ArkCase – Legal

Your Title Goes Here

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

See Video Transcription

Today I’m going to show you how to use the ArkCase prop to implement your legal solution. Today we’re going to take you through the actual steps of creating a complaint whether that’s a discrimination complaint a fraud complaint whatever it may be and take it through a simple workflow and actually open an investigation. Once that’s done we’ll actually go through some of the admin configuration.

Let’s go ahead and login as an who is an administrator today, when am first logged in you’ll notice she’s on the dashboard screen. On this dashboard screen she has certain widgets individual sections or boxes that actually display some of the information she’s working on.

She has a few cases that she has access to and already is assigned to, she can hyperlink directly out to them, she also has some tasks that she needs to work on that she can hyperlink into the actual tasks module and work on those.

Once again this dashboard is specific to the user logged in this dashboard also can be edited by clicking on the edit button. By clicking the edit button you can actually add from the set of out-of-the-box our case widgets. These widgets are fully configurable so if you decide that these widgets don’t support your needs you actually can create and configure your own look.

Clicking on the logo it takes me right back out to the actual dashboard screen. As you can see here up at the top you actually have the ability to create a new complaint case tasks and other different objects.

We’re going to actually go ahead and create a complaint to start this overall workflow. When we open up the complaint form you’ll notice that we have it broken down into individual tabs, we’re starting in the initiator tab. Once again this form is fully configurable which allows you to enter in the metadata that you want to see the metadata that you want the actual end user to enter or index when collected.

There’s other ways to get this information and you can actually utilize a web portal and ingest this information right into ArkCase it would be pre-populated.

Today we’re going to go ahead and manually create this complaint. We’re gonna specify who the actual initiator is. This is a mandatory field as you can see. You can actually enter in a new person or you can actually search for an existing person.

Today I’m going to go ahead and enter in a new person. This new person will end up being a person in the people database and as you can see on the left hand side we actually have a people module I can enter in a lot of different information whether it’s last name, middle name and first name I can actually have identification numbers whether their date of birth social security number different metadata. I got a dapper picture or maybe even some other demographic information about this individual person and we’re going to go ahead and save this.

So as you can see here I’ve gotten that means populated and it defaults the initiator. Let’s go ahead and save this.

Move it on to the next tab you can see there’s some information about this complaint or incident we can specify whether what type of actual incident it was. This is a drop-down that can be configured through the admin console.

We’re going to go ahead and type in the actual title discrimination at work.

In addition we can actually add in our description. Once we’re done with that we can actually scroll down and see some of the other metadata fields once again fully configurable but out of the box this is what’s provided. You can add a location of the incident or how often it happened once again not mandatory.

We can move to the next page and we can add additional people to this case whether they’re people that are already in the system in the people database or you can add new people by clicking on that field it takes you to the same screen. This time we’re gonna search for an existing person we’re gonna search for Matt we know we just entered Matt into the system we’re gonna grab him we’re gonna make him an actual person type of complaintant.

In addition you can add additional people you can search add a new person I’m gonna go ahead and search again and I’m gonna type in Sally. I do have Sally Smith in the system and I’m gonna go ahead and had her and I’m gonna actually add her as the wrongdoer. Now that I’ve entered that information I can move to the next tab in inter attachments. I gotta have attachments maybe there’s an email or a complaint specific document that you wanted to add here.

In addition you can actually add the participants who you want this specific complaint to be submitted to. Also through rules configuration we can allow you to depending on the actual complaint type or the case type, you can submit this specific complaint out to participant it could be an actual assignee automatically or it could be assigned group.

Let’s go ahead and just pick an owner and I’m gonna actually make it an today. Once I grab my owner I’m gonna go ahead and submit. Once this is submitted you’ll notice in our complaints module we actually have a brand new description at work. Some of the information that we populated was obviously the title the discrimination type. Additionally some of the information we populated on the forum like more information and some of the people associated you’ll notice our initiator complaint and wrongdoer are populated in addition on the complaint.

We also automatically created in the document management section a complaint form. As you can see here when the complaint image is loaded you’ll notice that it’s just the form that was actually generated from the information we collected on the actual global new complaint form this form is just showing a representation of how we can demonstrate the data on a specific document or electronic document.

Now that we’ve created this complaint, we’re going to take it through the workflow we’re going to do this workflow in minutes versus what would usually take days, weeks or even months to actually take this complaint through a workflow. You do have the ability to do many different things on this complaint but before we actually take it to the workflow let’s talk a little bit about that.

You can add in details, you can add a location of where this complaint happened you don’t have to actually enter it in at the time of creation. So let’s go ahead and enter in a location. You do have the ability to determine whether this is actually the primary location you can have multiple locations, we’re going to say this is the primary.

You do have the ability to use the actual tree on the left-hand side or the icons at the bottom. Once again you’re seeing the people that we already added you can actually edit these people or delete these people at this point. You do have the ability to also add an organization that may be associated you have the document details which we talked about and this is a robust document details section where you can add in new folder, subfolders, new documents and you can dictate which document types you want and that can be done in the admin configuration look-up tables.

Additionally you do have role-based access control on your complaint, not only on the overall complaint but on your individual documents you can control your participants. You can add rolling notes associated to this complaint, you also can add tasks whether they’re tasks that are associated manually to this individual complaint or what you’ll see in a minute when we work the work through the workflow automated tasks that are associated with this complaint. You also have the ability to add in references view all the history associated with this complaint, you can add a time or a cost sheet associated to a complaint to track all of your hours and cost associated. You also have the ability to add tags.

Now let’s go ahead and let’s move forward with actually processing this workflow. I’m going to take this to the workflow now when I click close complaint it’s actually going to open up another form. This form is what kicks off the workflow I have a decision to make as a user, whether I want to open this into an existing case and add this complaint open a new investigation take no further action or maybe refer this to an external agency that needs to be emailed off and have someone else process it.

Today we’re actually going to open investigation. I’m gonna go ahead and search for the user that I want to approve this I’m gonna have Sally go ahead and approve this. Sally’s the supervisor in the organization and she’ll get a task to actually work on this we could upload a description or even add additional files at this point if we’d like to, but we’re going to sing this out to actually be reviewed. Now that we’ve actually submitted this for approval you’ll notice none of the task table of this complaint we actually have a review request to close this complaint.

This specifically is assigned to Sally so let’s log out and come into Sally and see what she sees Sally will actually enter information into the actual same login user interface. As you notice she has different widgets and obviously different modules that she has access to a lot less modules just because she’s not an administrator.

You’ll notice her look and feel of the dashboard is a little bit different her layouts a little bit different the module she has access to are a little bit different. You’ll notice that she actually has quite a few tasks but I know this is the task we want to work on so we’ll click on that it’ll take us right into the actual tasks.

It’s a couple of things that she can see from this task once again the metadata that’s collected on the task is a little bit different you can see that here in the tree where you actually can use the icons to jump through this information. You can see that she’s actually assigned a specific task that’s linked directly out to the actual complaint. She has the ability to click on that hyperlink and take her out to that that complaint. She also has the ability to see where in the workflow this specific complaint is. Right now it’s in the review step she does have the ability to send it back for rework or send it on for approval.

We’re going to take the happy path and we’re actually gonna send it for approval but before we do so you do have the ability to enter in rework details and send for rework, which would then take it back through the path and send it back to Anne to be reworked.

Let’s go ahead and just approve this. Once you’ve approved this actual workflow the next step was to automatically create an open investigation or a case so look as you can see here we now have an active case that took the same title of the actual complaint, but the details are now been updated to tell you that the actual complaint that was originally closed out. This case is specifically linked to that.

We also know by taking a look at the reference table the reference table allows us to see the complaint the same name is now has a status of closed. Additionally under the document management section we do have a folder that supports all of the actual complaint documents. They’ve all been automatically moved over to a record so if you do decide to use a records management plan for your specific group. You do have the ability to configure rules once again through configuration to dictate on a change of status like a close of a complaint that all the documents associated that complaint would be recorded as a record.

Now that we see that this case has been created and there’s already some content here. Let’s actually log out and come in as a couple of different users and show how they can collaborate on these documents on tasks and also how they can email things out and edit things online.

So let’s log out and come in as in once again I just click on in and we’ll sign in, once again Ian has a little bit of a different look and feel his dashboard once again is set up to his personal preference, but we’re going to go ahead and jump into the case module. Ian has access to this case module, you’ll notice there’s no current assignee but you do have a Groo the reason that Ian actually has access to claim this all he has to do is click on claim it will then assign it to Ian because Ian is part of the investigator group, which means that essentially we can send out an actual case that’s assigned specifically to a group and not a user.

That way any user within that group can actually claim it. Yes you do have the ability to sign out to different users automatically, but in this case we’re just showing you the way to grab from a specific bucket of work. So now that Ian’s claimed it what can Ian do well you can come through and look at all the different information associated maybe Ian hasn’t been involved in the original complaint so he needs to review the information.

Maybe he wants to look at the complaint at map mains. By clicking on that mains and hyper linking out to the information you’ll notice it takes me into a people module and then I can look through the actual details to see some of the information if any of those are populated. Also within the case I can do a lot of things associated to document management. You’ll notice that in the document management section we do have a folder already and it has these record documents. I can’t manipulate these since they’re already records but I do have the ability to collaborate and add new documents to support this case.

So let’s go ahead and create a folder so I’m gonna say documents. I also could have specific folder within that document folder and just say notes. I additionally could add folders for videos or other different categories. Once I’ve done that I actually can add new documents. So let’s go ahead and add another document so as you can see here I’ve just got some generic samples I’m gonna grab a couple of different documents. Once I add those documents as you’re noticing I can add more than one file at a time also have the ability to drag and drop from a network drive or the desktop or different other places.

Now that Ian’s added these files maybe he decides he wants to open and view them or maybe even edit them, we do have the ability to right-click and do quite a few things on different documents, we can open them in the viewer to annotate and redact them, we can edit them, we can email them out we can kick off a task for one or many documents for someone else to review.

So why don’t we do that why don’t we kick off a task for someone to review this. I’m actually gonna sign this task for Anne so I’m gonna search for Anne I’m gonna find your information and then I’m actually gonna select which group, she has two groups associated her name so we have to pick which group and access she has to this task. So we’re gonna have to review this document we’re gonna do it today and the great thing about kicking off a document through a new task is you have the ability to pick what type of workload wants to go through.

We have some sample workflows here out of the box but really the difference is is how many different steps that you want it to go through whether you wanted to go through a review approve or check workflow like this one or possibly a multi-step approval workflow like the corrective action.

We’re gonna go ahead and send it through the review approve and reject. What you’ll notice here if you go over the task you’ll actually see that we now have a task automatically created for Anne to review this document we’ll come back to that later additionally within the documents section you do have the ability to upload all types of format. So let’s go ahead and add some more documents. We’re going to go ahead this time and we’re actually going to upload a Word document, addition to that we’re gonna go ahead and we’re gonna upload a video file, not only are we gonna upload video let’s go ahead and upload a couple of images also.

You’ll notice here we’ve uploaded PDFs docx is we’re also uploading JPEGs and mp4s. Once again the limitation on format is that our case does not limit the format it does not limit the size it also doesn’t limit what can and can’t be uploaded unless you decide you want to do that through configuration. Additionally you do have the ability to email one or many documents. So let’s go ahead and grab a few documents and click send email. When you click on send email you can send it to many folks in the system so you can actually select Sally and and very quickly but you also have the ability to add in external users if you decide to do so. You do have the ability to change the subject in the actual body text. Once again those templates can be maintained and changed in the actual admin module you also have the ability to unselect certain documents at this or unselect all of them and just send a direct email.

You can send it as an attachment a hyperlink or both. The hyperlink would basically be a token that will allow that person to download these documents for a temporary time like three days so we’ll send that off for an email additionally you also have the ability edit documents.

So let’s go ahead and edit a document. Let’s pick this word document and let’s go ahead and click Edit it does prompt you to open up in word, when you open this document you’re actually open it online which means it’s only caching it locally I didn’t have to save it. We can go ahead and see that there’s already some information in this. Maybe I want to edit and add more information now that I’ve entered in some information all I have to do is save this right back out to the system.

Once I’m back in the application you’ll notice now this word document as a second version each time that you edit a document we retain the original version and we actually version the actual new version. This is the same way if we were to annotate or redact.

Let’s go take a look and show you what that looks like. By opening up a document by either right clicking and clicking open or double clicking you’ll land on the actual document viewer I can actually see multi-page tips here I can see actual multiple pages here by clicking through the thumbnails or by jumping to the page or going back forward last or first. I also have the ability to add annotations whether they’re sticky notes or text annotations.

Once again these are just annotations that can be moved around or even deleted, you also have the ability to put on stance whether it’s a signature. You can actually add a signature if you decide that a signature change the size of it once again the signature is specific to the user that is logged in. You also have the ability to add annotations like a redaction.

So let’s go ahead and redact this file when I add the redaction I do have the ability to right-click and add notes about this. Once again the redactions are only a temporary thing which means that they are actually on this as an as an overlay. It’s an overlay on the original copy so all I have to do is hit save saving these annotations does not burn these annotations in. You actually have to burn the annotations to create a new version.

So let’s go ahead and do that as you can see here we’ve got the actual annotation that’s been burned then the signature that’s been burned in. In addition to collaborating on these actual files you do have the ability to have other users that can log in and work on this. So let’s show you what that looks like if I come back in with an you’ll notice that in also can click on the case module look at that same exact case and because she has access to it because she’s associated to that owning group she can actually come into the document section and see all the different documents videos and information.

She also has the ability to add her own documents maybe in this case she wanted to add a correspondence associated, correspondence is basically just information that is pulled in that is a static template stored in the admin module that then populates that template with some of the information associated to this case. We take a look and download it and show you what it looks like a native format. This is what it looks like some of the information is populated like date, case number, title, the actual name, address didn’t populate because it wasn’t available.

So once again many users can come in and collaborate on this actual case. Whether it’s adding documents adding tasks or even working on tasks told you we come back to this task a little bit later now that we’re logged in as Ann she can actually go out to this task and see that Ian wanted her to review this document. She also can see which documents they wanted her to review by clicking on that will open up the actual document so she can actually see what she’s supposed to review. She can review the document and then she can either approve it or she can actually send it for rework.

Let’s go ahead and approve it so that’s how you collaborate on documents obviously you can do a lot of different things like adding timesheets, cost sheets, notes even adding additional metadata to this specific file you also now can change the status. So if you wanted to mark this as a closed out case you could actually change the status to the change Kadett status button and actually change it to closed.

Now that we’ve actually taken a complaint through a workflow evaluated it and created a case and then taking that case and actually collaborated on it at a documents add videos and edited them whether it was editing them online emailing them out or even adding annotations a redaction.

Let’s actually move through the other modules in the application. So if we move down to the people module you’ll notice that we actually have basically a people database. These may be people that are actually linked directly to a case or a complaint or just part of the people database and haven’t been actually or linked to any complaints or cases, you’ll notice we do have different metadata that is collected about these individual users.

These users obviously can be attached or search for and added to an existing complaint or case. In addition the organization module follows the same paradigm organization list is actually just a database list that allows you to see information about an organization and the metadata associated.

If they’re associated to a complainer case you would see that link and you could hyperlink directly to that. Additionally we have a documents in an actual my documents module. The documents module is specifically a location or a sandbox where you can store agency documents or company documents or HR documents, policy documents, training documents whatever it may be this is a great location to have really a glorified document management system. You can upload as many documents as you want by right-clicking on the folder adding folder structure and adding documents.

The great thing about this is is you do have the ability to give access to different folks to actually view these documents, these videos whatever they may be that you place here. These documents are not directly linked to any case or a complaint object.

Moving into the search module. The search module is pretty cool in the fact that it searches not only metadata but it also searches information associated to the full-text search, so you’ll notice here I just typed in full text you’ll notice that I can narrow down my results facets on the left hand side to a lot of different information I’m going to filter down so specifically a file anything that actually has these terms in the actual file.

Once again we also can search for case numbers, complaint numbers whatever it may be or any keyword associated. Once again you’ll notice in the actual results you do have the ability to hyperlink out to location you also have the ability to export this information.

We also have a reports module and there’s reports module we can run different canned reports that have been created through the admin console I’ll show you how to create one later but let’s go ahead and run one run case details for today and you’ll see all the different cases that are actually in the actual report for today. Once again you do have the ability to create table formed reports like this pie charts, graphs, different things along those lines in your canned reports these are going to be your reports that you can actually design in the admin module. You do have the ability to export these reports not only in XML but other formats.

The notifications module is actually specific to an which means that an actually sees all the events associated to things that are assigned to her work but she’s worked on she has the ability to obviously search and narrow down this list using the facets or the actual key term search up at the top she also can export this list and actually hyperlink out to these individual files tasks or even complaints.

Moving into this subscription module, very similar user interface as they search in the notification module once again it’s an automatic search specific to an and this would be anything that an is following so any case complaint documents that she’s following specifically which show any events listed here and then she can once again she can search to that list filter down that list or even hyperlink out to that specific complaint case document whatever it may be.

We talked a little bit earlier about the cost and time tracking these are very similar modules in the fact that they keep track of off all the time and the cost associated to a specific case or complaint. This is just where the details live so you’ve got details about this specific person here the person’s timesheet is for what hours that person is actually charged to this specific case or complaint and once again timesheets can be supported multiple cases and hours on those cases and a cost sheet can also do similar.

The audit report uses our canned reports or you can actually generate the system audit reports all specific elements or objects and also over a from in two day criteria. So we’ll go ahead and we’ll actually generate this report. You’ll notice what this can report it looks very similar to the Kane reports in the report module this is just a design report that actually shows specific data about the actual system and manual events whether they’re backend events, middle tier events and you can see where the actual IP addresses and where they’re actually coming from. You do have the ability to once again view this in different ways or export it in different formats.

Let’s now move into the last module the admin module. This module has a lot of configuration as we talk through the actual workflow today and actually some of the other modules that said configuration quite a bit. The biggest goal of our case was really to drive the user configuration through the actual interface or in the admin module, where you can manipulate a lot of the actual functionality.

I’m going to show you how some of that’s done. As you can see your Security’s your first section how do you create users how do you actually create the actual roles and the privileges that these individual roles have. Well our integration with Active Directory allows you to utilize many different ways to sync your users over.

Once you think once you sync your users over you do have the ability to then tie those individual groups to functional access control. The functional access Kroll control is the role based access that I talked about earlier. Everything in the application is driven through role based access which means that if you do not have the role associated to your group that role obviously any of the privileges that role has, you will not have in the system. Which means that modules may not be there for you to see you may not have the ability to add documents you may not even have access to a specific case.

The great thing about functional access control is is that you can create as many individual roles and the privilege is associated by clicking on the create role privileges. You can edit roles create new privileges and once again you can build out your roles and then tie them back to your functional access where you tie your role to your group. You also have the ability to hide specific modules so for instance you notice that we have all of our modules on the left-hand side in real-time you can actually change this, so maybe I don’t want to have access to the actual cost in time tracking.

So I’ll go ahead and room the cost and you’ll notice very quickly it already updated to remove the cost module. I could remove other modules too if I decided to do so. Additionally you do have the ability to maintain your email templates you can see a list of all the email templates that come out of the box but you can edit those you know the actual link to what actual templates fire when certain things happen like if it’s a case file when you’re sending attachments what does that actual template look like.

We do also have the ability to manage your widgets that first hit homepage that dashboard screen and all the widgets that are available to Ann vs. Sally vs. Ian. You have the ability to maintain those here and see all the out-of-the-box widgets, if you create your own widgets for your specific implementation they would also be listed here and you can give access to these individual widgets.

For instance the team workload is only available to a role administrator which means that whoever whatever group that’s tied to has access to it and I know that Ann actually has access to it. So I’m actually going to go out and I’m actually going to take a look to make sure that she has access to the team workflow widget so I’m gonna go out and take a look and see if she has access to the team workload widget as you can see here we actually see that she actually has this on her dashboard now so she’s utilizing that widget you also see it here in the actual widget.

Let’s go back to admin and let’s remove that access from anyone. So go into the dashboard configuration we’ll actually grab that team workload widget and we’ll go ahead and take any access away you’ll notice that that action was successful let’s go back to the eff dashboard and take a look and see what that looks like, as you can see now the widget is completely stripped away from the actual dashboard it automatically real-time takes it away from not only the dashboard but from anyone from magnet from their actual list if they had previous access to it.

So once again as you notice they’re restricting modules restricting Dashboard widgets and also restricting reports very similar if you want to give access to the reports you control it from here if not you can actually take away the access and then once again real time it will update the reports module. You’ll notice that the case, case details is only assigned a specific group once again the case summary is not the complaint reports are both assigned to an admin group.

So let’s go ahead and that admin group for the complaint report. It was successfully done all I have to do is go right out to the reports module and you’ll notice now I only have two reports maybe I want to restrict that other complaint report so I can go right back into the reports configuration, grab that report and restrict it. Very easy all in real time without refreshing your page you’ll notice that we have updated our reports list.

This gives access to restrict not only your individual modules, your dashboards, your reports but you can restrict them to too many different variations maybe you want someone have access to the reports module but you only want them to have access to a specific report and not all the reports. So you can get into granular details.

Also within the reports configuration I talked about being able to create your own report by clicking on the report designer you’ll notice it takes us to another screen that allows us to browse out to our existing folders and see the different files or reports that we actually have available. You can see here are the four that are available I do have the ability to select one, I can copy it and work off of that one I can edit it or I can actually go right back out to the home screen and I can actually create a brand-new interactive report.

So I’m gonna go ahead and do that. Once I click new interactive report I can actually pick my data source today I went ahead and picked the art case database this art case database actually allows you to see all the different tables and columns that you can actually pull a drag and drop from. To make it simple I went ahead and described the case file I can actually grab any of many many different tables in the database. That allows you to design your actual reports right here in this screen all you have to do is actually grab the actual column you want like case ID and then you can actually drop it right into the actual form. So what I got to do is grab case number and we’ll drop it right in here. You can actually then change whether you want it to be group or columned. We’re gonna go ahead and add a few other things.

Let’s go ahead and grab the actual date or maybe let’s go ahead and grab the actual case type and let’s put it in as a column also. Additionally to that we can actually add some other information maybe you wanted to add the modified date. Once again there’s a lot of information you can add, this is just a sampling of what you can do you can add for many different tables combining reports and then you can actually group them together maybe you wanted to group them by the actual case number. The great thing about this is it’s as easy as dragging and dropping this information, you also have the ability to format this in any way you want to whether it’s color you can change the actual format to really anything you want.

You also can double click and actually change the actual information you can actually change the information by just double-clicking enter the information hit enter, you also can actually change a lot of the titles and columns here in the actual form, you also can change the actual title of each of the columns here in the report, you also have the ability to drag and drop with the columns around, you also have the ability to actually restrict the information and sort the information, aggregate the information, summarize the information things along those lines.

Extremely robust very simply though we’ll go ahead and we’ll just save this and we will decide what this actual form is called. We’ll decide that this form is actually going to be located in the ArkCase folder and we’re going to call this case details too, we’ll save it. Once we’ve saved this one we got to do is go back synchronize the actual forms you’ll notice that we have case details and then we can give someone access to it let’s just give it to an the administrator.

So let’s go back out to the reports module and you’ll notice now case details too is available and it can be wrong. Going back into the admin section there’s a lot of other bells and whistles you can create your own forms your, own workflow the workflow can actually you can see all the different workflows associated you also have the ability to create your own data model. This data model obviously can leverage really anything that’s BPMN 2.0 compliant, so if you created your actual workflows and say Visio or in this case we have a direct link to the activity designer you can actually design your own workflows and here are some of the workflows that I’ve already designed.

We can go ahead and double click and open up one of those workflows. I actually designing our workflows here in the activity designer, you actually can go in and once you’ve designed it you can upload that workflow right into this individual section in admin. Once you’ve done that you then can utilize the workflow in admin some of the actual workflows that we’ve already designed you can take a look and see what look like. That’s a two-step workflow this is the one we used earlier in our workflow for the review and rework task and approval steps.

You also have the ability to tie the actual forms and the workflows to gather in an actual rule spreadsheet. Additionally some of the other bells and whistles that you have is you do have the ability to change labels. So you can change labels whether they’re actual labels for the modules, labels for columns, things along those lines it’s very easy to do so. So let me just show you very quickly if I go into the actual module core which allows me to change the module names on the Left navigation.

Let me go ahead and type in complain as I started typing in complaints you’ll notice there’s quite a few complaints in here and you can see the left navigation is set up as complaints. Let’s go ahead and change this maybe when we wanted to copy call it incident. Once I actually update that I’ll have to do is do a quick refresh once i refresh it will then grab the new label bundle and you’ll see that you have updated the actual labels. This is really great for those that want to utilize our case out-of-the-box for the most part but we want to change the terminology.

Every business has their own terminology so it’s very easy to do this in these robust labels in addition one of the other major powerful things in Advent allows you to change all of these different look-up tables. So I talked about the different case types, you can change your case types by basically just adding a new case type you can edit an existing one or delete one. Maybe you want to change the actual document types associated to your actual document list, maybe you don’t want it to be other an invoice you can actually delete that list and add in example. If I enter in an example all I have to do is now go and take a look to see if other attachment and example make sure it’s in my document management section.

So I have to do is right click hit document that you can see here it is available to me. So once again the actual lookups label configuration things along those lines are extremely robust you also have the ability to upload logos and even custom CSS to change the look and feel of the information.

In addition you can also create um correspondence templates like we talked about earlier, when you upload a correspondence templates to a specific complaint or case it pulls in the information in that case so it utilizes a static template you see here the one that we use today was the acknowledgment letter.

If I open up that acknowledgment letter you’ll notice why it’s actually a template, if I open that up you’ll notice why it’s actually a template as you can see here there’s some static information on here but some of these actual merge terms are where we pull in the actual metadata from the individual case or complaint to populate the specific correspondence. Once again a correspondence can still be uploaded to a case then edited either online or offline and then you can actually email them out.

So there’s a lot that can be done it just gets you from a blank starting page to basically utilizing one your static templates to pre-populate information. So as you can see there there’s a lot of information within the admin section.

I hope you enjoyed this overall demo of the ArkCase legal version. ArkCase is extremely robust to support many different businesses and many different types of use cases. Legal just happens to be one of those that we see on a day to day basis or the ability to create a complaint take it over to an actual case and use a workflow to actually process that information.

Once again this was ArkCase the product.