Legal Management
Succeed's built-in legal management system (LMS) is just another way that has consolidated all of your agency’s needs for more effective operation. Like many other components of Succeed, the LMS also offers additional protections for your business. Features like legal alert settings notify your team when important deadlines are approaching or consumer responses have been generated, so you can stay on track. Our LMS workflow even manages the appropriate fees and automatically updates account balances.
Auto Generate Documents
Succeed includes an incorporated Legal Management System that puts all of your legal resources in one place. Within the system a detailed workflow auto-generates documents and fees cutting down on tedious back office processes.
Pre-formatted Documents
All necessary documents are pre-formatted and organized by state and county jurisdictions. It’s easy to create new rules and actions to compensate for evolving procedures inside of this feature. Thorough monitoring can be achieved in the accessible dashboard. See processed, failed, or pending workflows in one place, search by date with the calendar feature and view workflows in your preference of either log or graphical formats.
Easy Access
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Since the LMS is integrated with Succeed, you can easily access consumer information from either the “Legal” tab in the account screen or from within the LMS screen in the drop down menu. This eliminates any “hunting” for account information, making it easier to update and recover. The “History” tab gives you important details on previous legal actions including garnishments.
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The LMS menu indexes a number of essential legal functions for convenience. Here you can find a master list of garnishee information, an attorney library, and even a “worklist” that provides detailed instructions for engaging with the existing legal workflow.