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Caseflow Spectrum Overview 2018

Franchise Document Management Systems

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Caseflow Spectrum Overview 2018

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  1. Franchise Document management systems

  2. Are you in complete control of:New Franchisee documentation?Franchisee renewal documentation?Franchise assignment documentation?Franchisee Breach notices?Minimise the risk and improve efficiency.

  3. Our system involves the implementation of a specialist, tailored, end-to end Franchise Management System to better control the creation, tracking and management of documents in your business together with associated workflow to keep things on track.

  4. Major Stakeholders • Brian Smith • Caseflow, CEO/Product Architect • Brian has been developing specific software for use in the legal industry for 25 years, with an emphasis on making the software user friendly to manage repeatable processes efficiently. • Peter Buckingham CFE • Spectrum Analysis, MD • Peter has been the MD of Spectrum Analysis for 20 years and is a leader and expert in franchise development, especially in site selection, territory planning and overall franchise consulting.

  5. Information Pack • Caseflow Acumen - Case Management • Market leading approach • Technology & Integration • Clean, contemporary, stable • Implementation • Our tried and proven approach

  6. Caseflow clients – Law Firms

  7. Caseflow Acumen Suite • Best of breed Case Management/Legal Workflow solutions: • Data import & management • Integration & data sharing • Document assembly and DMS integration • Tasks & activities • Outlook appointments, emails & tasks • Reporting , client updates and portals • Our goal is for our software to help you achieve; • Increased accuracy & efficiency • Work management improvements • Greater profit through better resource utilisation • Reduced risk due to oversights

  8. Integrations

  9. Integrations • Out of the box • We learn the product • We maintain the expertise • You reap the benefits • Configuration based • Configure it, don’t build it • Maintained under support agreement • New versions are our responsibility

  10. Business Drivers • Client expectations are up • Price beginning to take precedence over brand and status • Clients are looking for more • Technology focus • Innovation that adds value to legal services • Accessibility to their data and matter status • Reporting and KPI’s

  11. Caseflow Acumen – structure • Data Client Portals DMS • Tasks, Docketing & Activities • Parties Franchise Agreement Lifecycle • Documents CRM PMS

  12. Platform Technology • Certified Windows 7, 8 & 10 compatible - 32 & 64 bit • All versions of Office 2000 & onwards • Certified MS SQL Server 2008 & above • Certified Windows Server 2008 R2 & above • Development • Desktop clients • Visual Studio • .NET framework 4 • Web clients • ASP.Net • Mobility • HTML5

  13. Our process • Build the system tailored for your needs • Skills Transfer • Train your Caseflow Administrators to operate the system • Extra help as you need it • Focus on one work area initially – Franchise documentation • Develop skills • Progress to the next area if required • Learn skills and then apply to other teams • Becomes a potential platform for all areas within the firm • Resources can be deployed to varying areas

  14. Summary • Self-sufficient, efficient worktype design & management • Measureable return on investment • Proven technology • Integrates with your key systems • Platform for innovation • Strong development roadmap

  15. About us • Best of breed legal workflow experts • 20+ years legal workflow track record • Australian owned • North American Resources • Investing & growing

  16. About us • Expert consulting to the franchise sector • 20+ years track record in franchising • Australian owned • Investing & growing new opportunities

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