Tel: +353 1 870 4999
Tel: +61 3 8612 3309
Tel: +61 3 8612 3309
Tel: +353 1 870 4999
Tel: +353 1 870 4999
Tel: +1 905 876 1791
- Training eXpd8 CRM
- Training on eXpd8 Accounts
- Consultations
- How to Docs
- Convert Word doc's into PDF’s
- Create building blocks in Microsoft Word 2007/10
- Create signatures in Microsoft Outlook 2010
- Creating and applying styles within Microsoft Word
- Transfer your existing files into your new eXpd8
- Password protecting Microsoft Word documents
- Microsoft keyboard shortcuts
- Changing your default search in eXpd8
- Modifying Doc Merge template
- Prompt to create a section 68 letter
- Why is eXpd8 link missing in my Microsoft Outlook?
- How to create your own Outlook Stationery
- Office 2013
- Microsoft Office 2013
eXpd8 Product features
Feature-rich solution
eXpd8 has a number of features which will give you simple tools to manage your files & time more productively. Our aim is to keep the product intuitive and simply connect the dots of what you are mostly doing anyway. There is enough to do in running a legal office, let eXpd8 help manage the case load. To give you a quick view of some of its key features:
Case management
Assists you in managing your digital client files. Creating your documents within eXpd8 and saving your incoming post and mail there too, ensures it is all at the click of a button when you need it.
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Phone messages
Captures details of your office's phone calls. Making it easy to trace which calls you have and haven't returned. Also linking your phone messages to your files gives you a more complete picture of the overall file activity.
Alarms
Set alerts for key dates/tasks and assign follow-ups for staff. Many people use Outlook for reminders, it works well! But it is just a 'free floating' piece of information. Doesn't it make more sense for reminders to be part of the overall file?
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Office integration
see how easy it is to link incoming emails to their relevant files and send emails from within the file.
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Document templates
You have a host of precedent documents & standard correspondence you use over and over again. It makes sense to centralise them. Firstly, if they need updating, you can be sure there is only one place to update them. Secondly, case & client details can be automatically merged into them.
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Reports
By co-ordinating and connecting the dots, it becomes feasible to extract that information in various reports. Some of the most powerful uses are in relation to risk management, compliance and P.I. applications.
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Scanning
Provides a simple way to attached the scanned items to the relevant client file, denoting & clearly identifying them as scanned in items. When connecting to eXpd8 remotely it is easy to identify what post you received, today, yesterday or any day!
Document merge (a.k.a. Brief)
Secretaries in particular love the document merge. It beats spending hours at the photocopier hands down!
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From the little I have used of eXpd8 today, our first day, moving some of my files in, adding documents etc., Its seems difficult already to go back to using the old system. This program is great!!
Deirdre Gonzalez
Olive Law Firm
South Carolina
www.olivelawfirm.com
What has impressed us most is the proficiency of the I.T. support team. On the rare occasion that an issue arose, it was dealt with online, swiftly and most importantly without disruption to our business. The software training was also of vital importance and has proved highly beneficial. The best thing about the eXpd8 team is their understanding of our business and appreciation of the obligations incumbent upon us as solicitors and the standards that must be achieved. I would have no hesitation in recommending eXpd8 case management and eXpd8 account
Enda O'Connor
O'Connor O'Dea Solicitors Newcastle West Co Limerick
www.oconnorodea.com
