Modern legal work demands speed, accuracy and consistency, and the pressures on any law firm continue to grow as clients expect faster results with complete transparency. Many teams continue to grow as clients expect faster results with complete transparency. Many teams within a legal practice still rely on manual processes, time-old habits and administrative tasks that consume valuable time. Proclaim process automation offers a smarter alternative, helping firms streamline operations and align technology with the way their people actually work.

By enhancing the robotic process automation (RPA), such as a Proclaim case management system, firms can reduce the volume of repetitive work handled by fee earners, allow staff to focus on the task at hand, and ultimately improve efficiency across all areas of case handling. The goal is not to replace legal expertise but to optimise the time spent on tasks that matter, eliminating bottlenecks and supporting clear, consistent progression on a day-to-day basis.

What Does Proclaim Process Automation Actually Deliver?

Proclaim incorporates advanced workflow logic and integrated tools that act as a form of robotic process automation, enabling the system to complete actions automatically without constant user input. These functions range from document production and task scheduling to automatic data entry, deadline management and trigger-based correspondence.

Because Proclaim remains one of the industry’s leading case management solutions, its automation capabilities replace manual steps with smarter, rules-based actions. This means you can save time, reduce risk and ensure that internal processes follow the correct path every time.

Our team supports firms in building automation around core functions and services, including financial reporting, case progression, compliance monitoring, claims management, document workflows and even integrated property search processes.

Using Reporting and Automation to Drive Better Decisions

Accurate reporting is a crucial part of modern management software, especially when firms need to make informed decisions quickly. We specialise in building advanced, custom Proclaim reports so firms gain a deeper understanding of performance. These can include financial dashboards, KPI analysis, fee earner output, pipeline assessment and trend reporting, all generated automatically according to predefined schedules.

With the right configuration, processes related to data extraction and distribution become fully automated. Reports can be sent to relevant users, departments or folders in real time, ensuring your leadership team always has access to meaningful information when needed.

Our experienced Proclaim developers can also implement sophisticated automation tasks, allowing firms to reduce administrative work, improve consistency and build a more controlled operational framework.

Why Should a Firm Invest in Proclaim Development?

Most firms do not require heavy restructuring to take advantage of automation. Often, the biggest gains come from analysing existing workflows and identifying where Proclaim can do the work instead of staff. Whether it’s progressing a case, generating routine documents or maintaining compliance across multiple teams, automation strengthens reliability while minimising manual oversight.

Automated workflows support smoother case progression, faster settlement times and better internal visibility. When technology takes care of repetitive actions, lawyers and support staff can focus more time on solving complex problems and providing exceptional client service.

FAQs

What is Proclaim Process Automation?

Proclaim Process Automation refers to creating automated workflows and logic within the Proclaim system to handle repetitive actions, reduce administrative work and support consistent case progression. Automation helps firms work faster, with fewer errors and greater visibility over ongoing matters. It ensures tasks are completed in the correct sequence without the need for constant manual input.

How does automation benefit fee earners and support staff?

Automation eliminates time-consuming admin work such as generating documents, scheduling tasks, updating fields and validating data. This allows staff to focus on higher-level work, provide better client service, and progress matters more efficiently. The result is stronger productivity, faster turnaround times and reduced stress during busy periods.

Can Proclaim automation support different types of legal work?

Yes, Proclaim can be tailored for many areas of practice. Automated workflows can be adapted for personal injury, housing disrepair, litigation, family, conveyancing and many other departments. Each workflow is built around the specific needs of the practice area, ensuring that every case follows the right process.

Do automated workflows reduce compliance risks?

Automated workflows improve compliance by ensuring that mandatory steps, deadlines and required forms are never overlooked. Triggered prompts, auto-populated fields and rules-based routing help maintain consistency. This reduces risk and provides robust audit trails for supervisory or regulatory purposes.

Can Proclaim automation help with reporting and business intelligence?

Yes. Proclaim can be configured to automatically generate and distribute reports, providing management teams with accurate insights into performance and caseloads. Automated reporting helps firms spot trends, prioritise tasks and make stronger decisions without the delays associated with manual data extraction.

How do firms get started with improving their Proclaim automation?

Most firms begin with a system review to identify underused functionality, inefficient processes or areas where automation could reduce workload. From there, workflows, reports and integrations can be designed to match operational needs. Over time, firms usually build additional automations as their processes evolve and the benefits become clearer.

LPS Are Ready to Assist Your Firm

If you are looking to streamline processes, enhance automation or get more value from your Proclaim system, our team is ready to help. We work closely with firms of all sizes to identify practical improvements that deliver measurable results.

Whether you need bespoke workflows, advanced reporting or a complete review of your current review of your current setup, LPS can guide you through every stage with clarity and confidence. Contact us today on 01204 930234 or enquiries@legalpracticesupport.co.uk to explore how your firm can work smarter, faster, and more effectively.