system looks at the "auto-generate" fields that you defined (administratively) in the recommended document and replaces it with known client information saved in the database.
Electronic Transfer of Cases
Many organizations need to transfer cases to other outside agencies and would like the ability to send or receive the case file electronically. The problem for most agencies is that their case management systems do not allow the transfer of data to other systems. In order to overcome this problem, the XML data standard created for legal service agencies facilitates the export and import of data in a common format. PSTI's XML Module will export/import a case file using LSXML. Additionally, this module provides a "staging" server, where client files are temporarily stored, so that the receiving organization can run a conflict-check prior to accepting the case. If they cannot accept the case, the sending organization is notified and can send it to another agency.
Integrated Grant Management
The Grant Management Module seamlessly integrates administration and case management functions. Using this module, administrators can set grant requirements, which are then checked in the system prior to billing activity to that grant. The grant management module also creates a ledger for each grant, reporting all activity, the dollar amount of each activity and the current balance of the account. Additionally, administrators can set and track monthly goals for a fund, as well as set alerts to warn them if the grant is reaching capacity.
Advanced Client Intake Features
In addition to the standard features of intake, we allow organizations to further customize intake by adding features not offered in the basic package.
Email Functionality
Adding the Email Module allows organizations to search specific criteria in the system and generate an email list. This functionality is used to find people in the system based on things like legal specialties and counties served. You can then generate and send an email to the list. This is perfect for informing pro bono attorneys about specific cases.
Web-based GIS Reporting
Geographic Information Systems are used to report tabular data (names and numbers) graphically (on a map). We offer various GIS solutions that will integrate with your case management application, including a web-based version so that you do not have to have GIS software installed on your machines.
Additional Customized Reports
In addition to the numerous reports that you can produce with the reporting tools offered as part of the Basic Package, we can also generate custom reports that perform specific calculations and can be displayed in a customized manner.
|
