Dynamic Data Management System (DDMS)
Plexcan’s Dynamic Data Management System is a fully web-based workflow process management, document management and document generation system. Its centralized database structure provides greater flexibility and security than local solutions. Available anywhere, anytime, DDMS provides a complete CRM view of all persons and workflow information in a role-restricted fashion, so users can only access and edit the data permissible to them.
Features of DDMS include:
- Secure Customer/Client portal with configurable access permissions
- Tracking an individual’s personal, contact, financial and family relationship details
- Dynamic configuration that allows for customization, adding, and deleting data fields
- Attach documents and resources to any entity in the system
- Active data duplication reduction technology
- Real-Time active messaging and workflow task notifications
- Automatic generation of all types of documents, both simple such as forms or complex dynamically constructed based on stored data
- Batch letter productions based on selectable/calculated criteria and stored data
- Secure pre-authorized payment scheduling
- API integration with PCI Payment Service Provider for Debit and Credit card payments
- Granular security levels and user configuration to tightly restrict what particular users can see and do
- Customizable reporting and data export
- Batch assignment and receipting functions
- Ongoing data integrity checking to help identify data entry mistakes
- Persistent personal data that allows individuals to transfer between account type or workflows
- Unlimited archival function to allow for retention and searching of inactive persons and accounts without cluttering current data or incurring additional costs
- Record financial transactions and track received payments
- Customizable process and work-flow management to ensure objectives are being met on schedule
- Data import from existing management software systems
- Workflow and process control; manage distribution of work and track processes in real time
- Manage legal processes and generate all required documentation
FileTracker
FileTracker is custom, web enabled business-to-business software that allows multiple users access to complex data and common files in a highly secure and access controlled environment, at the same time tracking and recording all work, approvals, communications, changes and development of the files and the litigation.
The software creates a protected electronic file that can be shared, for example, by an Insurance Company, their legal counsel, and any other service providers that also need controlled access to the files. It is an extremely efficient and transparent way to manage a litigation file. FileTracker also contains time/spend management tools.