Axxia dna* client, entity, and file enquiries & maintenance

For nearly four decades, Axxia has developed systems based on a single database, with data entered and stored once and once only. Axxia dna* is the latest application in that tradition, giving a wealth of benefit to users when it comes to enquiries and maintenance.

Data can be defined at entity level and procedures set up to govern user access and permissions to update. Axxia dna* allows for the setting up of complex entity structures to enable all involvements to be clearly tracked and managed.

Client and matter maintenance is a key administrative task for any user and dna* helps speed and simplify the process while ensuring adherence to external rules and internal standards. You can design a workflow to exactly define the client and matter inception process, incorporating all regulatory checks such as money laundering and conflict checking and SAR-led corporate requirements such as client care and cost information letters. Different tasks can also be allocated to different resources, with fee earners for example entering basic data only, with finance adding their contribution, marketing theirs and administration making a final check on all data gathered – all governed by a single workflow or multiple linked workflows.

All enquires – case, client, financial, marketing – can be made directly from within dna*, with information availability to staff controlled by dna*’s security function.

Benefits at a glance

• Single database avoids duplication of data and increases accuracy of information
• Inception process can be standardised and engineered along best practice lines to ensure consistent compliance
• Use of workflow can share out inception workload, freeing up fee earner time
• Ready access to data boosts responsiveness to client enquiries