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InteliDoc Teambox - groupware for email box management 

 

InteliDoc Contacts is a core module for CRM system. In this presentation we will walk you trough basic functionality.

 

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InteliDoc Elite is a powerful tool that enable you to move to a digital way of working. Your business will become more organized, faster and flexible and at the same time it will respect the way you did the business before. InteliDoc Elite is an integration of several applications that are tightly binded together in a simple and powerful tool. Our clients says that they are amazed by the functionality and ease InteliDoc brought them. 

 

Download brochure InteliDoc_brochure.pdf 

 

Some of the main features:

  • Document management
  • Project management
  • Case management
  • Imaging
  • Standard Mail Processing
  • Client Management - CRM
  • Email Archiving
  • Company Calendar
  • Invoicing
  • Service Tracking
  • Reporting And Analytics
  • Email Server

 

Key Advantages of InteliDoc

All in one system

Due to flexibility, all departments within the company will be using one system for knowledge sharing. The involvement of different departments can significantly improve communication and performance of the company. Projects, documents, tasks, invoices, services, everything will be properly stored and shared between your coworkers.

Secure

The system has built-in security mechanisms, so information will be safely hidden from unauthorized access.

Flexible

InteliDoc is made very flexible. It may be set for use in various industries (distribution, manufacturing, financial services, service industries, marine and transport, legal offices, public services, marketing, sales, ...). In all these activities we have implementations in production use.

Reliable

InteliDoc is made reliable and secure in the way that it works without interruption for years. Customers use it for over 7 years without a single interruption.

Continuity

A system for document management and knowledge should have a longer life. InteliDoc system is being developed with an eye to continuity over a long period of use. In this way when the system is upgraded to newer versions, the work is not disrupted and financial resources are not consumed on an adaptation of the environment.

Financially advantageous

The system requires almost no maintenance. Support that the user needs in terms of education and counseling is minimal.

Intuitive

You can start using InteliDoc after a very short introduction.

Integration

The system has modules for integration with external systems. InteliDoc can connect to relational databases such as MS SQL, Oracle, IBM DB2, MySQL and others.

Extensibility

If the customer chooses to implement specifics of its business in InteliDoc system is possible to extend InteliDoc with additional modules. For example we developed modules to support Factoring, Compensations, Legal office, Shipping transport and others.

Evolving system

InteliDoc is constantly evolving. From the good practices of the users we develop new functionality and solutions that are then available to other users of the system.  

 

 

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InteliDoc for Law Office is practice management solution. This world leading software provides a comfortable, familiar environment for day to day work operations. You will not have to change the way you already work on cases, InteliDoc is designed to work like lawyers usually do. It also helps you organize and store all important data in a safe manner.A wealth of functionality is integrated into a single, lawyer-friendly system. Integration has so many benefits, from natural workflow to re-using information, enhancing teamwork and capturing more billable time. It will increase the organization of your firm and allow you to practice more efficiently.

Some of the main features:

  • Document management
  • Project management
  • Case management
  • Imaging
  • Standard Mail Processing
  • Client Management - CRM
  • Email Archiving
  • Company Calendar
  • Invoicing
  • Service Tracking
  • Reporting And Analytics
  • Email Server

 

All information is instantly accessible

Client matters - Cases are the building blocks of your practice. You open a Case for each. Everything you do and everything you bill revolves around these files. InteliDoc works this way. It makes all your files and all the file content instantly accessible, better organized and much easier to use. By just clicking on a Case you can see all the associated people, appointments, tasks, documents, research, time spent, emails, phone calls and more - or a complete chronology of everything. Draft documents. Plan the next steps. Review the history. Report to your client. Quickly check statuses of Cases without creating reports. All in Real Time. You can even customize fields with your own information to track whatever you need in your practice. You can link events according to the legal rules and InteliDoc will warn you on recurring events and dates. Everything is at your fingertips.

Keep track of the people in your practice

The people module is a truly flexible and powerful contact manager and Customer Relationship Management - CRM tool that stores information about all of the people and companies you interact with in your practice. For each person and company you can see complete contact information including lists of events, communications, files, documents, relationships and more. Start a phone call or a letter, send an email or go to a web page with one click of the mouse. Stay in touch with clients easily with valuable business development tools and reminders.

Calendar will help you manage your day

The Calendar in InteliDoc provides comprehensive scheduling that works the way you do. Manage appointments, tasks, deadlines (and more) for yourself, everyone in your workgroup or your entire firm. The Calendar is flexible and allows you to display your information in a wide variety of formats. Create and save customized calendar profiles, identify and schedule shared resources. Link events for rescheduling together. Automate your court docketing. Convenient group scheduling allows for easy identification and scheduling of everyone’s calendars. Flexible and automated appointment reminders make sure you never miss an appointment. Email notification of new and changed events means that nothing slips though the cracks. 

Create, store and archive your documents

InteliDoc is dynamically linked to the applications in Microsoft® Office and OpenOffice. You can create documents from templates and InteliDoc will transfer all important data to your documents automatically. At the same time, documents will be filed in proper Case and safely stored in companies server. You can stop thinking if your data is safely stored. It is. Users of InteliDoc never lost a document in 5 years of heavy production use. You have a year lasting undo function even you purposely delete a document. Even courts use our storing technology.

Integrated Imaging module

Even now, in modern computer era, a lot of correspondence arrive in plain paper. Creating a complete file requires the imaging process to be taken. InteliDoc has an embeded simpe to use imaging module, that enables you to scan and store documents in a standard PDF format. Documents are automatically filed in proper Case files and ready to be read on site or over a secure encrypted connection over the Internet.

Anywhere, anytime  InteliDoc lets you work anywhere. Take your practice information with you, use it at home or access it across the Internet. It’s your choice. Log in from any desk in your office. Take a notebook “offline” and work disconnected or connect and work across the Internet. With InteliDoc, you are not tied to a place or a machine. Work where and when you choose. And if you get an unexpected call on an urgent matter – wherever you are – all your vital practice information is at hand.

 

Testimonials

John J. ("Jack") Mueller

InteliDoc operates differently. InteliDoc is a serious of databases that reside on Domino server. These databases link to each other and three of the databases provide information for the master database, the actual management database.

I am in the process of working with the developer (Gregor Ibic, INTELICOM d.o.o. [the Slovenian equivalent of an American limited-liability company]) to modify his application for the American market and to follow some specific electronic work-flow processes I customarily follow.

InteliDoc runs a contact database. The entries in this database supply information in the primarily or practice-management database. The developer is modifying some of the forms or documents used in the contact database and the practice-management database to reflect differences in American postal codes and the like.

The practice-management database is "case" centric, but allows for projects within the case and multiple cases linked as a project. The case document tracks by lead professional and members of the team (one or more of my paralegals and my assistant, as assigned by me).   Each case tracks the "participants" by name, address and role.

Again, the entries in this part of the system come from the contact database. Each case has a documents center. One can import a single document or a folder of documents into the center; one can create a document (using Word or WordPerfect) in the center - one can edit these work-product documents as and when needed, such as when one starts a brief on one day and works on it over some or all of the next succeeding 10 or 12 or whatever number of days.

The center tracks the documents by category or class that the user assigns. The center allows one to scan a document, in either TIF or PDF format, into the center, using the applications built-in scan function. And one can attach other documents to a document in the center, such as exhibits or attachments to a paper document.

InteliDoc tracks all of the events related to the case, by type, date, and other criteria. The developer is modifying the tracking of telephone contacts for me - for about twenty years, I have had software that allowed me to take a message (keeping it permanently in the client or matter file), make records of incoming calls, and make records of outgoing calls -- to more closely follow what my staff and I have become accustomed to doing.

InteliDoc runs a calendar and a taks-oriented docket-control system, which allows for statute-of-limitations/answer-day warnings, reminders, and tasks to do.

InteliDoc maintains an e-mail center, from which I can send an e-mail (I already use Lotus Notes for e-mail, but I think the system will also work with Microsoft Outlook) and into which I can import a received e-mail. InteliDoc has a notes center that allows me to record notes.

Last, InteliDoc allows me to track services performed in the case.

So, I have no need to develop any application or database in Lotus Notes; the developers have done all of that for me. And they have done a remarkably good job.

 

About Us

We specialize and 3 key areas:

InteliDoc business solutions - Cost effective and high-quality software solutions for a wide range of industries and domains.

Engineering of IT infrastructure

Quality hardware and software

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