Insight Legal’s cloud based practice management solution enables you to run a successful, efficient and profitable law firm.
Designed exclusively and entirely for law firms, Insight provides a single solution for managing your entire practice. From compliance checks to time capture, from finance management to staff KPIs, our practice management software brings it all together in one efficient and effective solution.
We understand that law is not just a profession, it is also a business.
As a business leader or law firm manager, you will need to make commercial decisions on a regular basis. Decisions you can only make with all the right information at your fingertips.
Insight Legal manages all your law practice information in one system, providing you with everything from fee earner performance data, to case duration and profitability, cashflow forecasting and highlights of potential breaches.
Our accounting functions enable your accounts department to work quickly and efficiently whilst ensuring compliance with the solicitors’ accounts rules. Alongside this, our in-depth practice wide reporting and analysis provides real-time management accounts and an up to the minute financial position for your firm, allowing you to truly understand and run your practice.
Our sophisticated case management functions run alongside vital practice management tools such as time recording, business and staff KPIs, financial budgeting and compliance checks, meaning that alerts and areas of concern can be automatically flagged and escalated for complete practice management reassurance.
Effective Financial Control
Insight Legal’s comprehensive accounting system enables you to manage the accounts of your client files and also the accounts of your business. Firms can monitor their income and control their expenditure by using our budgeting and reporting tools, whilst simultaneously managing fee earner and departmental performance. This firm-wide picture is an invaluable benefit of operating your case files and your accounting in one system.
When dealing with your client files, it’s vital to know that your fee earners can quickly and accurately record their time, whilst your firm has the reassurance of notifications and reporting of associated costs quotes.
Once the all-important time is recorded, this activity feeds seamlessly in to the straightforward billing routines with those bills presented to your clients in your own house style, with a comprehensive schedule of work and disbursements listing included too.
With the invoice delivered, payments can be made by a simple click on a hyperlink, providing a straightforward process for your client and an immediate and accurate receipt of funds for your firm.
On the business side – budgetary controls, online banking integration, a purchase ledger and full management reporting provide the ultimate in financial control.
Why do I need practice management software?
Managing a law firm is a balancing act of many different responsibilities, from compliance to staff management to financial performance. Without the right tools, inefficiencies can lead to wasted time and, ultimately, lost revenue. The Insight cloud based practice management solution provides the tools you need to effectively manage your practice, without taking away from fee earning time.
How long is the data kept for in my practice management system?
There is no limit on how long you can keep data for. Your matters retain their entire history for as long as you choose to keep it and, for your accounts, all records for previous financial years are kept and are available for viewing and reporting purposes. Insight also has a comprehensive data redaction function for those records that need to be redacted for GDPR purposes.
Why is it important to keep your accounts, practice management and case management data in one system?
A true practice management solution extends to all your business functions. Fee earners can be most efficient when they have full visibility of matter financial information, and the accounts team can be most efficient when they have full visibility of fee earner billing and other matter activity. Having a single system means that no time is wasted by duplicating work. The joined-up approach of Insight Legal means that all of your firm’s financial obligations can be managed in one system, as well as all staff – whatever their role – being truly efficient.
Is the practice management system approved by the Law Society and the SRA?
Insight Legal is an Approved Supplier of the Law Society of Scotland and a Strategic Partner of the Law Society and England & Wales. The Solicitors Regulation Authority (SRA) do not operate any official approval process for legal software, but Insight Legal is built specifically for UK & Ireland law firms, and with compliance in mind. Insight Legal is also the five-time winner of the Solicitors’ Software Users Award from the Institute of Legal Finance and Management (ILFM).
What our clients say
Move to Enterprise and workflow roll-out leads to super-charged efficiencies for James Legal
Help your law firm prevent disasters in compliance, billing and accounts – 9th August 2022
Many software companies charge an additional fee for their support service on top of the licence cost. With Insight Legal, software support is included in the price that you pay.