Closed File Manager

Who handles your closed files?  If they leave your firm, does anyone else have the knowledge to maintain the system you have in place?

How are you presently managing your Closed File database?  It's alarming to hear how many firms that we encounter who don't have a true Closed Files System in place.  Caselode's Closed File Manager (CFM) system puts those nagging doubts to rest. 

CFM helps you:

  • Manage the Closed File by tracking the File to the Box and Location of the Closed File.
  • Letting you find Closed Files in a timely manner.
  • Allowing you to relieve Accounting and Office hard drive space in other programs.
  • Locate Closed Files by Responsible Staff, Location, box number and even closed dates.
  • Managing Destroy Date and Destruction Date of Closed File.
  • Integrates with Caselode's Time & Billing System, can standalone as own dbase, or current system*.
  • Network ready!
  • Reporting included with PDF capabilities.
  • Help Document, Security, Audit Tracking and more!

Contact us for a demo of this powerful  cost saving product to improve your firms Closed File system.  Remember,  Caselode's Closed File Manager system puts those nagging doubts to rest. 

 

*Some programing may be necessary to accomplish with certain software products.