Alongside its comprehensive Legal Accounts and Practice Management functionality, Insight Legal provides the facility to produce and store your case-related correspondence and documentation. The functionality is powerful and can be used by firms undertaking any type of legal work. For those looking for a more workflow–based solution, particularly in the areas of conveyancing and private client work, Insight Legal is proud to integrate with Redbrick Solutions.
Redbrick Practice Management integrates case management, document management, reporting, workflow, task and diary functions, compliance and outlook integration all via a user friendly interface with best practice built in.
When working with both Redbrick and Insight, firms can benefit from the complementary functionality of both systems. For example, a fee earner raising or drafting a bill in Redbrick can have the financial information automatically shared across to Insight Legal for checking and posting by the legal cashier.
Any client or matter details entered when a new file is created are shared instantly between the systems, eliminating any duplication of work and minimising the admin time spent throughout the firm. The Redbrick system deals with all stages of a case, from the initial estimate through to invoicing the client and collecting monies, producing letters, legal forms, bills and statements in seconds and managing risk via a transparent to-do list visible to case owners with all the third party links you’ll need.
The secure two-way client portal enables you to share documents and sensitive information safely and effortlessly with your client, whilst the built in reporting module will deliver business critical information automatically to key decision makers and can be customised to suit your requirements.
To keep your clients updated at all times, Redbrick Practice Management can provide 24/7 online case tracking. Updated in real time as you progress through the matter, you have total control over how much or how little your client can see online. The online case tracking can be embedded into your own website, enhancing your brand awareness and driving more traffic to your site.
In addition to the online case tracking, you can keep your clients up to date with free automated text and email updates. Messages can be pre-programmed to be sent out as key milestones are reached in the matter and ad-hoc messages can be sent via the system when needed. This results in increased client satisfaction and fewer inbound enquiries to your firm, giving you more productive time to progress your matters or take on additional work.
Further details of the integration is available from Insight Legal. Information on Redbrick products and services can be found at www.redbricksolutions.co.uk or by calling 0845 166 2629