International firm utilises Proclaim Case Management Software for in-house legal services

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20 October 2015


Eclipse200Principal Global Investors is the institutional asset-management arm of the Principal Financial Group.

The in-house legal team covers a wide range of law including asset management, employment and corporate. The team also act as the company secretarial department and look after a number of boards.

Principal Global Investors was looking for a system that would centralise all information into one desktop application and provide easy to use workflows in order to streamline procedures and make efficient use of the legal team’s time.

A Proclaim Case Management Solution was implemented and is utilised across the department. Proclaim allows the legal team to open and commence work on cases as soon as instructions are received and allows staff to best manage the way in which cases are progressed, exceeding expectations in terms of efficiency.

Proclaim ensures the legal team is constantly connected. The system collates every piece of client information, which for stakeholders, means progress updates can be accurately provided by any member of the department. Data is sufficiently organised so every action taken can be seen and is available for recall within seconds, providing a seamless and efficient service.

Proclaim has enabled the legal team to provide stakeholders with more information, at a quicker rate and in a suitable format. Building the system in line with the organisation’s preferred way of working, means the team has been able to modify the way information is conveyed, whilst retaining the flexibility to make fast, reliable changes to workflows.

Additionally, Proclaim’s Task Server has proved invaluable in maintaining Principal Global Investor’s service. The Task Server automates regular tasks and now carries out administrative and time-consuming chores, whilst ensuring actions are never overlooked.

Overall, Proclaim has become an integral part of our business, enabling us to provide a seamless service to our stakeholders. Eclipse’s efficient approach to our needs and ability to provide a flexible and extremely robust solution convinced us that Proclaim is the definitive solution for legal services.”
Ruth Clapton, head of legal at Principal Global Investors



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