Maxwell Hodge Solicitors is upgrading its case management capabilities by adopting .
A full service law firm with around 75 people, Maxwell Hodge Solicitors is headquartered in Liverpool and has seven other offices across Merseyside.
The firm has used Solicitors Own Software (SOS) for legal accounting for over ten years and is now looking to roll out SOS Connect for integrated CRM, practice and case management.
This SOS Connect implementation represents the first phase in the firm’s commitment to investing in this technology to further enhance the performance of departments and the business as a whole.
Carol Head, business services director at Maxwell Hodge Solicitors explains:
“Initially, SOS Connect is being adopted in our commercial property team because they have the biggest need. Then we will look to roll SOS Connect out to other areas of the firm – private client, litigation and company commercial. We are scripting workflows to help the team manage their cases in the most consistent way, which is another tool to help us adhere to regulations and deliver the best service to our clients.”
Establishing greater efficiencies around email was a key driver for the project. “We were looking at moving forward with a Microsoft Outlook based system and SOS Connect seemed the obvious choice, a real off the shelf solution that we can tailor to our needs,” says Carol Head.
“We will be able to capture time against emailed work and automatically file emails against cases.”
Impressed with the project management and technical expertise of the SOS team, as well as the ease-of-use of the software, Carol Head continues:
“We will be undertaking a fairly major conversion process but, fortunately, the new system enables us to convert across on a modular basis and therefore the process will cause minimal disruption to the firm. When we do call on them, the SOS project and account managers always come back very quickly with the answer.”
Working with a supplier who knows and understands their business amid the changing legal market was also important to Maxwell Hodge Solicitors. Carol Head concludes:
“We have already been an SOS client for over ten years and in addition, as a firm we prefer to work with suppliers who are not big multinational companies – we feel we get a better level of service with a business like SOS.”
David McNamara, managing director of SOS, said: “Maxwell Hodge Solicitors is a long-standing client that has come to appreciate the added value which SOS Connect can offer.
“We look forward to embarking on the next stage of our working relationship with the firm as it looks to harness new technology for the greater benefit of its staff and clients.”