Summary
Jobstream’s Minuting system takes advantage of Change-Driven Documentation to automatically create minutes as particular actions are performed on the system. The generated items are then collated into meetings, from which minutes documents or written resolutions can be produced. The minutes use templates which can be easily modified according to your required layout or proforma copy.
[return to the module-by-module breakdown]
Feature list
- Use a single, easily accessible list of precedents for resolutions, and create resolutions automatically when relevant actions are performed in the Client Database
- Extract statutory data directly from the Client Database and Address Book records
- Maintain a full and accurate history of minutes and written resolutions for each client
- Create templates for resolutions from your own precedents
- Create and modify document templates to match with jurisdiction and house style requirements