Some companies want you to spend money; We want to save you money.

Transcription

1 Exceptional Legal Accounts, Practice Management and Case Management Software for Solicitors Some companies want you to spend money; We want to save you money. Winner of the Institute of Legal Finance and Management Solicitors Software Users Award 2016

2 What is Insight Legal Software? Insight Legal software is the UK s most flexible and comprehensive Accounts and Practice Management system designed specifically for small and medium sized firms. Business reporting to manage your practice Efficient case management Full client, matter and contact details Insight Legal SRA compliant accounts Time recording Compliance checks and reporting Every law firm and legal organisation needs the support of effective technology. Whether that be to manage your accounts, keep in touch with your clients, run your files or analyse your business performance. Insight Legal software does all of these things within one simple, cost-effective package. Put simply, Insight Legal is an accounts and practice management system. There are plenty of them on the market and you ll probably be wondering what makes Insight different. In this short guide you will find some of the key features and benefits, but to really find out what we have to offer, please get in touch and arrange a free, no obligation webinar demonstration. Spending one hour of your time now could save you many hours and many thousands of pounds in the future!

3 Why Insight Legal? At Insight Legal we make no apology whatsoever for having built software specifically for small and medium sized practices. In actual fact, we re rather proud of it! We re developing new features all the time and we build our product roadmap on what our customers ask for. We get great feedback from our users and are delighted to have been named the winner of the 2016 Solicitors Software Users Award from the Institute of Legal Finance and Management (ILFM). Our pricing is simple and straightforward. We charge a monthly fee based on how many users you have, which includes all program updates and unlimited access to instant software support. All our customers can feel reassured that there is no long term obligation. Working to a monthly rolling contract, firms can be confident that Insight Legal will accommodate them if their requirements or their circumstances change. The software is built using the very latest technologies and can be deployed either locally or within the Cloud. The system is powerful in its capabilities but, more importantly, it is intuitive and easy to use. We take a straightforward approach. We are open and honest, we won t use jargon or complicated pricing structures and we won t try to sell you anything that you don t need. We can complete full transactional data migrations from your existing systems and advise on policy and procedure if you are a new start-up practice. You may be reading this thinking that you ve heard it all before from other suppliers. We encourage you to try us though. We really do mean what we say.

4 Moving to Insight Legal Insight Legal is not only easy to use; it is also easy to move to. Comprehensive and straightforward data migrations can be undertaken by our expert team at very low cost. Your existing data Time recording Bank accounts Clients Matter ledgers Case histories Matters Nominal ledgers Insight Legal If you already have an accounts or practice management system, you are unlikely to consider moving without the reassurance that your existing data can be migrated. Data migrations can sometimes seem like trying to fit a square peg in to a round hole, which is why some software suppliers either do a partial job or charge a lot of money (or both!). Insight Legal is built with data migration in mind, so if you are looking to change systems then there is absolutely no reason why data migration should stand in your way. When you re dealing with the experts, it doesn t have to be expensive and it doesn t need to be a hassle.

5 Features of Insight Legal Insight Legal is full of features and functions to aid the many different roles within a law firm. From the legal cashier running the accounts, to the fee earner generating client correspondence, to the COLP or COFA monitoring compliance or the partner managing the practice, Insight Legal can make life easier. To give you an idea of what to expect, some of the features and functions are listed below: Manage your accounts and your practice: Legal Accounts functionality which is SRA Accounts Rules compliant Checks and reports to aid the COLP and COFA Fully integrated accounts and time recording functionality for effective WIP management The ability to have multiple system periods open for smooth working at month end or year end Full, configurable Client and Matter listings Trial Balance, Profit & Loss, Balance Sheet and Audit trail Billing, Disbursements and Time Recording analysis for individual and firm-wide performance Fee Earner performance management using targets and budgets Cash flow forecasting and performance analysis with actual/budget variance Help your fee earners to run their files: Integration of Word document templates for easy creation of standard letters and other legal documents Store all documents and attachments whether created through Insight or not for easy access and storage Attach s sent and received through Outlook to your matters Instant updating of matters when time recording entries are saved Option to save draft time recording for submission later Time recording maintenance function, to enable correction or amendment of entries without having to reverse and re-post

6 Insight Legal Services We don t underestimate the value of training and support services to help you get the full benefit from your software. Training Insight Legal has a number of different options for training, including training on site at your offices or live interactive sessions delivered online. Our different methods of delivery all by qualified and experienced staff mean that we can be extremely flexible. We can deliver your training in manageable sections as and when you need it, even offering out of hours sessions if required. We promise that we will only quote you for the training that you need. We want you to be up and running as quickly as possible and we want you to see our services as a benefit rather than a cost. Support Instantly available when you need it, Insight support gives you guidance when you have forgotten how to do something, practical advice when you need assistance and a helping hand if you mess something up! We always go the extra mile to help you. Support is like an insurance policy, you hope you ll never need to call on it, but when you do you need it to be responsive, reliable and comprehensive. We believe that good support needs to be instant and expert, so that is exactly what we provide.

7 Pricing and Practicalities At Insight Legal, we believe that we re different to many software suppliers. Our pricing structure is simple, our costs are low and we promise not to charge you for things you don t need. The usual way The Insight way Purchase licences upfront No licence purchase cost Expensive, time based data migration Fixed price, low cost data migration Annual contracts with long tie-ins A monthly rolling contract Modules, extras and add-ons What you see is what you get! Prohibitively high costs and charges 50 per month

8 Contact us today to arrange your free trial. You have nothing to lose and a lot of time and money to save! A complete system for only 50 per month The first month of licence fees completely free! A system that can grow as your practice grows No long-term commitment SRA Accounts Rules compliant Reports and checks to assist the COLP and COFA in their roles Case and practice management functions Reliable and comprehensive support service Reassurance of absolute commitment to future development Low-cost training Comprehensive data migrations Deployed locally or in the cloud Insight Legal Software Ltd. Westmead House, Westmead, Farnborough, Hampshire. GU14 7LP info@insightlegal.co.uk