When planning any changes to your Proclaim Software system it’s important that you consider what data you want to capture. You’ll need this data for later on when creating reports or queries so you can stay on top of case progression. You may also be using Proclaim Screens to capture vetting data or using this data to populate letters automatically.
We’ve helped multiple law firms design new vetting systems to ensure cases coming into the law firm are of the expected quality. We do this by holding an initial meeting with the client to understand the new business workflow and what data they are trying to capture to be able to make a decision on whether to accept the new inbound enquiry or reject it.
From this initial meeting to final implementation our team of experienced developers will guide you on implementing the correct data capture strategy.
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