Client Validation

RM Client Validation enables the organisation to maximize online cost recovery results. It ensures that client reference codes are entered correctly by validating them against the central client matter list. By eliminating invalid matter numbers, it's possible to maximize recovery rates while minimizing the effort required.

RM Client Validation works with any online service, including Westlaw®, Lexis®, PACER, BNA® and CCH®.  It goes beyond simply validating the format of matter numbers and validates against a current list of valid matters, sourced automatically from the firm's systems.

Researchers entering client references can select from a list of recently used matters, search for a matter (by number, client name or matter name), or can simply type the client matter number directly.

 Client Validation

Key Benefits

All Client Reference Codes are Validated

By ensuring a valid client reference is entered allows the firm to dramatically increase recovery rates and reduce manual processing effort.

Easy to Use

RM Client Validation is straightforward and intuitive for researchers. The recent matters list and search facility make it quicker to enter valid client references.

Supports Existing Cost Recovery Processes

Continue to use the existing cost recovery processes to recharge using the data received from vendors; but do so with much more accurate data.

Easy to Manage

Library administrators can control which services are validated, but no day-to-day management is required.

Key Features

  • Validates client reference codes entered against the firm's client matter list, ensuring valid client matter numbers are entered.
  • Validates when users change client reference within a session.
  • Allows researchers to select from their most recent matter numbers, search for a matter number, or enter a number directly. Researchers can search against client name, client number, matter name, and matter number.
  • Sources the client matter list from existing firm systems. Priory Solutions perform the setup which takes a number of hours, not days, ensuring minimal effort required from the client IT department.
  • Flexible enough to work with your processes. Matter numbers can be in any format. Optionally include Timekeeper Ids and allow trailing descriptive text.
  • Non-billable department or practice area codes can be included in the list of valid codes to ensure non-billable activity is correctly coded.
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