Change & Project Management
In addition to the retainer plans, this service provides help, support and guidance out of the standard ‘day-to-day’ issues that individuals and firms may face such as change and project management or implementing new practice management systems. Check what’s included as part of your retainer plan as some of the below services are included depending on plan you subscribe to.
CHANGE AND PROJECT MANAGEMENT
Nobody likes change and most legal firms share one common factor in that that their practices and processes remain manual and inefficient. Humans, by nature, fear the unknown. How many times have you heard or said “if it’s not broke, why fix it?” This is where we can help. We will:
- Review your current processes, systems and controls
- Review your current product, applications and the functionality available to you
- Advise you where you are inefficient and provide you with compliant solutions
PMS ADVICE & IMPLEMENTATION
If you want a seamless integration of new software and a return on your investment then your accounts team must be part of the process from the start, i.e. the sales demo’s all the way to the decision making. Accounting staff understand the firm practices, processes, policies and more importantly, the finance data. Our consultants have implemented and used many products, been through many data migrations – we know what works and what doesn’t. We will:
- Help you shortlist applications according to your requirements
- Attend sales demo’s including ‘deep dive’ demo’s
- Assist with the project management
- Assist with data migration and implementation
DATA MIGRATION RECONCILIATION
Data migration (also known as data conversion or data transfer) is the process of transferring your firm’s data from your previous legal software package and importing it into your new legal practice management system, successfully.
Cost and time of the data migration are key factors for a firm when deciding the level of data migration, but firms must be mindful of their regulatory obligations when transferring data from one system to another.
Data migration can daunting to most of us. If resource is an issue to you or you simply just want help with the whole process, we can help. We can assist with the reconciliation and testing of migrated data.
SOME OF THE WAYS WE CAN HELP
- Review your current processes, systems and controls
- Review your current product, applications and the
- functionality available to you
- Advise you where you are inefficient and provide you with compliant solutions.
- Help you shortlist applications according to your requirements of your business
- Attend sales demos including ‘deep dive’ demos
- Assist with the project management and implementation
- Assist with data migration and reconciliation
Further Information
Contact Us
To find out more about how we can help you, please call 02032397238, send us an email or complete our enquiry form.
