Case Management System Workflow Optimisation

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What is a Case Management System?


Most law firms use one of many types of case management software to help them organise and manage each element of their caseload. The most widely used system for managing cases in the legal industry is Proclaim, however, there are various other systems such as Leap and Clio.

Although most case management software systems come with very useful out-of-the-box features, most can be developed further to realise their full potential and make complex processes a lot more simple.

At LPS we specialise in Legal IT and legal software development solutions. Our goal is to ensure that by optimising your case management system through software development, we can deliver real financial returns to your business.

One of the ways in which we can develop your system is through the automation of case management workflows to make business processes more streamlined and improve the overall client experience.


Case Management System Workflow Optimisation


As the internet matures and legal services consumers become more adept at researching and selecting their chosen solicitors and legal providers, client care and customer support is becoming more important than ever. Twenty-four-seven communication with a client is critical to retaining their business. Law firms need to have effective and efficient means of communicating, not only to its clients but its business partners as well.

Numerous studies have shown businesses that communicate well will almost invariably perform better than their competitors who do not. Effective case management system development will ensure that you have a case management solution that can not only facilitate such communication, but will also allow your business to excel in doing so.

Through case management system workflow optimisation, you can ensure that you have a system which guarantees you communicate promptly and effectively with clients and business associates.

One of the many systems that could be developed within most case management software, specifically Proclaim, is a client care system that would enable the client to be contacted automatically throughout their case at key milestone.

This type of optimisation will ensure that clients are kept updated throughout the case, which not only ensures clients are happier and more informed, therefore reflecting well on the firm, but additionally a more informed client is less likely to require constant updates on their case.

Case management system workflow optimisation, in turn, allows for a fee earner to become more productive and resolve cases more swiftly.

The reason for this being that they can rely on their case management system to automatically provide clients with a reliable, real-time update on case progression. 

Additionally, triggers can be automatically setup to notify third parties at key stages. Need to ensure the engineer provides you with his report so you can get the client out of hire? No problem, we can set up an automated email, fax, letter or SMS to remind them the day after the inspection.

Medical Reports coming in late? Not an issue, we can optimise your system to ensure that an email is sent every few days after the appointment to the agency requesting the report until it arrives.

Again the automation can not only improve the speed in which you obtain the documentation by ensuring reminders are sent promptly but also it reduces administrative overheads on your fee earners. This allows them more time to actually generate revenue and focus on more complex cases.

The automation of various courses of action not only ensures that contact is being made regularly to all parties, but ensures that the fixed documents conform to the character and ethos of the business.


How can Legal Practice Support Assist?


We at Legal Practice Support specialise in creating workflows that enhance your firm’s ability to automatically and effectively communicate with all your firm’s stakeholders.

If your firm is searching for help in making a digital transformation, look no further. We can also assist by providing dashboard management tools to provide a user interface for your data and KPI analytics.

We are skilled in developing and optimising your case management system to fit 100% with your business needs. If you would like to find out more about law firm software integration and how a Software Developer from the Legal Practice Support team could assist your firm, please do not hesitate to contact us. 

Our development team can be contacted via e-mail at, or get in touch with us via Live Chat or the contact form below.  


Satisfied client stories

"Since we first began utilising the services of Legal Practice Support, we have seen a dramatic improvement in the capabilities of our Proclaim system. The system has seen substantial enhancements with regards to automation; tasks that previously could take staff hours, can now be completed within minutes."

Mark Brierley

Director, Beacon Law

"Prior to their (Legal Practice Support) involvement, we had little to no reporting; and what we did have was generally manually accumulated data on spreadsheets. Since Legal Practice Support began enhancing our system, they have enabled us to receive key management information as and when required, which allows us to evaluate key areas of the business, as well as provide overviews of fee earners' case progression and their performance amongst other things."

Mr L Ali

Director, Hunter Price Khan

" We have had the out of the box Proclaim system for many years, and whilst we were content with its performance, it wasn't until we utilised the services of Legal Practice Support to help streamline and automate our workflows that we really saw its potential to save time and money by maximising the efficiency of our workflows."


Yasar Ali

Clarity Solicitors

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