LAW FIRM – CASE INTAKE SYSTEM

OVERVIEW OF THE WEB APPLICATION

Web application designed for law firms to mange new clients and keep history of old clients

Application manages client compensation claims of accidents, damages and injuries

Each case entered as a single file in the system. Application manage details of the case including workflow and history

User can search claims using different criteria

Access is controlled based on roles / rights. Admin can create new users. Also user passwords are encrypted in database

System generate different reports summarizing the number of cases in different formats

Certain parameters are configurable through admin panels like DMA (Distributed Management Area)

Main Screen of applicationafter login

There are 2 parts of the main screen

Upper portion shows main links

Bottom portion lists most recent or newly created cases. This list gives quick access to cases being worked on

LINKS ON UPPER SECTION OF MAIN SCREEN

Following are the links on top of main screen

-Create new case

-Find Cases

-DMA (distributed managed area) management

-Manage classification – cases are grouped in different classifications

-Vehicle and Bikes management

-Referral sources report which source generate most business

-Multiple reports

-Users management

IPAD OPTIMIZED LAYOUT

Web application layouts are optimized for viewing on iPAD or other tablets

This enables the agents of the company to visit clients and enter case details on spot usingtheir mobile tablet like iPDA

Client case screen contains following sections

- History- Intake Memo- Secondary Contact- Accident Details- Property Damage- Client Injury Classification- Client Treatment- Adverse Driver Information- Client Insurance Company Information- Health Insurance Carrier- Client Employer- Prior Insurance Claims Details- Current/Prior Attorney- Additional Notes

By Default all sections are closed Clicking a header expands the section

Case FormCase form is divided into different sections that can be expand, collapse with mouse click. This screen is optimized for iPAD viewing so touching the section header will expand or collapse the section

First section of the form is History section which list change of status, date, who changed the status and his comments

Case Form - Intake memo section

Case Form – Secondary contact and Accident details sections

Case Form – Property Details and Client Injury Classification sections

Case Form – Client Treatment and Driver Information sections

Case Form – Client Insurance Company section

Case Form – Health Insurance Carrier and Client Employer sections

Case Form – Prior insurance claim, Attorney and Additional Notes sections

Find CasesUser can enter multiple search criteria including current status of the case, classification, DMA, client name, date ranges etc.

Clicking the Search button will fetch all cases according to criteria provided

If specific criteria is not set then its default value is assumed like user can select specific DMA from drop down otherwise cases from All DMAs are includes. Same with Classification, Status and others

DMA (Distributed Management Area)

Each case is associated with a DMA.

DMAs can be created or modified from admin section

Reports are divided into DMA

Classification Types Each case is associated with a classification like Criminal case

Any number of classifications can be created

Reports are created based on classification. Number of cases are aggregated based on classification in reports

Management Screen 3 – Referral Sources Cases can be referred from different sources.

User can create any number of such referral sources inthe system

Each case is associated with its referral source

This information is used in report showing how much business was generated by a specific referral source

Reports Section - Agent Performance Report

- Referral Source Notes

- Monthly Tracking Sheet

- Status Change Report

- Accident cases on Bike Types

- Accident cases on a Vehicle Type

- Source of Referral

- Injury Type

- Age of Rider

- Case report by Volume

- Case report by gender

- DMA / State

Report 1 – Year Detail Report 1st and 2nd sections

This is one of the detailed report generated by system showing how many cases registered through out a year

User selects a year from drop down and system creates 4 sections aggregating cases month wise. 4 sections are

1.Monthly totals 2.DMA Totals 3. Referral Source Totals 4. Case type Totals

(Next 2 slides shows other 2 sections)

Report 1 – Year Detail Report 3rd section

Report 1 – Year Detail Report 4th section

Report 2 – Injury Report

Report shows cases by injury type

Report is divided into DMA sections

Each section lists injuries and number of cases

Graph is shown for each DMA. Distributed Management area is logical division like Sates. These DMAs are managed from admin section

At the end of the report is the grand total of all injuries with graph (shown on next slide)

Last section of Previous report Shows count of all injuries with graph

Other reports in same format are

-Gender wise report-Accident (Bike)-Accident (Vehicle)

Report 3 – Volume ReportVolume report shows number of cases in each month of year

Report on right side user selected date range from Jan 2014 to June 2015

As date range spans two years, graph is drawn for 2 years. Blue bars shows number of cases in 2014 and Green bar shows number of cases in 2015

User can select from 1 to 4 years of date spans and graphs are shown side by side for each month.

Data is divided into DMA regions and at end aggregated of all DMA graph is shown (Next Slide)

Report 3 – Volume Report

Last section of volume report shows aggregate of all DMA’s. Again data is shown side by side for 2 years for each month

Report 4 – Age Report

Cases are divided into DMA and then age groups of the client

Age categories are

10 - 1920 - 2930 – 3940 – 4950 – 5960 +Age not specified

Last section of report shows aggregate data from all DMAs

Report 4 – Age Report

Last section of the report shows aggregated data of all DMAs divided into age groups

Report 5 – Source of Referrer report

This report is used to view which source is the major contributor of new business

Source of referrer can be configured using admin module. Admin can configure any number of sources

Again the last section shows the aggregate of all DMAs age group wise

Report 6 – Agent Performance This report shows how many cases were created by agents in a specific month of selected year

Seperat sections for each agents

Agents can be created from users modules

Report 7 – Change of case stateThis report shows which cases are or were in a specific status during a selected time frame

For example user entered date range of 8/4/2015 – 9/30/2015 and status New Contract, Intake Memo and Vetting states on right hand side

This report can be useful to view cases in a specific state at any time, for example user can generate which cases are in “To Schedule” state.

Note cases are divided into its relevant sections like New Contract etc.

CUSTOMIZATION OF THE APPLICATION - This application can be customized according to specific client requirements

- First the case form can be customized in any way with new sections or fields

- New case states can be defined

- DMA (distributed management areas) can be defined

- Reports can be used in current form and are also customizable according to the client requirements

- New reports can be added according to client specific needs

In short application can be customized according to client needs