Third Party Proclaim Integration with an ATE Provider

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The Proclaim Development team of LPS were instructed by an ATE insurer to assist with the integration of their third party data, directly into their Solicitor clients’ Proclaim case management system.

 

What Was the Issue?

At the time of instruction, the Solicitor client was manually requesting ATE policies on each new file they required a policy on. These instructions were then sent to the ATE provider, who opened the policy and prepared the relevant documentation.   This was then emailed back to the Solicitor. The policy documentation thereafter had to be manually dragged onto the digital file.

This approach inevitably led to errors, with policies either being missed/inefficiently created.  Full documentation also not always being dragged onto the Solicitor’s digital file.

 

Solution

LPS therefore developed the Solicitor’s Proclaim system so that on the pressing of a button, a client’s data (which had previously been entered into a Case Details screen) was automatically exported directly into the ATE insurer’s system using secure web technologies. On processing of the information, the policy was auto-created by the ATE insurer almost instantaneously.  The relevant documentation was returned and auto-uploaded directly into the Proclaim case history.

This ultimately saved a significant amount of time for all involved.  Policies could be created automatically as soon as a case was setup by the clients admin team and approval had been given to enter into the policy. Furthermore it vastly reduced user error by pushing data directly from the clients Proclaim system directly into the ATE provider’s system. Additionally, the auto-uploading of documentation to the Proclaim case history helped ensure no policy documentation was missed on any cases.

 

Are There Other Applications?

There are a vast number of web-related services that can be integrated to work with Proclaim to automate processes using a Proclaim developer. Other examples can include integration with medical agencies, hire companies, and Government Agencies.  Integration could be achieved with any other third party that allows for web technologies to integrate directly into their system.  To discuss how to incorporate third party integration into your Proclaim system, please do not hesitate to contact info@legalpracticesupport.co.uk for further information.

James Denby is Head of Proclaim Development at Legal Practice Support and possesses in excess of eight years’ experience, both in-house and as an external consultant, in developing legal case management systems. James is also uniquely in the position of having worked as a Senior Manager within a law firm, and as having conducted his own caseload as an experienced Paralegal. As such James understands the requirements of any IT system/workflow/task from the view of the user, as well as from an IT perspective.

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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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