When Joanne Bury set up as a sole practitioner in 2013, she completely underestimated the challenges she’d face as a multi-tasker running her own law firm. That’s why, after two years operating as a rapidly growing business with an expanding set of accounts, Joanne outsourced her legal cashiering function with our Pinpoint service. In this case study, Joanne narrates the story of how she instructed Quill as her outsourcing partner and urges other sole practitioners to outsource too as this is what makes her work and home life "so less stressful".
Recent client, Cumbria Employment Solicitors, had such a smooth running implementation of our flagship practice management and legal accounts software, Interactive 4, the practice’s principal, Michael Bauer, has agreed to recount his story from initial sales demonstration to installation and go live. Michael focuses predominantly on sales and training processes, both of which he describes as "honest", "exemplary and professional".
After 12 years of using our Interactive software, despite never having had any complaints, Ash Sanger at Allwyn Sanger Solicitors began to wonder if some younger competitors may have more to offer in terms of technology advancements. Her speculation resulted in a software swap out which failed for a multitude of reasons and migration back to Interactive, all within a 6-month probation period. Read Ash's story.
When Adam Cheal first set up his business, he signed up to outsourced cashiering support from the word go to ease his workload and have time to focus on matter management and business development. Now, as a 7-strong team, and growing, he integrates our supporting legal accounts software with Redbrick Practice Management, Word and Outlook for seamless working and a robust platform from which to continue his ambitious expansion plans.
Jayne Curle explains how the practice's old provider was withdrawing support and forcing them down the upgrade path. As a result, they looked around, and installed Interactive for legal accounts and Redbrick for case management. Because of the two systems' close API, data sharing is automatic which means what's entered into Redbrick for matters is fed straight through to Interactive for billing and accounting. In Jayne's opinion, it's a "winning combination".
Dyer & Crowe Licensed Conveyancers had used its earlier legal accounts system for almost 20 years. When postings started going amiss due to software flaws, it became a search and rescue mission to put everything straight again. Added to this, an acquisition of its supplier by a larger company led to a price hike. The combination of the two issues caused Dyer & Crowe to review its software options with urgency. With CASA in situ for case management, they chose our Interactive system for legal accounting.