A dynamic and innovative solicitor firm, which i s setting new standards within the legal sector
BUSINESS CASE FOR AUTOMATION
The solicitor’s firm are experts in property purchases and sales, working in partnership with two leading online property sites, as an affiliated and verified solicitor. Consumers who utilise the aforementioned platforms for property sale or purchase must engage the services of a solicitor. Every sale or purchase has a set of milestones/activities to be accomplished and the solicitor must log in and update the online platforms with progress reports at each stage, as well as updating their in – house case management system. This is a duplication of work and time; solicitors are not best placed to be doing data entry into multiple systems, this was causing compliance pressures with the online platforms to provide updates efficiently.
Cevitr developed a case management automated process, that was deployed in one week. Cevitr receive a data extract from our customers internal case management system, Proclaim, three times a day; morning, afternoon and evening. These excel file dumps consolidate every solicitors’ updates that have been made within the proclaim application. Jo, Cevitr’s Digital Workmate, picks up the emails three times a day, opens the excel file dumps, logs in to the two online property sites and cross checks the data using the client case/reference number and dates. If there is more information within the excel sheets or anything out of sync, Jo uploads the new information into the two online portals and saves the updates. Jo sends back an output report so that all activity is logged.
BENEFITS FROM AUTOMATION
The solicitors no longer manually update multiple systems, freeing up their time for activities they have been trained to do. Jo updates the online platforms three times a day, seven days a week; more than adhering to compliance. The automation has improved visibility of actions for the online portals which has improved the partnership between the businesses and in turn has improved the customer experience, as they receive live time updates on the progress and status of their sale or purchase.