The Gwyn George Partnership Case Study
The Gwyn George Partnership (GGP) is a modern law firm with more
than seventy employees and five offices. It is a progressive and
ambitious team of lawyers supported by excellent staff able to provide
expertise in a wide range of legal subjects including accident claims,
family and child care cases, criminal law, property, wills and probate
and services such as housing, debt and welfare benefits.
With a wide geographical spread and offices throughout South Wales
including Aberdare, Ystradgynlais, Merthyr Tydfil and Blackwood,
GGP have clients both locally and nationwide. With such a spread of
clients and offices, GGP needed a case management system that was
going to streamline workflows and ensure uniformity across offices.
OchreSoft was the perfect solution to meet these requirements.
Finding the Right Solution
Karen Herbert, a member of the business management team at GGP
was responsible for ensuring that they had the right system. Karen
had used a case management system at a previous firm so knew
about the key features that GGP would need, however she still
undertook a comprehensive and rigorous selection process.
Following a number of competitive presentations, GGP selected
OchreSoft and they are very pleased with their choice, as she
explained: “We wanted to make it easier for people to work in a
consistent manner and the great thing about OchreSoft is that it helps
us do exactly that. One key feature that stood out from the others was
the detailed automated processes which cover every area of work - in
particular, the use of standard letters and documents. OchreSoft was
the only system that actually produced the letters for us. What’s more,
as the letters are built into the system, the software automatically
updates them with any changes to the law or regulations, so the risk of
us making any errors is significantly reduced.”
Smooth Implementation
Following a comprehensive training session at one of GGP offices,
GGP concluded that everything went well with the implementation:
“We have been using the system since March 2008 and are already
using it across five different sites” said Karen. “It is now used by all
our secretaries and paralegals and has improved their efficiency and
streamlined their workflow. From both a management and a staff point
of view, the system is very impressive.”
So Far So Good
Essentially GGP see OchreSoft Intelliworks as a risk management
tool, which is crucial from a Business Management perspective.
“The systematic workflow nature of the software has risk
management features built in, limiting our risk of error. For example
we can see if things are going to expire and it will alert us to
cancellation dates” added Karen. “The automated processes cover
every field of the firm’s expertise, and the ease and speed with
which all transactions can now be carried out are reflected in
positive feedback from across our client base.”
Additionally, all users of the system at GGP agree that the support
from OchreSoft has been excellent. “They are very prompt in
replying to emails and queries and always respond the same day.”
The Future
With the property market again on the rise, the implementation of
the OchreSoft system, with its time saving features, gives all users
the capacity to take on more work. The firm envisages being able to
employ more paralegals at a lower cost, supported to a greater
extent than ever before by the detailed automated processes and
systematic workflow nature of the system. “We are very happy with
the selection of OchreSoft Intelliworks and it has certainly met all
our expectations” concluded Karen. “I have personally been very
impressed with the system so far and the majority of our users have
picked it up very easily. Most importantly, it has improved our
efficiency and streamlined our workflows giving all users the
capacity to take on more work.”
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