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Legal Case and Financial Management

Information Delivery

Notify is an innovative report scheduling tool designed to leverage your investment in Crystal Reports® running against your Client Profiles databases.

Notify was designed to provide our customers with the ability to automatically generate and deliver individualized reports to named users, distribution lists or predefined groups via email or to archive these reports on a scheduled basis to a corporate directory.  Imagine having all of your month end reports run automatically, named and saved in a corporate reports directory accessible to staff with security.   Imagine the time and effort saved because the system can automatically produce and deliver individualized reports via e-mail to every Partner, Director, Project Manager, Customer or Vendor. Notify removes the burden of running and distributing these reports from the IT staff and extends the value of your Client Profiles system.

How do law firms benefit from Notify?

Partners 
Firm partners can automatically receive the critical business information they need to make decisions in the format they choose:  Email text, attachments, HTML files posted to a secure web site, etc.   Would your  management team like to see corporate financial information more frequently?  Imagine the response when company wide financial statistics based on real time data can be delivered via electronic mail on a daily schedule.

Administrators
Stay informed of critical business conditions such as bank balances, collection problems, revenue and/or expense trends.  With Notify, this information is distributed automatically to each predefined user as frequently as requested while eliminating the burden on your accounting and IT departments.

Managing Attorneys
Automatically notify your billing or responsible attorneys when receivables become delinquent, when budgets are exceed or when cash is received. By keeping you managing attorneys informed, your firm will project an image of professionalism while reducing the likelihood that potential problems go un-noticed.

Clients 
Provide your customers with the confidence that you are on top of their account. Send progress reports, payment thank you letters, AR Statements or even Invoices to your customers based on company-specific, data-driven rules.

Timekeepers
Notify team leaders when deadlines are missed, budgets are exceeded or simply provide information on the team’s production so that corrective measures can be taken before issues become problems.

The Bottom Line
The possibilities are limitless. You decide what information is important for your business, Notify will provide the data and the distribution mechanism to make better decision support a reality. The financial benefits of implementing Notify are real and measurable. The labor savings alone can offer a return on investment in under 6 months. Can you measure the benefit associated with improved customer relations? Can you quantify the value of a better informed management team?

In a day when most companies are looking for ways to reduce  the ever increasing IT costs and extend the value of their current investment in technology, Notify offers an opportunity for companies to improve the quality and distribution of information and facilitate better, more informed decisions.



See for yourself all of the powerful and innovative features built into Financial Management by Client Profiles. Schedule a personal live demo today.

 


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