Practice and Case Management

P4W’s legal accounts structure seamlessly integrates with case management functions to allow efficient matter progression, from client onboarding through to invoicing and payment.

A single case screen provides a complete overview for each matter. It delivers access to financial and time ledgers, time recording, client and contact data and case information.

P4W has strong partnerships with other leading suppliers of legal technology. This ensures we can offer our client firms the most versatile and innovative solutions on the market.

A single database within P4W minimises the risks of non-compliance and human error. It also saves time by removing the requirement to enter information more than once.

A versatile filing system has the capability to save all workflow steps and file types to a single case file. Convert to digital format for easy sharing or to compile document bundles.

Our Cloud storage solution enables legal firms to create, secure, manage and collaborate on, documents and emails from any location, on any web-enabled device.

Carpe Diem, our mobile time recording application, ensures all fee earner minutes are easily captured and instantly available to the accounts department for billing.

Electronic data capture enables criminal defence lawyers to work easily from any location. This functionality cuts costs, saves time and allows legal aid cases to remain profitable.

Use our online collaboration platform to share information and documents with clients and authorised third parties and to provide convenient online matter updates to clients.

This efficiency feature lets fee earners seamlessly share documents with their client so they can be signed electronically, on any device, and returned within minutes.

Our UK-based, fully managed, hosting service provides a secure, high performance and comprehensive Cloud environment for P4W.

We provide more than 100 reports to monitor the real-time health of your firm, including progress reporting, key performance indicators and financial tracking.

Automatic alerts and reports can be configured to cover all aspects of the accounting function including anticipated / NYP bills, month end notifications and dormant matters.

Ensure billable hours aren’t missed with P4W’s standard time recording process. This feature also integrates with Carpe Diem to allow time capture and reporting from any location.

Automatically generate month end reports and send them to appropriate parties within the firm or you can choose to save them in a central folder for access by authorised staff.

Set up P4W to email the results of your automated processes to all relevant recipients; for example, a weekly email to fee earners indicating WIP that has exceeded its limit.

All workflow steps and documents are automatically saved against the relevant client and matter, including the intelligent capture of incoming and outgoing emails.

From within Case Manager, fee earners can set diary entries, matter milestones, mandatory steps and automatic actions to ensure smooth completion while managing risk and compliance.

Easily assemble documents by using existing templates and access different clauses for particular circumstances. You can also scan paper files and allocate them to relevant case files.

Prevent mistakes and wasted time by ensuring correct document versions are used. View versions, edit histories and compare documents efficiently using Microsoft Word.

Users can access various Government portals including MoJ, SDLT and Land Registry directly from P4W. Duplication of data is prevented by removing the requirement for a separate login.

P4W can automate the complex and time consuming administrative processes surrounding legal aid claims, whilst being easy to use for all staff.

Firms using P4W are always assured of consistent, ongoing compliance with SRA, SAR, LAA and Law Society regulations.

Our ISO9001 accredited helpdesk offers the peace of mind that comes from knowing there is always somebody on hand to help users whenever needed.

The P4W marketing module supplies 128-bit AES encryption on all URLs. It also controls the functions a user has access to, ensuring compliance with the GDPR and CASLS legislation.

P4W is a market leader when it comes to legal aid functionality and we’ve ensured the process is always fully compliant and up-to-date with current LAA regulations.

Our hosting service is delivered from UK Data Centres that operate within ISO27001:2013 controls, ensuring security risk mitigation and 24/7 data management.

P4W helps busy law fee earners stay in touch with their clients by providing a range of relevant touchpoints, including automated emails and text messages.

Prevent update backlogs by allowing clients and authorised third parties, such as estate agents, to securely access online matter progression and updates at any time.

Data can be requested, collected and shared easily through a web browser, giving authorised clients or 3rd parties secure access to their information via any web enabled device.

Our marketing module can generate targeted content that your audience will want to receive through emails, newsletters, thought leadership pieces, webinars or live events.

The P4W User Group is for firms who want to get the best from P4W. The group enhances communication between users and provides the opportunity to collaborate with other firms. 

With this integration, users can start dictations directly P4W with all key details such as Entity / Matter details clearly visible from within Advanced Digital Dictation.