Julie Albury

You have a case management system in place, right? But how do you enforce compliance with your firm’s protocols or flag any potential areas of non-compliance? By creating a workflow…
Public Indemnity Insurance – an example of enforcing compliance
For instance, it may be that your Public Indemnity insurance dictates that the maximum value of a transaction should not exceed a set amount. If a transaction – or series of transactions combined – will exceed that amount, your firm’s lawyers should escalate that to […]

Custom workflow paves the way for ISO quality certification…
Advances in technology are driving both expectations and concerns. Law firms are under considerable pressure from their clients – and the government – to protect confidential information. Regulations to protect both consumers and businesses from, for example, money laundering and data breaches, mean that law firms need to comply and to be able to demonstrate that compliance. Failure to do so can result in hefty fines and the necessity to disclose such breaches […]

Whether you’re looking for a case management solution right now or acquired one many years ago, you’ll want it to support your own business processes. When it does, the benefits to your management team and lawyers alike are mind-blowing.
But case management systems out-of-the-box are a vanilla offering; it’s the workflows that supercharge them. To empower your firm – and each department within it – to work in the way that is most efficient, most customer-focused and most profitable, you’ll need […]