A vast and highly experienced team serves clients offering the key practice areas of Residential Property, Commercial Property, Wills Trust, and Estates, Court of Protection, Family and Medical Negligence to local, regional and national private and commercial clients.
Case studies
The firm is one of the UK’s leading agri-food firms, with extensive experience in other sectors including private client, energy, and commercial property.
The Challenges
Roythornes were looking to cut down on form completion time, but the digital forms needed to interface with their iManage Work 10 Document Management System. Their desktop system had minimal integration, so as heavy LPA users they needed a faster, easier way to complete, store, and manage forms.
Challenges around up-to-date forms, particularly the lag in updates being done were creating operational difficulties. Additionally, there was a clear need to reduce the time required to complete forms due to several key issues:
- Manual form completion was both time-consuming and susceptible to errors.
- Collaboration between teams was not as streamlined as it could be.
- There was a requirement to integrate with existing document management systems without disrupting day-to-day operations.
The Solution
Roythorne’s Solicitors implemented FormEvo’s cloud-based legal forms platform, fully integrated with their iManage system, providing a secure, centralised solution for form management and collaboration.
Team members were now able to access each other’s forms, confident that the most up-to-date forms were in use– a key component to success for the firm.
Benefits and Results
Faster Turnaround
Time savings have enabled quicker matter progression and completion.
Single Data Entry
Information is entered once and refreshed in real time.
Pre-population Efficiency
Resolving one issue updates multiple related fields, reducing repetitive work.
Reduced Risk
Single data entry and automatic updates minimise duplication, errors and risk.
Strong Security
A time-out function prevents sensitive data remaining visible.
Seamless Cloud iManage Integration
Documents can be opened in iManage and previewed instantly as PDFs.
Streamlined LPA Workflows
No re-keying, and forms can be sent to clients for review and amendment.
Expanded Investment
Additional licences and LPA premium workflows were adopted following initial success.
Firm-wide Adoption
Approximately 220 standard and premium users across five offices.
Training and Support
FormEvo offers tailored training and responsive support to ensure smooth adoption and maximise user confidence.
Deployment was hands-on: Ross initially trained a pilot group within the firm and then conducted group training with other practice groups/ departments.
He has joined several lunch and learns and has been there as back up to answer any technical questions that the IT team are unable to answer.
