Streamline File Administration

Leverage your team to accomplish more.

FileAssure's workflow capabilities allow you to empower your team members while streamlining their responsibilities.  With countless configuration options, FileAssure leverages your existing processes to automate high volume tasks such as Proof of Claim processing and Income Expenses.  FileAssure notifies you of upcoming administration tasks and escalates to the proper team members when their assistance is required.

 

Email & Fax

Route incoming Email and Fax to save directly into Debtor records and notify you when action is required.

Automate High Volume Tasks

Repetitive file administration tasks such as Proof of Claims, Income & Expense or Tax processing can be streamlined to free up value resources and time.

Review & Approve

Provide a firm wide mechanism to share critical documents for review, comment and approval through a single notification and review system online within FileAssure.

 

Workflow

Notify team members of upcoming administration requirements.  Workflow routing assigns estates to key individuals to continue the administration process.

Checklists

Create dynamic checklists that update and track intake requirements, 170 reviews, and all other administrative requirements.

Review & Approve

Provide a firm wide mechanism to share critical documents for review, comment and approval through a single notification and review system online within FileAssure.