Improve your law firm’s productivity

Workflow – achieve more with the same level of resource

Modify your present system: We look to modify your use of your present system mostly from a conveyancing perspective, and also include client/matter inception, employment, conveyancing, lasting powers of attorney and a quotations system.  We can put together further workflows to handle other areas of work you want to concentrate on.

We have experience with a range of case management systems including:

– Advanced Legal (formerly Iris) Law Business (ALB)

– Opsis Solicitors Case Management

– Eclipse Proclaim

– DPS, Solicitors Own Software SOS, Ochresoft, Redbrick, Axxia (Lexis Nexis)

Build in flexibility: To demonstrate the flexibility inherent within your system, we develop improvements such as an automated quotation system to handle and generate quotations for a wide range of legal services.  Users are guided through the information required and then an appropriate quotation is automatically generated, ready for e-mailing directly to the potential client.

Win more business: Simply demonstrating your firm is ‘on the ball’ when those crucial initial enquiries are obtained will enhance the overall client experience bringing them back time and again.  Responding to clients and making sure that leads are followed through, will in itself generate work for your firm.

Capture the right information – first time!: Ever find that a matter has been created but not all the information you need to take the matter forward has been entered into the PCMS?  We work so that such an experiences will be relegated to the past!  The inputting and collection of client, contact and matter data can all be automated and mandated where appropriate to you.  Capturing such information also has beneficial consequences for future conflict checking and marketing!

Broaden your firm’s horizons: Whilst the conveyancing transaction generally lends itself to a Workflow concept, there is no need to stop there. Workflow lends itself to a whole manner of transactions from Lasting Powers of Attorney, advice regarding perhaps a compromise/settlement agreement, through to more complicated Court of Protection work, to mention just a few.

How we can help: There are numerous ways where we can help with your present system with simple commands, user defined fields and functionality; anyone can quickly get to grips with their system and start building in efficiencies into their practice procedures.  You can automate your system to handle anything from those fiddly calculations that can so frequently go wrong to those matter or contract specific clauses that can be so easily missed out, ensuring work is done right, first time!

Agenda based workflows – a less prescriptive approach

We  show you how to benefit from agenda based workflows which can greatly enhance the automatic loading and generating of documents required at specific points within a transaction.  Agenda based workflows, with effective document management, allow for the grouping of documents and for the management centrally of your firm’s precedent bank to ensure the best practice management standards.

Simple to use and easy to modify, the agendas allow for huge efficiency improvements and sets steps to complete within a transaction before moving on to further stages.  You can obtain an immediate overview of where the matter sits presently and see all outstanding tasks, steps completed and those to be completed.  It also allows the fee earner flexibility to switch between steps if necessary.

Flexibility, with you in control, where we undertake modifications you want peculiar to your practice.

We are enhancing the overall range of services we offer to ensure all of our clients benefit from the savings and efficiencies to be achieved.  A lot of law firms already have the systems in place to quite simply revolutionise working procedures to maximise efficiencies; improve compliance and the platform on which to deliver legal services.  Great news for law firms looking to achieve more with what they already have.

We believe we can make a difference for you.  Don’t be left out, don’t fear or deny the change; embrace the opportunity and enhanced services we can offer for your firm.

Find out more about our service and contact jcowley@legal-shop.co.uk or call 07717 071649 for a free initial discussion to see how we can be of help.