Custom Reports
Immediate turnaround - no waiting! We can create custom reports with real-time (ODBC) linking to your firm's data using Microsoft Access or provide instruction to your staff on how to create your own reports. We also can create reports that link to both your accounting software as well as your case management program i.e. Client Profiles, PracticeManager, etc.
Vice President of Client Services, Janelle Ruffino, leads Firm Options, Inc. in Client Service Development, Report Writing and Data Extractions providing clients with superior service in all aspects of legal accounting services for the past 11 years.
Prior to joining Firm Options, Inc., Janelle was a Senior Conversion Engineer for Juris, Inc. where she focused on the conversion of data from other accounting programs into Juris®. This experience has broadened her knowledge of many different accounting packages. Previous to this, Janelle worked with Juris Southeast Sales and Services, Inc. in South Florida for 6 years as a Conversion Engineer and Custom Report Writer.
We also offer Microsoft Access Training Classes so you can learn to write your own reports!
If the data is in the system, it can be extracted on a report. The sky is the limit!
Here are some examples of the affordable custom Access reports we have created for Juris clients.
Don't see what you are looking for? Email us now for a quote or keep checking our website as we are always adding new reports for sale!