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Our Problem
Prior to installing the Legal Evolve™ System we had several difficulties with our own data base system which, we generated ourselves on Microsoft Word outgoing mail only basis. We had no facility to properly manage documents, including incoming and outgoing mail, emails and indeed faxes. This caused difficulty on file management and particularly caused a time consuming effort of finding “the hard file”. There were further difficulties in managing precedents and also the time consuming task of re-generation of existing precedents. Furthermore there was no scanning of incoming mail.
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Fact File
About: Property Sales & Purchases, Re-Mortgaging & Leases, Accident & Personal Injury Claims, Employment & Company Law, Wills & Probate, Family law, Court Appearances.
Location: The Mill House, St Patrick's Terrace, Douglas Cork
Website: www.corkcitysolicitors.com
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Why Legal Evolve
Having examined the Documatics system and several other case management systems we chose Documatics primarily due to the simplicity in the operation and the display of the home screen. Furthermore it had the look and feel of our existing Outlook, Word and Excel, and was therefore extremely easy to follow. It also had the ability to tie in client diary, phone log, scanning and where appropriate digital dictation. Furthermore we were very impressed with the ability to generate documentation from the existing database and at a later date following installation the Workflow system had the ability to be tailored to our requirements.
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Implementation
The installation and training was done professionally and at times convenient to this office and its staff. Whilst initially the system takes getting used to it was quickly adapted by all Solicitors and support staff. The ongoing training is particularly comprehensive and we see the system as one which develops with our own needs, and indeed it has been amended to adopt certain changes which we required.
Ease of Use
The staff of this office adapted quickly to the new software due to, as previously stated, the clear display and document control/management systems. This display and document generation coupled with the training allowed all staff members at whatever level to adapt quickly to the system.
Strong Support
We were most impressed with the support team at Documatics and in particular the ability to resolve issues once contacted in a timely manner, very often within the space of a few hours, and always on the same day. Continuing support and updates of the system are an inherent part of Documatics customer support culture.
What Leval Evolve means to Us
From a personal perspective I find the ability to manage in particular my emails to each file both incoming and outgoing together with the incoming mail scanning system very useful. The case management reports are particularly beneficial regarding billing a client. Furthermore the ability to have all the information on screen without recourse to the file is something any Solicitor in whatever area of practice will completely appreciate.
We are a general practice comprising of two Solicitors and four Legal Executives and deal with all areas of law to include in particular commercial law, conveyance, probate, family law and general litigation.
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