Management information reports
Post by Laura Wood |
Your clients routinely require insight into how their case is progressing. By the same token, your senior leadership team require regular updates, whether that be an overview of business performance or a deeper level of detail. Usually, the feedback and insight given is provided through manually maintained reports, spreadsheets or processes, that take a significant time to run – time that could be used for billable activities.
Reporting should be a by-product of your fee earners progressing cases within Visualfiles. If fee earners are manually maintaining reports, quite frankly, they shouldn’t be. By doing so, they are likely duplicating effort, inputting data into multiple places that is being saved outside of Visualfiles. This not only makes it harder to provide a timely overview of progress for both clients and SLT alike, but makes it more difficult to identify personal data, increasing the risk of non-compliance with data protection regulations.
Combined with Pro2SQL (the Visualfiles near real time data warehousing tool), with industry-standard reporting tools such as SSRS & Power BI, reports can be run anytime by anyone with access. Your clients can also have external access to these reports, allowing them to read these whenever they want, ensuring they are always up to date.
Make the most out of your data and Visualfiles case management system and get in touch with your dedicated Account Manager today.
About the Author: Laura Wood
Laura joined us in 2023 as a Client Advisor and brings with her 12 years of legal experience, almost a decade of which has been spent working with Visualfiles, both from an end-user perspective and as an inhouse developer. As an experienced Visualfiles specialist, Laura really enjoys inspiring clients and working collaboratively to make the most of their Visualfiles environments, helping to discover the very best solutions suited to their needs.
Outside of work, Laura lives in Dorset with her two cats, she enjoys pub quizzes, travelling and live music. In her spare time, she is by no means switching off, but can be found studying for a degree in Computing and IT.
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