Project management services

– Implementation management

Our complete implementation service encompasses installation, configuration, data validation and sign off, workflow set up, precedent creation, end user training, project management, legal accounts training, follow up training, upgrades and ongoing system administration. We’re LEAP Legal Software Certified Consultants, QuickBooks Elite ProAdvisors and Gold Xero Partners, as well as having worked with myriad other legal practice management solutions, for peace of mind your project’s in safe hands.

– Change management

Change management is a vital component of successfully implementing new systems or processes. Routine tasks will change and with that comes an inevitable learning curve. Human beings are hard-wired to resist change. Changing takes conscious effort to learn something new, so communication is essential when presenting change and its benefits. In change management capacity, we guide, educate, encourage and support your organisation through the period of transition.

– Business process improvement

We evaluate existing business processes and consider the end goal. We take a holistic view of your organisation, and the desired outcomes in order to redesign workflows and create further efficiencies across your core business functions with specific value targets in mind, such as increasing customer satisfaction or reducing costs. Whilst we are trained in the various methodologies, our single most-used methodology is that of listening, understanding and applying practical well-organised solutions.

– General project management and project rescue

By acting as your project manager, we can plan, launch and control the activities undertaken by your designated project team thereby reaching pre-defined goals. We understand the challenge of balancing working on the business and working in the business. With our direction and support, you can benefit from objective advice, learn how to tackle all manner of practice management matters, assume best standards and improve performance. For live projects not going to plan, we quickly resolve issues and get things back on track.

Legal accounting consultancy services

– Financial health check

Our financial health check service involves working capital analysis including billing procedures review, balance sheet reconciliation, SRA Accounts Rules inspection, bank reconciliation checks in both your office and client accounts, client account scrutiny of residual balances, miscellaneous funds check and overdrawn balances, income and expenditure study, documentation and record-keeping investigation.

– Accounts rescue

From time to time, there may be a need for additional resources and expertise within your law firm’s accounting and billing departments for problem resolution. This might be a complex reconciliation issue, project rescue, temporary cover, pre-migration exercise or post-migration support. Our qualified legal finance professionals are available to provide expert assistance just when you need it the most.

– Legal accounting best practice and cashier mentoring

Law firms are governed by complicated legal accounting rules. Compliance is mandatory and non-compliance can lead to serious repercussions including investigation, penalties and, even, closure. We work with your cashiering and leadership teams to ensure sound bookkeeping processes, optimum use of legal accounts technology, assured regulatory compliance, accurate financial reporting and easy interactions with accountants.

Training services

– Legal accounts, case and document management training

Have you selected new software to streamline all your business processes? Not everyone is going to use the software in the same way. Teams access different interfaces or use the software to serve separate functions. Training can make or break an implementation. It’s not just a thing that happens; it requires careful planning to maximise the return on your investment. A robust and well-considered training plan is essential to get end users to engage with new processes.

– Super user training

One of the keys to the success of your software is how well your staff use it. Over time, your practice staff’s expertise in software can gradually weaken. With super user training, we can create a bank of expert users to act as technology champions to new and infrequent users, thereby giving a consistently high level of software knowledge across your law firm.

– Automation of processes including templates and workflow design and training

If your case management software has workflow capabilities, it’s a useful guiding support for superior case handling and progression by your client-facing teams, with triggers activating reliably so that stuff happens when it’s supposed to happen. By mapping your workflow from the word ‘go’ with templates built in, your software will perfectly mirror how your firm works as well as introduce standardisation and uniformity to everything you do.

– Data entry and migration

Our well tried-and-tested processes for data entry into new legal accounts software and migration of data from incumbent systems have resulted in countless successful implementation and transition projects within more than a thousand law firms, ranging from solo practitioners to 150-people businesses. As such, we’re ideally placed to protect your valuable data assets while simultaneously tidying up your database so that it works harder for you – following data protection law, adhering to budgets and achieving deadlines throughout.

– Microsoft Office training

Partnering closely with Integrated Office Solutions, we customise your Microsoft environment and train on best usage both across the Microsoft Office suite and within your integrated practice management software. Microsoft is a prime example of universally implemented technology that’s under-appreciated and under-utilised by the majority. That’s why we’re helping law firms to realise the full potential of Word, PowerPoint, Excel and Outlook for major efficiency and productivity improvements.

– Getting the most from remote meetings

Remote meetings and training sessions are often more time and cost effective for busy legal professionals in busy law firms. Driven by Covid, we’ve moved from face-to-face to mostly online delivery, simultaneously becoming more sustainable and passing cost savings onto you – our clients.