Legal Practice and Case Management

Case Management

P4W is efficient, automated and organised. It can help all of your teams achieve matter completion more productively with access to filing, collaboration and workflow tools.

Built-in task efficiency

Comprehensive case, document and claims management, with a full Microsoft Office integration

Single case screens display matter overviews, including ledgers, time recording, contact and case information

Users can set diary entries, matter milestones, mandatory steps and automatic actions to allow fast completion

Minimise risk and eliminate duplication with P4W's dynamic, single-source SQL database

Full reporting

P4W provides extensive, flexible reporting and business intelligence tools

More than 100 real-time reports, including progress, key performance indicators and financial tracking

Automatically generate and send reports monthly,  or save them in a central, access controlled, folder

Accounts

P4W provides the tools and workflows you need to manage all elements of accounting and business finance. It also helps you stay on top of potential risks, so your reporting remains fully compliant.

Controlled resources

A legal accounts structure that seamlessly integrates with case management functions for smoother performance

Electronic functionality from raising a slip to approvals, postings, billing or receiving monies on account

Easily control and manage client ledgers, including purchase ledgers and office management

Multiple reports to monitor client balances, aged debt, key performance indicators and financial management

Safe and compliant

Fully compliant with the Solicitors accounts rules in England, Wales and Scotland

User privileges can be applied to control access to areas of P4W accounts against relevant users or roles

Each client, nominal, and supplier have their own ledger card - so tracking accounting transactions is simple

Document Management

All documents are stored securely and are easy to find. Within P4W, document assembly is simplified by existing templates that allow the insertion of different clauses for particular circumstances.

Save time and costs

A versatile filing system that's able to save various file types to a single case file, from .pdf to video

Documents are saved against the relevant client and matter, including the smart capture of related emails

Save paper costs and make documents more easily accessible by replicating paper files electronically

Submit directly to government portals including MoJ, SDLT and Land Registry, directly from within P4W

The P4W Residential Conveyancing Starter Kit

This time-saving property workflow has been developed to ensure busy conveyancing teams can easily navigate the purchase, sale, and transfer of equity on conveyancing matters.

Conveyancing efficiency

Each step has specific workflows that bring through related milestones, pre-coded letters, documents, and forms

Easy to track milestones ensure fee earners can see exactly what's been done, and what's left to do

Task reminders and key dates ensure nothing gets missed or forgotten

Automates repetitive data entry and reduces the risk of human error

A joined up solution

Includes maintained SDLT and Land Registry fee calculators

Integrates with Oyez Forms, Laser Forms and Cloud Forms, so required forms are available within workflows

Optional Integrations with InfoTrack and Perfect Portal save significant amounts of time

This configurable platform allows workflows and documents to be tailored to your specific requirements

TaskCentre

This efficiency module enables you to build automated processes, reports,  warnings and reminders. A seamless integration with P4W’s database gives you total control of progress and compliance.

Achieve more, faster

Benefit from the automated management of large volumes of administration and compliance tasks

Find and correct data deviations within P4W, such as missing data, rejected posting slips, or unbilled time

Build customised processes, notifications and reports to meet the unique requirements of all departments

Schedule email alerts, like a weekly report to solicitors for work in progress (WIP) that’s exceeded limits

Compliance Centre

This single, integrated solution automates the management of risk and compliance obligations

Stay protected with a helicopter view of all compliance related activity, from directly within P4W

Easily assign, track, and monitor elements of risk, and put remedial actions into place 

Track key case milestones, and metrics, by accessing real time reports from a convenient dashboard

Make legal aid work sustainable

To make legal aid work profitable, you need a system that automates complex administrative processes, simplifies high case volumes, issues claims efficiently and maintains your firm’s cash flow.

The legal aid workflow

P4W is fully compliant with Legal Aid Agency (LAA) regulations

Record all billable time, while monitoring limits and fixed fees, to ensure claims are within given boundaries

Quickly draft civil claims and cartel damage claims (CDC) bills to streamline the claims process

Flexible billing auto-creates the correct type of claim, and uploads them in bulk to the Legal Aid Agency (LAA)

FormShare

Capture required information on a digital form and eliminate the need for rekeying

Save 35+ minutes on police station client onboarding

Client care and advice documentation is generated from data captured in the form

Data security and General Data Protection Regulations (GDPR) compliance is assured

MoJ Claims Management

Save time and boost efficiency by allowing users to easily create and manage claims, directly from within P4W. There's no need to log into the Ministry of Justice (MoJ) portal separately.

An easier claims process

This module enables the quick uploading of  claims, settlements and court packs directly from P4W

All required forms can be produced at the click of a button, and saved in the case agenda

Quickly access all of the tables and fields required for claims, whether claimant or defendant

Link with TaskCentre to benefit from automated email notifications whenever an event has occurred on the case

Legal Portal

Modern clients expect fast access to information and documents, and to be a part of the process so they can help their matter move forward quickly. P4W's Legal Portal helps you deliver what they need.

Share information

"This solicitor/client interface allows data to be requested, collected and
shared through a web browser"

Client self-service removes the need for lengthy telephone updates and paper based data collection processes

Securely automates user set-up with a registration link - you're always in control of authorisations

Offer greater convenience to clients. They can even make payments through the Legal Portal.

Compliant convenience

Integration with GB Group’s IDScan protects the self-service element of Legal Portal

There's less administration to authenticate and check documents, supporting anti money laundering (AML) checks

Aid GDPR compliance by removing the need to send sensitive data by email

Complies with SRA Transparency Regulations by providing full contact details and a biography of fee earners

Advanced Cloud Forms

This integration offers firms the opportunity to move smoothly from desktop forms software to a solution that offers form libraries in .pdf and digital format, along with a digital submission platform.

Next generation forms

Available to authorised users 24/7, from the office, or at home

Offers easy, collaborative working with colleagues and clients to speed form completion

Automated updates ensure correct form versions are used

Your data is protected by the latest security features

Controlled submissions

Cloud Forms manages the entire submission process, offering assured accuracy, control and security

Submit directly to Companies House, HMRC for Stamp Duty and Land Registry

To ensure smooth completion, data from relevant forms is automatically imported into submissions

Risks associated with missed deadlines or rejected submissions are managed by a pre-authorisation process

Carpe Diem time recording

Developed with the latest technologies, and the power of AI, this innovative, time capture system was designed to capture every revenue event, maximise billable time and improve realisation rates.

Smarter time capture

Instantaneously record billable time the moment it is created, 24/7 from any location, on any device

SmarTimers allow users to start and stop time instantly, as they move from one activity to another 

Users can also choose to type, handwrite or dictate time entries

A TimeFinder function searches for, and automatically suggests, time entries that may have been missed

Business transparency

Carpe Diem can automate and schedule reports that monitor time capture progress on an individual or firm level

Users can quickly close time periods and send entries directly to the accounts department for invoicing

Fully exposed APIs allow seamless integration with other leading technologies, including NetDocuments

Provides the detail for  accurate, transparent billing which is key to building client trust and retention

Digital Dictation

This integration allows users to save time by starting dictations directly from a matter or client record. Required key details stream automatically from P4W into Digital Dictation.

Dictation efficiency

Easy to use Cloud dictation software that delivers all of the comprehensive functionality you expect

Dictations are associated with the correct matter, making it easy to attach required documents or information

Copy revisions, or additions, can be completed quickly, within the correct place in the dictation

Monitor performance and release dictation bottlenecks by using a role defined dashboard to track all activity

Privacy and protection

Every dictation is encrypted while in the transfer stage and is fully protected by HTTPS transmission

Flexible levels of authorised access for single or multiple roles

Secure Cloud back-ups ensure your data is always protected and available

Confidential dictations can be easily identified and accessed by a nominated private typist when required

The National Will Register

The National Will Register is the UK’s provider of Will Registrations and Certainty Will Search services. The Register holds more than 10 million Wills and is used by thousands of legal professionals.

Protect and Grow

Protect your firm by ensuring that no Will is left unknown or untraced at the time it is needed

Minimise the risk of another Will being discovered after an estate has been distributed

Prevent probate income loss by registering Wills and allowing searchers to quickly and confidentially find you

The Register is built around the needs of Wills and Probate solicitors, and offers firms cost neutral pricing

Easy Will management

Securely register your entire Will Bank

Search for both registered and unregistered Wills, directly from within P4W

Find, later or unknown Will versions to confirm a client’s assumed position around a Will they have presented

This API integration is available to all P4W users who are members of The National Will Register

NetDocuments

Keep documents organised, safe and compliant, while maximising productivity and collaboration. This market-leading solution easily manages the key challenges of consistency, mobility, and compliance.

A unified document source

Used worldwide, NetDocuments is ideal for firms regulated by strict compliance and data security requirements

This Cloud platform enables unlimited 24/7 document access, along with smooth collaboration and productivity

Choose from five modules, and purpose built add-ons to develop a fully customised document solution

Use as a firm-wide solution, or choose specific functionalities not served by case management

A true partner

With 25+ years experience, we're accredited by NetDocuments for delivery, training and platform support

Our ISO-accredited support team is available whenever they're needed - 24/7/365

Platinum status, the highest in the NetDocuments Partner Program, and the only firm with global accreditation

Dynamic organisation

Merge multiple documents into a single PDF file with automated numbering, indexing, hyperlinks and bookmarks

All bundles are fully searchable, making the information you need quickly accessible

You can easily make changes, add documents or annotations, and change page order

Share digital bundles with colleagues or authorised third parties, quickly and securely

Conveyancing support

These P4W partner technologies can help you transform your conveyancing processes with automation that streamlines administration and time-consuming tasks.

Faster matter completion

InfoTrack offers real-time, 2-way integration that delivers search results and costs back into P4W

Search Acumen provides the ability to order a residential search in 30 seconds, simply by entering a post code

Index Property Information delivers local people, land and property reports directly into P4W

Hoowla's platform produces fast, accurate client quotes from conveyancing firm websites

Digital signatures

Ease your reliance on slow paper processes by offering a secure, 100% digital signatory experience to your clients. You'll save time and costs, and deliver an improved service.

Adobe Sign

With one click, fee earners can launch a document signing process for individual, or multiple, signatories

Recipients can sign and return documents at any time, from any device

Easily track and manage the process - view the status of each signature and send reminders if necessary

At every stage, documents remain totally secure and protected

Security and governance

Enable efficient client onboarding, while protecting your firm from the risks of financial or reputational damage. 

Stay safe

GBG offers fast verification and authentication of official client and staff documents

Linkapp provides reliable corporate intelligence to aid all of your AML and governance processes

Mimecast is a full disaster recovery solution that protects your emails from cybercrime or natural disasters

Stay compliant

Lawyer Checker delivers increased due diligence and risk management for the transmission of funds

Smart Search provides AML checks for individuals and businesses, in the UK and internationally

Vistra automates the capture of key data to support AML and governance procedures

Choose a P4W hosting solution that's right for your firm

We use our years of experience to ensure that key performance indicators, service levels and budgets are fully aligned with your firm's critical business objectives. 

You're in control

Choose the level of service you need, based on performance requirements and desired investment level 

Predictable monthly charges reduce unforeseen operational expenditure

No additional charges for Infrastructure renewal, which includes updates to software and hardware

Protect your firm from escalating costs associated with facilities, insurance and IT management

Service and support

Delivers proof of service via Service Level Agreements (SLA)

Single point of contact for P4W applications and outsourced IT services, offering a one-stop support solution

Consistent IT support services with physical access to server data centres and infrastructure

You can choose the level of service support you need - from office hours, all the way up to  24/7/365

Consultancy and Training Passports

This service was designed to develop confident P4W users who understand how to get the most efficient performance from the systems they depend on every day.

Expert consultancy

Support your users by helping them to maintain and further develop their system knowledge

Get training on new features, functionality or integrations

Learn how to automate tasks and reports, or to customise forms and templates

Get personal, hands-on technical support for upgrades or new module implementations

The P4W Helpdesk and Client Portal

Gain the peace of mind that comes from knowing there is always somebody on hand to help with product support queries.

There when you need us

All P4W user firms benefit from on-going support from our ISO9001 accredited helpdesk

All users can register for access to our Client Portal which acts as a direct link to our support team

The portal includes sections for hints & tips, user guides, knowledge articles and a customer support handbook

The P4W User Group

The P4W User Group is an independent organisation. First launched in 1999, it's  comprised of legal professionals interested in networking and using P4W to its full potential.

A supportive community

Regular events include several user-led sessions that cover practical advice from firms who use P4W

Customer feedback gained in these sessions has a significant influence on future product development roadmaps

It's an ideal forum for discussing issues that affect all firms in relation to the general practice of law

All P4W user firms are invited to attend