Legal Case Management Software: Why Use Proclaim?

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What is Legal Case Management Software?

All law firms will have some sort of document management system or software to help them carry out day to day tasks and manage their cases effectively. Most legal practice management software systems will offer a wide range of features such as time recording, document production, reporting, and legal accounting which can all be managed using one single platform. Good case management software is essential for running and managing a successful law firm, regardless of the firm size. This type of software, if used to its full potential, will make the role of the file handler easier and more efficient. 

Our team of developers strive to assist our clients in streamlining workflows, enhancing productivity, and ensuring compliance with legal and financial regulations with the help of a fully developed and personalised legal practice management solution.

The incorporation of technology into day to day processes is essential in the current fixed costs environments for personal injury claims management, and now is the time to embrace such technology when looking forward, to the Road Traffic Accident and Clinical Negligence small claims/fixed costs reforms.

If you are looking for more information surrounding legal case management solutions and in particularly the development of Proclaim, then please do not hesitate to get in touch with our team of developers at Legal Practice Support. We are a leading legal software development company with the tools to improve the efficiency, productivity and profitability of your firm.

Why Do We Recommend Proclaim Legal Case Management Software?

As Proclaim legal software is the most popular legal costs management software utilised by over 25,000 businesses, it is no surprise that it has been endorsed by the Law Society. Proclaim now offer cloud based legal software which will allow law firm staff to have access from anywhere in the world. This is particularly beneficial for when staff are required to work from home. One of the main benefits of Proclaim is the fact that it is so flexible and can be developed to meet your firm’s bespoke requirements. 

Our Proclaim development team have many years of experience in improving the day to day productivity of the Proclaim case management system. We do this via workflow optimisation, automation of tasks and documentation, or by providing you with real time MI Reporting facilities so critical business decisions can be made with ease, and bottlenecks in processes can be addressed. Communication between your law firm and client base can be made easier and we could work alongside a skilled net developer to integrate more complex IT systems.

Proclaim Legal Firm Case Management Software Development

Proclaim case management software can be seamlessly developed in the following ways:

  •  Automation – Proclaim Process Automation can assist in improving productivity by cutting down on those repetitive and tedious admin processes. Automated tasks can increase the efficiency of file handlers by cutting down on tedious, robotic tasks. Thus, allowing them to focus on more complex tasks and settling cases more swiftly.
  •  MI Reports – Management reports within the system allow in-depth data to be retrieved and analysed at any given time. Proclaim comes with numerous out-of-the-box management reports. However, many firms of Solicitors soon feel the need to develop their own bespoke reports to cover their unique business needs.
  • Integration with IT Systems – Integration with third party systems is one of the most useful features which can be achieved through the development of the system. Proclaim can be seamlessly synchronised with many third-party systems, resulting in improved efficiency and increased profits.
  • Workflow Optimisation – Productivity, client care, and compliance can all be improved through the use of workflow optimisation and task automation within the system.
  • Bulk Data Solutions – The ability to import and export Proclaim data can greatly assist in productivity, efficiency and can prevent the risk of data loss.

Proclaim to improve client services

There is now a wide range of case management tools regularly utilised by many private and public sector legal practices to help improve their client onboarding and service. Some of the main Proclaim software solutions utilised by law firms to help their lawyers work in harmony with their clients are:

Proclaim Touchpoint: Touchpoint is a self-service and communication system which integrates with Proclaim case management system to provide a “device-independent, interactive experience” for legal service providers, their business partners and clients. Touchpoint can be used as an online system (TouchPoint+ system) as well as an app which both provide a range of useful functions for solicitors and their clients. Touchpoint provides clients with a large amount of real-time information which can be easily accessed at any time.

Proclaim Securedoc: The securedoc functionality offered by Proclaim allows the client to login to a client portal and fill in data / sign digital files with an electronic signature / change appointments and they all feed back into the main proclaim system. This helps to ensure cases move along swiftly and clients have greater control over their legal cases.

Adobe sign: A great feature of Adobe Sign is its ability to integrate seamlessly with a wide rage of third party software and applications. It even integrates well with legal case management systems, such as Proclaim using Adobe document cloud based solutions. Integrating Adobe Sign with a case management system will ensure client cases are processed and finalised as quickly as possible, meaning you can get paid faster for your work.

As well as directly improving client service within a law firm, embracing artificial intelligence and technology in law firms can greatly improve law firm processes, thus, improving client service and creating as paperless law office. Some of the main solutions which can be used to improve processes include Proclaim Go, a mobile friendly app which means you can access important information anywhere.

What are the benefits of utilising a legal case management system?

Using a legal case management system offers numerous benefits for law firms and legal professionals, which can significantly improve the efficiency, productivity, and organisation of their practice. Some key benefits include:

  • Organised Information: It centralizes and organises case-related information, including documents, emails, contacts, deadlines, and more. This makes it easier to access and manage all the data associated with a case.
  • Efficiency and Time-Saving: It streamlines workflows and automates routine tasks, reducing the time spent on administrative work and increasing billable time. This allows legal professionals to focus more on case strategy and client interaction.
  • Improved Collaboration: These systems often facilitate better collaboration among team members by providing a platform to share information, updates, and documents securely. This promotes a more cohesive and coordinated approach to handling cases.
  • Enhanced Communication: Case management systems often offer communication tools, such as messaging and calendar features, that improve internal and external communication. This ensures that everyone involved in a case stays informed and connected.
  • Deadline Management: They help in tracking important deadlines, court dates, and tasks, reducing the risk of missing critical timelines.
  • Document Management and Version Control: It enables the easy organisation, storage, and retrieval of documents, often with version control, ensuring that the most updated information is readily available.
  • Data Security and Compliance: Many systems are designed with security features to protect sensitive client information, meeting industry compliance standards like GDPR or HIPAA, depending on the location and nature of the legal practice.
  • Analytics and Reporting: These systems often offer tools for generating reports and analysing data, which can be helpful for assessing case progress, workload distribution, and overall firm performance.
  • Remote Access and Mobility: Cloud-based case management systems allow access from anywhere, promoting remote work capabilities and flexibility.
  • Client Service and Satisfaction: With easier access to case information and better communication tools, legal case management systems can improve the overall service provided to clients, enhancing satisfaction and trust.

Why Choose Legal Practice Support to Develop Your Legal Case Management System?

At LPS we specialise in Legal IT, Legal Tech and Proclaim Development solutions. We offer optimisation of your system through the development of the legal case management software, including Proclaim, to ensure you are making the most of your system. Our goal is to ensure that by optimising your Proclaim system through software development, we can deliver real financial returns to your business.

The law firms we assist, whether they focus on family law, personal injury or commercial law, benefit from vastly improved efficiency and profitability as a result of developing their case management system which has and continues to enable them to adapt with modern law reforms. Development of their Proclaim system has also helped our clients to be a step ahead with regards to the embracing of technological changes in the legal landscape.

Our expert Proclaim development team have many years of experience of improving the day to day productivity of the Proclaim case management system. If you would like to discuss case management software costs and how a Proclaim Developer from the LPS team could assist your law firm, please contact us for further information.

James Denby is Head of Proclaim Development at Legal Practice Support and oversees all projects to ensure work is completed to a high standard for all clients. As an experienced Proclaim Developer, James also maintains his own workload, consisting of complex development projects or high priority tasks. He can be contacted via e-mail at enquiries@legalpracticesupport.co.uk, or get in touch with one of the team via Live Chat, or via telephone on the number detailed below.

Reviews

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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