Sophisticated Business Process Management and application capabilities allow firms to define their own unique business processes, business rules, security requirements and automated email notifications for every type of change that might happen over the life of a client or matter.

Elegrity’s LBMS™ Client Matter Maintenance application provides an elegant and user friendly mechanism for attorneys and secretaries to request changes to either client or matter information within a web based application with embedded business process. LBMS™ Client Matter Maintenance module provides fully auditable and controlled processes for automatic updating of information in your core business systems.

 
LBMS™ Client Matter Maintenance provides attorneys and secretaries with the ability to request changes for a variety of change categories. Data is automatically aggregated from the appropriate system of record and presented within a single user interface, allowing the requestor the ability to view and request changes to the current information. During the change request process LBMS automatically generates a Change Summary so that users can easily review their changes prior to submitting their request. The Change Summary is also a powerful tool for down-stream approvers during the process to quickly understand changes being requested to speed decision-making.

 
Different workflow processes and approvals can be defined based on what data is being changed, ensuring that changes are efficiently routed to the right people at the right time. Integration with the firm’s Conflicts, Accounting and Docketing systems reduces duplicate data entry, improves data quality and speeds the maintenance of information in your core business systems.