News
3 min read

NetDocuments Integration with PCMS

Hong Tran

Overview

Accesspoint Announces NetDocuments Integration with law firm PCMSs.

Accesspoint is pleased to announce an exciting partnership with NetDocuments, the #1 trusted cloud platform where legal professionals do work. As an accredited NetDocuments Independent Software Vendor (ISV), Sales Referral and Implementations Partner, we can now assist firms right from the beginning of the procurement process through to implementation of NetDocuments.

“Having worked with NetDocuments on a number of our mutual client sites, we have first-hand experience of their powerful document and email management features built around a flexible and user-friendly cloud-based interface. We’ve been very impressed with the responsive ‘can do’ approach from all areas of their business; so, when the opportunity arose to partner and assist our clients in implementing a game changing product, we jumped at the chance.”

Hong Tran, Sales Manager at Accesspoint

“Customers were looking for a seamless workflow between their PCMS environment and the NetDocuments platform, and importantly a ‘single version of the truth’ so that there was no duplication of documents between the two systems and that’s what we’ve delivered,” said Tran.

With key capabilities like automated workspace creation, case agenda folders mapped to NetDocuments, and access to documents generated from existing PCMS templates, this integration makes introducing the powerful NetDocuments cloud platform simple. Accesspoint believe that this integration will provide customers with the most flexible and secure solution to file, manage and secure their documents without leaving the application they are used to working in. “Users can now benefit from the NetDocuments cutting edge email and document management functions on the move, allowing fee earners who are normally out of the office to access documents from their case file,” added Tran.

“We are very excited to enter into this partnership with Accesspoint. Their deep knowledge and expertise in the legal industry brings value to our mutual customers and prospects as they continue to innovate in this space”

Reza Parsia, Vice President, Strategic Partner Management at NetDocuments

If you would like to find out more about NetDocuments or how it can work with your existing PMS system, please do get in touch with the Accesspoint team.

Mozaique
4 min read

Get one step closer to your clients and one step closer to the future!

Scott Brown

Overview

Mozaique: our new legal platform designed to keep your firm ahead of the game

Accesspoint have recently announced the official launch of Mozaique, a new innovative legal platform designed to keep your firm ahead of the game and help your firm reach new levels of efficiency and high-quality results across every department – enabling legal intelligence.

As new software continues to enter the market at a faster pace, SME law firms are faced with the difficult task of avoiding a disjointed environment. Navigating through the wide range of software applications used across departmental teams, can sometimes prove difficult with much confusion and frustration. 

What you can expect from Mozaique 

  • Digital client onboarding
  • Secure, branded client portal
  • Intelligent automations
  • Website forms
  • Secure online client payments
  • Web payments linked into your PMS
  • Document Sharing
  • Mobile time recording
  • Web-based intranet
  • Website lead tracking
  • Analytical reports
  • PMS integration, such as P4W.
  • And much more…

Mozaique can now simplify the challenge, providing your firm with a number of benefits. 

Improved Productivity  

Achieve a higher quality of service through a more streamlined way of communication and document handling directly with your client. The Mozaique platform offers a new, automated and innovative way for your firm to stay on track, keeping up with the often-hectic work schedules experienced within SME law firms, as well as drastically reducing work time and costs overall.  

High Security  

Mozaique is the future for security within law firms. It is an effective way to reduce the risk of any cyber security threats, e.g., emails are a prime place for data breaches with communication made via email constantly being under threat of hacking, leaving your firm or your client highly vulnerable. The Mozaique platform offers your firm a safe and highly secure hub to communicate with clients and share confidential files.  

On the go Support  

Keeping your client happy is the main goal and our Mozaique platform can provide you with the right tools to achieve this. Now, you can easily answer any queries, request documents and offer ongoing and remote support to clients without having to worry about physical restrictions, as the Mozaique platform can be accessed on any device at the user’s convenience.  

Reports and Analysis  

The Mozaique platform provides handy reports and data analysis that will instantly offer your firm valuable knowledge and insights for a more productive and effective workforce. Additionally, you can create secure and informative KPI’s and general productivity or financial reports with the integration of the handy Payment Portal, as it facilitates useful monthly/annual reporting and easy editing to ensure reliable cash flow for your firm.  

This is the future for Legal IT.

Automation
5 min read

Providing your firm with easy and effective automation solutions

Hong Tran

Overview

Keeping up with the rush of conveyancing work can be demanding, especially for SME firms who perhaps have less manpower under their belt. Resource is valuable, and this past year has taught us that investing in the right technology is essential when it comes to lessening the hassle of manual everyday work, everlasting paperwork and repetitive tasks. 

With the recent stamp duty deadline now behind us but another just around the corner, the workload for conveyancing teams is still in heavy demand. So, it might be worth exploring what the legal market has to offer to ease the pressure away from your team and consider utilising effective automation tools during this extended busy period. 

Our Sales and Purchase Screens and Workflows can ensure data accuracy around the workflow involved and inject the data straight into your PMS as well as utilise the many integrations such as Perfect Portal and InfoTrack to make your work easier and more streamlined.

Provide your firm with the perfect automation solution required to continue delivering clients with excellent service and desired outcomes. 

How can it help your firm?

‘Out of the box’ Workflows

The usual process for creating a workflow can be drawn out and the timeframe for completion can often take many months as it is commonly framed around a rigid format that requires extra work to adhere to the firm’s specific requirements which carry higher costs. Our Sale & Purchase Screens and Workflows resolve this issue with an ‘out of the box’ workflow format allowing your firm to instantly benefit from all sale and purchase conveyancing transactions. This can then be added to and developed in-line with your own in-house procedures. 

Enable Team ‘buy in’

We have seen first-hand how many firms make the fatal mistake of not including the real users of the new system at the start of the project, resulting in resistance and complaints from the team. Our system has been simplified and designed with your firm in mind to allow easy adoption. Additionally, our experienced team are always on hand to provide any extra support needed for your firm, so that you can achieve faster results whilst not compromising on the outcome for your clients. Furthermore, our effective Sale & Purchase Screens have been developed in Tikit P4W to enable an easy and smooth transition for existing users to transfer important details from one place to another quickly. 

Streamlined Integration

The Sale & Purchase Screens and Workflows facilitate the best integrations to allow a more streamlined process for you and your client. Your firm can instantly benefit from the seamless integration with Perfect Portal, so when matters are created in P4W the information from Perfect Portal is stored within the screens, this then auto populates either Oyez or Laser Forms. Additionally, the Sale and Purchase screens have been designed to work when using Infotrack so that the information is available to auto populate their forms. 

Effective Organisation

For many, working a hectic schedule whilst providing a high-quality service can often result in more stress for those who have been tasked with completing the admin work. Not only can the Sale & Purchase Screens and Workflows automate the necessary admin work involved, but they can also send prompts and reminders within a workflow to ensure that key actions or dates such as Exchange and Completion are not missed and automatically added to fee earners and central calendars if applicable, mitigating the high-risk elements of this type of work. 

Mozaique
3 min read

Introducing Mozaique the new and innovative legal platform

Scott Brown

Overview

At Accesspoint we’ve been involved in the world of Legal IT for many years and have witnessed  many physical and emotional changes with regards to law firm attitudes. 

Our vision has been developing for some time now and sees a major shift in how we can help drive IT to much higher and more effective levels within the Legal sector. This vision sees a major shift moving away from disparate itemisation into more collective joined up solutions where they are housed and accessed via a single platform within a hosted environment.   

One of the major benefits of this is interoperability - the concept that tools or apps can interact in the platform by exchanging information or leveraging other software, services, or even hardware to better the end result and overarching experience to both client and staff alike.  

In this new environment, all options are viable and permissible, allowing each law firm to choose its own adventure or mixture of products and services to best serve its clients and staff - integrating activity streams, teams, search, documents, billing dashboards, and the interconnectivity of applications which create workflow and enhance productivity and efficiency, all in a secure cloud-based platform.

This is the future for Legal IT.

Mozaique - Enabling Legal Intelligence

Offering a wide range of some of the most innovative IT products and services created for the Legal sector in one joined up environment. Using this suite of bespoke tools will seamlessly join many activities together within a firm, providing instant dynamic data management solutions to improve the overall performance of any firm and help ease the workload burden on both individuals and departmental teams.

The central hub and catalyst for our Mozaique portfolio is the portal which offers a means of secure, effective communication and information retrieval and sharing.  

Including:

  • Secure Document Management
  • CRM
  • TaskSmart- project Management Tool
  • Promotion, Collaboration and Communication
  • KPI’s and Reporting

If you would like to contact us regarding Mozaique, you can email Hong or book a demo using the form below.

Case Studies
5 min read

Doing IT right and making an impact – Osbornes Law

Hong Tran

Overview

Take a look at how we partnered with Osbornes Law to automate accuracy and profitability

The Group Entity Form has proven to be successful in gaining a high level of efficiency and reducing the workload within law firms. Osbornes Law has certainly been a testament to what can instantly be achieved through the integration of the innovative Group Entity Form.

Accesspoint’s team of Legal IT experts conducted P4W development work and IT Infrastructure Support

Accesspoint Legal Services and Osbornes Law began their partnership in 2014 with the like-minded goal of achieving a more seamless and sustainable workforce by utilising bespoke, intelligent, and innovative automated services and products – it was a perfect match. Recently, our Legal services team have partnered with Osbornes Law to implement a new timesaving, risk-managed and compliance led automation tool, the P4W Group Entity Creation form, which is based on Accesspoint’s game changing P4W Windows Form.

The Group Entity Creation form is one of the latest automation products that have been added to Accesspoint’s wider portfolio. It has been designed to break down group entity creation in P4W to its most simple form. Effective for both private clients and corporate/commercial entities (including integration with Companies House) it enables firms to quickly input and manage the creation of all Group Entities through a more risk managed and compliance driven process. Like many firms, Osbornes found themselves in a situation that left many staff with little to no time on their hands, as they struggled with the current group entity creation process that is available in P4W, involving creating multiple entities on numerous screens and then grouping them together. Since implementing the Group Entity Creation form, Osbornes have dramatically cut down on resources and time spent on creating multiple entities and now use the form to complete the process within one screen.

“Accesspoint’s P4W Group Entity Creation Form is the best P4W Add-On since PartnerMail. It has significantly reduced the time taken at Osbornes to create group clients and improved the accuracy of data input due to the intuitive process and user-friendly screen layout. Being able to conflict/duplicate check multiple contacts from one single screen has improved risk management in our client onboarding process, no P4W site should be without it.”

Stuart Taylor, Head of IT at Osbornes

About Osbornes Law

Established in 1973, Osbornes Law have since expanded their team to 115 lawyers and staff, and together created a long-lasting reputation for themselves built on dedication and hard work. Today they are an award-winning private client London law firm, consistently putting their clients first and working hard to maintain the strong communication and excellent bond between their team and clients. Osbornes pride themselves on their team of specialists and the quality of work they provide across a range of areas, not only within their combined expertise in family Law, personal injury, clinical negligence and more but also their commitment to stay on top of client work in a more personal manner and find effective solutions for any problem at hand.

With offices located in Camden and Hampstead, Osbornes Law are now able to complete a wide range of their work more effectively and have been recognised and celebrated with awards and mentions in the Times Best Law Firms list and The Legal 500.

If you would like to contact us regarding our Group Entity Tool, you can email Hong or book a demo using the form below.

Automation
Mozaique
3 min read

Helping You Take Care of Your Clients Best Interests – Online Will Planner

Hong Tran

Overview

At Accesspoint, we understand that for clients, starting the journey to creating a Will can be difficult, from knowing who to trust with this delicate matter to effectively getting it done right. Additionally, for the firm, arranging meetings, gathering all of the essential information and manually inputting them into the system can be just as daunting.

Now, you can skip all of the fuss and start the process in the best way for everyone involved, with the Online Will Planner Solution.

Integrating our Online Will Planner to your website will not only ensure your firm is fully equipped with the tools needed to start planning your client’s Will remotely, but the clever automated tool can also provide a bespoke experience to your clients by giving your firm the perfect base to create any type of Will your client desires.

Allowing them to feel even more looked after and secure- which is the goal when dealing with Will planning!

What are the benefits?

Quick and Easy

The web-based Will Planner is created by legal IT experts so that your clients can complete basic personal information on a well-designed web form with no fuss.

Remotely Done

Remove the need for coming into the office, as the web forms are integrated with your firm’s site and completed remotely by clients, which will then be sent directly to your solicitor.

Customisable

Your firm can design the web form to fit your branding requirements as well as pick and choose what steps or questions should be added to your web form, providing your clients with a tailored approach.

PCMS Integrated

Enjoy the benefit of having completed web forms submitted into P4W, where it will be duplicate/conflict checked and used to auto populate wills and other letters and documents.

“Working with Accesspoint over the past 2 years has ensured a seamless approach to the major developments of P4W that we have carried out and further developments benefiting the firm, our teams and our clients. One of the biggest projects we have completed with Accesspoint was our Online Will Planner which has made the whole process of completing a simple Will online a massive success with our clients and cuts down the time lawyers spend dealing with administration work. As the firm continues to grow, we will continue to work closely with Accesspoint to ensure that we are at the forefront when it comes to technology.”

IB, Sales & Marketing Manager – GloverPriest 
Automation
4 min read

Your guide to running an effective workflow project

Scott Brown

Overview

The start of any automation project is generally the most difficult part and perhaps the biggest hurdle to overcome. The delegation of work to team members who are already booked out and busy then ensuring data accuracy around the workflow involved injected to your PMS with no errors are just a couple of the key obstacles a firm can encounter.  

With all conveyancing work coming under immense pressure due to the looming stamp duty holiday deadline, the workload for conveyancing teams is sure to increase as more people take advantage of the rate reductions. Perhaps a good area to consider workflow automation?  

Here’s our guide on how to run an effective workflow project and your firm could perhaps take the opportunity to ensure it is fully prepared and equipped to handle any new projects that come its way and stand out from the competition of larger firms as well as eliminate the high stakes of missed opportunities or even reduced quality of work for the client. 

Partner with legal IT experts

As the legal tech world continues to evolve, new automation software and various apps continue to enter the market. Try to avoid getting lost, confused and those expensive losses due to failed software integrations. Instead, partner with a legal IT expert, ensuring that your firm is given guided, informed and precise advice on what software would most suit your firm. 

Enable team buy in

The overall success of the integration will ultimately lie in the hands of the end users. If they are not able to get to grips with the new system, the chances of effectively getting the most out of it will significantly reduce and any money that has been invested could go to waste. Get your team involved right from the start, find out and understand exactly what they want from the system (outcome) and what would be the most useful way of achieving it to avoid any chance of miscommunication and frustration (input).  

Explore available automation

Effective case management systems and workflows are available within the market that provide efficient and easy to use solutions by automating frequent daily tasks like the generation of standard correspondence, integrations for HMRC or the Land Registry and more in order to speed up data input requirements and prompts and reminders within a workflow to ensure that key actions or dates are not missed, mitigating the high-risk elements of this type of work.

Case Studies
3 min read

GloverPriest Online Will Planner

Scott Brown

Overview

GloverPriest have been using P4W for over two years and the Accesspoint Legal Services development team initially helped them write their Sale and Purchase case flows in and around their existing practice management system.

First off, the case flows were reviewed and then overhauled with additions made where appropriate, then GloverPriest and the Accesspoint Legal Services development team worked with a third-party consultant to fully integrate with Perfect Portal. This included the creation of managing partner tables and XAML screens which populate the figures directly from Perfect Portal.

The auto population of completion statements and bills also proved itself to be beneficial. More recently, the Accesspoint Legal Services team have worked with GloverPriest to add the new and innovative Online Will Planner for the firm to utilise across their online activities.

The Online Will Planner directly addresses the problem GloverPriest and their clients faced on a regular basis, as many clients start their legal journey not knowing where to start when creating a will and the last thing GloverPriest wanted them to deal with was an overwhelming and complex process with too many steps.

The Will Planner offers a simple way to gather information from the client, through a remote web-based process, that can be completed in as little as three steps. GloverPriest’s new Will Planner has been tailormade to suit the firm, from the layout of the form providing a sleek suitable look that matches the rest of the firms branding, to the data fields and questions within the form being customised to suit the firm’s requirements. By adding the Online Will Planner to GloverPriest’s website, they have been able to dramatically reduce the cost of having to go to a third-party wills software provider and cut the usual time taken to start the wills process, not only for the client but also the firm itself. Thus, leaving more time for fee earners to get on with other urgent matters without compromising the quality of the service given to clients.

GloverPriest have a long-standing history of providing excellent legal protection for their clients, with their oldest office in Tamworth being traced back to 1749. Since then, the firm has seen great growth, as they now have eight offices operating in Birmingham, Staffordshire and Northampton. The firm pride themselves on continuously supporting the legal needs of local communities and constantly living up to their company values of being experienced, expert and personable.

Testimonials

Don't just take our word for it...

Working with Nesar has been a positive experience for our website. His technical expertise, proactive approach and attention to detail ensure that our site runs smoothly at all times. He is always quick to resolve issues, implement improvements, and offer practical solutions that enhance user experience. Nesar is a pleasure to work with, and I am impressed with his communication and client service skills.

Hayley Leslie, TV Edwards

Working with Accesspoint’s website team was reassuring and easy. They kept us updated with everything that was going on from start to finish. We’re very happy with the new website. It’s clean, refreshing, and provides a great user experience with its fast speed and easy navigation.

William Rowley, HSR Law Solicitors

We’ve been really impressed with Accesspoint and Rich’s SEO support. Rich is extremely proactive in suggesting and carrying out work that genuinely helps improve our rankings, and he’s always there whenever we need advice or support. We’ve already seen great results from the work they’ve done, and it’s reassuring to know our SEO is in such capable hands. Highly recommended.

Molly Thornton, Thornton Jones Solicitors

I’ve really enjoyed working with Rich and have seen first-hand the positive impact he has had on our website. His in-depth knowledge of SEO is inspiring, and I’ve learned so much from him through our email exchanges alone! Anyone who works with Rich will gain valuable knowledge that they can then carry forward. Thank you Rich for all your hard work and support.

Paaris Kazmi, GT Stewart Solicitors

Working with Accesspoint has been an absolute pleasure. Their passion for what they do and supporting their clients is clear in every interaction. Scott, Olivia, Rich, and others are consistently approachable, and willing to go the extra mile. Our project with them was complex and highly bespoke, yet they rose to the challenge effortlessly. Thanks to them, our website and brand has seen a significant increase in visibility, engagement, and traction.

Brett Shaw, Chronicle Law

Rich has been absolutely fantastic in helping us improve our SEO efforts. He has always been proactive in optimising our pages and ensuring they perform the way we need them to. He has been great at offering valuable guidance on how to strengthen our rankings and his monthly reports have been elaborate and really useful. I’ve very rarely had to reach out to Rich. He has always actively suggested improvements and identified opportunities to ensure we stay on track.

Paaris Kazmi, GT Stewart Solicitors

The warmth and generosity of the Accesspoint team is amazing – you are a lovely bunch of people and a real pleasure to work with.

Rebecca Faulkner, Enoch Evans

Our website looks really fantastic! Well done to all of you!

We are so happy with all the social media on Goodman Ray! It’s so exciting every time I see something on there. Olivia and Emma are doing a great job and make everything so easy!

Louise Payne, Practice Manager at Goodman Ray Solicitors

I love working with Accesspoint because they are always available to help with any query big or small and have the expertise to ensure the issue is sorted.

Clifton Ingram Solicitors

What we love most about Accesspoint are the people.

Tracey Thorpe, Hunt & Coombs

Accesspoint have been so incredibly supportive in achieving desired objectives – including creation of platforms, website design and lead generation. Big thanks in particular to Olivia Fishwick and Scott Brown who continue to help make a difference for the business.

Thushara Polpitiye, Founder and Managing Director of Astute Law
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