Access Legal’s legal accounts package, Financial Director, has had a transformative impact on the efficiency and productivity of Biscoes Solicitors’ finance team. The seamless integration with Access Legal Case Management has streamlined and digitized the entire accounts process, benefiting both fee earners and accounts staff.
Biscoes Solicitors, a prominent law firm with 6 offices across Hampshire and the Isle of Wight, has been utilizing Access Legal’s case and practice management system, including Financial Director, for over 20 years. Catherine Ridzuan, the Finance Manager with 18 years of experience at Biscoes, has been particularly impressed with the benefits of Financial Director since its release in 2013.
Catherine highlighted the ease of use and time-saving benefits of Financial Director, emphasizing the effortless automation of data entry through lawyers’ e-chits via the case management system. Additionally, she praised the swift and efficient two-button process of importing and sending off land registry searches, a task that previously consumed hours of manual work.
The Client to Office (CTO) sweep feature, which enables bulk transfer and viewing of matters with both client and office balances, has also garnered Catherine’s appreciation. While she noted the inability to part-allocate disbursements as a minor limitation, Catherine found the overall functionality of Financial Director to be faultless, particularly in automating tasks as per the account’s rules.
Furthermore, the ability to attach documents to postings on the purchase ledger has not only reduced paper usage but also facilitated easy accessibility of files, especially during audits. Catherine emphasized the significance of this feature in minimizing paper storage and enhancing long-term file retrieval.
From an end-user perspective, Catherine highlighted the user-friendly and visually appealing interface of Financial Director, making it easy for new users to adapt and operate. The colour-coded and well-laid out client ledger was particularly commended for its accessibility and clarity, further contributing to a more efficient operational workflow.
In conclusion, the time-saving features and user-friendly interface of Financial Director have significantly enhanced the operational efficiency of Biscoes Solicitors’ finance team. The seamless integration with case management, third-party suppliers, and automated allocation features have streamlined processes, saved time, and reduced manual effort.
For law firms seeking a compliant and efficient legal accounts system, Access Legal’s Financial Director offers a comprehensive solution that is compliant with solicitors’ accounts rules and making tax digital. To learn more and request a demonstration, visit Access Legal’s Legal Accounts page.