pdt solicitors adopts Lexis Visualfiles for compliance and business analytics capabilities

LexisNexis200West Sussex-based commercial law practice, pdt solicitors, has chosen Lexis Visualfiles as its next generation legal workflow and case management system from LexisNexis Enterprise Solutions, the providers of technology solutions to law firms.

Visualfiles will help drive further efficiency improvements and enhance management reporting through the business analytics capabilities the system offers. This will enable pdt solicitors to develop specific and advanced anti-money laundering processes within their solution to strengthen regulatory compliance.

pdt is an existing user of SolCase, the original version of the software on the Visualfiles platform. Having considered alternative case management solutions, the firm chose to move to Visualfiles, which provides a modern user interface, close integration with Microsoft applications and a powerful development capability that allows the rapid introduction of uniquely tailored business solutions. All this is built around a highly flexible entity structure to support customer-focused applications.

“Visualfiles is a proven solution, and post evaluation it was clear that it would be the ideal pathway,” explained Dawn Shadwell, Partner at pdt solicitors. “Of course it offers all the contemporary functionality we require, but coupled with advanced business analytics capabilities, it’s a strong proposition for both operational and management purposes.

“With increasingly complex regulations, the idea of developing our own, unique application for anti-money laundering regulatory compliance within the Visualfiles platform is very attractive to us.  The software development proficiency that the solution offers will allow us to improve our internal processes across the business too. It makes business sense for us to migrate to the latest version of Visualfiles.”

“Today, visibility of real-time business metrics is critical for law firms to successfully compete in the market, and pdt solicitors recognises this,” said Nigel Williams, Visualfiles Product Manager at LexisNexis Enterprise Solutions.

“In the latest version of Visualfiles, our business analytics capability comes pre-installed with security safeguards already in place, and there is no requirement for coding or configuration. pdt solicitors will find this functionality extremely valuable.

“In fact, with instant access to business information rapidly growing in importance for customers across the board, analytics is a key component in our evolving strategy for the Visualfiles platform.”

Lexis Visualfiles is the most widely used legal workflow and case management system in the UK, with 30,000 registered users in firms ranging from five to over 1,000 employees.

It is a proven, flexible and powerful entity-based system that allows firms to control their business processes. The solution’s unique rapid application development capabilities empower organisations to customise the system to easily and quickly accommodate new market developments and changing business requirements.

New functionality is continuously being built in Visualfiles to support user experience, management reporting, rapid application development and system integration, including with LexisOne, an enterprise-grade business management system powered by Microsoft Dynamics® AX.


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