At its core, Valence is a Customer Relationship Management (CRM) system. Track your customers, vendors and other contacts using the built-in Contact module.  Store any number of addresses, phone numbers, remarks and files per Contact. 

The system supports an unlimited number of configurable Contact Types and Statuses.

You can customize the data you collect on a Contact by adding custom fields, allowing configuration of any custom properties you need to track about a Contact.

Use the built-in Matter object to track Claims. The Matter object is also extendable using custom fields, allowing you to follow whatever data you need. For example, use statuses to track Claim status and Valence workflow to drive a Claim through a specific business process.

BPM refers to determining where items are in a Business process and who is working on them. Contacts and Matters (along with several other data records) all support client-defined types and statuses. Statuses can show where items are within a defined business process. Business processes can vary by Type. Valence supports several work assignment mechanisms, including Pending Actions and Staff Assignments. These can be manually assigned or assigned using Valence Workflow. Configure individual dashboards to display staff work assignments and management dashboards to show key performance indicators.

Valence provides a self-service public web portal that clients and affiliates can access online. The public portal is highly configurable.
Clients can check their claim status, fill out forms and upload required documentation. In addition, affiliates can view the status of their referred Claims and submit new referrals.
Powered by Valence Workflow and SimpleForms, Valence provides a powerful and intuitive online forms submission experience. The portal is web-based and responsive, allowing clients to submit forms online using their mobile (or any) device. In addition, Valence online forms support the ability for the submitter to upload and attach files as required. These files are bundled with the submitted form(s) and routed through BPM as a package.

The system can track expenses per Claim, contract percentages per client, and fee agreements between affiliate attorneys and tag clients with the appropriate fee agreement.  When the claim is settled, the system can automatically calculate and facilitate the distribution of funds.

The system integration features of Valence allow integration with external web-based accounting and payment systems.

Document Management within Valence allows electronic documents to be associated with contacts, matters, and other types of data records. The electronic documents are shared easily among Valence users and remove the burden of dealing with paper files. Valence document management supports full-text indexing and searching.  Like most data records in Valence, documents can be locked down using security levels.  

Reporting within Valence allows customers to report on any data stored within their data.  Valence has a library of standard reports and supports the ability to add additional custom reports as part of the implementation.  All configured reports can be exported to PDF, Word, Excel, or HTML, and information can be scheduled to run automatically with multiple delivery methods supported.  Valence also supports ad-hoc reporting through our Advanced Find Tool, which can be exported to Excel.  Additionally, Valence supports the configuration of interactive, custom dashboards.

Valence can send notifications to Contacts, Mailing Lists, and Service Lists.  Notifications can be triggered by a workflow event (i.e., an Estimate has been Approved) or based on a Scheduled Job.  Notifications can be sent as an Email or SMS Text Message.  All notifications can be saved in the Correspondence History for a Contact or Matter.

In today's connected world, it has become increasingly important for your software system to integrate seamlessly with external applications.  Valence Workflow has out-of-box functionality allowing it to connect to any RESTful or SOAP Webservice or FTP endpoint exposed by external applications.  Conversely, Valence provides a configurable RESTful API that allows external systems to retrieve data from Valence or push data into Valence through defined secure endpoints.  For non-tech heads, Valence can be configured to play nice with other applications.

Valence has specific integrations with Nintex AssureSign and DocuSign.  Valence workflow initiates a document Signature Request using one of these platforms.  The request is tracked within Valence using our Correspondence object.  Once the document is signed, the signature service performs a callback to Valence, at which point Valence can import the signed package into its document management system and move forward in the Workflow.  If you use a different e-Signature platform, we can add that integration to the application.

In our experience, firms processing Mass Torts usually get leads from various sources, including Affiliate Law Firms and Marketing partners.  

We work with these entities to set up end-points to support the transmission of Leads directly into the Valence system from their systems.  This is done using the System Integration features of Valence and Valence Workflow.

We can even provide call-back support to notify your partners when Leads are retained or rejected.