Why improving collaboration within Proclaim is important
Collaborating within Access Legal Proclaim offers numerous benefits, including streamlined communication, real-time updates, and enhanced accountability. It centralises data, improves decision-making, and ensures secure information sharing. With transparent workflows and improved customer service, you can analyse data and make data-driven improvements more efficiently. Overall, Access Legal Proclaim facilitates effective collaboration, leading to increased productivity and better outcomes for both organisations and clients.
What you can do to improve collaboration within Proclaim
Centralise task lists – Create, view, move and delete tasks against any of your cases. Tasks link to a specific action and you can set completion dates. View tasks against an individual or team/department to aid collaborative working. Switch draft email tasks between handlers as required.
Consolidated history – The History is the Audit trail for each case, enabling you to review all case workers completed actions. This includes any actions triggered to send communications out to stored correspondents, as well as logging the responses back in.
Workflow notifying multiple documents – Call on specific coding routines to allow multiple documents to be created via a single trigger point. These bespoke routines are designed to pull out the required documents and forms and deliver them according to the needs of the action i.e., letter, email, SMS etc.
Management information – Use Access Legal Proclaim to extract data using the Management Information Warehouse (MIWH). Setting a connection to MS SQL, the system can be tailored to manipulate the latest set of data from your Proclaim system.
How to improve collaboration within Proclaim
Access our resources for guidance on how to improve collaboration:
Action multiple tasks at once.
Reassign tasks to a new user.
Set up history folders.
Work with documents in the history.
Management information (webinar).