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.

Inbuilt compliance

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.

Seamless efficiency

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.

Smooth functionality

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 

Protect Revenue

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

Boost performance

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

Progress smoothly

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

Efficiency workflows

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

Client portals

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

Document Management

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

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.

Keep progressing

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

Collaboration

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.

Hosting Services

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

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 

Measure Performance

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.

Progress reporting

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

Advanced Integrations

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.

Automated efficiency

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)

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.

Document automation

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

NetDocuments

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