Compensation specialist selects Proclaim Practice Management Software solution to enhance personalised client service


Eclipse200Jefferies Solicitors has been providing personal injury legal services for over two decades. The firm deals with a wide range of compensation claims for accidents and personal injury throughout the UK. Operating from Altrincham and Hanley, Jefferies Solicitors provide legal advice with a strong emphasis on a friendly and approachable service to clients.

Jefferies was looking for a Practice Management Software solution that would regulate working practises across the firm, whilst allowing fee earners to continue providing a personalised service to clients.

After an intensive selection process, a Proclaim Practice Management Software solution was chosen. Proclaim provides all fee earners with full access to live cases – regardless of locations – and seamlessly stores all details of clients and their claims, simplifying the retrieval process.

Additionally, Jefferies also opted for Eclipse’s CaseViewer tool, allowing staff to export entire cases into non-Proclaim environments (e.g. a Microsoft tablet), and interrogate the history, from simple searching to filtering data based on tailored rules, without affecting the case in the main Proclaim system – extremely useful when in court.

Since implementing Proclaim, Jefferies has been able to operate as a paperless office. Every document is now scanned into the system and automatically stored in the relevant case history, minimising paper usage, whilst providing fee earners with a complete picture of cases.

In the future, the practice is planning to implement Eclipse’s TouchPoint system to take client service to the next level. TouchPoint will provide Jefferies’ clients with a completely personal ‘self-service’ experience and total transparency, giving them the ability to check on their case at any point and from anywhere – providing them with a greater understanding of the entire process.

“Overall, as a well-established law firm, we continually develop our services to meet the needs of the dynamic personal injury sector. Proclaim is a fantastic solution for us as it’s completely flexible, therefore ensuring that we are providing the most efficient and tailored service for our clients.” – Michael Jefferies, managing director of Jefferies Solicitors

 

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