Proactive Reporting

Pro Active Reporting! Turning reports into actions.

KYC, Lexcel, internal quality checklists, Money Laundering, updating fees estimates, the sheer volume of regulatory, and compliance requirements, as well as internal policies and procedures can leave even the most conscientious Fee Earner struggling to keep every file in good order.

Distributing informative reports or even email alerts, to assist fee earners and managers to help them with these tasks is is one thing. Making it easy for them to respond quickly and address the issues is another.

Norwel’s Interactive Matter Administration (IMA) is designed to make the process of dealing with matter administration issues as easy as possible by providing a “Do It Now” approach. IMA provides fee earners and managers with interactive reports on key issues, such as compliance, billing, credit control, transfers, fees estimates etc.

Users interact with the report by using a right mouse click which presents them with a choice of actions, for example, if a fees estimate is about to be exceeded, an option to contact the client, (with automated email, or letter production tools) and communicate why this has changed is provided

An audit compliance record is then held on the actions taken so all SRA and audit requirements are meet.

IMA enables fee earners to not only see what they have to do, but take the appropriate action there and then, thus reducing the time spent on administration, and also ensuring key issues are being dealt with.

From a management perspective managers can see the actions due at a Practice, Department and Team level, as well as individual Fee Earner.

IMA monitors practice defined exceptions, such as matters approaching limits and key dates, surpassing billing forecast, or extended periods of inactivity. Fee earners can activate date stamped instructions such as pay bill from client, return funds to client, increase fees estimate; change matter assistant and mark file for closure by clicking on action buttons.

Printable Version