The firm, which is headquartered in Crewe and has five other offices across Cheshire, has 100 staff working across the full range of legal services. It opted for SOS Connect for integrated practice and case management after undertaking a review of its IT capabilities.
Partner Scott Harding, who has responsibility for IT at Poole Alcock, said the firm spoke to several providers after deciding to upgrade its previous software.
“Our incumbent case management system was not automated in any way, which was a major handicap in areas such as our volume conveyancing and private client work,” he says.
“We knew we could get more return on our investment in IT through automation and using workflows, so we decided to investigate the market.
“We saw a number of different providers but SOS Connect really stood out in its ability to become ‘bespoke’ for each part of our business, not an ‘off-the-peg’ solution, which can only take you so far.
“We are really impressed with the way our training is being delivered by SOS and another factor in our decision is the fact that it has so many long-standing clients, which is always reassuring.”
Mr. Harding says SOS Connect will have a phased introduction at Poole Alcock over the coming months.
“All of our current data will now be migrated in detail to the new system by SOS, who will also implement case workflows for us into all key departments. SOS Connect will create greater efficiency and has the potential to grow with the firm.”
David McNamara, managing director of SOS, said: “We are delighted to be partnering with Poole Alcock, especially after the firm undertook such a thorough review of the market.
“We will now be working very closely with the firm over the coming months to ensure a seamless transition.”