Practice and Case Management Software (PCMS)
Boost productivity, performance, and profitability by transforming the way your legal teams work
Delivering specialist PCMS functionality to every firm, across all practice areas
Finding the right PCMS software doesn’t have to be a challenge. More than 1900 UK law firms trust our market leading solutions, ALB and P4W, to ease the pressure. These modern, comprehensive platforms manage all key processes, maximise 24/7 efficiency and support law firm growth.
“The change in the last 12 months has been massive. If we hadn’t made the system change, we might be struggling to keep up now."
Adrian Barker, IT Manager, Ison Harrison
Co-ordinated legal accounts
Process agendas & workflows
Single, integrated database
Optimised remote working
Key legal tech integrations
Ongoing development & support
Built-in security and compliance
We understand and solve your key issues
We build products that are designed to solve the challenges legal practitioners face.
- Digital Transformation
The 2020s introduced a new era of change management. Now that many teams work from home, firms are adjusting to a hybrid working environment. A key consideration involves how to reconfigure technology to enable remote task management, security, compliance, knowledge sharing, and collaboration.
- The Revenue Squeeze
Like any business, law firms need to increase revenue in order to thrive. Currently, they're faced with a multitude of issues, including rising costs, increasing competition, changing client expectations and the pressure of set fees. To ensure a healthy cash flow, it's vital that firms can easily stay on top of their financial procedures.
- Barriers to Efficiency
Legal practitioners are constantly under pressure to do more in less time. They need to reduce the burden of non-billable tasks and meet client deadlines quickly in order to meet set targets. This balancing act requires streamlined technology that improves both speed and efficiency, so fee earners can focus on higher value work.
Consumers have a much larger selection of legal providers to choose from, thanks to technology. This means law firms can no longer simply rely on location or word-of-mouth referrals to grow their business. They have to consider new business development initiatives that will help them retain their clients, or attract new ones.
How our Practice and Case Management Software can help you
FEATURES & BENEFITS
We focus on enabling law firms to manage their accounting process quickly and easily
Our solutions are specifically designed to help cashiers, secretaries and fee earners track spending, safeguard client monies, record time, simplify billing, control WIP (work-in-progress), manage P&L and perform client due diligence with ease.
Secure and compliant
You have enough on your plate. We make sure you don't have to worry about a non-compliant accounts incident or penalties that can deliver financial and reputational damage.
Our accounts packages are approved by the SRA (Solicitors Regulation Authority)
Our expertise in legal and accountancy ensures on-going compliance with any legislative changes
Integration with the Business Tax Portal uses PCMS data for compliant submissions to HMRC
An integrated 'Making Tax Digital' process enables compliant uploading of VAT returns, directly from your PCMS
Achieve more, in less time
Time is money in an increasingly competitive legal market. We provide accounting solutions that help you work faster and more efficiently without relying on multiple spreadsheets or paper files.
An accounts structure that integrates with case management functions to allow efficient matter progression
Modern, user-friendly interfaces ensure accuracy and ease-of-use
Full draft billing capabilities speed up the bill-to-cash process and reduce administration time
A complete accounting package
We deliver all of the crucial processes law firms need to run an effective and successful accounting team.
Extensive functionality includes accounts postings, nominal postings. journals, billing, bank reconciliations
Easily complete interest calculations, VAT returns and archiving
Accounts package is linked to time recording, client and matter creation
View payments, approvals and reports – at anytime, from anywhere
An Advanced PCMS helps user firms improve their overall performance, with a specific focus on increasing income, maintaining a healthy cash flow, and ongoing profitability.
Capture billable time
Record time from a selection of mobile, silent, system-prompted or user-driven time capture features
Multiple time entries can be open at any time
Install prompts around documents and emails to ensure fee earners remember to record all relevant time
Track performance against WIP and time limits
Rolled up client-level billing and built-in authorisations speed draft billing and the bill-to-cash process
Provide prospective clients with online quotes 24/7, and automatically push the information into your PCMS
Enhanced legal aid workflow functionality can help make criminal law financially viable
Amplify performance across your firm
With automated processes built in, time spent on daily administration is reduced, easing pressure on fee earners and accelerating matter completion. By using them, law firms can reduce the risk of human error, increase billable time and revenue, and satisfy client expectations.
Give your users total control over their working day while helping them to efficiently manage their clients, cases and documents, record time, process accounts and monitor performance.
Stay on track
Ensure users are aware of their daily work including appointments, limitation dates and standard matter tasks
View diary appointments in monthly, weekly or daily views, add key meetings and information quickly
Access critical business knowledge, and gain useful progress insight, through report screens
Enter information on an integrated database just once to ensure time savings, accurate records and compliance
Onboard clients quickly with inbuilt integrations, including conflict and AML checks, and postcode look-ups
Manage the risks of conflicts going un-noticed
Provide client updates and matter milestones online to save time and deliver an improved service
Whether you specialise in legal aid, conveyancing, probate, personal injury or family law, our PCMS workflows will assist your fee earners in working faster and smarter.
Supercharge your firm
Deliver automated processes, accelerate working practices and ensure data consistency and compliance
Provide actionable steps and use information already in the system to populate documents and forms
Approval processes ensure that even less experienced members of staff can complete tasks efficiently
Tailor your PCMS by creating bespoke workflow capability or modifying standard case management modules
Digital communication channels have become vital for law firms. Meet client and third party expectations by providing them with online access to their relevant milestones, updates and documents.
Fast track communications
Give clients 24/7 online access to case progression and prevent constant chasing
Introduce a self service element, allowing clients and third parties to upload and access documents online
Simply and securely automate the set-up of client or 3rd party users by sending them a registration link
Notify clients automatically when an issue needs their attention, or there is an action they need to complete
Users can work in a digital format that ensures all document versions are securely stored in one accessible location, aiding case / client management and collaboration.
Stay on top of documents
File, access and revise documents in a secure, centralised location, with a full chronology of each file
Create standard documents, letters or emails within a matter, using templates that ensure correct versioning
Automatically populate template fields, merging client information from the central database
Automatically file emails and attachments
The Digital Workplace
Access crucial matter information, wherever you are
Our secure mobile tools enable your teams to work effectively from home, in the office or when they're on the move.
Spend less time on daily tasks
Juggling tasks and deadlines can be tough, especially when you can't access the information you need. Digital technology frees up time and ensures everything you need to work efficiently is at hand.
Easily access matter information including diaries, time records, notes, disbursements and financial overviews
Ensure 24/7 access to client records and full contact details
Record time on the go – there’s no longer any need to be at your desk
Automatically sync new content or updates to your desktop PCMS
Smooth communication is key to fast progression. We provide the digital channels that enable secure, smooth sharing of information between fee earners, support staff, clients and third parties.
Joined up thinking
Your teams can co-ordinate and share work easily, no matter where they are located
Digital documents ensure all document versions are securely stored in one easily accessible Cloud location
Communicate with clients in a timely manner, at any time, from any location
Keep matters progressing seamlessly by automatically interacting, and sharing data, with third party providers
Gain peace of mind
Fast-changing technology requirements can be a real challenge for law firms, especially when it comes to ensuring client funds and data are protected from human error or cyber crime. We can help.
Security and compliance
All of our client-facing solutions are built using the latest technologies
Safeguarded by the latest cybersecurity technology and the highest levels of expertise
Fully compliant with GDPR regulations
Managed user authorisations ensure confidential information remains protected
Full PCMS connectivity
We provide a secure, high performance operating environment for your PCMS. This delivers all of the stability you need to meet the demands of modern work requirements, today and into the future.
Always-on environment that is accessible from anywhere 24/7
Remove the costs associated with infrastructure renewal, facilities, insurance and system management
Single point of contact for applications and outsourced IT services, providing a one-stop support solution
We offer several package options so you can choose the one that's just the right fit for your firm
Security services to help keep you protected, reduce risk and maintain legislative and compliance requirements
Perimeter Security Service with network threat detection and prevention, protects your firm from cyber-attack
Delivered in accordance with ISO 27001:2013 controls, helping to ensure security risk mitigation
Comprehensively managed backups to ensure your data is always protected and available
Client relationship management (CRM) is essential in a competitive legal market
More than ever, Legal firms need to connect with their audience to drive client recruitment and retention. They're very well-placed to generate information-rich content that prospects and clients will want to receive through emails, newsletters, thought leadership pieces or events.
Identify and grow opportunities
When your clients and prospects get the right message, delivered in an engaging way, they are much more likely to trust, and turn to, your firm whenever they require legal services.
Stay in touch
Gain valuable insight into your performance by asking clients for their assessment of your service delivery
Identify cross selling opportunities like offering a power of attorney to clients who've written a will
Establish your reputation by providing your audience with informative content that demonstrates your expertise
Build relationships and boost business development by inviting clients and prospects to webinars or events
Make your data work for you
Use the valuable contact information that's held within your PCMS to gain powerful insights into the preferences of your clients so you can communicate with them in a meaningful way.
Data driven marketing
Compile tailored communications by using the information available in the system you use every day
Segment contact data according to client preferences to ensure content is relevant to each recipient
Keep data clean with tools that identify duplicates and merge multiple records into one accurate file
Reduce data protection risks by ensuring the correct marketing opt-ins and methods of consent are recorded
Tracking the response to your marketing efforts is key to success. It will allow you to clearly see the return on your investment, and help you improve future campaigns and conversion rates.
Measure campaign success and see where new matters are coming from with intuitive, business source tracking
Compare marketing spend against activities to identify, and roll out, your most profitable efforts
Accurately track and understand mailing preferences to refine campaigns and build messaging that really works
Incorporate additional value into your PCMS
Our own technologies, and strong partnerships with other leading suppliers of legal technology, ensure we can continue to offer some of the most versatile and innovative work solutions available today.
Our legal technologies combine innovation with ease of-use. They drive efficiency throughout a legal practice, providing the tools you need to complete daily tasks and grow in a fast moving market.
Access full Digital Dictation functionality from directly within your PCMS
Collaborate easily with forms in .pdf or electronic format, and a digital submission platform, from Cloud Forms
Capture every moment of billable time with Carpe Diem, our market-leading time recording solution
Choose a CRM platform to enable productive marketing activities (including data management)
Enhance your client's experience
It's vital law firms modernise and improve efficiency processes to meet the demands of today's legal consumer. These client-facing technologies will help you to meet, and exceed, client expectations.
Improve service delivery
Incorporate a client portal to give authorised clients fast, 24/7 access to case information and documents
Offer the convenience of digital signatures so clients can sign any document, from any location, on any device
Provide 24/7 online price quotes, without the need to re-key matter information
Order, and receive, the third party information you need to complete matters quickly, directly from your PCMS
Make document management easier
Combined with your PCMS, our digital document solutions can help your practice meet the key challenges of consistency, accessibility and collaboration - while reducing your carbon footprint.
Benefit from secure access, and retrieval of, case documents and collateral with a Cloud document repository
Adopt automatic document versioning tools to allow easy review and modification of case documents
Implement the time saving tools that easily create individual or bundled pdf's, with indexing and bookmarks
Control documents by using OneDrive or a portal - it's much more secure than email or post
This Cloud platform enables unlimited 24/7 document access, along with smooth collaboration and productivity
Use as a firm-wide solution, or choose specific functionalities not served by case management
With 25+ years experience, we're accredited by NetDocuments for delivery, training and platform support
Reduce the risks
A global pandemic created new risks and intensified old ones. Large-scale adoption of mobile working, and online services, means firms increasingly need support in navigating this complex problem.
Safeguard your firm
Implement increased due diligence and risk management for the transmission of funds
Introduce a complete email disaster recovery solution into your practice
Use the accounts data from your PCMS to ensure all digital submissions are fully compliant
Automate the capture of key data to support anti-money laundering and governance procedures
Who succeeds with us
1900+ UK legal firms use an Advanced PCMS
"We wanted to provide visibility of information to key personnel and lawyers to allow them to take ownership of client relationships more effectively."
— Nigel Johnson, IT Director
“This technology has provided us with transparency around workflows, across all the practice areas we deliver; wills, probate, conveyancing and commercial are now all in one place.”
— Lee Salih, Business Director
Starting your journey
We're fully invested in making your journey a success. Our team of knowledgeable experts will meet with your teams to provide product demonstrations, ask questions, and discuss your requirements.
Understanding your challenges
We'll present a comprehensive PCMS offer with solutions based on our previous conversations. We'll make any adjustments required until you are fully satisfied that this offer delivers what you need.
Planning your journey
Once you have signed up with us you will have an introduction call with your new Customer Success Manager who will explain who they are and how they can help through the implementation process.
On the road to go live
To ensure a smooth implementation, our experienced Project Delivery Team will build a plan of action and set up a UAT which is like a comprehensive test drive for your PCMS before it goes live.
Delivery and up and running
We're all ready. As your product goes live, we make sure we're on hand with any help you might need. Our implementation packages are designed to fit around each customers individual needs.
In this day and age, you can do great many things direct from your phone, that you would’ve previously had to don a suit and sit in a branch or an office for, even apply for a mortgage. From a mere touch you can submit all supporting evidence, identification documents, bank statements and personal finances – and just like that, you’re done.
3rd Jan 2023 by Advanced PR
The long-term goal of the majority of law firms is to improve profit margins, whilst achieving growth and remaining competitive. One way you can do this is by streamlining your business processes to allow time to be saved and more efficient working across your business.
23rd Dec 2022 by Advanced PR
Law firms in the UK are undergoing a rapid transformation as they transition at pace to a digital future. To remain competitive, law firms need to meet clients’ expectations on how they operate, whether that is through digital means, being available online and accepting digital documents, meeting ESG commitments and developing a sustainable strategy, all whilst remaining competitive on price.