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. KYC, Lexcel, internal quality checklists, and Money Laundering all have to be completed, as well as providing a quality service to the client.
Distributing informative reports 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 the reports highlight is another
Norwels Interactive Matter Administration is designed to make the process of dealing with matter administration issues as easy as possible.
It 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, eg if a fees estimate is about to be exceeded, an option to contact the client, and communicate why this has changed is provided.
Matters are displayed in a variety of ways including by department, team and assistant.
A context sensitive panel is available to display other relevant information such as Partner, Financial Balances, Bills, WIP and last posting dates.
