Development

Competition in the legal arena is fierce and modern law firms must rely on technology, if they are to succeed in today’s 24/7 economy.

To provide our clients with a clear competitive advantage, Fusion has partnered with Thompson Reuters Elite to deliver the best possible advice on the MatterSphere product.

We’ll also help you get your system working to its full potential. Our consultants can guide you through the core features of MatterSphere and document, develop and train any bespoke business processes that the core modules do not cover.

However, MatterSphere is only one part of the Fusion story.

We also have extensive experience with other PMS, case management & CRM systems.

Please see our case studies to discover more about our integration work with Tikit Partner for Windows and Winscribe.

Insight can be invaluable when it comes to improving the efficiency of your business and we understand just how important statistics can be to refining your operational performance. If your system uses SQL or has a database in the backend, we can write a report that gives you the relevant system information in a click of a button. And deliver this information direct to your email inbox.

What’s more, if you’re a managing partner, who is constantly frustrated by the lack of reporting in your case management or accounting system, Fusion can provide the information you need in an easily readable format. By using Microsoft SSRS and Crystal Reports, we can ensure for example, that at 5pm every Friday you receive an email containing the weeks billing, which itemises the cases opened for that week.

With the changing requirements of the Legal Aid System, logging and claiming for cases in the right way can be difficult. The Fusion Family Legal Aid module collects all the information you need (from time recording to disbursements) in one place, to give you total control.

Have you ever needed to extract multiple documents from MatterSphere into a single Zip file? With the Fusion Send to Zip module, you can do this with a single click.

Selling legal services can be a cutthroat business and with numerous sources of business to manage and co-ordinate, it is often a daunting task. The Fusion Sales/Lead Tracker for MatterSphere allows anyone to produce a quick quote, while ensuring that quote is logged, followed up, and ultimately turned into a new matter.

Conveyancing is a highly procedural based transaction with low profit margins and considerable risk. Fusion’s Conveyancing Taskflows for MatterSphere, streamlines your workflows to ensure that your sale, purchase and re-mortgage transactions are completed efficiently and with minimal risk. By introducing our MatterSphere Taskflow solution, we have helped firms increase their workload by over 40%.

MatterSphere Taskflows can be adapted to almost any discipline within a law firm. We have worked with clients to bring the commercial benefits of taskflows to conveyancing, matrimonial, personal injury, client inception & debt recovery.

Taskflows have also benefitted our clients outside of the legal sector and we have many examples of how they can be used to streamline processes and improve productivity in other sectors. These include everything from internal credit control and debt recovery, to managing the process of employee recruitment.

Fusion have extensive development experience with Thomson Reuters Elite’s MatterSphere Client Portal.

Out of the box the client portal often requires considerable customisation to meet your specific needs and we can assist with this. Our Client Portal module gives basic client and matter information and will automatically show the user any live taskflows on matter. This works perfectly alongside all our taskflows.  Our team will also work closely with you to keep sensitive data confidential and define which data clients can access.

We additionally have considerable experience in exposing extended MatterSphere data and allowing clients to update or add extended data to their matter. So you can easily use this information within your flows.

If you often struggle moving data in and out of MatterSphere from other systems, our import/export module automatically files data in the correct format. We can also make it easier to retrieve data,  providing we have the schema for the destination system. The Fusion MatterSphere Import/ Export engine will additionally make sure that any data changes are kept in sync, so that your systems are always up to date.

Creating Taskflows for MatterSphere clients can be a time consuming task. Our Taskflow Generator helps with rapid Taskflow generation, and allows you to easily import the Taskflow XML using a Visio diagram of the flow.

Do you regularly send out forms and then spend hours rekeying the returned information back into MatterSphere? Fusion can help you create an email-able PDF version of the form. The client can then email you the completed form back and the MatterSphere PDF Importer will import the writable fields within that PDF into MatterSphere – saving you considerable time and eliminating clerical errors.

If you’re looking to get specific feedback from your clients, but don’t want to go to the effort of storing this information in extended data within MatterSphere, our Client Questionnaire module provides a simple solution.

This allows you to setup an email precedent (this can also be incorporated into Taskflow), which sends a custom URL to the client. This URL can be prepopulated with data from MatterSphere and the subsequent data can be exposed in the questionnaire / form. Clicking on the URL will bring up the designed questionnaire in a web browser and the questionnaire can then capture any type of information you want in any format, and with any amount of data validation built into the form.

Once the form or questionnaire is complete, the client simply emails the contents as a PDF to the fee earner. For convenience, we can even store the data from these questionnaires in a XML extended data field.

This technology works perfectly alongside the MatterSphere Client Portal – as we direct the end user to the MatterSphere Client Portal to fill in some extended data fields, and then provide a link to the questionnaire.

Case management systems are only as accurate as the data they contain and over time incorrect data, duplicates and out of date contacts can lead to errors and slow your system down. We specialise in cleaning up contact, client and matter information in management systems, to improve efficiency and accuracy.

We also have tried and tested solutions for the MatterSphere product and can suggest ongoing strategies for policing your data after the cleansing process has taken place.

How many pages a year are wasted from people just pressing the print button on an email? With the Fusion Print Last Thread application we make it easier to just print the last reply on an email.

If you have MatterSphere installed we can also use the same functionality to ask users if they want to print the entire email or just the last thread as they save a document into MatterSphere.