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Client Advocacy Support System (CASS)

Legal Services Corporation washington state


CASS is a software application designed to comply with Legal Services Corporation (LSC) of America to provide legal service to those individuals who would otherwise be unable to afford it. The application was designed to automate the intake and referral process as well as the daily case management functions in addition to fund accounting requirements within a legal service's organization.

For detailed information about this solution, please click here or click the form to the left.

To view the online demo click here.



Client Advocacy Support System (CASS)

Centralized Intake/Referral
A solution was developed to maximize the central intake and brief services programs that could be used in both a field office and a centralized telephone service setting. It provided multi-user functionality allowing for program-wide conflict resolution, integration with associated referral agencies, publication distribution management. The solution also provided for financial eligibility and rule processing in addition to automated time tracking.

Case Management
Required an advocacy and case organization system for a user group of seventy. The Client Advocacy Support System (CASS) was developed to provide a desktop case management system to effectively service an existing caseload and to expand the service deliverability capacity. The system was also designed to enable co-counseling on cased allowing more than one user accessing the data simultaneously.

Centralized accounting functions were streamlined through the CASS automated funding source management features with each legal system cross-referenced to all program funding sources to determine eligibility. The data is then linked to the fund balance to assist in the determination of case expense allocation.


Project Description
CASS is a software application designed for the two primary federally funded legal aid organizations in Washington State who are responsible for providing legal service to low income individuals.

The application was designed to automate the intake and referral process as well as the daily case management functions in addition to fund accounting requirements within a legal service's organization.

Centralized Intake
Structured to maximize efficiency in centralized intake and brief service programs by separating functions onto different screens (eligibility, demographics, referral, and identification) and allowing user-defined flow from screen to screen. Multi-user functionality allowing for conflict checking, integration with referral agency information, automated time tracking and publication mailing management.

Desktop Management
Users are supported by a desktop case management system enabling them to effectively handle a large and varied caseload. Application provides an array of tools that are designed to optimize the user's time, including document storage and assembly, time tracking and case-related client and contract information.

Fund Management
Centralized accounting functions are streamlined through the automated funding source management feature. Each case is cross-referenced to all program-funding sources to determine eligibility. This data is then linked to fund balance information to assist in the determination of case expense allocation.


CASS Architecture
CASS is based on a 2-tier, client-server design. Microsoft SQL Server 7.0 is being used on the server tier, and a Visual Basic 6.0 application and custom components make up the client tier. CASS includes an ad-hoc reporting system, which is based on parameterized stored procedures and Seagate Crystal Reports 8.0. CASS's built-in document management system automates Microsoft Word, and CASS also integrates with MIPs, an accounting/financial management package.

To view the online demo click here.

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