Penelope Software Reviews & Pricing

Key Features

• Client Management: Streamline the client intake process with custom forms and secure communication channels. 
  • Client Portal: The ClientConnect portal encourages collaboration between clients and counsels with encrypted communications, push notifications, file sharing capabilities and more. Schedule meetings with low risk of cancellations and control access to sensitive information. Clients can check their account balance and pay bills right from their mobile phones. 
  • Client Intake: Automate the client intake process with the Add.Me integration. Prepare configurable forms, pre-enroll clients and import multiple contacts at once. Track records using default datasets or set up custom fields. 
• Reporting: Run over 130 pre-built reports on various topics like staff productivity, client outcomes, client demographics, outcomes and more. 
  • Quality Check: Eliminate errors and omissions with the Data Quality Issues List (DQIL) tool. Automatically check for inaccuracies and clean data entries. 
  • Dashboard: Integrate with Tableau to create data visualizations and statistics directly from the dashboard. 
  • Custom Reporting: Export data to run custom reports in third-party applications such as Microsoft Excel or Crystal Reports via Open Database Connectivity. Or, the vendor offers tailored custom reporting services for an additional fee. 
• Smart Forms: Create and update an unlimited number of intake forms, templates, surveys and outcome assessments for faster processing. Track information about specific fields like client history, demographics and more. 
  • Auto-population: Pull client and matter information from the firm database to auto-populate the smart form fields. 
  • Flagging: Automatically notify staff members based on the answers given by prospective clients. Leverage workflow automation to allow document flags to assign other tasks and send alerts. 
  • Document Review: Review documents for errors, citations, tags and privileges. Control access to sensitive information and send e-signatures securely. 
• Standard Assessments: Access the matter-specific library of pre-built standardized documents and assessments. Process various social and personal metrics faster. 
• Scheduling: Schedule appointments as a staff member, service provider or administrator. Automatically synchronize the scheduler across the firm for a clear picture of staff obligations and client availability. 
  • Recurring Appointments: Set up appointments to repeat on a daily, weekly or bi-weekly basis. Create custom appointment schedules for specific cases. 
  • Availability: Counsels and attorneys can add additional contacts, workers and case members as required. Staff members can update their availability to keep colleagues and clients in the loop. Arrange the agency’s resources into categories like rooms, computers or AV equipment for improved tracking. 
• Automated Workflows: Use pre-built workflow patterns or design new ones to streamline firm processes. Set up action-based triggers to notify the relevant parties through emails and SMS messages. 
  • Time-based Triggers: Design workflow patterns with triggers designed to set off before, after or during an event. 
  • Event-based Workflows: Create a series of workflows to be triggered by particular events. Prepare automated tasks for new intakes, service deadlines, unsigned documents, form completions and more. 
• Billing Management: Invoice clients and track accounts receivable like payments, credits and interests. Log all transactions to prepare an audit trail and simplify year-end reconciliations. Set up event-based triggers for coverage expirations and late payments. 
  • Insurance Billing and Grant Funding: Set up tailored payment plans and coverage limits and policies for individual clients. Add third-party funders and log all expenses associated with grant funds. 
  • Financial Reporting: Run financial reports to determine aging receivables, account statements, profitability and more. 
• Security: Safeguard firm information from external vulnerabilities both during transit and at rest. Host data securely in centers in the US, Canada, Australia and the UK. Export firm files and documentation at any time with a 99.99% uptime guarantee. 
  • Role-based Security: Enforce role-based permissions to limit access to sensitive documents. System login is secured with complex passwords and multi-factor authentication. 
  • Certification: It’s ISO/IEC 27001:2013 certified and complies with Australia’s Privacy Act 1988. 
• Add-ons: Integrate with a variety of industry-specific applications to better serve clients. 
  • Medication Management: Issue electronic prescriptions for controlled drugs, check benefits, refill and split prescriptions, renew requests and more with Rcopia by DrFirst. Access a client’s file directly from the platform database to check their medical history, prescriptions and refill requests. Eliminate duplicate data entry with a synchronized single-system environment. 
  • Australian Funding Reporting: Carry out firm processes in full compliance with NDIS and DSS-DEX reporting requirements. 

Limitations

•  Limited reporting options. 
•  Cannot generate graphs. 
•  Has a steep learning curve. 

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