Proclaim Case Management Solution Replaces Incumbent System at Angela Viney Conveyancing Services

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Eclipse's Proclaim Case Management Software solution will enable the Conveyancing specialist to benefit from greater efficiency and flexibility

Angela Viney Conveyancing Services

We are thrilled with our Proclaim solution and the complete service offering from Eclipse.

Angela Viney Conveyancing Services is a specialist Commercial and Domestic Conveyancing firm operating from offices throughout West Yorkshire. The firm has gone from strength to strength over the last thirty years due to its commitment to client service and providing high quality and expert advice from its team of dedicated solicitors.

Darren Becks (Partner), and Jack Viney (Conveyancer/Proclaim Administrator) at Angela Viney Conveyancing Services, talk about the decision to implement Proclaim and the on-going benefits of the case management solution.

The incumbent system

The firm's previous system was generally unsustainable and simply couldn't keep up with business needs. In particular, as the firm operates across 4 offices, it needed a system that could manage data regardless of location, as well as offer a solid platform for future development and expansion.

Eclipse, the chosen provider

"Initially, Eclipse and its Proclaim solution were referred to us by a number of other businesses who were benefiting from the software. Although we knew of Proclaim through its reputation, we decided to meet with a number of suppliers in order to get an accurate comparison of the legal software available within the market."
Darren Becks, Partner at Angela Viney Conveyancing Services

It became clear after a demonstration that the Proclaim solution could offer a lot more functionality in a variety of aspects - particularly reporting - but also allowed for complete customisation in terms of screens and workflows. Additionally, the firm knew it would see a significant ROI from the system thanks to the sheer scope of automation.

Furthermore, Angela Viney Conveyancing Services liked the idea of working with a local business, as it would not only mean solidifying close business relationships within the local economy, but the practice would also benefit from the entire Eclipse team just a few miles away.

The benefits to Proclaim

"Firstly, and perhaps most importantly, the complete flexibility of the system is fantastic. The on-going ability we have to tweak Proclaim as and when we need to means we can adapt our work to suit client needs. For example, sometimes we undertake unusual commercial work - our previous system was extremely prescriptive and wouldn't allow for this, but with Proclaim, we can simply tailor the workflow within a few easy steps, and without needing to contact our Relationship Manger or the Support team."
Jack Viney, Conveyancer and Proclaim Administrator at Angela Viney Conveyancing Services

Another useful feature is the ability to specify access for certain users. Depending on job titles and roles, the firm can limit particular areas of the system, as well as create an effective audit trail to ensure each member of staff is completing the required work. Taking this further, Proclaim's inbuilt task management feature means senior staff can oversee all tasks and delegate them to users, ensuring most importantly, that work is being completed on time for clients, but also providing total control.

Additionally, the overall layout of Proclaim is well suited to business needs. The interface makes work extremely efficient as whenever a client calls, staff can access details with literally the click of a button, or thanks to the Outlook integration, they can use the 'drag and drop' method for any incoming and outgoing emails.

Jack Viney comments:
"In terms of Eclipse, we've found the overall experience with the entire team absolutely great - the firm delivers a very professional, yet very personal client service. The Support team is excellent, whilst our Relationship Manager has brilliant technical knowledge and is always happy to help."

Enhanced service with the ETSOS integration

The ETSOS integration has increased efficiency at the firm massively. It has provided a seamless search ordering process directly from Proclaim so there's no need to go back and forth between the portal and staff desktops anymore. This in turn saves a lot of time and means staff are able to increase efficiencies for clients as well as increase overall profitability.

Training sessions

"The training was absolutely fantastic. All our staff have completed the necessary courses to enable basic use of Proclaim, but Jack underwent the Technical training as well in order to tweak the system to suit business needs."
Darren Becks

Thanks to this, and as mentioned above, the practice is now able to customise the system - completely in-house - to suit its way of working, or to suit any unusual work requests. This would not be possible were it not for the in-depth training received.

Darren adds:
"Overall, feedback from the entire team was extremely positive. The size of the groups were perfect, ensuring everyone was able to work through the exercises, whilst the trainers themselves were excellent and were easily able to get everyone working through the session regardless of skill and experience."

Additionally, Angela Viney Conveyancing Services found the training facilities at Eclipse great, ensuring each member of staff was able to work on their own desktop and access the system in real-time.

Future plans...

Ideally, in the long term, the firm hopes to implement Eclipse's accounting and financial practice management toolset to provide a fully centralised and firm-wide desktop application.

"In the interim, we're looking at Proclaim's integration with the Land Registry Business Gateway. Once implemented, this will provide staff with seamless Gateway interaction from their Proclaim desktops, as well as provide 2-way integration for data and documentation, ultimately enhancing our clients' experience."
Darren Becks

Jack Viney concludes:
"Overall, we're thrilled with our Proclaim solution and the complete service offering from Eclipse. We look forward to benefiting from a long and fruitful relationship!"

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