Welcome back and Happy New Year
Dates for the diary
The law society Day of the Endangered Lawyer Seminar – 22nd January 2020 – London
LSN’s 1 day workshop: Profitable practice growth secrets – 6th February 2020 – London
LSN’s Bristol networking event – 11th February 2020 – Bristol
LSN’s Birmingham networking event – 12th February 2020 – Birmingham
British Legal Technology Forum – 10th March 2020 – London
Risk and Compliance annual conference – 13th March 2020 – London
P4W Regional User Group – 7th May 2020 – Manchester
Tikit National User Group Event
We would like to commend Tikit on another successful gathering for this year’s national user group dinner and conference. It was jam packed with insightful information and gave our team a chance to socialise with firms all over the UK during the pre-dinner drinks and lovely 3-course dinner course. The conference was held at the BT Centre and allowed for a great opportunity to interact with the crowd and speak to existing clients as well as prospects about the new innovative products and services we offer at Accesspoint.
LSN – Winter Event
It was a pleasure to attend LSN’s final networking event of the year in November, many firms from all over the UK attended so it was a great opportunity to kick back and enjoy an evening of fun, whilst still making the most of the night by networking with like-minded peers in the legal industry.
The roulette table was a great success as it gathered a large crowd, with many individuals joining in the healthy competitive spirit, by the end of the night our very own Aaron Walby presented the two individuals with the highest chips with an Amazon Echo Show.
Fact Finding FormShare Form
We have developed a 40 page+ Fact Finding Adobe form to help capture information about clients, LPA information and Will information. Fee earners would previously complete this 40 page document and then manually re-input the information into their case management system – Partner for Windows, to create the entity and matter. Additionally, users were found to be adding in all of the relevant documents manually.
This process doubled and sometimes tripled the work required to create the matter. With the help of FormShare, we now have a more automated and streamlined process.
Accesspoint can assist users to complete a new PDF form, create a prospect entity and drag the PDF form into the entity case manager. This then activates the FormShare process and stores all of the data automatically within Partner 4 Windows. Users can see this view, which will show them what is stored at entity level and update information.
When the fee earner changes the entity from a prospect to a client this, again, activates the FormShare process and automatically creates the matter based on the information pulled through from the fact finding PDF form.
The managing partner data is also transferred from entity level to matter level. Depending on what has been entered in the PDF form, the process also automatically checks and creates matter contacts and applies this to the newly created matter.
Depending on the type of contact, a description is automatically applied allowing for easy coding of templates on the system.
Since Partnering with Accesspoint, firms have seen a drastic improvement in their workflow and have saved days of time, providing a much more efficient way of working.
Our intelligent new package unites and streamlines your firm’s data.
Our Web360 package was created for firms of all sizes, in order to free up fee-earners time and improve data accuracy. Web360 also removes the process of manually handling data by automatically unifying data from various sources into a single origin – your PMS.
Here’s how it works
Web360 is powered by our innovative Flashpoint software, Flashpoint integrates various external data sources seamlessly into your PMS. Installing Flashpoint onto your system enables you to activate any of the following Web360 integrations, each of which allows your firm to become more efficient and joined up with IT.
What are the available integrations?
Our website integration allows your firm to seamlessly link your websites data directly into your PMS. As clients populate webforms on your website, the data will be automatically injected into your PMS within seconds. Your PMS will be configured to automatically validate the enquiry against existing entities and create a prospect/opportunity from the enquiry whilst notifying designated fee-earners of the new client. The prospect will also receive email confirmation that your firm has successfully received the enquiry.
Our FormShare integration allows your website to be integrated with Tikit FormShare (FormShare enables firms to use PDF Forms to electronically capture client data). The FormShare PDF data fields are linked to a custom built webform on your website, allowing clients to self-start the process by populating their information digitally. This data is seamlessly injected into your chosen FormShare.
Web Forensics allows you to track the entire digital journey of a client, from clicking on a Google advert or Facebook post etc, right through to the completion of their case – all within your PMS. This allows you to identify which marketing channels are providing quality leads and which aren’t. It also provides a complete ROI by cross referencing the cost of acquiring the client i.e a £2 advert click (PPC) against the final matter value. Forensics also maximises cross selling opportunities for your firm by automatically sending an e-shot to clients that visit chosen pages on your website.
FlashPad integration allows your handwritten notes to be digitally captured with a Smartphone App. The digitised scans are sent securely and are posted directly into your chosen PMS entity/matters or folders – dramatically reducing the admin time of manually carrying, scanning and storing notes.
Steve – Senior Infrastructure Engineer
Since starting at Accesspoint Technologies, I’ve widened my skill set in infrastructure in this fast-paced environment to keep clients connected and improve their experience. I’ve been interested and involved with engineering for many years and particularly computer networks. Solid infrastructure is vital to any organisation in delivering products and services to clients seamlessly and reliably. Getting it right is a matter of personal satisfaction to me.
Muhammed – Support Analyst
I have recently joined Accesspoint and have settled into the level 1 support team very well. Since I started everyone has been very helpful and has provided the right environment for me to grow and develop. IT has always been a passion for me, so I was extremely determined to make a career out of it especially taking the path that I did which was to go to University before I applied for an apprenticeship. I found out more about by myself in University as I realised where my strengths lie and I am very appreciative of Accesspoint for giving me the chance to increase my skills and make my mark.