Fee Earner Diary
A key feature of Aquarium Casebook is its i-diary capability. Fee earners get a
single view of their case-load and any important deadlines that may require action.
An intuitive traffic light system shows those tasks that are coming due, are due
today, and are late.
A simple calendar enables fee earners to set appointments in their diary. Reminders
automatically show up on-screen and allow the user to click through to the client
case requiring action. Diary appointments may also be synched with Microsoft Outlook
for additional convenience.
If a workflow is in use, fee earners can see when the next event needs to be completed.
Sections of the workflow containing multiple process steps can also be time-constrained
and the time remaining shown to the fee earner.
Finally, practice managers are able to access the diaries of their fee earners and if
required, create or reassign tasks to other individuals. All of this ensures that
with i-diary your practice's cases are managed and progressed in an effective, efficient
and timely manner.