Parkview Solicitors enhances case management and drives productivity with Insight Legal software

Parkview Solicitors is the employer to an expanding team split across its two sites in the North of England. The practice needed a user-friendly and centralised system designed to improve file organisation for its 16 members of staff and help them to manage caseloads and accounts easily and effectively through an on-premise platform.

Aslam Khan, Office Manager at Parkview Solicitors explains how the firm’s previous infrastructure did not support the level of access or functionality needed to facilitate its growing team and improve internal case handling and reporting processes. “Prior to our decision to change our systems, the team were experiencing the limitations of only one person being able to access the client account ledger database at any given time, with the previous limited Case Management Software and a network storage-based on-premise server for document storage. This inevitably prevented the team from completing file allocation and organisational tasks quickly, reducing efficiency and ultimately slowing down the service available to clients.”

“In the past, we had also generally experienced restrictions in terms of scope of reporting within our previous systems. Working with our accounting staff, we agreed that easy reporting was paramount and this ultimately became a crucial requirement for our practice’s next software.

“We knew that our next chosen software would have to offer sophisticated performance and reporting abilities at a competitive price, so we began researching the legal software market for suitable solutions. As an individual who values referrals from industry practitioners, I was keen to listen to the recommendations of those already working off the software in the country and was directed to Insight Legal on a number of occasions.

“Being based in the UK, we were also conscious to ensure that our chosen supplier automatically met regulations such as GDPR, helping us to narrow down our search until we were finally introduced to the Insight team.”

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