Automation to help SME firms survive in today’s climate

Process automation is becoming more of a necessity each day as firms face the harsh […]

Process automation is becoming more of a necessity each day as firms face the harsh reality of furloughing staff or even worse in order to survive this current climate. With less manpower, firms need to adopt new methods in order to maintain the efficient, high quality service provided to clients every day.

Innovative technology is now available that can cut out countless steps and streamline a firm’s workflow by injecting accurate data straight from the practice management system to the relevant forms and templates that are used on a daily basis by most firms.

Our Sale and Purchase workflows have been written within Partner for Windows (P4W) case management system to give a streamlined approach in completing time consuming tasks.  The workflows allow firms to have an ‘out of the box’ workflow for Sale and Purchase transactions which can then be added to and developed for their own in-house procedures. As a result, your firm’s process becomes more tailored and accurate for everyone involved.

Main Features

Save Time and Money

Drastically cut down on costs and reduce wasted hours of your firm’s precious time spent on completing tedious tasks and populating templates and forms.

Perfect Portal Integration

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.


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

Dates such as Exchange and Completion are automatically added to fee earners and central calendars if applicable.