Practice and Case Management (PCMS)

A single, integrated database requires key information to be entered one time only, delivering the benefits of less administration, saved time, accurate records and compliance.

Our legal accounts structure seamlessly integrates with case management functions to allow efficient matter progression, from client onboarding through to billing and payment.

Ensure billable hours aren’t missed with our time recording processes. There’s a selection of mobile, silent, system-prompted or user-driven time recording features available.

Users can work in a digital format that ensures all document versions are securely stored in one accessible location, aiding case and client management and collaboration.

Our dashboard report screens ensure critical business knowledge is always available to provide useful insights into the progression of your firm.

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

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.

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.

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.

Our user groups and product roadshows support firms who want to get the very best from their system. These events enhance user communication and give firms the opportunity to collaborate.

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.

Whether you specialise in legal aid, conveyancing, probate, personal injury or family law, our PCMS productivity modules will assist your fee earners in working faster and smarter.

Creating automated processes allows the confident use of less skilled staff. From lighter touch agendas to bespoke workflows, our systems 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.

By providing rolled up client-level billing and built-in authorisations, our full draft billing capabilities speed up the bill-to-cash process and reduce account administration time.

Our strong partnerships with other leading suppliers of legal technology ensure we can continue to offer some of the most versatile and innovative work solutions on the market today.

Our secure, browser-driven mobile applications work 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. Our time capture applications allow fee earners to record more time and complete the billing cycle quickly.

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

You’ll have access to matter information wherever you are. Includes associated contacts, appointments, time records, notes, disbursements and a financial overview of matters.

Easily manage your daily tasks including key dates, limitation dates and standard matter tasks. When a function is completed, our applications also encourage time capture.

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

Firms can easily complete 9-box or transactional-level VAT returns. Our integration with the Business Tax Portal takes the data from your PCMS and provides a compliant submission to HMRC.

Our accounts packages are approved by the SRA. Our expertise in both the legal and accountancy markets ensures compliance with any legislative changes.

Manage General Data Protection Regulation (GDPR) compliance by minimising the amount of archived data you hold electronically when you no longer have a legitimate business reason to hold it.

A full text search facility ensures users can quickly locate the documents they need to respond to subject access requests in a time efficient way.

Our marketing modules supply 128-bit AES encryption on all URLs. They also control the functions a user has access to and ensure compliance with GDPR regulations.

We offer a UK-based, fully managed, hosting service providing a secure, high performance and comprehensive Cloud environment for your PCMS.
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Clean data is relevant data. Our clean-up tools identify duplicated information and merge multiple records into one accurate file to offer ease-of use and GDPR compliance.

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

Your PCMS data offers a wealth of information that can be used to segment all contacts according to their preferences. This ensures your messages remain relevant to each recipient.

Intuitive, business source tracking monitors all fee earner referrals and measures 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 efficiently for future marketing campaigns.

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.