myCaseLoad Feature Modules
Not everyone has the same requirements for their case management needs. We have designed myCaseLoad to provide you with the flexibility to extend its functionality by seamlessly adding software options.
The Workflow Designer is a graphical modeling tool. It comes with an easy to use interface that allows “non-technical” users to create and modify their business process models. These models will be used by the Workflow Engine to automate actions and monitor the progress of each case. The Workflow Designer permits you to graphically configure your business rules to "customize" individual tracks (or schedules) for different case types, triggering unique events, alerting staff and automatically changing case status indicators as case milestones are completed.
E-Filing Frontend Module
The E-Filing Frontend Module is an alternative to paper-based case filings and manual data entry. Lawyers and self-representing parties will be able to submit initial and sub sequent filings to your organization. Data entry forms are custom developed for each client. Once the form is completed and submitted an electronic document is generated and that document along with the case data are automatically sent to myCaseLoad which creates a case and inserts the document and form. A PDF version can also be sent via email to the parties. Once the case is created an designated user(s) can be notified of the submission and can take action on that case based on your business process rules. eFiling also include secure login and organizational website look and feel.
Web Services Module
The myCaseLoad Web Service API is a SOA (Service Oriented Architecture) for developers who need to make use of some of the myCaseLoad functionalities through their business application. The Web Service API provides comprehensive integration flexibility of myCaseLoad by exposing interoperable and reusable services.
The Web Service API is built on the latest Microsoft technology (WCF) featuring Web service standards and an enterprise-level security and reliability. Because the WCF framework implements the industry standards for Web service interoperability, developers have the choice of tools and programming language to interact with the myCaseLoad Web Service API.
A/R User Module
The Accounts Receivable User Module is only required for users performing actions in which a fee is levied (e.g. document filing fees, service charges), a payment is received, an invoice / cash receipt is voided (e.g. NSF, refund), or a till reconciliation is required.
Each payment can be received by multiple methods (e.g. cash, credit card, or check) and applied to multiple invoices.
The Community Website module allows your case management information to be accessible to the general public or agency staff. The Website gives case participants a greater level of access to their cases. The users can search for cases using multiple search criteria such as appeal number, their name, attorney name, etc.
Parties and attorneys can be granted a secure id and password to gain access to any cases with an access level higher than "Public".
The E-Filing Frontend Module can be integrated into the Community Website to provide a seamless solution for your clients. The website can be easily tailored to have a similar look to your current website.
Exchange Base Module
While Outlook is the end-user facing product, the powerful integration benefits will be realized by interfacing with the Exchange backend server. The features include the ability for a scheduler to see if a resources they are scheduling for an event has is available based on their Outlook calendar from within myCaseLoad scheduling and calendaring. Also once a resource has been scheduled for and event in myCaseLoad an Outlook calendar event is sent to the resources Outlook calendar from which they cane see all the relevant information about the event including time, place, and a link the case or cases within myCaseLoad. Which they can click on and it will take them directly to the case and all it's information.
Document Publishing Module
This module tracks the status of a document from an initial status to a final status. Each of the status types are user-configurable. When a document status is changed, the effective date of the change is recorded. The information can provide powerful monitoring statistics showing the timeframes for document to move from status to status (e.g. Draft Received to Issued or Suggestions Sent to Modifications Received) When a document has reached its final publishable state, the system will make a new document entry with the latest file attachment. As well, the attachment can be copied to a network folder where a public website can access the document.
Recusal Management Module
This module will allow schedulers to manage the assigning of resources to a case. It records potential conflicts for each resource and notifies the user during any assignment operation.
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