Practice and Case Management

Our single, integrated database requires key information to be updated only once and delivers the benefits of saved time, accurate records and compliance.

A fully integrated, legal specific, accounts solution ensures your firm is compliant and also provides a seamless efficiency link between your fee earners and accounts team.

You can choose from the selection of mobile, silent, system-prompted or user-driven time recording features that are available throughout the application.

Users can work in digital format. This ensures all document versions are securely stored in one accessible location, aiding case and client management, as well as compliance.

Dedicated add-ins allow users to work in Office or Outlook and link directly back to ALB. Auto-email filing ensures email responses are tracked, even when you’re out of the office.

Allow prospective clients to obtain online quotes 24/7 and automatically push these into ALB. There’s no need to re-key data, ensuring accuracy and time savings.

Offer your clients both convenience and faster turnaround times by building your own forms in ALB and allowing clients to complete them online.

Clients and third parties can have 24/7 access to case progression and important updates online. They’ll appreciate improved communication and you’ll spend less time answering queries.

Notify clients automatically when an issue needs their attention. This keeps them fully aware of case progression and they can respond quickly to actions they need to complete.

Share relevant documentation with clients and third parties from one protected location. Removing the need to send sensitive documents by email increases security and compliance.

All of our client-facing solutions are built using the latest technologies, with full penetration testing and hosted in AWS. This removes the need for local installations.

Clean data is relevant data. Our clean-up tools identify duplicated information and quickly merge multiple records into one accurate file to offer data integrity and GDPR compliance.

A centralised contact and client database in ALB reduces data protection risks by ensuring the correct marketing opt-ins and methods of consent are recorded and maintained.

A two-way, fully synchronised database allows ALB data to create targeted, live mailing lists and campaigns in Dynamics. They’re easy to refresh and always up-to-date.

ALB opportunities can be manually or automatically created through Dynamics before being nurtured and converted into live clients and matters.

Intuitive, three-tiered business source tracking monitors fee earner referrals and campaign success by allowing you to see where new clients or matters are coming from.

Full visibility of all marketing spend and activities allows you to review your return on investment and enables you to plan effectively for future marketing campaigns.

Ensure fee earner time isn’t wasted on admin tasks with inbuilt integrations that include postcode look-ups, AML checking, court bundle creation and form submissions and scanning.

A new generation of legal consumers’ expect 24/7 online access to their information. Allow clients and 3rd parties to self-serve, share documents and view matter progression whenever they like.

Creating automated processes allows you to use less skilled staff with confidence. From lighter touch agendas to bespoke workflows, ALB can be configured to meet your firm’s needs.

To ensure compliance and greater efficiency, documents and precedents can be set up centrally to allow fast access and easy revision for users across your firm.

Whether you specialise in conveyancing, probate, wills or family law, ALB has case management and productivity modules to assist your fee earners to work faster and smarter.

By providing rolled up client-level billing and built-in authorisations, ALB’s full draft billing wizards speed up the bill-to-cash process and reduce administration time.

Our secure, browser-driven mobile application works on any web-enabled device (mobile, tablet or laptop) allowing fee earners to work from home, the office or while on the move.

Record time on the go – there’s no longer any need to be at your desk. This application allows fee earners to capture more time and complete the billing time quickly.

Assist relationship management with 24/7 access to client records, associated matters and contact details including addresses and telephone numbers.

Have access to matter information wherever you are. Includes associated contacts, appointments, time records, notes, disbursements and a financial overview of the matter.

Manage your daily tasks in ALB Mobile, including key dates, limitation dates and standard matter tasks. When a task is completed, the application also encourages time capture.

Choose to view ALB diary appointments in monthly, weekly or daily views. You can add, and view, key appointment information and directly time record against completed appointments.

Our full text search facility ensures users can quickly locate documents and respond to subject access requests in a time efficient way.

Manage GDPR compliance by minimising the amount of archived data you hold electronically when you no longer have a legitimate business reason to retain it.

Where client / contact data is no longer linked to any live or archived matters, ALB will report it. General contacts can also be easily deleted from ALB.

ALB allows firms to complete 9-box or transactional level VAT returns. The integration with our Business Tax Portal takes the data from ALB and provides a compliant submission to HMRC.

The ALB accounts package is approved by the Solicitors Regulation Authority (SRA). Our expertise in the legal and accountancy markets ensures compliance with any legislative changes.

Advanced is a committed software provider, ready to help and adapt our product as rules and regulations evolve. With ALB, you’re truly investing in a future-proof system.