Lexis Visualfiles is a business process solution for the daily tasks performed across your firm. It delivers value through structured, automated, and customised workflow tools to improve your firm’s efficiency, quality assurance, and compliance.
Streamline working practices by accessing all of your file management tools within an easy-to-use email solution interface. This means less time managing client documents, email, financial information, and contact details, without needing to learn a new system. Integration with existing systems will improve practice productivity.
| Quick to deploy and intuitive to use
For ease-of-use Lexis Visualfiles is delivered inside your email program. It provides a matter centric view of documents, email, contacts and financial data in a simple, fee-earner friendly interface. The interface provides a simple drag and drop function, pick list and automated email filing options. For mobile workers the system provides secure remote access via the web or alternatively offline working via the briefcase functionality. Lexis Visualfiles decreases the amount of time spent on producing forms, and easily implements a consistent approach in terms of house style across the organisation. |
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| Simple yet powerful and flexible software – grows with your business
Lexis Visualfiles provides your organisation with a solid foundation from which to develop further business solutions. This approach helps future proof your investment and avoid the risk of over spending. Delivering benefits through incremental change is often more acceptable to end-users and helps encourage system take-up. Lexis Visualfiles provides a range of additional components including; operational risk management, online client access, scanning, integrated know how and dynamic performance dashboards. Lexis Visualfiles can also be integrated with your existing practice management systems. Through this simple integration, significant benefits can be achieved in terms of:
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