Please install Yoast SEO plugin and enable the breadcrumb option to use this shortcode!
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 and Export 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 | ![]() | ![]() | ![]() |