Cases that arrive ready to work on
Solicitor firms send their case files straight from Proclaim; the costs team reviews the history and opens a pre-filled case without re-keying.
The client
A firm of legal-costs specialists that takes instructions from many solicitor firms.
The challenge
Each new instruction used to mean collecting the file from the solicitor and typing the client, opponent and insurer details into the costs firm's own system, then working through the history to find the time spent and the key documents.
What we built
Client firms export their case files directly from their own case-management system. Our software:
- Watches each firm's secure drop folder and emails the team when new cases arrive
- Shows the full case history, diary and documents, with preview and print-all
- Creates the case with the client, references, opposing solicitor and insurer already filled in, and warns about likely duplicates
- Imports time records from a spreadsheet and matches each entry to the right fee earner and court phase
- Archives older files automatically and tidies up when cases close
Built to add more systems
Each case-management system plugs in through the same importer, with field mappings set per client firm. Proclaim and Legis are supported today, and another system can be added the same way.
Technical details
An ICaseManagementSystem plug-in interface with Proclaim (XML 'ProgressXMLExport', optionally zipped, with ctl file lists) and HTML-listing adapters, an external case cache and history UI. A heartbeat server task does folder scanning, alerting, compression and FTP-archive housekeeping.
Excel ledger import uses Syncfusion XlsIO, Levenshtein fee-earner matching and database-configurable phase, task and activity import rules, with an automatic pre-import bill backup.
More from this client
Legal-costs software, 25 years and counting
Case management, a bill-of-costs engine, court forms, costs budgets and a client portal, linked to solicitors' own systems and grown with the firm since 2001.
2 more case studies on this client
Costs budgets for the court, from spreadsheet to shared tool
A web tool for building, versioning and agreeing litigation costs budgets, built for the 2013 reforms and later rebuilt inside a client portal.
Other case studies
One back office, a dozen lines of business
For 25 years we built and looked after the system behind our first client, a company-formation agent, and every new line of business it added.
3 more case studies on this client
A medico-legal marketplace for experts and solicitors
Two websites on one platform: a marketplace connecting solicitors with medical experts, and a consulting-room finder for the experts.