How to expand geographic reach with a Hosted Proclaim Case Management Software solution
“We pride ourselves on the relationships we build
with clients, and our key goal is providing high quality, efficient legal
advice. Proclaim has been instrumental in enabling us to achieve this.”
Tariq
Mubarak, Managing Director Matrix Legal
Surrey-based Matrix Legal is a growing property law
specialist providing personalised legal services to both corporate and private
clients.
The
Challenge
Matrix
Legal needed to spread its geographical reach beyond the firm’s existing
postcode area and increase its volume of cases, without sacrificing the quality
of client care or incurring the additional cost of a new office and extra
staff. To achieve this goal the firm needed to replace its incumbent software with
a new scalable, easy to use Case Management Software Solution.
The
Solution
A hosted Proclaim Practice Management
Software solution was rolled out throughout the firm, providing a secure
centralised database ensuring a consistent approach from each member of the
team. Proclaim can be accessed from anywhere, anytime – an essential requirement
for exceeding client expectations in this increasingly competitive sector.
Proclaim’s
accounts platform enables a complete firm-wide reporting base and a seamless approach
to billing and financial management.
The
Results
Proclaim has streamlined time consuming, non-value adding, administrative
tasks, by automatically producing documents and keeping clients updated on case
progress - freeing up valuable quality time for staff to invest in client
relationships and focus on strategic growth plans.
These
transformations were pivotal in Matrix Legal achieving its goal of expanding
the reach of its services; the firm now operates in over ten postcode areas of
the South East region.
The
future will see Matrix Legal further boost its reputation for fast, transparent
services with the adoption of Eclipse’s TouchPoint client self-service solution
and Proclaim’s direct integration with the Land Registry Business Gateway
Portal.
Case Study Highlights:
- Cloud based Proclaim system utilised firm-wide
- Integrated Practice Management Solution
- Streamlined processes and increased profitability
- Paperless system - no paper documents stored
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