Angela Viney Conveyancing Services

angela-viney“We already knew of Eclipse through market reputation and it quickly became clear to us that Proclaim offered a significant amount of functionality across a number of areas that would provide us with the flexibility we needed to enhance our client service.”
Darren Becks, Partner at Angela Viney Conveyancing Services

Angela Viney Conveyancing Services is a specialist Commercial and Domestic Conveyancing firm operating from offices throughout West Yorkshire. The firm has gone from strength to strength over the last thirty years due to its commitment to client service and providing high quality and expert advice from its team of dedicated solicitors.

The challenge
The previous system at Angela Viney Conveyancing Services was unsustainable and could no longer keep up with business needs. As the firm operates from 4 offices, it needed a software solution that could manage data regardless of fee earner location, as well as provide a solid platform for future development and expansion.

The solution
A ready-to-go Proclaim Conveyancing Case Management system was implemented practice-wide, enabling a vast scope of functionality across a variety of aspects, from reporting through to customisation.

Additionally, the firm also opted for Proclaim’s integration with ETSOS, the online Conveyancing portal, ensuring a seamless search ordering process directly from the Proclaim desktop.

The results
Since implementation, the firm has been able to continuously adapt Proclaim as and when necessary to suit client needs and any unusual work requests. Thanks to the in-depth training delivered by Eclipse, staff are able to carry out this customisation in-house and without the need for additional support services.

Taking this further, senior staff are able to specify access for certain users. Depending on job roles and/or titles, access to particular areas of the system can be limited, whilst also creating an effective audit trail to ensure each member of staff is completing the required work. In addition, Proclaim’s inbuilt task management feature allows senior staff to oversee and delegate any tasks, providing a flexible range of control.

Angela Viney Conveyancing Services is currently looking to benefit from Eclipse’s integration with the Land Registry Business Gateway to provide staff with seamless access from their Proclaim desktops. This will provide 2-way integration for both data and documentation and ultimately enhance client service while saving a vast amount of time.

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