- AUTOMATED FORM AND LETTER GENERATION: The automated form and letter generation is an important tool for generating and filling standard letters and forms. These forms provide a special data entry screen to record relevant information, which is then auto-populated on the actual letter generated in Microsoft Word.
- DATA CLONING AND SYNCHRONIZATION FUNCTIONALITY: SBF-Cases provides the ability to create new records based on existing records in the system. This feature allows for the duplication of a data record without re-keying all the data elements. The Data Sync functionality will allow the synchronization of data across two data records.
- DOCUMENT MANAGEMENT AND EMAIL INTEGRATION: Manage, track, retrieve, update, and share documents by matter. Append emails and attachments to matters. Bi-directional integration with Outlook.
- DYNAMIC INPUT SCREENS/SMART FORMS: Configure the user interface to meet evolving business needs. The Smart Forms engine will dynamically build web screens with security and functionality according to system configuration.
- INTEGRATED WORKFLOW : Manage the flow of data and events throughout the organization. Rules based and available in every module and between modules.
- REPORTS, PLOTS, AND CHARTS FOR GRAPHICAL PRESENTATION: Build a complete array of plots and charts for graphical presentation and analysis. Utilizing a Crystal Reports Reporting engine the framework provides flexible options for users to view and manage charts and reports for analysis, including the ability to support ad hoc custom queries. All query output can be printed and/or exported.
- TIME MANAGEMENT: Spin Systems understands the critical need to accurately track and manage time. Our solution takes time management to the next level. It enhances time management by tracking matters, workload, and important dates. Coupled with Outlook integration and advanced reporting capabilities, managers can accurately generate the needed reports to track and communicate the critical information needed for project and time management.