Progress comprises the following stages - to find out more about each stage click on the tab to take you to each stage.
Main Progress features
Creating a Quick case
If the parties enter mediation, the remaining information can be entered, enabling case letters can be automatically populated.
Additional mirror buttons enable details to be quickly replicated from parties 1 and 2. A conflict check can be performed by clicking another button to see if either clients have been previously seen for another case.
Case activity
We've created preset activities so all you need to do is select an activity from the drop-down. This has default times associated with each task. The activity also provides links to letter templates.
If you upload a document to the case, this is also listed in the case activities.
Key case stages
- Enquiry
- Willingness
- Assessment
- Mediation
- Completion
Mediator calendar
The practice calendar is integrated into Progress showing case appointments, and other activities. Non-case activities are highlighted in a different colour enabled you to easily differentiate from appointments.
With the admin calendar, all mediator diaries can be viewed in parallel. For firms with more than five mediators, our calendar scroll feature allows you to scroll through additional mediator calendars quickly.
This can also be integrated into Outlook to view the activities for the practice using Outlook ICS files across the internet, or viewed on an iPhone/iPad or Windows phone. Progress Mobile will also enable you to view your calendar appointments directly on your smart phone.
Todo / task list
Users can create general tasks, or link tasks to cases. These can be viewed and when finished, mark as completed and they are removed from the list. A comprehensive filtering system enables different task types to be extracted on the screen.
The list can be viewed on screen or printed via Microsoft Word (if installed) for reference. System administrators can view a list of outstanding tasks for all mediators, mediators only see their own tasks.
The example report below shows the internal messaging and tasks included on the report.
Templates
Progress Mediation can be configured for standard letters/email templates 'out of the box' each can be customised for your practice. In addition new templates can be created to compliment existing templates.
The letter templates in Progress are created to enable you to send letters to clients / partners or the solicitors involved in a case with minimal effort. Each template is able to import the names of the clients, partners and many other parameters. These determine the sex of the client / partner and can then use gender specific phrases through the letter. These give the client the impression that the letter has been hand crafted for them - with the least amount of effort from you.
Letter templates can be used for each stage of the case. Simply defined a template and the file can be uploaded to the server and made available from the activity screen. Each template is given an ID number to enable the more common templates to be listed at the top of the drop down list for easy access.
Invoices
Progress Mediation provides the feature to create invoices at different stages during case. Standard tempaltes are provided to ease the printing of invoices with the practice details and client address.
In addition to the invoice template, we've also designed a number of invoice presents. These are default descriptions and values that can be defined for the various stages. Therefore once the invoice presets have been set for your practice, creating an invoice just requires a few clicks.
Once the invoice type has been selected, the invoice will be generated as an RTF document and opened in Microsoft Word (if installed) for printing. In addition where invoices are Legal Aid these will be shown as internal invoices.
System Reports
A key factor in any business is to generate reports to show the status of various parameters. Progress Mediation 4 All is no different. We've grouped the results into sectors - general, cases, agencies, mediators, referrals and invoices
These reports are limited to system users with administrative permissions.
Progress Notes enables you to quickly and easily enter notes for a case on the system. Once a note has been created, Progress will automatically generate a Word document containing the notes. Additional information is added to the start of the document automatically including - the case referene, date, type of note and the setup date / time. This can then be printed or emailed.
Messages
Internal messages where a direct message (DM) between individuals or the entire organisation can be sent. This can include linking a case reference. When a new message is received it is instantly flagged to the user.
Emails this enables Progress to be directly connected with an email account for sending and receiving email messages. Users can check for new email messages and link to a case without leaving Progress. Emails communications (including attachments) are integrated to build a complete audit trail of the case.
Screencast tutorials
What is a screencast? It's a video capturing live interaction on a computer screen. It is used to demonstrate how to use different programs on a computer. Move over an image for a description of each screencast; click to select and different features of Progress Mediation will be demonstrated.Note:- To exit the screencast, click on the grey area of the screen outside of the YouTube window.