client reporting

Client Reporting offers the ability to manipulate data and produce management reports directly from the Axxia Accounts and Case Databases. Utilising an SQL/Access Database to take organised snapshots of data, it is possible to generate a variety of reports from many angles with drill down facility.

Client Reporting will dramatically reduce the time it takes your organisation to compile reports from the Axxia Database that combine information from different parts of the system whilst eliminating any double-entry processing. As it is run from a separate environment, there is no additional overhead on the Axxia Server.

Client Reporting intrinsically offers a bespoke solution to complex client reporting problems; standard routines are tailored to suit the specific requirements of each client.

axxia billing interface module

Many law firms still rely on the fee earner and secretary to prepare their client bills, sometimes adopting their own individual styles. Our Billing Interface Module will facilitate your billing through Axxia and ensure that standardised formats are used for client correspondence.

Billing and debtor management are not only key issues for many law firms in terms of the regular billing of time and disbursements and the early collection of debts, but also in offering a marketing opportunity to present the firm in a professional way in line with the directions of the partnership.

The question to answer is always: "How can we deal with the additional volume of work without incurring a major increase in overheads, especially when clients are now far more demanding in terms of the information they require to support a bill?"

axxia printing tool

There are occasions when your Accounts Department has to distribute standard Axxia Reports to a number of recipients, possibly on a regular basis at month end. Currently, these reports have to be printed, photocopied and then distributed via the internal mail.

At month end, many firms produce large volumes of printed material that very rarely ever see the light of day, but are nevertheless a necessary part of the audit process.

Our Printing Tool offers the flexibility to manage the production and distribution of all the standard Axxia reports with a minimum of effort and maximum flexibility - A positive step towards the paperless office by:

• sending the report to a defined e-mail distribution list
• converting the report to PDF format and e-mail back to the requestor
• converting all reports to PDF format and archive