top of page

Tech | Case Management System | Proteus 3

Proteus 3 is our flagship software and the product of over a decade of continuous development and use "in the field".


The system is designed by a Solicitor for use in professional services companies.


Created by professionals for professionals.


​Proteus 3 is 100% cloud-based secured on our replicated servers and accessed through a secure https-site to maintain high levels of security and robustness. With a PC/laptop and an internet connection only - you are ready to work with full capability and access, whether on your PC/laptop or one in the hotel lobby when on holiday. A true cloud-based system with no niggling downloads to perform before you can use it. Just log on and work.


Office Management System


Really, Proteus 3 is not just a case management system - it is an office management system. In that respect it also manages the following:


  • CRM leads management (including mass mailing to your clients and third parties through newsletters);

  • Human Resources functions as managing absences, appraisals, and file reviews of your members of staff;

  • day to day tasks and working week organising;

  • client invoicing, staff billing targets and accounting form authorisations;

  • suppliers management and third party experts list management

  • office management including a repository for internal documents and office manuals

  • COLP/COFA matter flagging system,

  • Money Laundering internal reporting and risk management of undertakings

...and much more.





Comments


Get Monthly Updates

Be the first to find out about sales, styles and everything between.

Thanks for submitting!

bottom of page