E-CHANGE™ -- Change Management

  OVERVIEW

Changes to your clients and matters happen every day. But tracking and systematizing policies about how changes are handled can be difficult if you don’t have the right automation and streamlining tools. The E-CHANGE™ module guides you through the necessary steps and approvals to update client and matter information, seamlessly, efficiently, and from a single screen. Discover what the E-CHANGE™ module can do for you.

Integrated data

Tapping the power of the Elegrity CONNECT™ business management system, the E-CHANGE™ module integrates with your other business systems so that all the information you need to make changes to a client or matter is easily visible on a single screen.

Point-in-time snapshot

As a key component of the Elegrity CONNECT™ business management system, the E-CHANGE™ module provides a full audit trail, or point-in-time snapshot, of what has happened along the lifecycle of a client or matter.

Information Governance

E-CHANGE becomes an integral component for managing the policies, security and protocol for your data.

Enforce automation

With dozens of changes happening throughout the lifecycle of a client or matter, the E-CHANGE™ module uses automation to guide users through the required steps to make the change. The module automatically routes the completed information to the correct parties for approval.

Handle any change process

The E-CHANGE™ module can handle any change process from a single system, no matter how simple or complex. Since all changes flow through the same system, there’s little or no learning curve for users when a new change process is added.