Client Case Study: Jefferies

Compensation specialist selects Proclaim Practice Management Software solution to enhance personalised client service 

“Overall, as a well-established law firm, we continually develop our services to meet the needs of the dynamic personal injury sector. Proclaim is a fantastic solution for us as it’s completely flexible, therefore ensuring that we are providing the most efficient and tailored service for our clients.”

Michael Jefferies, Managing Director and Jefferies Solicitors 

Jefferies Solicitors has been providing personal injury legal services for over two decades. The firm deals with a wide range of compensation claims for accidents and personal injury throughout the UK. Operating from Altrincham and Hanley, Jefferies Solicitors provide legal advice with a strong emphasis on a friendly and approachable service to clients.

The Challenge
Jefferies was looking for a Practice Management Software solution that would regulate working practises across the firm, whilst allowing fee earners to continue providing a personalised service to
clients.

The Solution
After an intensive selection process, a Proclaim Practice Management Software solution was chosen. Proclaim provides all fee earners with full access to live cases – regardless of locations – and seamlessly stores all details of clients and their claims, simplifying the retrieval process.

Additionally, Jefferies also opted for Eclipse’s CaseViewer tool, allowing staff to export entire cases into non-Proclaim environments (e.g. a Microsoft tablet), and interrogate the history, from simple searching to filtering data based on tailored rules, without affecting the case in the main Proclaim system – extremely useful when in court.

The Results
Since implementing Proclaim, Jefferies has been able to operate as a paperless office. Every document is now scanned into the system and automatically stored in the relevant case history, minimising paper usage, whilst providing fee earners with a complete picture of cases.

In the future, the practice is planning to implement Eclipse’s TouchPoint system to take client service to the next level. TouchPoint will provide Jefferies’ clients with a completely personal ‘self-service’ experience and total transparency, giving them the ability to check on their case at any point and from anywhere – providing them with a greater understanding of the entire process.

Case Study highlights 
• 100% digital Practice Management Solution
• Paperless departments with no physical documents
• Integrated online portal technology
• Facilitates superb client service