Efficiency boost for private client sector as Proclaim integrates with Arken.legal (UK) Ltd

Eclipse Legal Systems, a Law Society partner, has announced integration with Arken.legal’s intuitive, comprehensive document generation solution – Arken Professional.

The integration enables a seamless connection between Proclaim, the Case Management Solution from Eclipse, and Arken Professional – eliminating the need to re-key any data. Information is transferred between the two systems immediately, significantly reducing drafting time, creating greater consistency across documents. Once completed in Arken Professional, the Will and associated documentation (including Lasting Powers of Attorney, General Powers of Attorney, Advance Decisions and Expression of Wishes) are automatically stored into the relevant case history within Proclaim.

The easy-to-use Proclaim interface and secure connection with Arken Professional enables greater fee earner productivity, resulting in faster turnaround and reduced risk across practices.

Award-winning Arken.legal has been leading the way in technology with innovative software for the estate planning industry since 1992. Built by lawyers and developed by technology experts, over 6 million Wills have been drafted using its pioneering software.

Mick Thompson, Technical Director of Eclipse, comments:

“The ability for fee earners to pass client information quickly and securely into Arken.legal’s Will writing software without having to re-key data for a second time will be a huge time saver for law firms. This swift, efficient service is bound to delight clients of law firms using this integration – helping to differentiate from the competition further.”

Dave Newick, Managing Director of Arken.legal, comments:

“This integration is a game changer for anyone in the private client sector who is looking for ways to increase profitability through finding efficiencies. Rebuilding business after COVID-19 is a strong focus for our users right now. Our API integrations allow the busy professional to eliminate the time sink that is re-keying data – letting them focus on crucial areas such as building revenues and client retention. Our partnership with Eclipse – another industry leader – has come at an important time. Lockdown forced professionals to embrace digitisation like never before – from the remote running of their business to delivering services and liaising with clients and colleagues. Many people are entering into their new normal with a stronger trust and appreciation of technology, which we plan to strongly support in our march towards future-proofing the sector. We’re excited to see the immediate benefits this will have for our users.”

Incredible insights with Proclaim BI – Know Your Data

Jack works for a relatively large law firm in Manchester. As a Team Leader, it’s his job to ensure each fee earner in the conveyancing department is working productively, in order to guarantee a high level of efficiency within his team.

It’s important that Jack is always able to see exactly how much work each member of his team has been assigned at any time. Where there are gaps in an individual’s schedule, he can allocate new business that firm has agreed to take on.

As the legal world is quite fast-moving, this can be difficult. But Jack uses Proclaim, and benefits from Proclaim BI – the new business intelligence dashboard that provides vast amounts of insight into key business information including fee earner productivity and the case work they have been doing.

This gives Jack an overview of how the team is performing in terms of efficiency. But in addition to that, it provides key insights into potential issues that could be preventing the team from maximising revenue.

For example, one of Jack’s team – Gary – has taken on lots of different conveyancing cases in the last month, but he hasn’t billed as much as you might expect. Jack looked into the data, and saw that most of these cases hadn’t actually progressed past the searches stage.

This identified a big problem for the team – its search provider was too slow and acting as a bottleneck for conveyancing cases. Jack decided to implement a new search provider, cases were able to move along much quicker, and the number of billings increased.

All because Jack was able to establish what the problem was through knowing his data.

Sophie is a fee earner who works in Jack’s team at a Manchester law firm. She works on conveyancing cases for a variety of different clients, helping people purchase or sell a property. Sophie, as well as the other fee earners, have a target for the number of billings they need to complete every month.

The end of the month is fast approaching, and Sophie is still a little way behind her target. Not too far, but she needs to work hard over the next week or so to get a couple of cases over the line and ensure her goals are met.

One thing she can do is utilise Proclaim BI to analyse the data behind her cases, and the work she has done so far this month.

Sophie does this, and specifically drills down into the details to see which cases of hers are closest to being completed, and which don’t really have a chance of closing before the end of the month. By knowing her data, Sophie knows which cases to prioritise.

She can also see the potential value of each case, and again is able to prioritise those that will help her achieve her targets for that month. Without this information, it would prove much more difficult to generate maximum revenue for her firm.