Terminus Pro Features: Alerts & Triggers
Terminus Pro™, Business Intelligence & Reporting for ProLaw users, has many advanced features and over the course of the next few weeks, we’re going to discuss each one in detail. If you’d like a full demonstration, please feel free to Contact Us at any time!
Today we are going to explore Alerts & Triggers.
This feature allows users to create simple or more complex custom alerts. Employees can set specific parameters and then choose the mode of notification and then select which user groups will receive a notification. Specific alerts only need to be created once. When the threshold is met, specified users will receive a notification within Terminus Pro, via email or both.
Firms are easily able avoid any potential mishaps and celebrate milestones.
There are no limits on the types of alerts users can create. Popular alerts include:
Accounts Receivable exceeds $X.XX for any client
Work In Progress exceeds $X.XX for any client
Timekeeper A has less than X amount of hours per month
Billed Amount for Client X exceeds $Y per month
Here is an example of how quick and easy it is to create an alert for an Alternative Fee Arrangement of Capped Fee for a given matter.
From the left side bar’s KPI Menu, select the KPI (Key Performance Indicator) Billed Amount and drag-and-drop it onto the dashboard.
Next, left click on Billed Amount at the bottom of the chart and select Client Name. All of the options are currently selected, click Select all to deselect all clients, and click on your preferred Client’s Name. Click the play button.
Again, left click on Billed Amount and then on the downward arrow (Drilldown)
This will open a radial menu, left click on Matter ID (you may need to select the bottom radian, show more), and then left click on the chosen Matter ID.
Click the legend and choose Select Trigger, then click on the alarm clock (Threshold) labeled Forward (to determine if you want to be notified of future occurrences, present or past).
Click on the upward arrow for future occurrences.
Add a specified threshold amount and click the Checkmark.
Congratulations you have now created an alert! This is just the beginning of the Alerts & Triggers capabilities. Contact us to learn more about Terminus Pro™ and its other features.
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