Records Management guarantees that you keep track of your matter files and deeds at all times - from inception to destruction via storage.
Closed file movements – once a file has been archived and sent for storage any future file movements are maintained using this application. The full details of the file are already on the system so if a file is requested from store the only additional data required is the date it was taken, by whom and subsequently the date it is returned. At any time the current location of a file can be determined. Multiple physical files are catered for and destruction dates are held with a "files due for destruction" report provided.
Deeds information is also maintained enabling pertinent data such as deed types and charges to be held alongside the matter file they relate to and with a record of any file movements. Details of deeds can be displayed on the Prescient + Matter Management user defined screens enabling officers to access the information directly whilst managing their cases.
