With practice areas covering Litigation, Private Client and Real Estate a solution to ensure that all protocol forms firm wide were stored securely was a priority.
Case studies
Award-winning London based law firm Wedlake Bell prides itself on working with clients in partnership with a commercial, flexible and pragmatic service at all levels.
The Challenges
The legal form process needed modernising and there were issues around security and locking forms securely was causing problems because:
- Manual form completion was time-consuming and prone to errors.
- There was a barrier to streamlined collaboration between teams.
- There was a need for integration with existing document management systems without disrupting operations.
The Solution
Wedlake Bell implemented FormEvo’s cloud-based legal forms platform, fully integrated with their iManage system.
This provided a secure, centralised solution for form management and collaboration meaning that team members were able to access each other’s forms – a key component to success for the firm.
Benefits and Results
Efficiency Gains
Significant reduction in form completion times – from 45 minutes to 10.
Error Reduction
Improved accuracy across legal form processes.
Auto Population
Potential mistakes mitigated within IHT400 and LPA workflows.
Secure Collaboration
Enabled teams to work together seamlessly.
Enhanced Client Service
Faster turnaround and improved productivity boosted client satisfaction.
Training and Support
FormEvo offers tailored training and responsive support to ensure smooth adoption and maximise user confidence.
This includes guidance on integration and ongoing assistance for legal teams.