Subpoena Prep
Work Comp Subpoenas
Generate WCAB subpoenas for records, personal appearance, and file requests as well as ADR subpoenas.
Civil Subpoenas
Deposition subpoenas for production of business records, personal appearance, trial subpoenas, are also included.
Signed Authorizations
Basic requests, such as HIPAA authorizations, In-House services, and arranged jobs are supported too.
Federal Subpoenas
Unites States District Court subpoenas for records, inspection, deposition, trial, and hearing are all automated as well.
Notifications to Opposing Counsel
Notifications of records are automatically processed for all parties to the case so that you could easily mail them, or even send them electronically if that is their preference. Party notice covers are customized to your needs, and include all copies of subpoenas behind them.
Include Your Own Attachments
Easily integrate your own attachments for use with document printing. This means you can include signed authorizations, a records attachment, or virtually anything else to be included with your requests.
Use Client Prepared Documents
If you have clients that prepare any of their own subpoenas, not a problem. Just include them with the order and they will be printed instead of the system generated documents.
Batch Printing
Print all of the documents for a case, or the entire day in a few clicks. Batch printing will generate notices, subpoenas, work orders, and client confirmations in a single process for an unlimited number of cases.
Post Notices Online
Automatically post notices to clients and other parties to your web site for secure access. The system just looks for the preference on their profile, and takes care of the rest, This means that you do not have to remember when to upload and when to mail.
Workflow
Automated Call Back System
Our paperless calling system allows your staff to perform at peak levels. Call filters enable you to compile your call list based on geography, order status, case information, record types, and more.
Integrated Status Log
The status log is a chronological history of everything that happened on each job. Contacts with clients, locations, and internal activity are all logged in one place, where your staff can share information without the need to share paper, unless they really enjoy the clutter.
Automated Serves
Requests that can be served by fax, mail, or electronically are sent with ease. Fax serves are sent directly from the system in bulk, with just a few clicks. Mail serves are printed out in batch, with fee checks as needed.
Appointment Calendar
The integrated calendar informs you of upcoming appointments per location, per area, and per date so that you can keep the schedule cleaned up for the field.
Correspondence Wizard
Use the correspondence wizard to create an unlimited number of letter templates which could be used to communicate with records facilities. Save countless hours and keystrokes by automating your correspondence.
Write Your Own Script
Write your own scripts in this system to automate countless tasks. Would you like to click a button to make the system change the caller queue, mark the record types as received, and log a job as done? Use the script library to apply over 30 commands for simple processing.
Direct Fax and Email of Documents
Need to send a declaration or an authorization to a records facility or a client? You are just a few clicks away. The custom send feature allows you to compile any request, or parts of it, into a fax or an Email that is sent directly from the system.
Create Fee Checks
Create checks directly from the follow up/scheduling area of the system while on the phone with the records custodian. Checks are saved for later printing and distribution by those that are authorized to do so.
Location Masking
Need to serve one place, but get the records from another? Location masking enables you to handle these tasks without the need to remember who gets served, who gets called, and where to go for the records.
Assigning Work To Agents
Your field manager can quickly assign work to their agents. Using the geography of the State of California, work can be assigned automatically by territory, or manually if you prefer.
Automated Outsourcing
Don't cover Bishop, Eureka, Bakersfield? Click a button and automatically send the entire packet to the company that covers the area for you. A single click will send them the request, declaration, and whatever else they need to get the job done.
Remote Access
Many agents no longer need to come to the office, and this is a great time for them to keep their distance. The field module allows them to retrieve and log their work securely, from wherever they are.
Automated Proofs
Proofs of service are completed automatically, including the registration ID and signature of the agent that served the request.
Client Support
Secure Client Access
Your clients have secure access to your SSL protected site behind a physical and virtual firewall. You can even set up two step verification for added security, if they wish to have it enabled for their account.
Fully Customizable
We respond to your clients' needs by programming the toys they want to play with. Our web sites are handcrafted from scratch, so we can build just about anything they can imagine.
Placing New Orders
Your clients will be able to place orders on your site with ease. Location searches, an additional party database, and court searches save them time and make them want to come back again and again.
Case View
Your clients can view their pending work by case, showing all statuses and records/documents in a single view.
Checking Order Status
Your clients can check their order status 24/7 and can even send you messages directly through the site. From here, they can see the events related to the work order as well as the status notes if you want those to be viewable. Status notes can be turned on/off per client account.
Viewing Records
Post any PDF and share it with anybody. Records, party notices, reports, proofs, and anything else you can think of can be posted automatically and seen by anyone you grant secure access to.
Online Responses
When orders are put on hold, your clients will be notified and can provide needed information directly from your site. Missing a case number, a date of birth, or an authorization? They can provide the missing information, and even upload necessary documents to you when logged in.
Personalized Experience
Each client account has their own personalized settings. This enables them to personalize their experience through various preferences and security settings.
Admin Management
Your clients can add, delete, and edit the user profiles for their own staff, giving them flexibility and saving you time on administration.
Integrates With Your Existing Site
Our web portal can be built to adopt the themes and colors of your existing site. If you would prefer, we could even have the client login area built right into your current home page.
Demo Mode
Want to show a prospective client how to use your site before they have placed orders? Demo mode allows you to set up fake orders, statuses, and records so that new users can experience your site, helping you to close the deal.
Automated Status Updates
Your clients can automatically be notified via Email when their requests have been served and/or completed. Some will want it, some will not. You get to choose and let the system handle the rest.
Custom Client Letters
Save countless hours and keystrokes with this one. The correspondence wizard enables you to create your own letter templates which can be used to send customized letters directly to your client.
E-Notice
Automatically post subpoena notices for your clients online. This is a time saver for everyone, and helps to eliminate a lot of desk clutter for them and for you.
Client Preferred Media
Whether they want their records on paper, CD, or delivered electronically, they are covered. Each client has their own personalized media preferences that are automatically processed during the production run.
Sending Records
Automated Records Compilation
The automated production engine will save you countless hours. Imagine having 50 raw records files one minute, then a few minutes later, you have 50 fully processed PDFs with records covers, requests, and proofs, ready to be posted online or printed.
Client Preferred Send Methods
As the production process runs, the files are distributed based on your clients' preferences. Whether they want them printed, put onto a CD, or posted securely online, a single process distributes them accordingly.
Automated Site Uploads
After production, PDFs for clients that want their records posted online are sent to the secure web site as notification goes out to your clients by Email to let them know about the newly available files.
Additional Set Processing
We take the pain out of managing additional sets to opposing counsels, doctors, and anyone else that needs them. Our process will keep track of these requests. When the time is right, they will be billed and sent automatically.
Automated FTP Uploads to Client
What to do if your client wants records posted securely to their FTP server? Just check the box in their preference area and this task will be handled automatically for you.
Finance
Automated Billing
Do your daily invoicing in minutes, not hours, with the automated billing functions. Charges are calculated automatically to include page fees, subpoena prep, trip charges, witness fees, and much more. Set it up right, and you could be billing hundreds of invoices per minute.
Customizable Billing Structures
Your clients will have billing structures specific to their account. This means that you do not need to remember how much to charge each client per page, for fee advancement, or anything else.
Fee Accounts Management
All fee checks are maintained in the fee account area so that they could be referenced when it is time to be billed. Check information is also visible for field and schedulers so that they will be sure not to pay a fee that has already gone out.
Automated Check Printing
Checks are printed on actual check paper, in batch. When we set your system up, we also set up replica checks for you so that you could easily create them, print them, and distribute them as needed. This saves a ton of time on check printing, and a lot of money on check stock as well.
Past Due Batching
Do you wish to send all past due invoices to everyone that is late to pay? Not a problem. With this system, you will be able to print, fax, and/or Email large batches of invoices in just a few clicks.
P&I Automation
If your policy is to charge penalties and interest when an invoice becomes past due, we have a process for that too. Our system will locate qualifying orders and automatically add P&I (if you choose) and you could even resend those adjusted invoices automatically.
Integrated Collections Module
Our collections module allows you to view payables for anyone and everyone that owes you. From there you can print, fax, and/or Email statements and invoices as well as keep notes of collection activity.
QuickBooks Integration
We can customize your financial data to directly integrate with your QuickBooks accounting software. If you use a different accounting solution, we could integrate with that as well.
Management Tools
Financial Reports
Sales tax, orders by client, aging, sales commissions, and invoice totals by date range are just some of the reports available in our solution.
Performance Reports
Ever wonder how many calls your schedulers make in a day, or how many appointments they set? Do you wonder how long it takes you company to get from served to ready? Our clients do not wonder. They click.
Red Flag Reports
The red flag report is designed to keep your jobs from slipping through the cracks. Has something been in the field too long or not yet been called on? The red flag report finds problems before problems find you.
Customized Reports
Many of the reports in this system have been customized by our existing clients. Once you start using this system for yourself, the wheels will turn and you'll want to see data in a way that makes sense for your operation, and we will make it happen.
User Based Access
You can restrict access for each area to those that need it. This means that you decide who can view financial reports, set up user accounts, view web account, print checks, and just about everything else.
Field Ready Report
With a few clicks, you can see every job in your system that needs to be sent to the field based on the available serve dates, appointments, and scheduling information. From there, the whole batch could be assigned in a single click.
Agent Performance Tracking
All field activity is logged, so you can calculate commissions, hours worked, cycle times, and mileage for each of your agents in a few simple clicks.
Field Manager Overview
Field managers can see a total of work orders assigned to each agent from a single screen. From here, they can see current cycle times and past dues, as well as a count of how many serves, scan jobs, and pick up they have scheduled per agent.
Network
Dedicated Cloud Server
Our systems are securely hosted on our secure servers located in a data center in California. We will provision, license, maintain, and optimize your server to suit the specific needs of your operation.
SSL Protected Site
All sites hosted on our servers have custom domains and are protected by SSL certificates, which we purchase, install, and maintain on your behalf.
Built For All Sizes
Whether you work alone, or have 200 employees, we can accommodate. We build to suit your needs. Our smallest client has 1 employee, with our largest having over 100 on their staff. Most companies we work with have 10-20 employees, but we scale up or down as you need us to.
High Speed Connection
Our servers have incredible amounts of bandwidth available, allowing you to work faster, and for your clients to download faster than ever before. Speed rules all, and it is definitely one of the greatest strengths of our network.
Firewall
Your site and server have the added protection of a digital and a physical firewall, providing you with the highest protection when accessing our systems.
Remote Access
Your system will be securely accessible from anywhere in the world. These days, that has been a huge plus for our clients. Even before recent trends, many of the companies we work with have expanded their hiring capabilities to those that want to work from home, around the nation, or even overseas.
SSL Encrypted Database
Transmission of data between the site and the host, or your system and the host, are protected through SSL encryption.
Cross Platform
Our servers and system could be accessed from just about any device, running Windows and MAC platforms. More importantly, our remote access ensures that the system works the same, regardless of the device you choose to use.
RAID Configuration
All of our servers are configured for RAID, protecting you against drive failure. This means that each environment that we set up uses at least two drives and mirrors data to each. So if one drive fails, we have another so that there is no loss of data.
Daily System Backups
Daily backups are performed automatically after hours. Those backups are encrypted and stored to another site, each day, so that your data is still safe under catastrophic conditions. Even if your physical server spontaneously combusts, last night's data is safe and sound.
FTP Server
Your secure FTP server enables you, your staff, your agents, and your clients to securely share files directly in one centralized location.
IP Whitelisting
Your server can optionally be protected through white-listing of your IP addresses. When enabled, just you and your staff will be able to access your system and server so that unwanted visitors cannot get in.
Third Party Software
It's your server, and you can install anything you want to it, as long as it is lawful and in the spirit of the records retrieval business. Adobe, TSPrint, FileCenter, and Quickbooks are commonly installed and run in our clients' environment.
Confidentiality
Those that have worked with us know that confidentiality is a paramount concern. You would be hard pressed to find anyone that has heard us talking about the business practices, trade secrets, or even the names of our other clients.
Support
This Is What We Do
We are not a friend of a friend that created your old system, or a failed company that could not make it in the legal industry and tried selling leftovers. We started building this system in 1997, sold our first in 2001, and are going strong today. Support is in our blood and we are in it for the long haul.
Server Management
We set up, protect, and fully manage your cloud based server so that you do not have to. All DAS servers are remotely hosted, enabling you and your staff to have secure access from anywhere in the world.
Full Customization
Your system is built how you want it. If you can envision it, we can build it. You no longer need to subject yourself to the common good of other companies, which usually meant that you were the one compromising.
Project Manager
Our online project manager allows us to easily collaborate on your vision in one centralized location. Here, you will be able to add projects and communicate with your developers as your projects come along.
DAS Marketplace
The DAS Marketplace is where you can go to purchase add-ons for your system that have been developed for use by other companies. Think of it like an app store and your system is your smart phone. This enables you to get the upgrades you need without the a full blown change to the system you have become familiar with.
Deferred Billing For Development
Our deferred billing program enables you to start earning a return on your investment immediately, but pay if off over time. This allows you to let the ideas flow while keeping it under budget.
Online Tutorials
Our online knowledge base contains over 400 visual tutorials to assist you with every aspect of system use from order entry to collections. This means you can get step by step instructions on system use on your time.
Online Testing Module
We want you and your staff up to speed as quickly as possible. Our testing modules with provide a great training tool for your staff as well as metrics for you to better understand who actually understands what they are doing. Long gone will be the days of employees nodding and saying they understand things that they really do not.
Live Training
If you feel it is necessary, we offer live training at your office. We can come to your place of business and help you to experience a smooth transition to your new system.
Innovation Rebates
How many software providers actually pay you for your good ideas? When your solutions are built, they may become eligible for trade on the DAS Marketplace. This could earn rebates for your projects, enabling you to earn your development costs back, and more.
Data Migration
If you have access to the data in your current system, we are able to map it into your new system to greatly reduce the transition time for your team.
Resistance To Change
We have given you many reasons to make the change, but you likely have some hesitation. We cannot tell you how to feel about your issues, but we can tell you that everyone we work with today had some of the very same concerns.