PCLaw 10: Safe Custody Manager

PCLaw 10 New Feature

PCLaw’s physical closed file management system, Safe Custody, allows you to track your physical client items and records such as wills, deeds, bonds, and closed files easily.   

 

Store and maintain details regarding any property you hold on behalf of your client. Create a new Safe Custody record, identify the record type (i.e., will, lease, etc.), create your own custom packets (i.e. physical reference such as a specific box, file cabinet, etc.), and add locations for where property could be stored.

The Custody Listing is a new report corresponding to the Safe Custody feature for physical file management.  It displays all movements, packets, and records you have created using the Safe Custody Manager.

Enabling Safe Custody

From the Options menu, select System Settings.

Click the Front Office tab.

 

Restart PCLaw