Operational Excellence
Our knowledge and experience has been used in the design and implementation of our IT solution. A significant investment has been made to enhance the service to our customers by creating an innovative online case management system.
Our system allows you to view the working-progress of all your cases to include:
- Total cases forwarded to date
- Date notified of instruction
- Client contact and appointment date
- Client signed date
- Document return date
- Client contacted and awaiting confirmation of appointment time and date
- Problem case (precise reason will be given in a commentary box)
- Company Case Handler
- UKLA Legal Representative
To view the current status of all instructions, simply visit 'Client Login' on our website and insert your username and password.
Report Creation
UK Legal Assist are always happy to provide an analysis of all instructions received by providing useful reports on a regular basis.
Many of our clients find this service very useful in order to evaluate key strengths and weaknesses within their own Client capture process. A number of firms make use of the information by incorporating it as part of their own review meetings or for in-house staff training purposes etc.
Some examples of these are:
- Instructions by Case Handler or department
- Daily, weekly or monthly conversion rates
- Instruction to appointment timescales
- Problem/cancelled cases explanations
- Number of cases by day, week or month
- Invoices outstanding or paid
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