CASE*track 3

CASE*track was originally developed to meet the then Legal Aid Board requirements for their franchising pilot which has since developed into the Legal Services Commission Unified Contract.

Over time, CASE*track has evolved into a cost effective, flexible and user friendly case management system which may be adapted to individual requirements.

CASE*track 3 was released in 2007 to meet the requirements of the new LSC Unified Contract.  However, there is now the option to disable the LSC features for organisations who do not operate under a Legal Services contract.

We can provide web hosting for your CASE*track3 database so that it can be accessed via the Internet.  This is particularly useful for people working from home or Outreach workers. 

Some of the features in CASE*track 3:

• Where an organisation's income is obtained from a number of sources, each case can be allocated to the appropriate funding source and separate reports generated for each funding body.
• The case record is easy to access directly from the case details window and any statistics may be recorded at the same time without going into different areas of the software.
• All the statistical recording sections may be customised to suit the individual organisation, i.e. the default headings and options presented in any of the drop down lists may be changed as required.  The organisation can choose which aspects of the data recording facilities it wishes to utilise.
• Time recording is available and, where appropriate, time may be allocated to more than one funding body in the same case.
• The shared key dates record and diary provide easy access for monitoring and / or making appointments for others.
• Reports are comprehensive and easily obtained without any expertise in database design. 
• When working in CASE*track 3, it is possible to open multiple windows - i.e. it is not necessary to close one client file when access is required to another; two reports may be compared side by side, whilst the Keydates List and /or Search windows may be kept open on the desktop.
• If you operate a triage system, the known details may be entered into CASE*track 3 and the case left in the 'pending tray' until it is allocated to an adviser.
• Cases may be classed at five levels, e.g. Pending, Basic Information (also known as Level 1), Casework, Specialist and Certificated work.
• File reviews are recorded, the results of which can form the basis of a 'training needs' analysis for each adviser.
• Required information can be made mandatory fields in non LSC systems.
• With the LSC features enabled, CASE*track is compliant with the Legal Services Commission Unified Civil Contract.  In addition to meeting the mandatory reporting requirements, there are facilities to assist with overall contract management and monitoring Key Performance Indicators (KPI's).
• CASE*track 3 has the facility to manage multiple databases

System Requirements

o CASE*track 3 may be run on a stand alone machine with a bare minimum of 1GB of memory (RAM) or on a network.  It can be accessed over the internet using a Local Area Network.

o CASE*track 3 can also accommodate situations where a number of agencies / offices, wish to generate consolidated reports but wish their data to be confidential to the individual agencies.

o CASE*track 3 utilises MS SQL Server 2005 Express as the database engine. Therefore you must have a machine to use as a database server, running one of the following operating systems:

• Windows 2000 Service Pack 4;
•  Windows XP Service Pack 2
• Windows Server 2003 Service Pack 1;
• Windows Small Business Server 2003;

For a small number of users, a bare minimum would be a peer-to-peer network of Windows 98 machines, with one Windows XP machine running as a database server.  We would not recommend this though.  What we would recommend would be something like a server running Windows Server 2003 SP1 and workstations running Windows XP or Vista, with monitors supporting a resolution of 1024 x 768.

Note: For the very smallest sites, it is possible to install everything on one stand-alone machine, e.g. you can fit the database server and the program itself on a Windows XP laptop with a minimum of 1GB of memory (RAM).