Paralegal and Office Admin Modules, Document Assembly & Case Archival and Safe Keeping

Опубликовано: 03 Август 2026
на канале: Immicompliance
17
0

Paralegal and Office Admin Modules
o Separate modules for paralegal and admin staff.
o Add and manage paralegal or admin staff.
o Provide access to specific cases or modules to the admin or paralegal staff.
o Track activities of staff.
o Track progress and issue instructions to staff.
Document Assembly
o Assemble all case documentation packet that can be archived for future reference.
o Assemble various documents that need to be filed as required, with required sequence.
Case Archival and Safe Keeping
o Maintain filed case documents securely.
o Create reminders from completed cases and documentation for future action and to-dos.