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Description
Link essential information to the original documents and relevant matters in your case, ensuring everything remains fluidly structured and cohesive. Outdated chronological records are a thing of the past, as all contributions are interconnected, easily retrievable, and systematically arranged. This approach fosters a collaborative environment where team members can effortlessly navigate through shared insights and documentation.
Description
The Ombudsman Case Management software is equipped with all the essential tools needed to manage your active Social Security practice, such as scheduling capabilities, electronic document organization, and automated form letter creation. Designed with efficiency in mind, the Ombudsman enables you and your team to collaborate seamlessly. You can easily view today's scheduled tasks, print out your to-do list, and access the complete office calendar at a glance. This software can swiftly import a Social Security CD, scan numerous pages daily, and dispatch form letters automatically, saving you valuable time. Its advanced Document Management system ensures that all electronic files are organized and securely backed up, a crucial feature as your practice expands and amasses thousands of closed cases. Additionally, the Ombudsman can create various Social Security documents and form letters, and you have the flexibility to either paste your existing templates into the system or utilize the pre-designed options it offers. With these comprehensive features, the Ombudsman not only streamlines operations but also significantly enhances productivity within your practice.
API Access
Has API
API Access
Has API
Integrations
Box
Clio
Dropbox
Pricing Details
$45 per user per month
Free Trial
Free Version
Pricing Details
$99 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Lynx Workflow
Founded
2013
Country
United States
Website
www.getfactbox.com
Vendor Details
Company Name
Avondale Software
Founded
1988
Country
United States
Website
www.theombudsman.com
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control