Why improving interdepartmental collaboration within Access Legal Case Management is important
Collaborating within Access Legal Case Management offers numerous benefits, including streamlined communication, real-time updates and enhanced accountability. It centralises data, improves decision-making and ensures secure information sharing. You can analyse data and make data-driven improvements more efficiently with transparent workflows and enhanced client service. Overall, Access Legal Case Management facilitates effective collaboration, leading to increased productivity and better outcomes for both your firm and clients.
What you can do to improve interdepartmental collaboration
Access Legal Case Management allows tasks to be configured into departments and teams, allowing all tasks to be managed in one central location within your case management software.
Documents produced within Access Legal Case Management can be sent to clients and other users via OneDrive, providing easy access to information at any time, whether within or outside of working hours.
Documents created within Access Legal Case Management as all stored in the File History. This includes letters in, letters out, file notes, calls in, calls out, emails in and emails out. With the extensive number of documents stored within the file history, Access Legal Case Management allows users to create folders and sub-folders into which the documents can be placed. This results in a structured set of folders which allows users to find what they want easily and efficiently.
The bundling facility allows you to select multiple relevant documents and paginate them into a single PDF pack, which can then be sent to clients or other internal users.
Access Legal Case Management has several standard reports that are supplied with the software, however, ad hoc reports can be created which can then be tailored to the company's requirements. This can include metrics like fee earner time recorded per month or aged debtors. These reports can be automated and emailed to the relevant users regularly, saving time by eliminating the need for manual intervention.
The global document search feature enables you to search through all correspondence across various cases and departments. For instance, if you need to reference a court case outcome, you can select specific keywords and search for them. The search results will display any correspondence containing these keywords, allowing you to review the relevant documents
How to improve interdepartmental collaboration
Access our resources for guidance on how to improve collaboration:
The reports you have access to will be dependant on your chosen FlightPath. To align with your reporting requirements, you can choose to set up additional bespoke SSRS reports.