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Are you making the most of Case Management System Reporting?

Post by Admin , Apr 21, 2020.

Law Firm Data and Case Management Reporting

 

Covid19 has brought with it a number of challenges and considerations, and we are sure that like us, you will want to ensure that you continue to offer a first class service to your clients whilst protecting your staff and future proofing your firm.

There is a real possibility that Covid19 will have a fundamental and permanent impact on the way businesses and law firms conduct their daily business. One of the most obvious of these is the realisation from previous sceptics that long-term remote working is not only viable but a more cost effective alternative to large office spaces. 

Remote working whilst not a new concept, has not traditionally been normal practice for law firms and the legal industry, but the coronavirus crisis has forced the acceleration of law firms to consider how legal technology, remote working and workflow automation could drive efficiency and increase profitability in an increasingly competitive and fast changing market.

For law firms, the right IT solution can come in the form of developing or investing in a robust legal case management system, with benefits that include:

  • Team collaboration and inter-office communication
  • Manage deadlines and improve file organisation
  • Streamlined workflow & Enhanced efficiency 
  • Easy access from any location
  • Time tracking and billing
  • Integration with existing programs and systems
  • Reporting

 

We have previously discussed the importance of updating your case management system to strengthen your firm and we now discuss the importance of data and case management system reporting.

If your firm uses VisualFiles as your case management system, you will already be enjoying the benefits that this market leading software brings to your firm. However, to get the most out of the system, now more than ever, development and efficient reporting are essential.

At Rubix Software we have expert VisualFiles programmers who can help you unlock the full potential of your Case Management System platform. From assisting you with extracting and reporting of data through to building workflows and interfaces with third party software, Rubix Software has the knowledge and experience to deliver a state of the art solution for your firm.

With a combined experience of over 50 years of developing VisualFiles solutions we understand, in depth, how you can easily get access to data within your system and make relevant decisions to help run your business. Some of the reporting solutions we can provide include:

 

Accounts Data

We can help get your accounts data from their Progress Database into a SQL database to allow you to report on this side by side. This makes it simple to have a complete picture of both your case and accounting data together and report upon this.

 

Matter Master Creation

Linking and joining tables each time you want to query your dataset is very time consuming. We work with VisualFiles customers to create one table which stores all of your key information within this table. This makes it incredibly easy to report from one place all of your data and saves huge amounts of time and resource.

 

Creating the reporting environment

We can create the SQL reporting environment to allow your users to access their reporting suite at their fingertips. Your users can then subscribe to reports easily or access these as and when required. This is built on tried and trusted Microsoft Reporting Services technology.

 

Designing the reporting required

We help our customers to write the SQL queries and publish these within Microsoft Reporting Services allowing you to run reports; use parameters to filter your data and to present this in a variety of ways.

 

Other Data

You are not limited to VisualFiles data, we have worked with clients to include other data within their data set such as telephone information and link this into their VisualFiles records.


Whatever the data problem is, given our experience, we can almost always resolve this for you and provide your users with intelligent reporting ensuring they get the very best from their system.

 

In addition to providing expert advice on getting the very best from your VisualFiles system, building you a tailored solution that enhances the efficiency of your law firm, we also undertake and provide bespoke software development which includes custom built application development with integration with third party products.

 

Rubix are experts in this industry.  We have taken our experience of working with law firms and combined this with our knowledge of software to craft optimum efficiency and compliance solutions. Other legal technology products include:


 

For a no obligation discussion on how we can help you develop your case management solution

contact us on 0203 947 3695 or email us at info@rubixtech.co.uk.

 

Get the most out of your Case Management System and unlock its full potential by speaking to the experts.


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Remember we never charge you to understand your requirements and where possible provide fixed fees. Our goal at all times is to save you money and improve efficiency so please do.

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