Get more from what you have
A structured review of what your current system could do, with a prioritised plan.
Most law firms use around 40% of what their practice management system can do, in our experience, and many are weighing up a costly move. Often the real gaps are in configuration, workflow and training. We find out what your current investment could already deliver, and give you a clear plan to get it.
What it covers
- A review of how each team uses the system today, against what it can do
- Quick wins you can make in weeks, and bigger improvements to plan for
- Configuration, workflows, templates and reporting that are not earning their keep
- An honest answer on whether optimising, extending or replacing is right
When firms ask us
- People say the system "can’t do" things you suspect it can
- You are considering a move and want to know what you would be leaving behind
- Work is still tracked in spreadsheets and email alongside the system
- A new managing partner or COLP wants a clear picture of where things stand
Before you pay to move, find out what you already have
In our experience, most firms use around 40% of what their practice management system can do.
Find
How each team uses the system today, against what it can already do.
The capability you are paying for
Fix
Quick wins in configuration, workflows, templates and reporting, in weeks rather than months.
Less work outside the system
Plan
Bigger improvements in priority order, with an honest view on optimise, extend or replace.
A decision based on evidence
Signs a review is worth it
- Spreadsheets on the sideWork tracked outside the system it was bought to run.
- “It can’t do that”Assumptions nobody has checked with the supplier.
- Thinking of movingYou want to know what you would be leaving behind.
Talk to us
Tell us a little about your firm and what you are trying to achieve. We will tell you honestly whether we can help.
Start a conversation