Document Management News

Simpson & Marwick Solicitors, a leading Scottish commercial litigation firm, is speedily generating report documents for clients and management using a system from LexisNexis.

It has implemented the LexisNexis Visualfiles Reporting Toolkit, an automated data extraction system. The Toolkit has given Simpson & Marwick the ability to instantaneously produce a range of bespoke and complex reports on client matters, case work and life cycles.

Previously, report production was a lengthy and time consuming process with little or no flexibility to tailor content to meet individual client and business needs. Automation of the data extraction process has also improved the accuracy of management information reports produced by Simpson & Marwick.

The LexisNexis Visualfiles Reporting Toolkit extracts data from the firm’s LexisNexis Visualfiles case management system and loads it into a SQL Server, a third party database application, from which the reports are generated.

This means that the Toolkit essentially creates a copy of the case management system, which is the central store of all information, as data is fed into it from all the other business systems deployed within the firm.

Graham Herd, IT Manager for Simpson & Marwick, said, "Report production is an important deliverable for us, both internally to the firm’s management and externally to our clients. This Toolkit has enabled us to become more adaptable and reactive to the needs of the business."

He said, "Quite literally, we are able to generate bespoke reports instantaneously. More importantly, we are able to do so with complete confidence that the data used is the latest and most accurate at any given time.”