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Practice Management & Software

It’s not always about being on the tools and front of office!  Behind every practice there are the wheels of industry grinding away.  In order to roll out your practice, you will need the software and the know how to maintain it’s smooth running.  Here at TLS we have a huge amount of knowledge to share with you that we have come across in the industry sector, here’s but a few.

  • Leap Legal Software
  • Clio
  • Quill
  • Osprey
  • MS office applications
  • MS company formation & licence roll outs
  • OneDrive
  • Dropbox
  • Teams
  • Zoom
  • Docusign
  • Infotrack Ecos & electronic client ID
  • Bundlepro
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CDD – Client Onboarding & Matter Setup

The big chief at the SRA gives no wriggle room.  Client Due Diligence and the onboarding.  This can be a thankless task.  TLS know what to do and when to do it.  Leave it with us and we can open matters and get things tip top and in order ready for any audit.  Sometimes onboarding can be undertaken within a particular legal practice management software, but not always.  Either way we can assist.

  • ID Checks
  • Company searches
  • Risk Assessments
  • Compliance
  • Compiling Letters of Engagement

We ensure that all onboarding tasks are completed and monitor progress as the final box is ticked, whilst you deal with your clients.

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Document Production, Email Management & Transcription

We’ve done it all, including the late nights, early mornings and the closing deals in the boardroom and the hub and hive of excitement!  Support, support, support.  Throw it our way, we’ll get the job done.

  • Transcription – digital or analogue (yes there’s still some old schoolers out there!)
  • Email correspondence in your own brand
  • Email management
  • Court documents
  • Witness statements
  • Attendance notes