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Importing and Exporting Proclaim Data

 

Every law firm will rely on data from external parties, whether it be something as trivial as a medical appointment or something more substantial like a new clients details. If you’re relying on getting this from an external source which doesn’t have web service readily available then you’re often left with time consuming task of manually keying the data into your proclaim system, which as well as being a time sink opens up the possibility of the data becoming corrupt by being erroneously entered manually, this is where our expertise with Proclaim data imports can help.

Furthermore Its no secret that you’re not always going to have all the data you need added directly into your proclaim system. This statement is likely resonate especially strongly should you be a recent adopter of the proclaim case management solution. While you can attempt to work with 2 separate systems relying on the relevance and volume of the data outside of proclaim gradually reducing over time. A much more prudent approach would be to move all of the external data directly into the proclaim system via a Proclaim data Import, a service we readily excel in providing.

No one would deny the increased likelihood of data going missing or not being effectively maintained should data be held in a multitude of locations, not to mention the additional difficulty of reporting on data sets that are spread across different locations. It should be seen as an essential requirement for a law firms with Proclaim to ensure their data is all contained within the system.

Furthermore if you send reams of paper to external sources such as barristers and cost draftsmen. Aside from the cost in both printing, shipping and man hours its an archaic method of moving data around in an increasingly fast paced legal environment, which requires you to be expedient to stand above the competition. Why waste time and money doing this when we can help you create exports within Proclaim to achieve this almost instantaneously?

Additionally the ability to pass information between business partners can open up important new revenue streams. We can help create regular automatic import / export between your business and any other.

 

We are confident that your Law Firm can benefit from our experience and knowledge, please get in touch with any questions.

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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4 Bark Street East, Bolton, BL2 3PF

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