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Features / Benefits
Intuitive interface and smart search technology
Redbrick Practice Management has been specifically designed to be very user friendly. Our bespoke legal case management offers easy to navigate user interfaces and follows a logical process, making it easy to get up and running quickly. Smart search technology has been built in to make finding clients, cases, quotes and documents as quick and easy as possible, enabling you to focus on progressing matters more efficiently.
Bespoke workflows and matter types
Our fully customisable workflows can be built specifically for your requirements. Where one of our ‘out of the box’ case management modules is not available, one of our Business Consultants will work with you to map out your processes and build your own bespoke workflow. Custom Logic enables you to design specific IF/AND/OR statements within the system to tailor the data you capture or the resulting tasks and documents or to run specific reports.
Intelligent to-do list
Our intelligent to-do list ensures no step is overlooked, enabling users to simply see any outstanding tasks for that day either on a specific matter or over all matters assigned to them. Partners and Heads of Department can also easily re-assign tasks should a fee earner be away from work and can monitor progress over all matters to manage timely billing.
Import your own letter templates
Choose which letter templates you would like to use and we will import them for you as part of our comprehensive set up process, ensuring all of the relevant fields are mapped to enable pre-population of your letters for a more efficient matter. Templates are easy to edit, either on a per case basis or across all matters and require no down time.
Online case tracking
We are proud to have been the first case management provider to offer 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. Clients have reported that inbound telephone enquiries have reduced by as much as 40% since the introduction of online case tracking.
Automatic SMS and Email updates
Keep your clients up to date with free automated text and email updates. Pre-programme messages to be sent out as key milestones are reached in the matter or send ad-hoc messages 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.
Forms library included
A fully comprehensive forms library is included in Redbrick Practice Management. Forms are in word format for easy editing and will merge fields with data already captured in the system. Forms are automatically updated when new revisions are released so that you can rest assured you are always using the latest version.
Fully integrated system
Third party integrations make Redbrick Practice Management the only system you need to use. Clients love the fact that they don’t have to switch between multiple products to progress their matters and it is a much more efficient way of working. We integrate with SDLT, Land Registry, First Title, Outlook, Searches, AML, Lawyer Checker, Certainty, First Title, referrers and legal accounts. We have an API available should you wish to integrate with any other third party providers.
From the outset we will work with you to design custom workflows, specific to your requirements. Our workflows allow you to efficiently progress a matter, utilising multiple triggers to automatically produce documents, forms, emails and text messages at the click of a button.
Two way Outlook integration
Never lose track of email correspondence again with our clever Outlook integration. Outbound emails can be sent, with attachments automatically converted to pdf’s, to single or multiple contacts from within the system. Inbound mail is scanned automatically and added to the document history, saving a significant amount of time compared to manually adding correspondence to a file, as well as the cost of printing.
Integrates with Legal Accounts
Redbrick Practice Management integrates fully with Redbrick Business Intelligence (see the Business Intelligence page for more information) [link to business intelligence page] to provide valuable business insights and real time financial reporting. We also offer an integration with Quill Pinpoint, who are able to offer an outsourced cashiering service to clients. Please see more about Quill on our Partners page.
COLP & COFA Toolkit
As of 1st January 2013, authorised legal services firms must have a Compliance Officer for Legal Practice (COLP) and a Compliance Officer for Finance and Administration (COFA). COLPs and COFAs play a key role in the SRA’s regime of outcomes-focused regulation. Redbrick Practice Management and Business Intelligence has a fully integrated, extensive toolkit designed to support the requirements and responsibilities of nominated persons. See our COLP and COFA page for more information.
Automatic conflict checking
Redbrick Practice Management has automated conflict checking built in, so that you can ensure you remain compliant. As you add a new client or matter, a conflict check is automatically run and any potential conflicts highlighted to you immediately.
Risk management built in
The fully customisable workflows in Redbrick Practice Management can be amended to include automatic risk management tasks to ensure your firm are consistently following best practice guidelines. For example, you can set pre-activation tasks, that lock out the rest of the workflow until they have been completed, for example, AML checks, or signed terms and conditions that must be received before continuing with the matter.