Thursday 30 March 2017

Taylor Bracewell selects Eclipse's Proclaim Practice Management system in a 6-figure investment



Eclipse Legal Systems, the sole Law Society Endorsed legal software provider, today announced the implementation of its Proclaim Practice Management Software solution at full service law firm, Taylor Bracewell Solicitors.

Taylor Bracewell is a dynamic and forward-thinking legal firm with offices in Doncaster and Sheffield. Established for over 100 years, and very well regarded in the legal sector, the practice has weathered the drastic changes in the legal landscape, and has emerged as one of the most vibrant and well-respected law firms in the region.

In the 6-figure deal, Eclipse's Proclaim Practice Management system will be rolled out firm-wide, serving to replace Taylor Bracewell's incumbent system with a fully integrated solution. To fit the firm's business requirements across all departments, case management modules will be implemented across Conveyancing, Employment, Family, Personal Injury and Probate work areas.

Sharon Beck (pictured), Managing Partner at Taylor Bracewell, comments:

"We put our longevity in the legal market down to a constant evaluation of our services and our ambition to offer something different to clients through innovative ways of working. Proclaim fits perfectly into this principle, providing us with a dynamic practice management system that develops and scales not only with us, but the legal sector as a whole."

To enhance efficiencies within its property team, Taylor Bracewell will benefit from Proclaim's integration with the LRBG, providing two-way integration for both data and documentation. The team will have instant access to the portal, serving to deliver optimum levels of operational effectiveness. On a larger scales, and to assist with practice-wide governance, the firm has opted to take Eclipse's Compliance toolset, providing an improved risk management strategy, and alignment with extensive SRA obligations.

Additionally, as part of the drive to further enhance client service, Taylor Bracewell will take advantage of the integrated Proclaim lead management system, empowering the firm to track new business enquiries, and offer a streamlined client inception process.

Sharon adds:

"Our team is passionate about providing a truly individual client service, and the range of tools and integrations on offer from Eclipse means we can be confident in the knowledge that our service is of the highest quality, simplifying processes both internally and externally. The time-saving tools integrated with our Proclaim system will further enhance this - enabling a genuine one-to-one approach to our clients' needs."

Thursday 23 March 2017

Client Case Study: Higgins Miller

Proclaim Practice Management system offers a platform for expansion at Higgins Miller 
Based in Stockport, Higgins Miller specialises in divorce, matrimonial, family issues and children disputes. Offering legal services across the whole of England and Wales, the firm provides friendly but robust and practical client service.

Recognising that finances can often cause concern for clients, Higgins Miller ensures a flexible and innovative approach to funding, including fixed fees, competitive hourly rates, monthly payments and Legal Aid.

Mark Higgins (pictured), Director of Higgins Miller, speaks to Eclipse about the firm's choice of legal software.

Why was your previous software replaced? 

Over the years we have significantly expanded - both in terms of client base and staff - and our previous software was generally very old and wasn't continuously developed. As a result, we realised it didn't meet the requirements of modern practice, and more specifically, it wasn't in line with the future of our firm, and where we planned to be.

How did you hear about Eclipse, and why was it your chosen provider? 

Eclipse is the market-leader and its reputation as such is extremely prominent within the legal sector, so when looking around for a new system, Proclaim was definitely at the top of our list.

The wealth of experience Eclipse has, and the amount of years the business has been around means the team has really taken the time to understand the needs of a law firm - and has developed Proclaim as those requirements change. Essentially, it gives us the confidence to know that Proclaim will continue to be supported and developed, even as the legal sector and law firms dynamically evolve.

I have to say the Law Society Endorsement also played a part in our selection process, as it simply reinforces what we already know - that Proclaim is a tried, tested and trusted solution.

How was the implementation process?

Any big project is always a nerve-wracking process, especially one such as this which includes the installation of a completely new system and the migration of sensitive data. Fortunately, we were in safe hands with Eclipse!

From start to finish, the process was handled smoothly and efficiently. We never felt out of the loop as we were constantly updated with progress, and any questions we had were answered speedily and accurately. Importantly for us, we felt in control the entire time, and knew Eclipse was on hand and contactable should we have needed to speak to them.

The training was also a great aspect of the overall installation process. The depth of knowledge that the Eclipse training team has is brilliant, and the courses put us in a position to take what we learnt from the sessions, and use that to explore the system further, not to mention they gave us the confidence to know we can configure the solution without breaking it!

What are some of the benefits to using Proclaim?

One of the main benefits for us is that it's a fully centralised system. For our fee earners it means they can see every matter, so even if one of the team is away, their cases are still accessible. Taking this further, because Proclaim just has the one interface, it means all transactions are available at-a-glance upon case opening, resulting in effortless viewing. For our clients it means they can always get an update on the progress we're making and their cases are never delayed, even if their solicitor is away from the office.

Additionally, it's so simple to maintain as everything is all in one place, we don't need any extra software or additional products - it just works from the start!

How does Proclaim's ability to cater for Legal Aid work enhance your efficiency?

The fact that Proclaim caters for Legal Aid work is in itself a fantastic benefit, but with the added experience and longevity that Eclipse has in the industry, it cements our confidence in knowing the process is, and will continue to be extremely proficient.

Firstly, Proclaim's ability to export data to the LAA's online  portal is a very straightforward and easy process, and has already enhanced our efficiency, but with the training we've received, it means we can tweak the system, which we are in the process of doing, to make sure data migration to the LAA portal is fully in line with our specific requirements.

Secondly, Proclaim's ability to generate bills is excellent - this feature has increased our efficiency massively! As part of this, the CMR form is automatically completed for us - case details are seamlessly populated into the form, where it's then held in the system ready to produce the summary CMR at the end of our accounting period. This is a huge time saver for us and has eliminated the need for duplicate data entry, meaning we can focus elsewhere.

Finally, and perhaps most importantly, it's great  in enabling us to track costs and ensure we don't exceed them - basically, with Proclaim we have the confidence to know we aren't missing anything!

Do you use the in-built reporting suite? 

We use the reporting suite for our internal reporting requirements at the minute, and I can say with absolute certainty that the range and wealth of reports is phenomenal, and I think I've only discovered about 10% of them!

The amount of information available to us is also brilliant - we can report upon anything we need to, or could possibly want to, and the fact that it's user-definable means we can conduct an in-depth interrogation of any element and for any staff member.

How does Proclaim suit your on-going requirements?

Very well - it's a great platform for us to move forward with, and from here make it our own system. We're still learning to make changes to ensure it's in line with our future needs, and the next big step for us is to develop it further. With other case management systems, that can be quite a daunting prospect, but Proclaim is so flexible that it allows us to tweak it as and when we need to, so we aren't using an 'off-the-shelf' version - Proclaim has the ability to work around us, so we don't need to change the way we work.

In the future, we're looking to implement the Compliance module, as that will be a fantastic addition to our system to ensure we're keeping in line with the extensive SRA obligations. Additionally, to further enhance the practice, we're going to start offering Probate services, and once that's established, we'll look to incorporate the Proclaim Probate system. This is another great benefit to being an Eclipse client as we have the freedom to add new areas of law to our service offering, and know we will be fully and seamlessly supported by Proclaim!

Thursday 9 March 2017

Client Case Study: Total Legal Solutions

Total Legal Solutions nears its goal of a paperless service with Proclaim Case Management Software solution 


"We've experienced phenomenal growth over the last year and Proclaim has seamlessly scaled with us. Thanks to the high level of automation built into the system we're now in a position to process larger volumes of cases, and at a much quicker rate."
Simon Wadlow, Business Development Manager, Total Legal Solutions 

Total Legal Solutions offers a nationwide costs and claims service for the Insurance and Legal sectors. Based in Sheffield, the firm provides clients with cost services from bill drafting and negotiations to points of dispute and advocacy. Total Legal Solutions prides itself on its reputation and ability to deliver an entirely bespoke service to each client depending upon their specific requirements.

The challenge 
Since its inception, Total Legal Solutions has experienced a rapid and substantial growth, originally starting with 4 employees and expanding to 13 full time and 24 self-employed in just 18 months. In line with this, the firm needed a system to centralise the way the team worked, and ensure staff could continue to meet client expectations and deadlines.

Additionally, as a number of its clients were already Proclaim users, the team knew it would be extremely beneficial to offer a paperless Proclaim-to-Proclaim file transfer process.

The solution 
After initially looking to work with Eclipse on file transfer functionality only, Total Legal Solutions realised it could receive huge efficiency gains from a fully integrated case management system, whilst keeping the business in line with law firm regulations.

With previous knowledge of Proclaim, the firm knew of its capabilities, as well as the ease in which it could be adapted to fit in with business requirements and the staff's way of working. After an initial discussion, Total Legal Solutions implemented the Proclaim Costs Drafting Case Management system.

The results 
Since implementation, Total Legal Solutions is benefiting from high levels of automation across all aspects of its case handling, eliminating a number of the administrative tasks inherent in bill preparation, including layout, calculation and red line bill production.

As a number of costing firms have different methods of working, it can often be an extremely fragmented process, all the more challenging when on-boarding new staff members from other firms. With Proclaim, Total Legal Solutions now has the confidence to know fee earners can be seamlessly introduced to the system, resulting in a centralised way of working throughout the firm.

Additionally, the in-built history screen for each case means staff benefit from an at-a-glance view of every action taken, in date order, rather than looking through various paper files across desks or filing cabinets. Taking this further, the diary and task list functionality ensures deadlines are never missed and enables any member of staff to schedule an automatic reminder at a given point in the future, either for themselves or another member of the team.

Perhaps most importantly, Proclaim's file transfer functionality has driven Total Legal Solutions closer to its goal of operating as a paperless business. Since implementation it has saved days' worth of painstaking administrative work, and for those clients also operating electronically, it has essentially eliminated the need for DX services as instructions can be received and work commenced within minutes, ultimately serving to greatly reduce turnaround times and increase efficiency.

Simon concludes:

"In the future we're aiming to focus further on our expansion, and move towards a fully electronic service, including the creation of virtual mail rooms - and with Proclaim we have the scope to do this, whilst simultaneously streamlining our core business offering."

Case Study highlights

  • Comprehensive Costs Drafting Case Management system 
  • Seamless Proclaim-to-Proclaim file transfer 
  • High levels of automation 
  • Greatly enhanced turnaround times 

Thursday 2 March 2017

Eclipse further expands its 'new start-up' client portfolio with boutique firm, Progressive Solicitors










New start-up firm, Progressive Solicitors, is implementing the Proclaim Practice Management Software solution from Eclipse Legal Systems, the Law Society's sole endorsed provider.

Based in Manchester, the firm was founded in late 2016 and has quickly established a clear ambition to become a leading firm across the North West. Progressive Solicitors offers services for all types of personal injury claims - from road traffic accidents (RTAs) through to slips, trips and falls - and this, combined with its dedicated team of expert solicitors, is quickly cementing a reputation for excellence.

Progressive Solicitors is implementing an off-the-shelf Proclaim Personal Injury Case Management system, providing all staff with step-by-step procedures to streamline case progression, from instruction through to conclusion. The practice will also benefit from Proclaim's inherent flexibility, allowing staff to tailor the solution around specific areas of personal injury work taken on by the team. Furthermore, the integrated practice management and accounting toolset will form a firm-wide solution for management, enabling instant access to data and operational performance.

Additionally, Proclaim's integration with the MoJ's Claims Portal will significantly enhance the firm's ability to process volume caseloads by providing 2-way access via 'Application-to-Application' (A2A) technology; ensuring staff can manage claims entirely through the Proclaim desktop application.

Jemma Kelleher (pictured), Director of Progressive Solicitors, comments:

"As I have previously worked with Eclipse and Proclaim, I knew when it came to starting my own firm it would be the solution of choice. As a new firm, we have extremely ambitious plans and in order for us to achieve these, we need a software provider that can scale with us as we grow and accomplish our objectives. Eclipse is more than qualified to aid in our development, and its position as the Law Society's endorsed provider cements our confidence in the decision."