To request a free on line demo please call 864-346-4486.
We will demonstrate the product to you via the web - no download required!
8 Reasons you need CPM
A digital file at your fingertips
You can capture all file details in one easy to retrieve place and record file activity including in sequential order, giving you an instant snapshot of what stage a file is at. CPM allows you to add any document or file type to a client file including any Microsoft office application file, e-mails, voice files, picture files and scanned documents. With CPM scan module all your mail can be piled up and scanned in minutes, then through our simple yet innovative software it can be viewed, sorted and linked to the relevant file or files at the click of a mouse. The digital, searchable, organized “pile of mail”
Better informed staff
CPM’s simple and intuitive search facility means hours of time will be saved, you will no longer need to search for or through files while a client waits impatiently. Office based staff will have relevant information at their fingertips even when the professional dealing with the client is unavailable. Files and tasks can also be assigned and alarmed to ensure a deadline is never again missed. Your staff will be more efficient, your clients will be satisfied and you will know exactly what’s going on in the business with CPM’s reporting system.
Know your clients!
Store all your prospects, clients and other contacts in one searchable accessible database. Contact information is updated only once and this will be updated automatically on any associated files. As your business develops and your client base increases, CPM gives you the power to view client history in seconds so they are always your number one client!
Easy easy easy
To ensure everyone will use the system you need to ensure it is extremely easy to use. CPM’s strength is in its ease of use. This is where our competitors fail time and time again. Installed with minimum fuss and disruption, you will be benefiting from CPM in a matter of hours.
What you can’t measure, you can’t manage!
With CPM reporting facility you can measure staff efficiencies, and open files. You can also help meet regulatory requirements through reporting on files opened/closed etc. at the click of a mouse. Now you have the information you need to manage and grow your business.
Work anytime anywhere
With CPM your entire staff will have access to client information at their fingertips. By remotely accessing CPM in a secure and encrypted way, you can retrieve client information off-site so the physical file never has to leave the office. Now you can catch up with tasks, review and make diary appointments, view files and delegate work remotely.
CPM Mobile
When you are out and about in court or at meetings it’s important you stay informed of any developments. With CPM Mobile you can enjoy many of the features and benefits of CPM on a mobile phone or PDA such as emails and diary appointments.
Customize to suit your business needs
CPM has built in flexibility that allows you to customize fields to suit your business. We can help you set up all your template documents for easy document automation. Reduce hours of administration time by standardizing documents and generating them automatically from within a client file.
Grow your business more profitably
Your business can continue to take on new clients without the burden of extra staff costs. It will only incur further overhead when even more clients engage your practice, but these will be covered by efficiency gains.
A Feature Rich Solution
All client and case information in one easy to use screen.
Complete digital filing.
Comprehensive reporting on all areas of your firm.
Automated document and brief generation
Accurate time and cost control
Seamless interface to our Back Office accounting
Wills and deeds search able database
Create electronic briefs
Reduce paper storage requirements and cost
Remote working
Scan mail and documents to any file or files
Digital Faxing
Email/Diary management
CPM Mobile - Information on the go!
Contact information available instantly and associated easily with a file.
Set alerts for key dates/tasks and assign follow-ups for staff
Integrated digital dictation option; voice files can be added to file.
Optional Scanning module for complete digital file.
Benefits to your Practice
More time and money for the more important things in life.
Increased productivity
Enhanced customer service and more satisfied customers.
Better informed, more efficient and LESS STRESSED staff
Capture more billable hours.
Target repear business.
Free up hours spent on administration for more profitable work.
Free up office space from paper files and dramatically reduce paper waste.
Cheaply back up files to reduce vulnerability to accidental losses.
Don't wade through any more days of file and correspondence clutter. Contact us today to learn more and schedule a product demonstration. Email us at sales@caselode.com or call 864-346-4486
History of Morningstar Technology Corporation
Morningstar Technology Corporation has been providing software development services since 1981, and has been developing and marketing products for the law firm environment since 1983. As of the late 1980’s, we serve the law firm market exclusively. We have delivered legal accounting software products to firms spread across the U.S. and Canada, which address the accounting requirements of Time Accounting and Billing, Trust Accounting, General Ledger, Accounts Payable/Disbursements, Payroll, Docket Control/Scheduling, and Conflict Of Interest. In early 2009, we teamed up with a firm which developed and markets an excellent Front Office Case/Practice Management product and jointly developed an interface to allow both products (Back and Front Office) to work together in harmony. We now market this new product in conjunction with our flagship financial management product to address all areas of need in today’s law firm.
CaseLode is a complete suite of law office management software products that fully integrate Time Accounting & Billing, Trust Accounting, Firm Financials, Disbursements, Payroll, Calendaring, Conflict of Interest, Case Documents Tracking and more.
CaseLode saves you money by eliminating costly duplication of effort and controlling unbilled time, receivables, client trust balances and more. You no longer have to worry about using multiple products that do not work well together, or getting the run around from other software vendors when it comes to quality support and/or special requirements for your firm. Software decisions just got easier. Download our free demo (or request a CD via email) and see for yourself why firms across the nation, both large and small, are using CaseLode on a daily basis.
