EZ-EsquireTM

Glossary       EZ-Esquire™ is a workflow and case/matter management tool for attorneys.
       EZ-Esquire™ automates the work processes and manages case/matter data for collaborative work efforts, higher productivity and accurate reporting.
FAQ       Request a demo

Overview
  • Database driven collaborative workflow engine
  • Complete case management
  • Integrated diary, calendar & email
  • Secured, web-enabled open architecture
  • Data accessible from mobile devices
  • Accurate, quick and real-time reporting
  • Role/user-based security
  • Template based document generation
  • Complete document management and archival
  • Reasonably priced ready-to-go solution for quick-start
Features
  • No need for redundant data entries or convoluted and confusing work processes eliminating human errors
  • Automated workflow avoiding communication delays, faster turn-around and superior service
  • Case/matter tracking from start to finish and everything in-between in shared environment as desired
  • Complete case, claimant, defendant, injuries billing and invoice tracking
  • Full contact manager with a history of communication via emails, phone calls related to claims
  • Case/matter specific tasks, appointments, meetings, calendar, documents, notes, expenses, invoices & more
  • Built on Microsoft platform with open and scalable architecture to fit right into existing infrastructure
  • Architecture allows interfaces with proprietary in-house systems via communication bus / services
  • Integrated with Word, Excel, Outlook, Notes, Adobe, RightFax, Dymo Label Maker, any networked scanner(s)
  • Mobile components allow you to access data from your PDA/phone devices via cellular network
  • Quick slicing and dicing of data in real-time using reporting integrated with Microsoft Excel & Adobe PDF
  • Fully configurable & easily manageable user security based on user, role, task, calendar or any custom element
  • Attach and access documents for cases, contacts or any other elements in the  database of any format
  • Create Word or PDF documents based on defined templates with mail-merge-like feature
  • Continuous improvement in technology & feature-set based on best practices at no extra costs