FEATURE LIST

• Login and passwords for all the users in your company. 

• Case listing of all your cases, with menu shortcuts such as entering new case notes, listing of all your case notes, creating invoices, and creating forms/letters.  You can also access all your case attachments and forms/letters for each case.

• Find your cases easily.

• Cutting-edge online referral form link that you can post onto your website and provide to your referring parties.  Once filled out, the date and information in the form automatically populates into your Convergence software generating a new case.

• Quick and easy process for inputting new cases manually

• Case notes function helps your office track all your users activity and time on a case

• Creates template letters and reports (We’ll even provide you with a few samples to keep!) Template driven generation of letters, reports, and other documents allows you to plug your data into any form, including custom data fields.

• Easy access pop-ups to quickly view your case data, or schedule an event without leaving the page you're on.

• Keeps track of all parties or contacts to a case, and all its associated documents.

• Uploaded files have automatic compression to save storage space, and automated cloud backup features are available.

• Integrated with Microsoft Office Word and Excel, as well as Adobe acrobat reader.  

• Easy to use process of attaching documents to your cases. Scan in your entire medical file so you no longer have to carry it around. Did we mention you can access it anywhere you go?

• Calendar function aids in combining the entire office’s schedule all in one place.

• Invoicing tool creates invoices based on time you spent on each case.

• Email your reports, invoices, or documents directly from Convergence, with just one click. 

• Sort your cases by nearly any data field, such as: referral date, referring attorney, city, state, case type, etc. 

• Management tools such as: 

       * Employee time tracker – track your employee’s billable time by day, week, or any specific                   time frame you chose.  You can see all their case activity including which case they                               worked on, what activity they completed, and on which date and time. 

       * Case inventory list – see a listing of all your cases, status of the case, as well as total                             inventory monetary value.

       * Case history – print out of every change and activity made to a specific case on which date               and time, and even which user completed the activity.

       * User preferences – be able to control what each user can do and see, and what privileges                 they have with cases.

• Administrative users have access to programming settings where they can make technical changes to user preferences, fields, and data without the use of Convergence’s technical support staff. 

• Customizable color coding that responds to content of any case data field.

• Hourly rate management to track and automate hourly rate billing for different users, activities, or types of cases. 

 

 

SYSTEM REQUIREMEMTS

• Client End:

        * Any device capable of browsing the web, i.e. Mac, Windows, Linux, or a mobile device.

• Server End:

        * Linux server with Perl, MySQL. We recommend renting server space from a                                            hosting company. Rates are very reasonable.

        * Registered domain name, i.e. www.My-Convergence-Site.com

        * SSL certificate to assure secure data transmission

        * ImageMagick is required for PDF template functions. Convergence will work         ______otherwise without it. Most hosting services have this free software installed already.