Get client and matter data from one place
Finding and accessing the latest client and project information is a challenge in professional services firms.
Ilves Data Boards bring all client and matter documents, messages, and other client-related data into one place. Unique automatically updated data streams free up your valuable staff time for client work and help your team to deliver a faster and better service.
Why Ilves Data Boards?
Client data at your fingertips
Discovering client and matter information from one place saves staff time for client service and more skilled tasks – true data centricity.
Single view of client information
Improve teamwork with up-to-date information with client and matter data automatically collected from your organization’s CRM, ERP, PM, DMS, and O365 business applications.
Better client experience
Automated data streams remove waste from the service delivery processes, enabling faster reaction times and thus a better client experience.
Time is money – do you know how much your team spends on searching for client and matter information?
This is how it works
Choose client or matter
Easily find your clients and matters from one place. Search, browse or click the recent list.
Get a single view
Lead the client relationship with the latest information and data from all systems and know what is happening.
Get work done
Make better decisions, lead the client team, or give advice based on the latest information.
Client and matter matching
Auto-tagging of client and matter data enables client and matter information data streams.
Easy to use user interfaces
Easily find the latest information from a web browser or on Microsoft Teams user interface. Training is not needed.
Data export tools
Client and matter data streams are available through Ilves EMIE REST API. Contact us to learn more.
Ask us about the pricing of the following alternatives to benefit from the one-place client and matter capabilities:
- Client data board user interface on browser or Microsoft Teams
- Matter data board user interface on browser or Microsoft Teams
- Client and matter filters and grouping on Ilves MyActivities
- Data export tools