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AdvicePro Package Options
Different services for different needs
| AdvicePro Functionality | AdvicePro Money | AdvicePro Legal | AdvicePro Student |
|---|---|---|---|
| Home Page with Task Summary, Message Board, Upcoming Diary, My Cases, My Tasks, My Key Dates and My Reports and My Work (time and costs) |  | | |
| New Client / Case Wizard | | | |
| Record Client Demographic and Household Information | | | |
| Record Partner Details, Client Contacts, Flags, Dependent and Non-Dependent Details | | | |
| Record Client Address and Employment History | | | |
| Record Client Academic Details | | ||
| Manage Multiple Cases for each Client | | | |
| Record Case Funding Sources and Outreach Locations | | | |
| Record Specific Case Issues and Associated Submatters | | | |
| Record Case Progress Over Time | | | |
| Record Financial and Non-Financial Case Outcomes | | | |
| Record Single and Multiple Strategies for Client | | | |
| Record Social Policy Issues for Client | | | |
| Record Time and Work Completed with Client | | | |
| Record Inbound and Outbound Referrals | | | |
| Create and Digitally Sign, Merged Client Letters, Notes and Forms | | | |
| Create and Manage Client Appointments. Key Dates and Tasks | | | |
| Export Client Appointments, Key Dates and Tasks to Outlook and Gmail | | | |
| Record Detailed Contextual Client / Case Notes | | | |
| Attach Documents to Client / Case Notes | | | |
| Advanced Filters to Search for Specific Notes | | | |
| Print Client / Case Notes | | | |
| Adviser and Agency Appointment Diary | | | |
| Carry out and Record Case Reviews and any Follow Up Actions | | | |
| Agency Directory: Announcements, Documents and Contacts | | | |
| Customisation Functionality | |||
| Create Default Financial Values for Case Outcomes | | | |
| Record and measure scored case outcomes over multiple sessions (softer outcomes relevant to impact advice has had on client) | | | |
| Add Additional Items to Dropdown Lists | | | |
| Add Additional Funding Sources, Projects, Case Progress Items, Strategies, Case Outcomes, Scored Outcomes | | | |
| Add Additional Non-Standard Matter Types and Submatters | | | |
| Add Client and Case Specific Custom Fields (Dropdown Lists, Multi Select Lists, Dates, Free Text) to record Non-Standard Information | | | |
| Use your own custom fields in Letters and Notes Templates | | | |
| Create Customisation Profiles to assign different options to profiles based on teams, matter categories, funding sources, and user role. | | | |
| Hide unwanted Items in Dropdown Lists, Fields, Pages and Tabs | | | |
| Rename Fields, Panels, Pages and Tabs | | | |
| Prevent Cases from being closed until mandatory fields are completed | | | |
| Mark Fields as being ‘Preferred’ to highlight this to the adviser | | | |
| Send SMS Appointment Reminders (credits will need to be purchased separately from the SMS message delivery centre. | | | |
| LAA, Certificated Work and Legal Functionality | |||
| Record LAA Legal Help Cases | | ||
| Record LAA Certificated Work Cases | | ||
| Record Disbursements and Counsel Fees | | ||
| Generate LAA Submission Files for LAA Online Portal | | ||
| Record Costs for Cases | | ||
| Record Payments Received for Cases | | ||
| Create your own Rates for Non-LAA Cases | | ||
| Record Pro Bono Casework | | ||
| Create CCMS Billing for Certificated Work | | ||
| Money and Welfare Advice Functionality | |||
| Record Client Income, Expenditure and Assets | | ||
| Record Client Priority and Non-Priority Debts | | ||
| Record of Letters, Notes and Work Completed Items relevant to each debt | | ||
| Automatically Calculate Payments for Non-Priority Debts | | ||
| MAS – Common Financial Statement Functionality | | ||
| MAS – Income and Expenditure Trigger Figures Functionality | | ||
| Create Creditor Specific Letters | | ||
| Print Client Financial Statements and CFS/SFS | | ||
| Record Financial Exclusion Indicators and Financial Capabilities | | ||
| Record Welfare Rights Cases | | ||
| Track and Record Detailed Benefit Check, Claim, Mandatory Reconsideration/Review and Appeal Stages of Welfare Rights Cases | | ||
| Record Lump Sum and Periodic Payments in Welfare Rights Stages | | ||
| Record Detailed Progress of Welfare Rights Appeal Stage through to Upper Tier Tribunal, including Dates and Outcomes and Financial Gains. | | ||
| Record Detailed Progress of Universal Credit Cases from Benefit Check, Claim, Mandatory Reconsideration and Appeal Stages, tracking each element | | ||
| Agency Management Functionality | |||
| View Agency Statistics and Manage Agency Settings | | | |
| Manage Client and Case Reviews | | | |
| Manage Users, Including Out of Office | | | |
| Re-allocate Cases, Tasks and Appointments | | | |
| Manage Adviser Tasks and Key Dates | | | |
| Create and Manage Agency Specific Letter, Note and SMS Templates | | | |
| Create Agency Specific Headers and Footers for Letter Templates | | | |
| Manage Agency Advisers in Teams (an agency can be split into multiple teams of advisers. Each team can be optionally isolated from others if there is a need for privacy). | | | |
| Edit Case Open / Close Dates, Delete Cases | | | |
| Close Multiple Cases at the Same Time | | | |
| Manage Retention Policies | | | |
| Find and Merge Duplicate Client and Case Records | | | |
| Reporting Functionality | |||
| Reporting Dashboard | | | |
| Over 50 Standard Reports | | | |
| Export to Excel Data Format to Create Charts in Excel | | | |
| Export to Excel Data Format to Create Mail/E-Mail Merge in Word | | | |
| Create Fully Customisable Reports for your Agency | | | |
| Create Report from any data recorded on the system | | | |
| Show reports on screen or export to PDF, Word or Excel or CSV | | | |
| Create LAA and MAS Submission Files | | | |
| Publish Reports to Dashboard or Main Application for easy access | | | |
| Lock Reports from Editing | | | |
| Set Reports to Auto-Run and deliver directly to your E-Mail on a schedule (Daily, Weekly, Quarterly, Monthly etc.) | | | |
| Run Standard Reports to PDF, Word or Excel | | | |
| Report on your own Custom Fields | | | |
| Create Custom Power Searches | | | |
| Landlord Functionality | |||
| Create and Manage Landlord Database |  | | |
| Record landlord/letting agent issues | | | |
Available as an optional extra at no cost
