ADVANCED PARTNER FOR WINDOWS (P4W)
Legal Practice and Case Management
Streamline your business processes with a comprehensive, tailored, and client focused approach.
A dynamic, integrated platform
P4W is a single, smart solution that provides the highest levels of functional efficiency. By combining powerful legal technology with market-leading integrations, it offers a tailored structure that can meet all of your individual business and administrative requirements.
"P4W allowed us to bring systems together, removed barriers between client and firm, and supported efficient team working."
Lee Salih, Business Director, Glover Priest
Have you heard the news, the bronze award at The Institute of Legal Finance & Management (ILFM) Law Firm Software Users Awards 2022 has been awarded to our product Partner for Windows (P4W). P4W is a market-leading practice and case management solution for large law firms, delivering the industry’s most advanced and comprehensive practice and case management solutions.
Single source SQL database
Reports & database intelligence
Flexible accounts function
Full Microsoft Office integration
Document templates & versioning
Direct submissions to government portals
Legal Aid workflow
Ministry of Justice claims management
Solicitor - client interface
Powerful legal technology integrations
We understand and solve your key issues
We build products which are designed to solve our customers key challenges.
- Wasted resources
Managing heavy workloads can be tough. It's even harder without efficient, modern technologies. Relying on outdated legacy systems, and paper heavy processes, means a lot of time and resources are wasted on repetitive administration tasks. It also increases the risk of a security or compliance breach.
- The revenue crunch
The profitability of law firms is always under pressure. Salary costs are rising, there's increasing competition, and pressure on hourly rates. Changes to the legal aid funding system forced many firms leave this area of practice and personal injury work has become less viable. To stay solvent, firms need to be able to flex and respond quickly.
- Disparate systems
The use of multiple, non-integrated legal software applications leads to inefficiency. It creates information silos that make it very difficult to get a true snapshot of business or staff performance. This not only delays critical decision making, it also put firms at risk of user error, duplication of effort, and non-compliance.
- The digital revolution
With significant numbers of people now working from home, and clients more reluctant to visit an office, 24/7 access to mobile work tools is an absolute requirement. The pressure to adopt new digital technologies is clear, but access, security, reliability, and compliance are on-going concerns.
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Proven smarter, faster conveyancing
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Determining your law firm's values when choosing a PCMS
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Shedding light on what is important to firms when they are looking for a new practice and case management system.
How our practice management can help you
FEATURES & BENEFITS
The heart of a powerful legal ecosystem
At the centre of P4W is a comprehensive platform which is your partner for all key aspects of the business of law. It delivers some of the most advanced and extensive functionality available today, and offers the following as standard.
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
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
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.
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
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
Easier information management
Automation offers compelling benefits to law firms, helping them to achieve more in less time, while still maintaining best practice. Configured to your work procedures, these P4W efficiency modules can improve processes and profitability, while enhancing the delivery of your services.
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.
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
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
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)
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
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.
"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.
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
Joined up thinking
Additional Advanced legal technologies can be integrated smoothly into P4W to provide significant time savings, and reduce the risk of human error. Users benefit from the automated insertion of client and matter data, and the assurance that key processes are associated with the correct matter.
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
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
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
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.
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
Link Legal: Customer Relationship Management (CRM)
Link Legal is a single contact management and e-marketing solution, made especially for law firms. It allows you to track the full client journey, from introduction through to retention activities.
Build your audience
Capture vital contact preferences through firm-specific segmentation and tracking fields
Contacts and companies can be profiled to help you accurately target tightly focused groups of contacts
Contacts added to Outlook can be simultaneously added to Link Legal
All communications and responses are recorded, and the results are stored directly within Link Legal
Efficient and effective
There are no additional charges tied to the volume of emails you send
Create, design and amend your own email templates
Ensure clean data by allowing contacts to manage their own details and mailing preferences
Legal Live facilitates compliance with required data consent legislation
Supercharged functionality and information management
P4W works in partnership with other leading legal software companies to provide you with a single platform that provides all of the flexible capability your firm requires. That's how we deliver the wide breadth of functionality that's needed to drive maximum, streamlined efficiency.
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
Use the innovation of optical character recognition (OCR) to quickly compile, revise and complete document bundles quickly and easily, from directly within P4W.
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
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
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.
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.
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
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
Hosting & Managed Services
A fully managed hosting service from Advanced provides a secure, high performance operating environment for P4W. Our services are flexible, so they can meet your exact system and support requirements today, and far into the future. Whatever that brings.
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
Building strong relationships
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.
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
Who succeeds with us
More than 550 leading UK law firms depend on P4W every day
"“We’re one of the few firms in the region that can still offer cost-effective legal aid support, and the reason we’ve been able to do that is because we’ve automated our day-to-day processes.” "
— Peter Carr, Head of IT
"On average, there's 50 fewer documents for us to post each week, a total of more than 2,500 documents each year. It’s made a real impact on the reduction of paper in the office."
— Tim Knight, Business Operations Manager
We get a better understanding of you and your business to drive your onboarding experience towards success.
We build a plan of action for your journey to go-live with due dates and owners.
Working through the action plan, we execute the plan with you and get you ready to adopt Advanced P4W.
Congratulations you’re live! This is where our Customer Success program really kick in to provide you more value and make sure you are maximising your chances of reaching your goals.
The utilisation of legal transcription software is crucial to maintaining documents, here are the questions you should be asking.
4 Feb 2022 by Doug Hargrove, Managing Director - Legal and Education
Law firms are undergoing a rapid transformation as they transition at pace to a digital future. Here, Doug Hargove, MD for Education and Legal at Advanced, shares some thoughts on how to manage your firm and workforce to achieve successful implementations.
5 Jan 2022 by Doug Hargrove, Managing Director - Legal and Education
For chambers and law firms alike, time is money. Which is why it is so important to be able to record time quickly and easily. And let’s be honest, it isn’t barristers’ favourite task to do either.