Services Involved: Proclaim Development | System Integration | Legal Process Automation | AI-Assisted Workflows

The Operational Challenge

Preparing files for costs drafting can be a time-consuming process for litigation teams. Time records, task histories and financial ledgers often need to be extracted from the case management system, reviewed, reformatted and then prepared for use within specialist costs drafting software such as CostsMaster.

For firms using Proclaim, this process can involve significant manual work when preparing files for costs recovery, particularly where large volumes of cases require drafting.

Legal Practice Support has been exploring ways to streamline this workflow by creating automated integrations that connect case management systems directly with costs drafting tools.

Building Smarter Workflow

We have been developing an automated workflow designed to move key case data from Proclaim into the costs drafting process with minimal manual intervention.

Once a secure SFTP connection is configured, users can transfer relevant documents and financial data, including the case ledger, at the click of a button.

The information is then securely transferred to Legal Practice Support’s processing environment, where structured automation tools summarise case activity, refine task descriptions and organise events into a format suitable for costs drafting.

The processed data can then be imported directly into CostsMaster, significantly reducing the preparation work normally required before drafting begins.

Alongside this integration, Tom Higginbottom, Director at Legal Practice Support, has been developing compliant AI-assisted tools designed to enhance the drafting process further by improving the structure and wording of narratives generated from case activity.

Improving Efficiency for Costs Teams

By automating the transfer and preparation of case data, this workflow significantly reduces the time required to prepare files for costs drafting.

Instead of manually reviewing and formatting large volumes of time entries and ledger data, firms can generate structured output ready for use within CostsMaster.

This allows costs teams and drafting professionals to focus on reviewing and refining the bill, rather than spending time assembling the underlying data.

Supporting Modern Costs Recovery

Legal Practice Support continues to develop integrations and automation tools designed to simplify the costs drafting process for firms using Proclaim.

By combining secure data transfer, system integration and AI-assisted refinement, we help litigation teams prepare files for costs recovery more efficiently while maintaining professional oversight of the final drafting process.

If your firm uses Proclaim and regularly undertakes costs recovery work, our team would be happy to discuss how automation can help streamline your drafting workflows. Contact us today via enquiries@legalpracticesupport.co.uk or by using our form below.