How to use Proclaim Case Management: Developing your System

Contact us today to find out how we can help

At Legal Practice Support, we are always happy to aid any law firms in using the Proclaim case management system, which is why we have created a general guide below outlining the main key features of Proclaim, and how it can be developed to improve efficiency and increase profitability.

Proclaim case management software is available as either an installed solution or as a Hosted / Cloud system. If you would like any advice on how to use Proclaim case management or support for developing Proclaim, contact us any time and we will happily assist.


Using Proclaim case management to report on information


Any data point stored within Proclaim can be reported upon. The more your Proclaim system is developed, the more there is to report on, and the more that can be analysed. Setting up a reporting system within Proclaim will help to improve your processes and maximise efficiency.

There are also functions which allow workflows to generate reports on the stages of cases held by file handlers, as well as reports which can confirm the number of files held by each team member. Proclaim can also provide information on the WIP/billing/income generated, or how long cases generally take to conclude. To find out more, please read our article on Management Information Reports. Proclaim can also be linked to presentation software to present reports.


Restricting aspects of Proclaim to management


Using Proclaim software, you can implement authority levels so that only certain members of staff can gain access to certain information within a case. For example, you could restrict access to confidential or sensitive information to managers with the relevant authority level. Password access can also be attached to files and documents to limit others gaining access to certain files/document s contained within a case history.

Automating documents using Proclaim case management


When standardised data (names, addresses, pro-forma information) is required in a document, it can be automated in Proclaim. Court documents, letters and pro-forma items can be generated at the click of a button. Following auto-generation, these items can also be auto-printed or e-mailed which saves time and reduces the administrative burden further. To find out more about document automation using Proclaim software, feel free to read our helpful article on the topic.

Ensuring files are run consistently and compliantly using Proclaim


Yes! Each case type follows a predominantly similar path in each case.  These paths can be broken down into steps to create a workflow that each file handler must follow.  During the course of any workflow, mandatory/automated steps can be added to ensure that clients are updated at relevant junctures, key dates are recorded and adhered to, to incorporate any pro-forma documentation/letters, or to flag key issues to management.  To find out more, have a look at our web page on workflow optimisation.

How much does it cost for Proclaim assistance and development?


Legal Practice Support provide law firms with assistance for using Proclaim software as well as Proclaim development. Our pricing is flexible to ensure we assist in the growth of your company. Legal Practice Support can provide a full team based Proclaim development support package for fixed priced retainers, variable dependent upon the timescale of the contract, for a price of less than hiring an in-house developer. We also offer one-off projects which can be charged on an hourly rate basis. For a bespoke quote, or for more information on how to use Proclaim case management software effectively, please contact us for further information.

Check out the Proclaim development pages on our website to see how a Proclaim developer  can assist your firm.


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

We're here to support your practice

Contacting us is free. It's our goal to put you at ease and offer expert advice on Proclaim development, IT support and Costs Drafting

4 Bark Street East, Bolton, BL2 3PF

Leave A Message