Protean Case Management
An innovative web solution for Solicitors and Legal practices.
only
£75 per month
Traditional PC Server based legal applications charge "per seat", you pay an annual licence for each user of the system.
This annual licence will generally cost hundreds of pounds per user, per year, to setup and maintain the application (in some cases thousands).
Unlimited users and no start-up costs
Protean Legal is charged per month, not the number of users.
What's included for the monthly charge:
- A professionally designed and hosted website for your business.
- Case management web application.
- Unlimited number of users and instructions, with no extra charges.
- External and internal access to the application i.e. The Public, Estate agents, third parties, etc (You control access to your site through security levels and user roles).
- A web based front end to your business provides a host of extra administrative, management and marketing benefits (See features and benefits).
Concept
Protean Legal is a unique Web based solution for the administration and management of cases within solicitor’s practices and law firms.
Key features such as online quotations, document processing, web case tracking and management reporting can enhance your business performance and increase client satisfaction.
Low Startup Cost, Highly Configurable
Protean Legal is extremely cost effective for smaller firms, you only pay a monthly fee, giving access to functionality previously only available in higher end applications.
The rich feature set within Protean Legal also offers a well specified solution for medium and large scale practices, where sophisticated management reporting, individual customisation and event/audit trails become prime concerns.
Enable Business Processes
Using advanced internet technologies, Protean Legal allows your business to:
- Capture client requirements from an online instruction wizard pre-configured for activities such as Conveyance, Will & Probate, Transfer of Equity and Home Information packs.
- Document processing is a core part of the solution allowing mail merge and editing of your business forms and letters online.
- The secure SQL database stores all your case information and provides the core engine to rich Management reporting and charting tools.
- User roles and Account Sign In provide security which you can fine tune to your requirements.
- Case Tracking allows clients to keep up to date with their instruction progress online, freeing internal staff and fee earners from lengthy phone calls.
- Case Events and messaging streamline processes within the business.
Features
Rich in features, Simple to operate
Protean Legal incorporates unique features designed to make managing your instructions a simple yet comprehensive experience.
Web Instruction Wizard
Client instructions are captured via a highly configurable wizard.
The wizard uses simple steps, allowing both clients and internal staff to do the following:
- Input Requirement - ie. Buying, Selling, Transfer of Equity, Will
- Display your Quotation - calculated using your unique fee scales
- Input Details - ie. Client name, email, property, mortgage
- Print Documents - ie. Quotation, Cover letter, Business Terms
Word Processing and Mailmerge
Our unique, fully integrated word processing engine has the look, feel and features you have come to expect from mainstream desktop word processors. Create mailmerge documents using any of the database fields contained within the application. Edit your documents using familiar functions such as formatting, printing, table creation and cut/paste operations.
Web Case Tracking
Individual clients, internal staff and other organisations can check/update case progress online, at any time day or night. With secure account Sign in, only authenticated users have access to the case information and then only the specific matters which are assigned to them.
Significant time savings can accrue and client satisfaction increased, leaving staff/fee earners free from lengthy phone calls and able to focus on other tasks within the firm. You decide the type of events which will be stored on each case, i.e. Progress updates, appointments, notes and messages. Notes and messages are stored in a rich text format, using our integrated word processor and can be created at both matter and case levels.
Management Reporting
Sophisticated reporting and charts are built into the application allowing you to produce professional management output.
Pre built reports are available in list and summary formats and custom reports can be built to your requirements. Advanced charting gives a snapshot of business performance and charts can also be built into reports.
Comprehensive criteria selection allows users to "drill down" to specific information within your database, whether it be date, case type, client or fee related.
Benefits
Tangible benefits to enhance your performance
The features within Protean Legal produce tangible business benefits which can reduce the time to process instructions, increase client satisfaction, enable access to your systems and reduce maintenance/installation overheads.
Access Anywhere
Protean Legal can be accessed anywhere that you have internet access. View management reports and check on your business performance while away on business, at home or on holiday. With your account details and internet access, your system is always available.
Reduced Staff Overhead
Several aspects of Protean Legal significantly ease the staff burden:
- Online client instructions reduces input overhead.
- Documents and Mail merge streamlines the paper trail (eg. Terms of Business).
- Case tracking and Messaging reduces valuable time spent on phone calls.
- Management reports provide quick and comprehensive business analysis.
Minimal Computer Requirements
Because Protean Legal is web based, all processing is done at the Server side. Hardware requirements for using Protean Legal are simple PC clients capable of accessing the internet.
This translates to real business benefits both in costs and time:
- Low hardware maintenance overhead.
- Low cost of Ownership (LCO).
- Option to source less expensive hardware and utilise existing PCs.
- Minimal installation processes.
Aggressive Release Policy and Shared roadmap
Major updates to Protean Legal will occur at least twice annually.
Being web based we can do this seamlessly with no business interruption to you, the client.
We are currently working on exciting new features such as:
- SDLT e-submission, online input, posting, verification and submission.
- HIPs collation – complete production of your own distinct HIPs packs.
- An online Scheduler to allow sharable calendar views of events, appointments, etc.
- Mobile web access via Pocket PCs and Mobile phones to increase access.
- Community involvement is central to Protean Legal ongoing development with a published roadmap of planned product enhancements and consultation with client organisations to keep the product focussed and on track.
Your information, safe and secure.
Protean Legal has security built into the heart of the system.
Users and their roles can be fine tuned by you to control all aspects of your system’s use.
Users can be either Anonymous or Signed In.
Signed in users have roles which dictate which parts of your system they can use. By default anonymous users can only access the quotation features.
User Scenarios:
- A member of the public can input their requirements, receive a quotation and submit the instruction for processing. They are then issued with a Sign In account which will allow them to track their case online.
- A member of staff can take an instruction, adjust the fees, edit and print a cover letter, then later on produce management reports related to all cases on file.
Both parties have an ability to create instructions, but only the staff members can use the more advanced features of the system. The member of the public has a role of "Client", whereas the staff members have a role of "Administration".