Easy Case Setup
Lexsure has long recognised the frustration that law firms experience when using disparate systems, causing issues with double-entry of data. We have already integrated our systems (via an API) with two case management system providers and are currently in discussions with several others.With a view to mitigating double-entry problems, we currently provide law firms with two alternatives to auto-generate matters on COMPLETIONmonitor:
- Most case management systems are able to generate a daily report of new cases opened. The report, in a CSV format, can be imported to our software and, once uploaded, the relevant data will be populated on our systems.
- Alternatively, most account departments of law firms are able generate an Excel spreadsheet of new matters on-boarded. The COMPLETIONmonitor team can then take the relevant data and upload it so it automatically populates on our systems.
FOR MORE INFORMATION
Please contact us.