|
To counteract insurers’ increased scrutiny of a practice’s claims record, our software will improve your risk rating, resulting in vastly-reduced complaints and negligence claims.
The comprehensive features will enable you to implement immediately, proper and effective Risk Management procedures.
Risk Management features:
- Flexible categories of risk customised to your practice
- Prompts to assess the risk profile upon opening a file
- Highlight high-risk matters with immediate warning to your Nominated Risk Manager
- Reminders to carry out ongoing Risk Assessments throughout the life of a file
- Instant communication between fee earner & Risk Manager to address any risk issue
- Comprehensive reporting & storage of all Risk Assessments on a file
- Ability to change the risk profile at any stage during the life of a file
- Mandatory concluding Risk Assessment when closing the file
- Compliant with the latest Lexcel & SQM standards
Risk Management benefits:
- Easy access to any fee earner’s files from the Supervisor’s computer
- Timely Risk Management warnings to appropriate staff
- "Critical" alerts easily identified
- Limit the number of files for each fee earner to manage workloads, if desired
- Re-allocate files to other fee earners where appropriate
- Reminders to carry out File Reviews at appropriate intervals
- Automatic generation of File Review with storage & time recorded to the file
- Prompt to record follow up/corrective action with each File Review
Anti-Money Laundering features:
- Automatic Client Identification Form when each new file is opened
- Money laundering warnings each time cash is paid in/out of client account
- Comprehensive Internal Report Form to your Money Laundering Officer
- Automation of the SOCA Disclosure Report Form if required
- Automatic storage of documents in separate money laundering file avoids "tipping off"
- Appropriate warnings during the SOCA notice and moratorium periods
Click here for your no-obligation quotation or evaluation CD-Rom.
|
