Why creating personalised screens within Proclaim is important
Customisation allows tailoring the interface to match your firm's unique workflows, improving efficiency and user-friendliness. By streamlining data entry and placing frequently used data and actions prominently, personalised screens save time and reduce the risk of errors during data input. Furthermore, they enhance organisation and ensure easily accessible relevant information. Specific client details can be captured effectively, and data analysis becomes more meaningful with consistently recorded data. User adoption and satisfaction are increased as employees embrace a system customised to their preferences. You'll ensure compliance and data security by controlling access to sensitive information. Overall, personalised screens optimise case management processes, making Access Legal Proclaim more effective in handling legal cases and client information.
What you can do to personalise screens within Proclaim
Use Proclaim's Screen Designer tool to tailor your case management software to your specific needs. This user-friendly feature allows administrators or authorised personnel to make significant modifications to the user interface without the need for advanced programming skills. By accessing this tool, you can effectively customise the software to match their unique workflows and optimise your case management processes.
Adapt pre-existing screens to better suit their requirements or craft personalised screens from scratch to accommodate specialised case types or workflows. This versatility enables you to fine-tune the software to fit your practice areas and improve overall efficiency in handling cases.
Personalised screens within Proclaim offer granular customisation options. Add, remove, or reorder data fields to capture the specific information they need for their cases. Additionally, customise buttons to trigger specific actions or automate repetitive tasks, reducing manual effort. Optimise the layout of the screen for user-friendliness, ensuring that essential data and functions are prominently displayed, leading to smoother navigation and data entry.
To ensure data accuracy and consistency, implement validation rules. These rules help enforce data entry standards, preventing the entry of erroneous or incomplete information. Moreover, personalised screens can incorporate workflow automation, simplifying processes and eliminating unnecessary steps.
How to personalise screens in Proclaim
Access our resources for guidance on how to personalise screens in Proclaim:
Update an existing screen within Screen Designer.
Add, re-order or remove fields from a screen.
Enquire about Technical training.