Legal Practice Support recently assisted in an integration project in which a solicitor’s Proclaim system was integrated with a claims management company (CMC) website. With a commitment to efficiency and client satisfaction, the solicitor’s firm sought a solution to expedite the process of manually creating cases in Proclaim after claimant details were submitted through the claims management company website.

Background:

Proclaim, a comprehensive case management software, is widely recognised for its pivotal role in the legal sector. Its versatility and customisation capabilities make it an invaluable tool for law firms and legal service providers.

Problem:

Prior to the integration, fee earners at the firm of solicitors were burdened with the manual task of entering claimant details into Proclaim after each submission through the CMC website. This process was not only time-consuming but also prone to human error. Additionally, they were required to submit any information to the CMC back to them via their website that they had already entered into Proclaim.

Solution:

To address this challenge, an integration between the CMC website and the solicitor’s Proclaim system was implemented. This integration enabled seamless data transfer, automating the case creation process in Proclaim as soon as claimant details were submitted through the website. Furthermore, it allowed for the Proclaim system to send data back to the CMC website reducing duplicate data entry.

Implementation:

Customized APIs were developed to establish a secure connection between the website and Proclaim.

Benefits:

The integration yielded significant improvements in efficiency and time management for fee earners at the law firm. The automatic case creation process reduced the time spent on administrative tasks by 60%, allowing fee earners to focus on more value-added activities.

Results:

In one notable instance, a high-volume period saw a 75% reduction in case creation time, enabling fee earners to address client enquiries and progress cases more promptly. Additionally, fee earners reported increased job satisfaction, as they could allocate more time to substantive legal work.

Conclusion:

The Proclaim integration has proven to be a transformative solution for the law firm, revolutionising the way case creation is handled. The time saved and increased accuracy have directly contributed to improved client service and operational efficiency.

Future Considerations:

Looking ahead, the law firm is exploring further enhancements, such as integrating additional modules within Proclaim to extend automation capabilities and refine case management processes.

Lessons Learned:

This integration project highlighted the importance of leveraging technology to optimise operational workflows. It underscored the value of customisation in tailoring solutions to specific organisational needs.

How can Legal Practice Support assist?

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.