CaseAware® Suite

A Single Solution for Default Case Management.

The CaseAware® Suite consists of CaseAware® Manage and CaseAware® Integrate. CaseAware® Manage is a complete Case Management System that includes a dynamic workflow engine, built-in Fee and Cost forecasting, and integrated Document Generation, Storage & Retrieval.

CaseAware® Integrate provides automated, two-way transmission of data between a law firm’s Case Management/Accounting systems and the prevalent Default Services industry middleware platforms: Countrywide®, Lenstar®, NewTrak®, VendorScape®, iClear® and NewInvoice®.

CaseAware® is a multi-tiered product suite consisting of 2 Primary Applications:
• CaseAware® Manage – Case Management System
• CaseAware® Integrate – Integration System

CaseAware® Manage

CaseAware® Manage is a fully functional Case Management System with a Dynamic Workflow Engine and Integrated Document Generation, Storage, & Retrieval. CaseAware® Manage is extremely flexible with an extensive set of Firm configuration/customization options:

• User defined Case Types, Steps, Values
• User defined Flex Fields of various types with list options
• Built-in Fee and Cost Forecasting
• Configurable Workflow Management to drive timelines
• Document Templates Generated directly from System and stored within the Case/Document Management System

CaseAware® Manage also has:

• Built-in dynamic Load Balancing of Tasks to optimize Resources.
• User Security (Access Level, Site, and Case Visibility) with Audit Tracking/Reports
• Messaging System between Users plus Alerts
• Calendar for Case as well as Company activities
• Invoice & Check Request, Generation, and Printing

CaseAware® Integrate

CaseAware® Integrate provides a single means for the Firm to exchange [send and receive] with the industry’s various external systems. CaseAware® Integrate is not just another interface you have to develop and maintain, we make the information move in and out of your CMS system.

We Make the Data Move

• Data goes to/from Your CMS/Billing Systems
• No Programming Required
• We incorporate and deliver new features to You as they become available from the Vendors

Fault Tolerant Architecture

• Data moves when the remote system is available
• Installed and runs in Your Internal Network
• Either on a dedicated Server or Co-Located with Your CMS

The system is highly scalable, uses industry standard formats, and industry standard transfer methods so it can easily be implemented for a single firm or a large organization. CaseAware® Integrate is currently processing live/production data with the following Vendor Systems:

Case Management CaseAware Clarifire LPS Desktop LenStar Lincs Ocwen Quandis VendorScape Billing iClear LEDES NewInvoice FNMA 104-DC TSG / Title First American Title (TSG & Texas Title) Lawyers Title (TSG) LPS Title (TSG & Texas Title) Orange Coast Title (TSG) Pacific Coast Title (TSG) Ramquest (Title) Red Vision (Title) ServiceLink (TSG) Stewart Title (TSG) Ticor Title (TSG)

E-Recording Simplifile Certified Mailing Walz Military Check Quandis BK Filing Epiq Systems (Aacer) Pub/Post/Sales ASAP FEI Nationwide Posting & Publication Priority Posting & Pub RSVP Service of Process Service-Complete ABC Legal Firefly Process Servers Toolbox (PST) ProVest Skip Trace ProVest