Dee & Griffin Solicitors Case Study

 

 

Dee & Griffin Solicitors are a medium sized high street firm with

two offices based in Gloucester. The firm has expanded

significantly over the years through reputation, local advertising,

loyal customers returning and referral work.

 

Their style is based upon providing excellent customer service

by giving professional and effective legal advice and

representation. With twenty employees made up of six fee

earners and fourteen support staff, Dee & Griffin needed to

streamline their processes and improve their customer service.

After careful consideration, they selected OchreSoft’s

Intelliworks software to help them achieve a more effective way

of working.

 

 

Right time, right product

 

Hamish Mason, the Practice Manager joined the company in

2006 when they were still using their own in-house case

management system. Immediately, he noticed that staff were

working to their full capacity. He also noted each fee earner’s

completion statements were in different formats, which caused

problems with their accounts department. Hamish had already

started looking for a solution when he took the call from

OchreSoft and agreed to see a demonstration along with the

firm’s two partners. “Michael Swift did such a great

demonstration of the system that we decided we didn’t need to

see anything else as this was exactly what we wanted” says

Hamish.

 

 

Moving with the times

 

Implementation was relatively simple, with a few minor teething

problems as Hamish explained: “Some people are more

resistant to change than others and there’s always a settling in

period with a new way of working. When we had problems, we

called the support helpline who resolved them immediately for

us. It’s important to keep the momentum going and just get on

with using the software. The system is easy to use - if it

wasn’t, then I wouldn’t have every member of staff using it!”

 

 

Integrated online SDLT

 

“We are using the Sale and Purchase workflows and the

integrated SDLT online submission. With the Land Registry

moving towards eConveyancing we wanted to get up to

speed by taking a step-by-step approach in preparation for

these changes. The use of OchreSoft definitely speeds up the

conveyancing process and we no longer have to wait for the

acknowledgement in the post. We spend less time on admin

and we are printing far less paper which has got to be good!”

continued Hamish.

 

 

Return on investment

 

Installing OchreSoft has been a great success for Dee &

Griffin: “Before we installed Ochresoft intelliworks, staff were

working to capacity. We were looking at increasing our

resource, but after installing the system, we didn’t need to as

it saved us so much time. Now we get fewer problem calls

from agents and our completion statements are all consistent

so that helps not having to decipher numbers for accounting! I

couldn’t go back to the old way of working and neither could

any of the other staff” concluded Hamish.

 

“Overall, we are extremely pleased with our decision to

choose OchreSoft. Our lives are certainly much easier and

we are all much more efficient” enthused Hamish. “I would

definitely recommend it.”

 

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