Friday, 22 July 2016

Client Case Study: Smooth Law

Smooth Law develops bespoke client journey with Eclipse's Proclaim Practice Management Software solution 

Established in July 2015, Smooth Law is a modern progressive law firm providing claimant legal services to a wide range of clients. The firm prides itself on operating as an entirely paperless office, communicating with clients via email, telephone and SMS text messaging for speed and efficiency.

Paul Keelan (pictured), Senior Proclaim Developer at Smooth Law, has worked with Eclipse's Proclaim legal software since 2003 at a variety of firms, and as a result, possesses extensive knowledge of the system. Most recently, Paul has worked with Eclipse to efficiently implement the Proclaim Practice Management software at Smooth Law and now works as practice's primary Proclaim developer.

Why was Eclipse the chosen supplier for Smooth Law?

The partner here had previously worked at a large Liverpool firm which utilised Proclaim heavily so from first-hand experience, it was the solution of choice. As a smaller firm, but with ambitious plans, it's great that Proclaim is not just exclusive to large firms - whether it's a 100+ fee earner practice, or a sole practitioner, Proclaim remains the same and is always just as simple-to-use.

Additionally, the Law Society Endorsement was a factor in our decision. Although Eclipse and its Proclaim solution were already known to us - and we were certain it was the software suited to us - the endorsement announcement just cemented our confidence in the decision. It meant that, to us, Eclipse was continuing to move forward and although it had already conquered the legal sector market, it wasn't resting on its laurels.

Furthermore, the complete flexibility of Proclaim means we can develop the solution entirely in-house, without the need to bring in external IT consultants - I personally have yet to be in a position to say "we can't do that."

Smooth Law originally implemented Eclipse's out-of-the-box Personal Injury system - how has this been configured to fit in with business requirements? 

We did initially take an off-the-shelf Personal Injury solution as that's the area of law we predominantly practice. However, we've recently created our own case type for Holiday Sickness claims, which is an entirely bespoke solution to Smooth Law, and designed completely in-house using the Personal Injury workflow as a platform.

The sheer flexibility of Proclaim means we have the ability to do this. It gives us the boldness to expand and the confidence to know it's a possibility - we now have over 1000 live claims in the system.

How was the transition to the latest iteration of Proclaim (v3.3.1)?

it was very easy. Although we have a small database, there are still a wide range of issues that can occur when upgrading software but this wasn't a problem with Eclipse, it was extremely simple.

I've done a number of migrations throughout my time working with Proclaim and have never had a problem. In my experience, this is down to two things:

  1. Good internal planning 
  2. Excellent communication 

As part of this second point, Eclipse's Transition Support team is brilliant, as are all the staff and I've found everyone is always happy to help and go that extra mile if needed.

How are you benefiting from Proclaim's new 'Option Images' feature?

This is an absolutely fantastic feature!

One of the main benefits is the ability we now have to develop our client journey. We have two stages of a claim - portal and non-portal - and using Option Images we've been able to create an entirely bespoke yet simple case status feature within FileView (Eclipse's online case tracking tool).

Depending on the stage of the claim, the client's view will differ and due to Proclaim's inherent flexibility, we've been able to build in high-level automation so the stages are instantly updated to correspond with actions taken by our fee earners.

This is an excellent feature for our clients that like instant access to updated information and an at-a-glance view of their case. It's also proven vital for those instances we experience a language barrier - the stages are now displayed in simple images and enable clients to see case changes as and when they need to.

Perhaps best of all, and as with a variety of aspects to our Proclaim solution, this was developed entirely in-house. No additional training was required, nor was support from Eclipse - it was all designed purely using the latest release notes, which supplied a user-friendly, step-by-step guide.

How have Eclipse's additional tools, SecureDocs, FileView and TouchPoint enhanced your service offering?

We've used SecureDocs from day one. The online delivery and acceptance tool has proven vital in enhancing our client on-boarding process as it's now all done with the click of a button. We often receive an initial enquiry in the morning, and by lunch time, they're a client. There is no doubt this is a result of the automation and quick turnaround times supplied by SecureDocs.

Furthermore, we pride ourselves on our ability to operate as an entirely paperless office and offer a wholly transparent service - this simply couldn't be achieved without SecureDocs. It provides peace of mind for our clients by providing a completely secure service to access and action important documents, whilst also resulting in speedier case progression and an enhanced service offering.

With regards to FileView, and as previously mentioned, using this tool we've been able to provide clients with an easy snapshot of their cases. Taking this further, we're using the online case tracking feature to send details of, for example, medical appointments to clients, as well as allow them to upload images of receipts and expenses such as taxi fares. Before FileView this would have involved photocopies or originals being sent to us via post, and in turn, would delay the claims process. With FileView, everything is effortlessly uploaded via smartphone or tablet, ensuring an innovative, instantaneous and device-operated option.

Similarly, we've taken advantage of Eclipse's TouchPoint tool and are going live with it this week (at the time of writing) to further enhance our service and provide clients with a complete self-service experience. As part of this, we've linked it with FileView and SecureDocs for a centralised solution so clients can access everything associated with their case, from correspondence to file status. To use my previous example, once a client has received details of their medical appointment, they can log in to their customised TouchPoint portal and find directions to the appointment through the Google Maps tile.

Essentially, the additional toolsets provide modernised and future-proof approaches to keeping in contact with clients and ensuring we are supplying them with the most relevant and up-to-date information - all with minimal input from our staff. In turn, this means we can concentrate on increasing our case volumes but with the added reassurance our current clients remain informed.

Overall, how well does Proclaim suit your on-going requirements? 

Without a doubt Proclaim suits us down to the ground.

We have ambitious plans for our firm and as part of this we will be looking to develop other avenues of work. With Proclaim ,we no longer need to delay these plans due to software limitations - we can simply design our own case type as and when we need to, to suit our way of working and our future service offering.

With Proclaim the possibilities are endless and in my opinion, its sheer flexibility means the only restriction is imagination!

Thursday, 14 July 2016

Eclipse's Proclaim Case Management Software solution proves crucial to client relationships at Williams & Co

Eclipse Legal Systems, the sole Law Society Endorsed legal software provider, has been chosen by established firm, Williams & Co, to implement its Proclaim Case Management Software solution.

Established in 1997, Williams & Co is a reputable, local practice operating across West Yorkshire. With an aim to provide a more hands on, personal service, the firm believes in building strong client relationships and guarantees competitive fees and a single point of contact for each client.

Eclipse will implement its out-of-the-box Proclaim Case Management Software solution at Williams & Co, providing fee earners with a streamlined client inception process and a powerful centralised database, enabling the firm to maximise its matter management efficiencies.

In a drive to further enhance client service, Williams & Co will benefit from Proclaim's inbuilt integration with Outlook, ensuring all correspondence is recorded and allocated to the correct client matter. Furthermore, Proclaim will enable staff to find and extract information with ease, whilst its diary and task management facility will link to case activities to provide fee earners with automated reminders, ensuring important events and dates are not overlooked.

Jeremy Garside (pictured), Partner at Williams & Co, comments:

"Having used Proclaim at my previous firm, I knew of its capabilities in enhancing and standardising matter management. For Williams & Co to continue building strong client relationships, we needed a robust legal software solution that could automate our administrative tasks and in turn, enable us to focus solely on our clients - Proclaim will be crucial to this."

Monday, 11 July 2016

Proclaim in Canada - Litwiniuk and Company implements Eclipse's Proclaim Practice Management Software solution








Eclipse Legal Systems, the sole Law Society Endorsed legal software provider, is implementing its Proclaim Practice Management Software solution at Canadian law firm, Litwiniuk and Company.

Founded in 1976, Litwiniuk and Company is a family-run practice that adheres to a simple set of principles - service, trust and hard work. Since its inception, the firm has predominantly focused on Personal Injury law, enabling its lawyers to develop a vast amount of experience and finely honed negotiation skills.

Eclipse's Proclaim Practice Management Software came highly recommended to Litwiniuk and Company via previous Proclaim users, who now work for the firm. The 6-figure deal will see Eclipse conduct a full data migration from the firm's incumbent system, and implement an out-of-the-box Personal Injury Case Management Software solution practice-wide. Staff will benefit from streamlined and automated processes, with a clear and user-friendly interface that will eliminate duplicate data entry and ultimately enable them to focus purely on client service.

The Proclaim practice management and accounting toolset will provide a fully integrated system, providing senior management with a robust reporting facility and access to live financial data and operational performance.

Additionally, in a drive to further enhance the firm's service offering, Eclipse's self-service client portal, TouchPoint, will be implemented to provide a transparent and flexible interactive service, whilst FileView will enable staff to securely display important case information to its clients via the firm's website.

Fredric J.R. Litwiniuk (pictured), Director of Business Development and Marketing at Litwiniuk and Company, comments:

"We'd heard of Proclaim through word of mouth, and after extensive research, we realised Eclipse was the only legal software provider on the market that could provide us with the centralised and integrated practice management solution that we required.

"After a thorough demonstration of Proclaim and its core functionality, we saw the system as a breath of fresh air in comparison to our previous solution. The simple user interface and the vast opportunities for automation mean we can greatly enhance our productivity firm-wide, meeting our clients' needs with exceptional skill and efficiency."

Wednesday, 29 June 2016

Eclipse's Proclaim Case Management Software solution enhances client service at Three Graces Legal

Eclipse Legal Systems, the Law Society's sole endorsed legal software provider, is implementing its Proclaim Case Management Software solution at Liverpool-based law firm, Three Graces Legal.

The new start-up, established in November 2015, offers a wealth of experience in working for organisations of all sizes, as well as providing legal services for individuals. As part of a fast-developing sector, Three Graces Legal prides itself on its ability to continuously improve its building processes, and provide clients with an exceptional standard of service, taking into account the individual needs and circumstances of each.

Eclipse is implementing its out-of-the-box Employment and Personal Injury Case Management systems at the firm, providing all staff with step-by-step procedures to streamline case progression. Due to Proclaim's ability to improve speed and efficiency through high levels of automation, Three Graces Legal will be able to enhance the quality of client service, whilst greatly improving the bottom line.

Furthermore, Proclaim will enable the firm to increase its productivity and cope with an expanding volume of cases, by providing fee earners with all the necessary documents - produced at the click of a button - eliminating the need for duplicate data entry and saving hours of administration time.

Aaron Pearson (pictured), Director at Three Graces Legal, comments:

"We needed our core technology to be as efficient as possible, which is why we chose Eclipse's Proclaim Case Management solution. Essentially, it will streamline a huge number of our administrative tasks and allow us to build upon our already established reputation of excellence. Eclipse is more than qualified to scale with us as we grow and develop, and its position as the Law Society's sole endorsed provider only cements our confidence in the decision."

Wednesday, 22 June 2016

Client Case Study: Chadwick Lawrence

Proclaim Practice Management Software solution delivers above and beyond expectations at Chadwick Lawrence 







"Essentially, our primary goal was to have a system that could expand with us, as well as provide the necessary tools to maintain our stellar reputation. Eclipse and its Proclaim solution has delivered above and beyond, providing us with unrivalled intelligence, detailed reporting and most importantly, a consistent solution with room to grow."
Dan Bell, Head of IT at Chadwick Lawrence 

Chadwick Lawrence operates from 7 offices across the West Yorkshire region and is now listed as one of the twenty largest firms in Yorkshire and Humberside. Offering a range of legal services, from Conveyancing and Family law through to Employment law and Personal Injury, the firm is proud to offer an exceptionally high level of service, combined with first-rate legal advice.

The challenge
Chadwick Lawrence was using an extremely prescriptive software solution that simply didn't offer the facilities the firm required to develop the system without involving substantial costs. Based on this, an upgrade was imperative and the search began for an extremely configurable, yet robust software solution.

The solution
The Proclaim Practice Management Software solution was implemented in a phased departmental roll-out, initially within the Personal Injury department, quickly followed by the Conveyancing department.

Additionally, in order to effectively manage the large volume of referral enquiries received, Chadwick Lawrence opted for Eclipse's Lead Management toolset, enabling staff to record, store and verify all pre-client work until accepted or rejected.

The results
Since implementation, Chadwick Lawrence has been able to demonstrate the configurability of Proclaim to some of its less standardised teams, resulting in ambitious plans to roll the software out to other areas of the business over the coming months.

To drive business performance, the integrated KPI toolset has proven vital to senior staff, who now have a clear visibility of performance - whether that's staff or company - at the click of a button. Taking this further, statistics can be drilled down into, from specific fee earner KPIs, to team KPIs, or for all staff across the practice, proving essential for efficiently planning and managing workloads.

Case Study highlights

  • Staged roll-out of the Proclaim Practice Management Software solution
  • Effective management of new enquiries 
  • Driving business performance with KPI toolset 
  • Detailed cross-departmental reporting 

Thursday, 16 June 2016

Mansfield and Chaston offers a seamless client journey with Eclipse's Proclaim Practice Management Software solution


Eclipse Legal Systems has today announced the implementation of its Law Society Endorsed Proclaim Practice Management Software solution at Kent-based law firm, Mansfield and Chaston.

The practice provides a personal and affordable service, offering legal assistance across a range of areas, from Personal Injury to Probate and Commercial law. The firm understands the costs involved in the legal services and therefore strives to keep its overheads low by offering a fixed fee service to maximise accessibility for clients.

Eclipse has implemented its ready-to-go Personal Injury Proclaim software within Mansfield and Chaston's core integrated Proclaim Practice Management solution, serving to improve efficiency and transparency whilst providing staff with a range of tools to enhance the overall client journey. Furthermore, the integrated practice management and accounting toolset will form an entirely centralised desktop application and provide firm-wide financial management.

In addition, Mansfield and Chaston will take advantage of Proclaim's A2A (Application-to-Application) functionality to process RTA (Road Traffic Accident) and EL/PL (Employer Liability/Public Liability) claims seamlessly through the Government's Portal system without having to leave Proclaim.

John Duncombe, Director at Mansfield and Chaston, comments:

"Client care is our highest priority so our core Practice Management system needed to be as efficient as possible to enable us to maximise our potential. It was clear to us that Eclipse offered the best solution in the legal software market and utilising Proclaim will enable us to provide a seamless client journey and build upon our existing reputation of excellence."

Friday, 10 June 2016

How to build profitable client relationships using the Proclaim legal software solution

See how the Proclaim legal software solution enables a smooth client journey - making for lasting and profitable relationships.




Featured in this video: 
  • Joanna Kingston Davies
    Jackson Canter Group (former CEO of Lees Solicitors, now part of the Jackson Canter Group)
  • Idris Mir
    Mir Solicitors 
  • Michael Jefferies
    Jefferies Solicitors 
  • Sally Clark and Laura Clapton
    Consilia Legal 
Proclaim is the only Case and Practice Management Software solution endorsed by the Law Society.