Providing staff and clients visibility of all information, content and activities relating to a matter is a historical and continuing challenge. In law firms, applications have been selected and implemented to satisfy differing sets of functional requirements. Today an advanced firm will have installed a number of core applications with limited interaction between them. Typically they are:

• Groupware (Outlook/Notes)
• Practice/Client Management (Elite/CMS/Affinity/Open Practice & any SQL based system)
• Document/Knowledge Management (Interwoven/Hummingbird)
• Customer Relationship Management (Interaction)

Each of these applications store critical and valuable information – the key to unlocking the value is to be able to simply and easily access this information and leverage the power of each application through integration.

Individually the applications provide a rich source of information about matters and clients.  Modern case management requires that data from each of these applications be brought together and made available to the document production and workflow components of the firms Case Management System.

Whilst all law firm applications acknowledge the need to track data at the matter level, each individual application has a different approach to collecting and storing this information.  As a result, it has been a challenge to deliver an effective integration outcome.  Many attempts have resulted in the establishment of a data warehouse to consolidate from each of the source applications.  A data warehouse is a high maintenance solution that delivers for reporting, but not at a dynamic operational level.

Caseflow incorporates all of the standard components expected in a top-end Case Management system including:

• A user definable database.
• A fast and efficient document assembly engine.
• A structured workflow.
• Capability of growing with your firm regardless of its size or location(s).

Caseflow offers a suite of integration modules which, when fully deployed, bring together information from other applications within the Law firm.  The result is your applications now work together in harmony, making the best use of the functions of each.

The Caseflow Technology takes care of the technical requirements of the integration.  You focus on the functions and information you wish to share between applications.

Each of the add-on options are developed in independent modules.  You can implement at your own pace, one module at a time.

Click here for a brochure of this solution. For more information, please request a webinar or a live demonstration for any of our solutions. Submit a Request now or email sales@rbrosolutions.com.