This check can also include the Case Notes files. Document assembly is also included in Case Master. Case Master integrates with HotDocs document assembly software from Capsoft Development Corporation , WordPerfect for Windows and Microsoft Word for Windows. Existing HotDocs libraries can easily be configured to work with Case Master. Automatic reminders, time and expense entries, and document history records can also be created at the time documents are assembled.
Calendar reports by attorney, client and date are readily available.
An on-screen calendar allows you to review your day at a glance, or see what the days, weeks and months ahead have in store for you. If you miss something, the calendar reports and on-screen calendar are sure to let you know. A comprehensive report writer is a must in any case management system. The Custom Reports program in Case Master allows you to retrieve virtually any information in the system. The results can be put into the report format of your choice or imported into a spreadsheet.