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Whether you’ve been using your PCMS for years or it’s relatively new to your firm, it’s easy to overlook functionalities and opportunities that could transform how your teams work and deliver value.
A PCMS health check is a deep, systematic review of your PCMS, designed to improve performance, strengthen processes and ensure your firm is leveraging every relevant capability.
Our PCMS health check uncovers what’s working well and what could be strengthened so you get more from your system.
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- Improved system efficiency: work right, faster and with fewer manual steps.
- Better adoption & engagement: teams who understand why and how to use your PCMS effectively.
- Reduced risk & redundancy: identify gaps before they become problems.
- Actionable roadmap: practical insights and recommendations you can implement immediately.
What’s involved in a PCMS health check?
In-depth system evaluation
We conduct a thorough analysis of your current PCMS configuration, including workflows, user adoption and system customisation. Our team works directly with your staff to understand how the system is used in real practice and identifies gaps or hidden inefficiencies.
Collaborative insight & strategic recommendations
After reviewing, we deliver a tailored report that highlights:
- Configuration optimisation opportunities
- Workflow and process enhancements
- Suggestions for automation and tool adoption
- Options for integrations that improve efficiency (e.g. NetDocuments)
This transforms data into clear next steps for your firm.
Training & capability enablement
Our specialists don’t just identify issues —we offer targeted PCMS training, including:
- Best-practice workflow adoption
- Refreshers on on desktop features and Case Manager.
- Guidance on supporting tools (e.g. MS Teams, Word and Excel).
This ensures your people feel confident and capable in maximising the system.
Why PCMS health checks matter
Your PCMS should do more than store cases and contacts, it should drive productivity. A health check reveals:
- Under-utilised features that save time
- Bottlenecks in workflows that reduce responsiveness
- Opportunities to integrate tools like NetDocuments, Adobe Sign, and PDF Docs.
When your technology supports your people and your processes, your firm becomes more efficient, more responsive to clients, and better positioned for growth.
