Pert & Malim Case Study
Pert & Malim solicitors in Grantham could be described as a
traditional, family-run high street firm, providing legal services, house
moving, probate and litigation of all descriptions, as well as taking on
commercial work. They would not describe themselves as high-tech,
but like most practices, they are very busy, so wanted to ensure that
they were being as efficient as possible in their processes. The
selection of OchreSoft to help their conveyancing business has had a
tremendous impact - not only on efficiency, but also on improving
customer service.
When Sarah Pert received the call from Ochresoft, Pert & Malim had
already made the decision that they needed a new system. They had
researched the market and had a good idea what was on offer for
small businesses. What they hadn’t counted on was how impressive
the OchreSoft solution was. In fact they were so impressed that they
committed to buy OchreSofts' conveyancing solution Intelliworks within
twenty four hours of seeing the demo.
Worth the wait
Having made the decision that OchreSoft was the right solution for
them, Pert and Malim then went through the process of updating their
technology ready for implementation. “Once we had made the
decision we were keen to get started. However, we soon realised that
we needed to update our technology as well as our IT skills!” explains
Sarah Pert, Principal, Pert and Malim Solicitors. “This was something
we had been planning on doing but not quite got around to, so this
was a good impetus. We were soon up to speed and it was worth the
effort. We had one day of training on the basics and since then we
have just got on with it. We started off with just two fee earners using
it and now we have two fee earners and four secretaries on the
system. The software is very intuitive, so we have been able to add
new users and train them ourselves.”
Continually progressing
“The great thing about OchreSoft is that they are always working on
improving the system and adding new templates – so you can trust
that you are meeting the latest standards” continued Sarah. “We
recently upgraded to their latest offering – Intelliworks which is
amazing. We have been using the system for almost two years and
thought that it was user-friendly before. However, it is now even
better.”
Everyone is different
Intelliworks offers Pert and Malim a great deal of flexibility explains
Sarah: “We all use it differently within the practice. The other fee
earners does everything herself, whereas I tend to dictate changes
to my secretary. It is simple, whichever way you use it. The biggest
benefit is that it has really streamlined our systems. We also have
the peace of mind that if we have any technical queries, OchreSoft
are on hand and have always been very responsive.”
Return on investment
“Implementing OchreSoft Intelliworks has been one of our best
decisions. It has really transformed how we work” enthused Sarah.
“It is not just saving us time, but minimising our risk of error. The
comprehensive database of standard letters and forms for sale and
purchase transactions, save us a significant amount of time. What’s
more, the pace of change in conveyance legislation has made it
very hard for small firms to stay up to date. OchreSoft guarantees
compliance, relieving us of that worry.”
Saving time and money
Intelliworks has reduced the total time that it takes Pert & Malim to
complete a conveyancing case. “Everything is set up within the
system, so I estimate it has freed up between 25 and 50% of the
secretaries time from inception through to completion on a
conveyancing case. This is great on two counts as we are more
efficient and I think we have probably increased our fees as a result.
We are aware of how much we charge and what it costs us to use
ICONexpert for each case and it is definitely value for money. We
are now looking at moving towards e-conveyancing.”
Improved customer service
Pert and Malim are convinced that the service they offer their
customers – both clients and estate agents has improved
massively. “Intelliworks is provided as a web application which
means that anyone in the practice can access it. This means that if
someone is out of the office, and we get a query, any of our users
can look online and see at any moment where any particular case is
up to. It also prompts us to check on the progress of cases.
Everything is on a single screen so it’s really easy.”
Making a difference
“Intelliworks makes our working day easier” concludes Sarah.
“Information is on hand in an automated system. If you are very
busy, as we all are, it makes a difference to your stress levels! We
are really pleased with our selection and couldn’t do without it. If we
can use it, then anybody can!”
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