Email & Event Driven - Business Activity Monitoring
Put Report and Information Distribution under Your Control
A New Way to Run your firm
Billing, time entry, accounts receivable, case management, business development,
staff time and attendance all benefit by converting your database information into
proactive business intelligence. Keep management informed and your staff updated
on their performance and expectations. They will appreciate the new level of communication.
E-Mail Options
All reports can be e-mailed directly from the reporting system. E-mail recipients
are automatically created from the report's sort criteria or the user can select
eligible recipients. For example, run a Collection Report for items exceeding $1,000
and over 90 days past due. Sort by Responsible Attorney. Orion will create e-mails
for each Responsible Attorney that have "hits" on the report. In addition to a
standard or user defined message, each Attorney will receive a report with his
applicable Matters.
Event Driven
Several of Orion's reports will allow you to send e-mail based on various conditions.
For example, a report can be sent to any timekeeper that has not entered the required
amount of time for the day based on budgets or firm parameters. Responsible Attorneys
can get a "heads up" on Matters that are approaching or have exceeded their budget.
Integration is provided with Microsoft Outlook, Novell GroupWise and other products. Orion
intelligently sends reports to the correct responsible person, providing only the relevant data.
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