Vision-ODBC | Print |

Vision-ODBC automatically replicates data from external databases into Caseflow.  Typically, it is used to replicate client and matter data from the firms Practice Management System.

The benefits of the module include;

  • Time savings as there is no need to re-type information when, for example, a client’s address or contact detail changes;
  • Improved productivity through the reduced incidence of error as information can be changed in one location and will automatically be reflected in other systems;
  • Very powerful in conjunction with the Caseflow Enterprise client for the production one off documents and templates.

The Vision-ODBC module supports integration with up to 10 external databases to ensure that all corporate data is available and synchronised at all times.

 

Did you know?

Information is the key to solid client relationships.  The Caseflow Acumen Insight extranet module allows you to deliver a tailored extranet experience to your clients with ease.  Choose what you want to show and it is available in real-time.  No uploads or complex data warehouses.  Even deliver documents that have been automatically rendered to PDF.