asi case management & accounting system

© Copyright Argentto Systems, Inc. All Rights Reserved 2010 1 of 10

Case Management System

Seamlessly Integrate all your Firm’s Business Functions; Full Case Management, Images, Video, Document Management, Form Merging, Check Writing, Bank Account Management, General Ledger; Payroll Modules and more. Enabling Law Firms to use one all inclusive system for all the firms needs which then maximizes efficiency and reduces operation cost. Auto links to Outlook e-mail and MS Exchange. Full Secured Remote Web Access Ability. System is expandable to all areas of Case Management. Main Menu

• Check Writing / Accounts Payable

• Argentto Systems’ Case Management Menu Selector.

• One Complete System. • Full User Security for Limited

and Secured Access.


Main Case Screen

Default Path To Case Documents & Files stored on Server. Auto Caption Creator!

View, Your Staff Details & Quick Contact Info as well send a quick e-mail with Case Caption auto entered.

Quickly View Plaintiff / Defendant Information and details; Doctors, Hospitals, Family, Employment Info as well as Insurance Carriers.

Several searches for case lookup. Use several built in search options, including closed or archived cases.

Quick Jump to “Task Scheduler” Page 5.


Case Financials

Other Advanced Expense Options Available:

• Link to Copy Machine Database for automatic entry of Copy Expenses. • Link to Phone Systems for Automatic Time Billing.

Expenses from Checking are directly expenses applied from the Firm’s Checking Account. Utilizing UA Business’s AP Module. Liens- record and track. Cash Expenses expenses NOT paid by Checking Account but need to be applied.

Forms Merge Case Data with hundreds of pre defined forms & Templates. Create, Edit or delete your Own Forms with ease.


Retainers: Each Plaintiff can be assigned a separate retainer, in the event that there are more than one attorney assigned to the litigation.

Client / Plaintiff Distributions Full control of Closing Case and Managing Client Expenses and Liens. All Original & Historical data is maintained and final distribution automatically mergers to closing Statement Document


Images & References

Attach Pictures, X-Rays, Audio, Video, Case Law

(West Law, Lexis) Documents or *pdf. Files,

for quick access and viewing.

Time & Billing

Time Keeper Track Time for Staff with individual rates for each staff member. Print Out reports or creates Invoices.


Court Schedules Attorney Litigation Firm Tasks, Add, Assign, Filter & Track Tasks


The Schedule Manager. A very useful tool you can use to manage your firm will be the “Schedule Task Manger"

• Quick Jump to Case window for complete case details • Double Click to View & Edit Task • Three quick View Change Options “By Staff, By Task, By Requestor”

Reports Easy User Interface for Reporting.

Case Names Withheld


Close Case > Client Expense Breakdowns

Vendors / Providers One Source for all Vendors, Enhanced features for Case relational associations

Client Expenses When closing the case, multiple plaintiff expenses can be isolated and managed. Where as one Plaintiff may have different array of expense responsibilities vs. another co plaintiff.


• Detailed Vendor/Providers screen organizes important vendor information in one place. • Lookup Vendors/Providers fast with pre-built searches by vendor name, vendor number or

16 other quick search methods. Build multi-pass queries such as "vendors by state with year to date purchase greater than $10,000" then save the query for quick lookup of that specific group.

• Use quick reference tabs to view vouchers, payments or purchases history then use a simple double click of your mouse to drill down to the source to see the detail on that payment or which account was used to make the payment.

• Add notes or setup vendor payment terms conveniently • Launch Excel right from within accounts payable to open Excel with your queried information

already populated in the spreadsheet. • Automate recurring payables • Manage and Balance your Firm’s bank accounts. • Use the extensive built in reports or create unlimited detailed reports with Microsoft Access. • and more.

The heart of System is the general ledger with exceptional accuracy and functionality, your firms accounting department will be able tow work more effectively. Create unlimited journals, budgets, account segmentations, and fiscal periods. Establish clear audit trails throughout the system.

Payables Write Checks Directly For Cases or General Firm Expenses. No Additional Data Entry Work Required.


System Is Fully Customizable to Fit ANY need, your Firm may require.

Web Interface

Income Statement & Balance Sheet Complete Firm

Financial Statements Separating Case

Related Expenses and General

Operating Expenses.

All reports can be Customized and

Grouped as desired.

asi case management & accounting system

Technology