CLEAR OVERVIEW

Case Management

Wallie allows you to easily access all records of a specific case. In the contact sheets, you will find all involved parties with their contact details, correspondence, mailing, draft deeds and contracts. In addition, an extensive search function facilitates data retrieval.

EVERYTHING AT A GLANCE

Timeline

The timeline gives you a nice overview of each file. Here you can see all important events within the file at a glance. Not only the appointments, dates or times of emails, but also sent documents and ticked To do's become visible chronologically. Booking a new appointment or quickly looking up something has never been easier!

EMAILS LINKED TO THE RIGHT CASE

Mailing & correspondence

Sending and receiving emails can be done in a cost-effective and quick way by assigning them directly to the right case. Time spent on mailing is automatically tracked and registered to the case.

EVERYTHING AT A GLANCE

Expenses, time registration & invoicing

With this easy-to-understand, fast and reliable tool, you can add performed hours and/or expenses to a specific case. This facilitates the creation and billing of invoices. You can also indicate which invoices are paid and follow-up open amounts more closely. Automatic reminders can be send to customers who haven’t paid yet. Time registrations for a specific case can be done by turning on and checking off an alarm clock. The time spent is automatically added to the invoice.