Legal client onboarding is a critical process within law firms. It involves the initial steps of establishing a formal client relationship. Having a smooth client onboarding process is essential for client experience and building trust with your new client.

This process typically includes gathering and verifying client information. It also includes understanding their legal needs, setting expectations, and creating a client file that will guide the legal representation.

In the legal industry, precision and efficiency are paramount for providing excellent client care.

The integration of client sources, such as claims management companies, into the Proclaim case management system allows for easy digital onboarding and smooth case management.

This type of integration can be achieved using a simple solution: seamlessly transferring client data from external databases directly into the Proclaim case management system. This type of client onboarding solution can help to enhance the speed and accuracy of case initiation, ensuring you provide a great client service from the outset of the case.

Integrating your case management software with a client source

The integration process typically involves the automated transfer of key client details from the source (claims management companies) to the Proclaim system, used by law firms. The types of information transferred include:

• Potential client’s name
• Address
• Email and Phone Number
• Claim Type and Sub-Claim Type
• Claim Details

Each piece of data is crucial, laying the groundwork for a well-documented and legally sound case file within Proclaim.

Key benefits of Proclaim integration for legal client onboarding

Accelerated client onboarding experience

The client intake process is streamlined, ensuring all prospective client details are added to they system soon after they are received. The integration enables law firms to process claims and onboard clients more rapidly. For instance, claims received at 8pm are processed automatically, ensuring that a new case is ready for review by the next morning. This capability is invaluable, especially in managing high volumes of cases efficiently.

Reduction in human error

Manual data entry is prone to errors, which can be costly in legal proceedings. Through automation of the data transfer, the initial data integrity is maintained as it is likely already verified by the client source.

Moreover, law firms have the option to further validate the information before case acceptance, adding an additional layer of accuracy.

Streamlined Case Acceptance and Document Management

The integration includes mechanisms to accept or reject cases based on the completeness and accuracy of the information provided. Once a case is accepted, important documents such as signed agreements, or details of AML checks, can be automatically transferred to Proclaim. This can be completed either through an API or other secure means. This not only saves time but also reduces the risk of document mismanagement.

Implementing the integration

The implementation of this integration involves several technical and procedural steps:

• Technical setup: Establishing a secure and reliable API connection between the client source and Proclaim to ensure seamless data transfer.
• Verification processes: Developing in-built processes within Proclaim for lawyers to easily verify, accept, or reject cases based on the information received.
• Training and adaptation: Training legal staff to adapt to the new automated processes and to utilize the Proclaim system effectively for enhanced case management.

The integration of client sources into the Proclaim case management system is more than a technical upgrade. It is a strategic enhancement that positions law firms to thrive in the competitive legal services industry.

The automation of data transfer, reduced the scope for error, and speeding up client onboarding, allows law firms to allocate more resources to the substantive aspects of legal work. This improves both client satisfaction and case outcomes.

How can Legal Practice Support assist with legal client onboarding?

If you are a law firm looking to streamline your legal client onboarding processes, we can assist. Alternatively, if you run a claims management company and are looking for innovative ways to transfer cases from source to client, we would be happy to discuss a partnership with your firm.

If you would like to discuss third party integrations with your Proclaim system, or to discuss general Proclaim development, please do not hesitate to get in touch.

The team at Legal Practice Support have expert knowledge in all types of Proclaim integrations. We help in-house legal teams to embrace the digital transformation by utilising legal tech and developing their case management systems.

Our team can provide a range of services to all types of legal professionals to help their firms become more efficient and more profitable.

Our services include:

• Proclaim development/ Case management system development
• MI reporting and KPI dashboards
• Integrations
• Legal costs
• Legal marketing

We can be contacted via e-mail at enquiries@legalpracticesupport.co.uk and a member of our team will be in touch as soon as possible. Alternatively, you get in touch with us via Live Chat or the contact form below.