Case management support
Support for the systems your matters run through, including LEAP, Clio and Proclaim, as part of the service rather than as an escalation.
IT for law firms and solicitors.
LEAP, Clio and Proclaim supported properly, confidentiality you can evidence, and the records SRA, Lexcel and GDPR reviews ask for already in order.
Case management support
Confidentiality is an obligation.
A law firm cannot treat client information the way a general business can. Confidentiality is an obligation you are regulated against, and the question is not only whether data is protected but whether you can demonstrate it was.
Meanwhile the case management system is the firm. When it is slow, every fee earner is slow, and the cost lands in unbillable time that nobody records.
What tends to be at stake.
- Case management software that the whole firm depends on daily
- Client confidentiality that must be evidenced, not asserted
- SRA, Lexcel, GDPR and ISO expectations around data and continuity
- Client money handling with its own controls
- Court and completion deadlines that cannot move for an IT problem
How we support firms like yours.
Evidence for SRA and Lexcel
Access records, retention positions and continuity plans kept current, so a review is a retrieval exercise rather than a scramble.
Confidentiality controls
Who can reach which matter, enforced and reviewed, with the leavers process closed off properly.
Continuity that has been tested
Backups restored and timed, so you can state how long the firm would be down rather than hope.
Evidence, not assurances.
The frameworks you are measured against ask for records. These are the ones we keep current as part of the service.
SRA
Questions about data handling, confidentiality and continuity answered with records rather than assurances.
Lexcel
The IT and information management sections supported with evidence gathered as a matter of course.
GDPR
Processing records, retention periods and the supplier chain documented and maintained.
Questions we get asked.
Do you know LEAP, Clio and Proclaim?
We support firms running all three. Day-to-day support sits with us; where a fix genuinely belongs with the vendor we manage that rather than hand you a reference number.
Can you help with a Lexcel assessment?
We can supply the IT evidence and explain the position in terms an assessor will accept. The assessment itself remains yours.
Is our data held in the UK?
For systems we host, yes, in secure UK facilities, and we will confirm it in writing. For third-party cloud services we will tell you where the data sits so you can record it.
How we get started.
Partnership Review
Thirty minutes with a senior engineer, on a video call.
Written summary
One page you keep, whether or not we ever work together.
One accountable partner
A named partner holds the whole picture: systems, suppliers and security.
Partnership Reviews
Face to face, so recurring problems get removed rather than closed.
Who else we work with.
Accountancy firmsPractice software that cannot fall over in January, client data that cannot leak, and a season when the whole firm works late.Financial servicesContinuity, clean audit trails and a provider who can answer a compliance questionnaire without flinching — because the evidence is already gathered.Healthcare practicesPatient data, clinical systems and the kind of uptime where "we will look at it tomorrow" is not an acceptable answer.No in-house ITTechnology ends up with whoever is most comfortable with it — usually a partner or an office manager who already has a job.
Start with an honest look at where you are.
Thirty minutes with a senior engineer, then a written one-page summary you keep whether or not you ever work with us.
- Twenty to thirty minutesWith a senior engineer, on a video call.
- A written summary you keepOne page, yours whether or not we ever work together.
- No obligationNothing to sign at the end, and no pressure to.