Roger James Clements & Partners switches from Osprey to Quill software to go paperless14/09/21
Case study: Roger James Clements & Partners
Roger James Clements switches from Osprey to Quill software to drive practice management efficiencies and go paperless
Interview with: Andrew Hext, Legal Practice Manager, Roger James Clements & Partners
Roger James Clements & Partners moved from Osprey to Quill which has been fully embraced thanks to ‘super user’ training. Looking ahead, Quill will allow the law firm to achieve its paperless vision whilst introducing efficiencies right now.
When Andrew Hext joined Roger James Clements in April 2021, the law firm had recently migrated from the Osprey system to Quill. Andrew’s challenge was getting Quill bedded in and making sure staff throughout the business were sufficiently trained in its complete suite of case and practice management, and legal accounting functionality.
“Although I wasn’t part of the software migration project over to Quill, I knew it was a seamless switchover. I played a key role during the familiarisation phase,” explains Andrew. “Thankfully, Quill’s intuitive, easily navigable and straightforward to use. Quill’s training support is second to none too. This combination of sleek implementation, sophisticated software and extensive backup has made the transition process smooth.”
With Quill successfully in situ, Andrew embarked upon a training programme including ‘super user sessions’ to empower Roger James Clements’ employees to manage their own new staff inductions as well as teach existing personnel on lesser-used features.
“Quill’s hosting additional super user courses for designated team members who will fulfil these internal training duties going forward,” adds Andrew. “This activity includes setting up a series of document templates to simplify and standardise the work we do at various matter stages. Once done, our entire workforce will be taught how to use them. It’s one element of our long-term plan to go paperless. Coupled with DocsHub, Quill’s document management software, we’ve already begun our paperless journey.
“As practice manager, the tools in Quill which I use the most are reports. There’s an entire range of pre-configured reports – such as profit and loss, fee earner analysis and matter detail reports – which give me total oversight of the company. Quill helps me do my job to the best of my ability. Preparing for monthly directors’ meetings, for example, has never been easier. A few clicks here and there, and I’m done.”
Anticipating a lengthy future as a Quill software client, Roger James Clements continues its digital working and streamlining campaign apace.
“Our ultimate game plan is to become fully digital and operate as smart as we can,” concludes Andrew. “As time progresses, we’ll become more proficient on the Quill system, assisted by super users and increased adoption of DocsHub, and improvements will come when we can annualise business intelligence data by comparing current year to last year figures. As we’re still relatively new Quill users, this data is being built up over time.
“For now, we’re overjoyed with the transfer across to Quill, not only for the benefits we’re realising by using the software, but also due to feeling better supported by a team of people who are prompt, responsive and helpful.”
More from our blog
Quill uncovers…The future of the law firm office: What leadership should be thinking about (Webinar)
Our QUILL UNCOVERS webinar series continues in November with 'The future of the law firm office: What leadership should be thinking about' run by Quill's Managing Director Julian Bryan, helping you better understand how to engage with employees and improve well-being.Read More
Quill appoints Doug Convery from SOS Legal and doubles its sales resource
Quill welcomes hired seasoned professional, Doug Convery, to join its sales team in a newly created regional sales consultant position and drive further business growth.Read More
5 tips for best money handing practices and SRA compliance by legal accounts software and outsourced cashiering experts
Here are our top five tips for best money handling practices and SRA compliance to help you out, based on our recent chat with Karen Heggie, legal technical lead at Quill from our ‘MoneyChain: 5 steps to secure money transfers’ webinar.Read More