Why maintaining the accuracy of your data within Proclaim is important
Maintaining data accuracy in Access Legal Proclaim is crucial for informed decision-making, personalised client care, legal compliance, efficient resource allocation, meaningful reporting, effective communication, prevention of errors, ethical responsibility, long-term record keeping, and upholding your company’s trust and reputation. Accurate data ensures well-informed choices, regulatory adherence, optimised resource use, and seamless collaboration, all of which are essential for successful case management processes and positive outcomes.
What you can do to maintain the accuracy of your data within Proclaim
Assign permissions
Ensure data integrity by limiting access and modifications to authorised users, enhance data security by preventing breaches and unauthorised disclosures, and aid in error prevention by restricting uninformed alterations.
Meet compliance and auditing requirements through controlled access, fostering accountability for data-related actions.
Permission levels safeguard confidentiality, streamline workflows, and mitigate risks associated with data tampering.
Prevent access to screens according to each user’s security level by utilising functions within User Profiles and Screen Designer. Permissions can also be set so that only authorised users have access to the Reports that they require, set up on a user-by-user basis or by setting up Report Groups within the program Advanced Report Creator.
Check for discrepancies
Follow a systematic approach to establish clear data entry standards, conduct regular audits against these standards, implement validation checks, cross-reference with external sources, address duplicates, employ data quality tools, monitor trends, review user access, provide training, institute review processes, compare historical data and encourage user feedback.
Check for discrepancies in Proclaim through accurate reporting and use of the Management Information Warehouse.
Correct details where appropriate
Use tools such as the Name Search, to update Correspondent records at any time should any adjustments be required. Use the Clients case type to update records centrally so that linked matters are also updated accordingly.
Within each matter, the History acts as an audit of completed actions to date. While every effort should be made when recording this information, it is important to understand the tools available to allow for corrections i.e., WIP adjustments, updates to History Details, amending documents and logging items under the correct categories.
Automate case milestones
Case milestones provide clear progress tracking, ensuring comprehensive and timely data entry at various stages.
By establishing standardised legal checkpoints, milestones promote data consistency and quality control, enabling thorough reviews and corrections. Accurate recording of milestones facilitates communication among teams, supports informed decision-making, measures performance against outcomes, and aids in providing a client-centred approach.
Milestones offer historical documentation, contribute to risk management, and ensure compliance with legal requirements.
Ultimately, they play a pivotal role in enhancing case management practices and achieving positive results through accurate data representation.
How to maintain the accuracy of data in Proclaim
Access our resources for guidance on maintaining data accuracy:
Restrict screen access based on permission level.
Amend WIP within the history.
Amend permissions for adjusting WIP in the history.
Restrict case types users can create or amend.
Update correspondent details.