5 Pillars for Managing the Client Lifecycle at Your Firm

Client lifecycle management (CLM) provides the framework to understand and proactively manage clients throughout their journey with a law firm. It helps organisations truly understand clients beyond just compliance, so that they can provide the best services and manage risk over time. Introducing a client lifecycle management framework can help you change the way you approach your client journey to benefit your business. Here are a few of the ways that client lifecycle management can help give you focus on bringing iterative improvements to your client journey.  Optimising onboarding is key to knowing your client  CLM gives you the tools to [...]

5 Pillars for Managing the Client Lifecycle at Your Firm2022-04-06T08:30:38+00:00

The Impact of UK Sanctions on Russia for Law Firms

The UK government and governments around the world have imposed additional and far-reaching sanctions with the aim to persuade Russia to withdraw their position threatening the stability and sovereignty of Ukraine. Obligations in relation to financial sanctions is not a new burden on UK law firms. Firms should already have robust policies, controls and procedures in place to prevent breaches of sanctions legislation. What is new, brought about by Russia’s invasion of Ukraine in recent weeks, is the rapid pace of amendments to existing legislation resulting in an unprecedented increase in individuals and entities added to sanctions lists and well as the fast-tracking [...]

The Impact of UK Sanctions on Russia for Law Firms2022-04-05T09:43:09+00:00

Estatesearch: Managing Risk in Estate Administration – Missed Assets and Liabilities

Missed Assets and Liabilities - Due diligence, managing risk and best practice Investigating a deceased’s finances is a large part of a Personal Representative’s job during the process of estate administration. It’s one of their primary and most urgent duties and is an essential part of the due diligence, risk management and best practice they are expected to carry out within their role. Unclaimed Assets in the UK 2020 figures from Reclaim Fund Limited - the fund banks pay assets into when they have reached 15 years or more - show that there was a staggering £1.3 billion left in the [...]

Estatesearch: Managing Risk in Estate Administration – Missed Assets and Liabilities2022-03-08T13:20:04+00:00

Announcing our Executive Members Board for 2022

We are excited to announce the UKLTA Executive Board for 2022. The Executive Board is responsible for the strategic direction of UKLTA. Our Executive Board consists of: Matt Pennington (Chair) Pippa Shepherd Rob Hosier Dr Matthew Terrell Cathy Kirby Simon Law Andy Clarke To find out more about our Executive and Members Board visit the our boards page of our website.

Announcing our Executive Members Board for 20222022-04-07T15:16:46+00:00

What do consumers want from UK law firms in 2022?

When the world shut down in March 2020, consumers went online in search of solutions to their needs. Consumer behaviour has permanently shifted as a result of the Covid pandemic across all industries, and the legal industry is no exception. In light of changing consumer behaviour and expectations, Legl has conducted research into consumer trends in legal services to try and give law firms the most up-to-date information about client expectations and client satisfaction. In the report, you’ll gain insight into what areas ensure a client gets the best experience from your firm, including: Law firms are rated 6 out of [...]

What do consumers want from UK law firms in 2022?2022-02-18T14:03:49+00:00

Quill and Legl Partner to Deliver Online Payments to UK-based Law Firms

Quill’s comprehensive accounts and practice management software now tightly integrates with leading client lifecycle management and payments tool provider, Legl.  Combined Quill-Legl users can use new online payments functionality directly from the money management module within their existing Quill system. Quill users can offer clients an easy and secure way to pay – thereby reducing average payment times from six weeks to sixteen hours or less. Integration is suitable for receiving funds on both account and bill payments. Quill, the leading supplier of legal accounts software and outsourced cashiering services in the UK, is pleased to announce a significant new integration [...]

Quill and Legl Partner to Deliver Online Payments to UK-based Law Firms2022-01-13T10:04:17+00:00

Best Practices in Compliance, Payments and the Client Experience

As 2021 draws to a close and things slow down over the holiday period, you may have a bit more down time than you otherwise would. Why not watch a few videos? Over the last three months, Legl held a series of 30-minute lunch ‘n learn webinars – all of which are available to view at your convenience now! Hot Topics in Compliance for Law Firms Andy Donovan, SRA Compliance Specialist at The Compliance Office, Tracey Calvert, Director at Oakalls Consultancy Limited, and Legl’s Director of Legal Partnerships, Lauren Watson, discussed tactics for managing source of funds/source of wealth, ongoing AML monitoring, due diligence on [...]

Best Practices in Compliance, Payments and the Client Experience2022-01-13T10:03:39+00:00

UKLTA hosts first Members Demo Day

December saw the launch of the UKLTA’s brand new demo group, with a live products showcase from five specialist legaltech products, curated by Nigel Stott of Baskerville Drummond, Caroline Galek of Vlex and Lisa McClory of Fractal Knowledge. With thanks to E3 Compliance, Arken, Estatesearch, Claim Technology and inCase, each short session provided a live demo of the product and an example user journey. There were some detailed discussions around integrations and ways that technology can improve client experience not just for clients and users who are digitally-savvy, but also for clients and customers with additional needs. This included, [...]

UKLTA hosts first Members Demo Day2021-12-16T13:39:20+00:00

Announcing our 2022 Events Schedule

Following the survey out to our members last month, we are excited to announce our events schedule for the first half of 2022. Our schedule covers a wide range of topics including: how to get started with introducing legal technology to your firm designing services that respond to the needs of your clients making better use of data to inform decisions within your practice We are also continuing to deliver practice area specific events in areas such as contracting, estate administration and conveyancing as well as our demo days - where you can hear from a range of tech [...]

Announcing our 2022 Events Schedule2021-12-16T13:49:17+00:00

Announcing our Members Board for 2022

We are excited to announce the UKLTA Members Board for 2021/22. The Members Board represents the interests of the UKLTA’s members, and helps ensure that the UKLTA delivers on its mission - to build a community where legal professionals, technology providers and consumers of legal services can come together in order to help shape the future of legal services delivery collaboratively. Our Members Board consists of: Sarah Blair - Thorntons Law LLP David Baskerville - Baskerville Drummond Lauren Watson - Legl Matthew Terrell - vLex Global Markets Michael Lewis - Claim Technology Heather Anson - Anson Evaluate Steve Brett [...]

Announcing our Members Board for 20222021-12-16T13:44:59+00:00
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