Introduction to Proclaim

Accessing Proclaim

• Access through the hosted desktop environment.
• Icon usually on desktop; double-click to open.
• No need for username or password as it's pre-populated.

Proclaim Overview

• A popular case management system for legal firms.
• Extensive development at Avillo, integrating multiple systems.
• Functions without needing to leave the platform.

Navigating Proclaim

• Main screen shows property details, agent, client info, and file history.
• Use 'Update' to interact with buttons.
• Right-hand pane offers navigation options.
• Alpha order sorting available.

History Section

• Acts as a file cabinet storing all file-related documents, calls, emails.
• Filter options for viewing specific types of records (calls, emails, etc.).
• Default view shows the last 150 entries.

Communication Features

Phone Calls

• Options to make or receive calls.
• Logs calls into the history section.

Text Messages

• Prepopulated templates for common queries.
• Option to resend passwords to clients.

Emails

• Emails can be sent to clients, lawyers, agents.
• Option to attach documents from the history.
• Spell check and attachment verification before sending.
• Importance of emailing through Proclaim for audit purposes.
• Ability to add 'attendance notes' for reminders.

Document Management

• Drag and drop feature for attaching documents.
• Visibility control to restrict client portal views.

File Management

• Favoriting files for easy access.
• History of accessed files for easy navigation.
• Exit using the 'Exit' button.

Searching for Files

• Search using name, address, postcode, email.
• Use 'contains' for better search results.

Final Notes

• Basics of Proclaim covered, further videos for detailed features.