New Product: Phoenix Workspace Information Manager (WIM)

08 January 2012 by Ray Burch, Technical Director, Phoenix Business Solutions

WIM allows the firm to utilise the whitespace that the user sees when they click on a Workspace and populate it with information from any source within the firm.  This could be contact information, financial information, critical dates or anything else that may be referred to.  Pulling this information into FileSite increases the use and flexibility of WorkSite and puts the information at the user’s fingertips.

Benefits

• Easy access to client, matter or project related information directly from FileSite
• Simple interface which will aggregate content into a single view
• Add case notes and front pages to the electronic Workspace like the physical file

If you would like to know more about WIM please contact Adam.Wiles@Phoenixbs.com . Phoenix will also be holding a Brekkie with our Tekkies on WIM and two other Phoenix Tools - Refiler and Guardian on Thursday 2^nd February.  During this Brekkie we will be focusing on the Workspace Information Manager product (WIM) but will also explore Workspace Refiler and WorkSite Guardian.

WIM displays Matter/Project related information from any back office system in FileSite when clicking on a Workspace.  This could be contact information, financial information, critical dates or anything else that may be referred to.  Pulling this information into FileSite increases the use and flexibility of WorkSite and puts the information at the user’s fingertips.

Workspace Refiler is designed to optimise and enforce the refiling process within WorkSite.  This product turns refiling from being a user to a server side process.  During this part of the session we’ll discuss how the product has been designed, and how it can assist firms.

Workspace Guardian is a monitoring tool for WorkSite which is designed to report on unusual activity.  Reports can be configured to alert the IT or Risk and Compliance teams if a user has done something which is deemed suspicious.  This session will discuss the user and configuration available with this tool. Register your interest now.

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