Bolitho Way Case Study
Bolitho Way Solicitors is a long established high street law firm with
two offices and more than thirty employees. The firm has been in
business since the 1800s and offers a comprehensive range of legal
services whilst retaining the accessibility and personal approach of a
traditional provincial practice.
Why OchreSoft?
With specialisms including commercial law, domestic conveyancing,
personal injury and probate, to name a few, Bolitho Way needed a
case management system that was going to increase efficiency and
promote uniformity across offices as Liz Moger, Legal Executive
explained: “We needed a system that would get our conveyancers
doing the same things. With our offices being separated by water,
one is in Portsmouth, Hampshire and the other in Ryde on the Isle of
Wight, it was sometimes difficult to keep control across both sites.
The OchreSoft system alleviates this issue because its workflow
processes offer no margin for error.
The Right Switch!
Liz Moger has more than 10 years experience using a number of case
management systems and for the last two years had been using
an alternative supplier. However, following a number of issues, Bolitho
Way decided to switch to OchreSoft and they haven’t looked back.
“Our previous solution was very hit and miss and just wasn’t doing
what we needed. In particular it struggled when we tried to work
across offices. It was very disjointed and wasn’t able to automatically
produce the letters we needed.”
Bolitho Way have been using OchreSoft since February 2009 and are
really impressed with everything they have seen so far: “OchreSoft is
a huge improvement on our previous system” added Moger, “in fact
they are like chalk and cheese. If I had to score them, then I would
give our previous supplier one star and OchreSoft five stars! The
OchreSoft solution has a natural progression through the
conveyancing process which makes it very user friendly. It produces
all the letters and documentation required and cuts out all opportunity
for error.”
Improving Efficiency
But the biggest impact has been seen with the improved efficiency
between the offices. “We are much more efficient than we used to
be, particularly at the key stages of exchange of contract and
completion. At these stages, there are lots of letters and
documentation that need to go out, which OchreSoft Intelliworks
does automatically” enthused Moger. “What’s more, this
improvement in efficiency means we can work with fewer supporting
resource. With the level of work we have on at the moment, we
would have had to recruit an additional head if we were still on our
old system. OchreSoft has made life easier all round.”
Smooth Implementation
Bolitho Way now has 10 users on the system which is a relief as the
quantity of work they have has really picked up. “Switching to OchreSoft
couldn’t have been easier and the implementation went very smoothly” said
Moger. “We had a one day training session and it has been all systems go
since that day. We embraced the system from day one and now are
reaping the benefits.
“OchreSoft Intelliworks is so logical in its workflow that it is easy to
work with and very intuitive - the secretaries love it and have picked
it up very easily. All our secretaries are very skilled in the
conveyancing process, but I imagine that OchreSoft would be a
good training tool for those not so technically competent as it is very
easy to see the process and what is required at each stage.
“OchreSoft Intelliworks is a great aid to general domestic
conveyancing especially on a multi-site or large office where you
need to ensure uniformity” concluded Moger. “Implementing
OchreSoft has certainly exceeded our expectations and some of our
clients have already noticed the improvement. I would definitely
recommend it to others.”
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