Justitia Swiss
Additional feature that implements an extension to justitia.swiss
How this feature creates benefits
The additional feature allows a direct electronic connection between Vertec and the platform justitia.swiss. This allows documents and information to be sent and received digitally between your law firm or organization and authorities – without requiring manual copies or mailings.
- Legal receipts are automatically created for each transmission and reception, increasing transparency and traceability
- Managing incoming and outgoing mail (packages) centrally in Vertec, including status tracking (e.g. new, sent, retrieved) and automatic assignment to projects
- Less workload for manual documentation and manual filing procedures, thanks to reliable documentation and electronic filing
How it works
The Justitia Swiss feature provides Vertec with an extension to the justitia.swiss platform.
Prerequisites
- The user needs a Technical User ID on the platform justitia.swiss
- In Vertec, document storage must be set to "internal".
Process & features
- Vertec creates new packages (containing one or more documents) and sends them to public authorities
- Track the status of your packages: new, sent, retrieved, etc.
Automatically generated shipping receipts are added to each package. There is a feature to check incoming packages for new content. Incoming documents are downloaded and saved as an activity in Vertec. If desired, you can add and return additional documents in response to a package.
Folder system in Vertec
A folder system is created in Vertec:
- Incoming legal transactions
- Outgoing legal traffic
- Administrative files
This structure organizes the management of documents and packages. When importing the Vertec feature, scripts, configuration sets, activity types, custom field items and scheduled tasks are created for the technical implementation.
The extension to justitia.swiss in practice
2:22 Vertec in cooperation with justitia.swiss
Knowledge Base Article
Prerequisites
Module "Services & CRM"
Related features
Frequently asked questions
Can all my follow-ups quickly and easily be displayed?
In Vertec, you can create follow-ups for yourself or other employees. All follow-ups are included in the “Sales” folder and are clearly displayed as a list. You can apply different filters there. If necessary, you can automatically set up follow-ups so that they are created directly when an offer is created.
What ERP features does Vertec offer?
From service and expense recording to post-calculation, costing and controlling: With Vertec you are optimally positioned as a project- or mandate-oriented service company. With the Business Intelligence module, you can even visualize data directly in the Vertec interface.
A complete overview can be found in the overview of features.
Can I also use my mobile device for service entry?
Yes, you can use Vertec conveniently on Android or iOS. With the Phone App, you can enter services, expenses, absences and activities.
How can Vertec be connected to a document management system?
Vertec has an interface to Microsoft SharePoint Online (Microsoft 365). The Vertec sales partner Lean Business AG distributes an M-Files Connector for Vertec. Customer-specific extensions also exist for the DMS iManage, for example.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
Third-party money management
Third-party money management in Vertec helps you manage third-party funds securely, transparently and in compliance with the rules. With the feature, you create clear responsibilities, keep an eye on open balances and can use debt funds to pay invoices in a controlled manner.
