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Features Overview > Client Management

Client Management

Custom client profiles with advanced filters and search make client management easy. Our group collaboration software enables multidisciplinary teams (MDT) to effectively track cases cleary and consistently amongst team members.

Easy to read client profiles

Every client stored within the case management system has a unique client profile. Users can quickly view and understand important information at a glance.

With Collaborate™ client profiles are customized to store and show the information most useful to your team.

Assign services to clients

Central to the Collaborate™ case tracking software is the ability to assign specialized services to clients. Each service is customized to match your organization's needs, and captures a clearly defined set of data.

Services may be instantly conducted or scheduled for later using the built-in calendar system.

Role-based access means you are able to define which users may conduct which services for clients.

Create checklists and notes

Keep track of important to-do items for each client by setting checklist items. Assign new tasks to individuals or mutliple team members at the same time.

Store useful free-form notes directly within client profiles and share them with other team members.

Inline icons let you quickly print or edit note information.

Upload your documents

Store files that have been created outside the system by uploading them to client profiles.

Intelligent file versioning helps you maintain multiple versions of a file. Additionally, store the names of file authors and uploaders.

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Empower your Multidisciplinary Team with Collaborate™

Request a live demo today and see how Collaborate™ will immediately start improving the way your multidisciplinary team manages case information, absolutely risk free.

Developed By

Since 1998, Network Ninja Inc. (NNI) has created web-based software solutions for Social Service and Legal organizations.