Award-winner Toller Beattie goes live with online client services from SOS


McNamara: firms need to innovate to survive

Devon law firm Toller Beattie LLP this week launched anytime client online access to their files after fully implementing SOS Connect from Legal Futures Associate .

The customisation of Connect to meet individual fee-earners’ requirements greatly assisted buy-in for the new system, which together with the significant strides towards a paperless office and a highly streamlined operation contributed to Toller Beattie picking up the Federation of Small Businesses’ awards for best use of IT and overall Devon county winner last month.

SOS Connect replaced the firm’s mainly manual case management last year and was chosen to give Toller Beattie a level of control and flexibility to customise workflows and case management as well as provide scope for expansion. Following a successful phase one trial  for residential conveyancing and commercial, the system now additionally handles personal injury, litigation, family, employment, planning and criminal caseloads. As a long-term user of SOS for accounting, Toller Beattie now has a fully integrated case and practice management solution.

Partner Mark Roome said he was pleased with the progress that has been made: “The goal, which has been achieved, was to be in a position where fee-earners can state how they want to use the system and we can respond using the workflow and scripting tools in SOS to meet their exact needs. We are very happy with the results and now see the potential for bigger and better things in the future.”

The system has also allowed fee-earners to work remotely. All documents are tagged and scanned. Everything, including e-mail correspondence is tied to a case and is instantly accessible, which permits fee-earners to work as normal from any location. “The natural follow-on is to open up our systems and extend similar transparency to clients,” said Mr Roome.

Innovation was a critical component of success in the recent awards and mentioned as a tangible benefit. Mr Roome said: “The way that staff have embraced and utilised IT, our streamlined operations, paper reduction, online client services and overall business innovation were achieved in large part due to SOS Connect and have helped us deliver a truly competitively differentiated service.”

David McNamara, managing director of SOS said: “The need to innovate is paramount if firms are to survive and prosper in the post Legal Services Act landscape and Toller Beattie is an excellent example of how SOS Connect can be a catalyst for modernisation and improving business services both internally and externally.”




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