Awdry Bailey & Douglas chooses SOS Connect for next generation case management system

Awdry Bailey & Douglas Solicitors has selected SOS Connect, from Solicitors Own Software, as its next generation integrated case management system. The new software will support the firm’s goal to provide a more proactive service to clients whilst benefiting from closer integration to improve time recording, customer relationship management (CRM) and business performance reporting.
The firm has four offices in Devizes, Marlborough, Calne and Royal Wootton Bassett serving clients throughout the UK and has a team of 70 people. The firm were winners of the Best Conveyancing Firm 2011 at the Estate Agency Awards in conjunction with The Times and The Sunday Times – small firm category.
Alistair Everett, partner at Awdry Bailey and Douglas explains that “There is far greater emphasis on email today and the need to offer a highly responsive service to clients. We began to realise that it seemed counter-productive to have different suppliers for different systems.”
Awdry Bailey & Douglas’s first case management system was focused more on document rather than email management, which is one of the reasons why the firm is moving to SOS Connect and what Everett refers to as “second generation case management”.
As a long term and satisfied user of Solicitors Own Software for the accounts, Awdry Bailey & Douglas felt it was logical to look at SOS Connect. The firm was impressed by the comprehensive features for the handling, storing, retrieving and time recording of incoming and outgoing emails, with everything related to the matter. Everett continued: “SOS Connect gives us everything that we need. We like the close integration with Outlook and the ability to run a case from within an Outlook screen which also helps with the handling of emails. People underestimate the importance of the look and feel of a case management system to encourage its wide adoption. In addition the full integration with accounts will allow us to greatly improve time recording, management reporting and marketing. CRM is absolutely vital for us and SOS Connect will support our ‘keep-in-touch’ policy.”
Awdry Bailey & Douglas signed contracts with Solicitors Own Software in December 2011 and is planning to start rolling out the system in early summer. Initially SOS Connect will be used by everyone for generic case management including time recording. A programme for rolling out six tailored case management modules for different departments will follow. Awdry Bailey & Douglas will use the SOS Connect scripting tools to develop the customised workflows in-house.
David McNamara, managing director of Solicitors Own Software said: “Awdry Bailey & Douglas’s selection of SOS Connect as its next generation case management system clearly demonstrates the value of centralising information and making it accessible and available to all functions. We are impressed by Awdry Bailey & Douglas’s enthusiasm and commitment to using our software to deliver its full benefits and look forward to working together during the implementation.”
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