Knights introduces a new way of working using Tikit P4W and TaskCentre

Knights was looking to introduce a case practice management system so that lawyers were capable of doing more for themselves.

Knights services clients across the full spectrum of legal and professional services, including dispute resolution, corporate, regulatory, wills and estates, conveyancing, family law and much more. As the leading consolidator of legal and professional services in the UK, Knights functions with local decision making and a culture of transparency, putting people at the heart of what they do. Knights prides its innovative approach to delivering legal and professional services with exceptional value to clients.

The challenge

• Implement case practice management system
• Introduce automation to deliver key information to staff
• Support lawyers in developing relationships with clients

The solution

• Automated delivery of management reports
• Automated summary of new matters opened, status of work and so on
• Monitoring systems for overdue bills

The results

• 500 lawyers receive daily updates
• 100 team leaders benefit from automated reporting
• 10 senior employees receive automatically generated top level reports
• Availability of information enables successful forecasting

The challenge

INTRODUCING A NEW WAY OF WORKING

As part of its overall approach to working, Knights was looking to introduce a case practice management system so that lawyers were capable of doing more for themselves. In its search for a solution, Tikit (an Advanced company) demonstrated Partner for Window (P4W) and recommended TaskCentre to enhance the offering and functionality of the core product. In this instance, TaskCentre would be used to automatically deliver key information to lawyers, management and team leaders without them having to manually seek it.

Nigel Johnson, IT director at Knights explained: “We were clear with the expectations that had been identified through the combined solution of Partner for Windows and TaskCentre. We wanted to provide visibility of information to key personnel and the lawyers so they could take ownership of their client relationships effectively.”

It was clear to Johnson that the firm required software that would enable it to manage a client matter throughout the entire journey. Partner for Windows ticked all the boxes in terms of being able to access a client matter from any office, ensure current documents were available and enable lawyers to produce a bill. Knights believed that introducing technology would equip lawyers with the ability to successfully manage client relationships, so that when a client contacted the firm they would be able to access information in real-time and not have to rely on someone else to explain the matter.