Costs Drafting Case Management Software

Proclaim® Costs Drafting software is a comprehensive system that automates the often tedious layout, calculation and repetitive phrases that hamper your progress and reduce the profitability of your work. Proclaim® enables you to turn cases around faster, increase your throughput and ensure you meet tight deadlines.

"By improving efficiencies and enabling more work to be taken on more profitably, Proclaim® helped to increase our turnover by almost 800% in just 12 months."

Phil Hodgkinson (Director), Compass Costs Consultants

Data Storage

Proclaim®’s powerful database stores all your contacts for each case and records all correspondence and relevant financial transactions. Incoming documentation can be scanned into Proclaim® and logged against the relevant contact to provide a complete onscreen case summary. Fast searching enables information to be traced with the minimum of effort.

Financial Control

Automates all calculations (profit costs, success fee, rate x time, rate x quantity, sub-part totals, totals and the summary, etc) and can automatically produce summaries with no manual intervention from you. The system produces calculations and bills (including facilities for interim billing) in your required format – which means no more laying out in columns, squeezing in narrative, VAT columns, etc – and can be configured ‘on the fly’ for optimum clarity.

Proclaim® prepares claims suitable for assessment whatever format required (LSC, CDS, etc) and automatically prepares all the necessary reporting (e.g. Monthly Consolidated Matter Report for LSC, live case file cost summaries for CDS claims, etc). When recording time, an on-screen guide shows your level of profitability in individual cases, measured against your standard fees.

Online Client Reporting

Proclaim® can automatically publish selected matter data to a secure web site – enabling your practice to make information available to clients around the clock, without picking up the phone, or putting pen to paper.

Time Recording

Proclaim® automatically time records as you progress through cases to guarantee accurate billing. There is the facility to bill clients dependent upon their individual requirements, e.g. hourly, by deadline reached, etc

Document Creation & Management

Fast and effortless document and form production allows you to prepare standard documentation in a matter of seconds. Proclaim®’s ‘Intelligent’ documents are contextually sensitive – your letters will look personalised, not mass-produced.

Case Importation

New or amended case information received electronically from clients, be it one case or 1,000, can be automatically imported into Proclaim® – in the right format and attached to the right cases – at the click of a button. Compared to a case handler manually entering details of hundreds of cases, this saves days of time and effort.

Management Reports

A range of standard reports is included within Proclaim®, with the option to define your own, based upon any items of data within the database. For example, you could run a report on the caseload of fee-earners and departments; the source of referrals; the amount of work conducted by non-designated fee-earners, agents and counsel; proportions of instances/billable hours meeting targets; etc.

Diary

Diary entries with automated reminders ensure important events are not overlooked. You can even schedule tasks to automatically occur at a given point in the future e.g. “send a chase-up letter in 1 week’s time”. All actions are logged to create an accurate audit trail.

Organisation

Proclaim® provides task lists which automatically update depending upon actions taken that day, information received, etc.