For many legal firms, Proclaim case management software is at the centre of day-to-day operations. It can help manage cases, streamline workflows, automate processes and provide valuable management information.
But what happens when the standard Proclaim setup doesn’t quite match the way your firm works?
Every legal practice has its own processes, requirements and challenges. You may have workflows that are unique to your organisation, repetitive administrative tasks that could be automated, or other systems that need to communicate with Proclaim.
This is where bespoke Proclaim development can make a difference.
At Techedia, we specialise in tailoring Proclaim to meet the specific requirements of businesses, helping organisations improve workflows, automate processes, integrate systems and make better use of their data.
But what does bespoke Proclaim development actually involve?
What Is Bespoke Proclaim Development?
Bespoke Proclaim development involves customising and extending the Proclaim case management system to meet the specific requirements of your business.
Rather than asking your team to change the way they work to fit a standard system, bespoke development allows the system to be adapted around your existing processes and objectives.
This could include:
- Custom Proclaim workflows
- Workflow automation
- Bespoke case types
- Custom screens and fields
- Proclaim integrations
- Document automation
- Management information and reporting
- Power BI reporting
- API and web service integrations
- Custom portals
- System enhancements and upgrades
The exact development depends on the problem you’re trying to solve.
At Techedia, our Proclaim development process starts with understanding your systems, workflows and objectives before designing a solution around your requirements.
Why Would a Law Firm Need Bespoke Proclaim Development?
Proclaim is a powerful case management system, but no two organisations operate in exactly the same way.
A firm may have developed its own processes over time, introduced additional software or grown to a point where manual processes are becoming difficult to manage.
For example, your team might be:
- Entering the same information into multiple systems
- Manually progressing cases through workflows
- Producing reports using spreadsheets
- Repeating administrative tasks
- Moving information between different platforms
- Relying on emails for processes that could be automated
- Struggling to get the management information they need
- Using systems that don’t communicate with one another
These are all potential opportunities for Proclaim development and automation.
The objective isn’t simply to add more technology. It’s to make the technology you already use work more effectively for your business.
What Does the Proclaim Development Process Look Like?
A successful bespoke Proclaim project shouldn’t begin with development.
It should begin with understanding the problem.
1. Discovery and Consultation
The first stage is understanding how your organisation currently works.
This means looking at your existing Proclaim setup, workflows, systems and objectives.
Questions might include:
- What processes are currently causing problems?
- Which tasks are repetitive?
- Where is information being entered manually?
- Which systems need to communicate with Proclaim?
- What information does management need?
- What would you like the system to do differently?
This discovery stage helps identify opportunities for improvement before any development work begins.
At Techedia, we take a partnership-led approach, working closely with clients to understand their goals, challenges and day-to-day operations.
2. Mapping Your Existing Workflow
Once the requirements are understood, the next step is to look at the existing workflow.
For example, a typical process could involve:
New instruction → Initial checks → Case setup → Documents → Review → Case progression → Completion
There may be multiple manual steps between each stage.
A bespoke Proclaim solution could potentially automate parts of that process, ensuring information is captured correctly and the right actions happen at the right time.
This can help reduce unnecessary administration and give users a clearer, more consistent workflow.
3. Designing the Bespoke Solution
Once the requirements have been established, the development team can design a solution around them.
Depending on the project, this could involve creating:
Custom workflows
Workflows can be tailored around the way your organisation processes cases.
Automated tasks
Repetitive processes can potentially be automated, reducing the amount of manual work required from your team.
Custom screens and fields
Information can be structured around the specific requirements of your cases and users.
Bespoke reporting
Reports can be designed around the information your business actually needs to monitor.
Integrations
Proclaim can be connected with other systems to help information move between platforms more efficiently.
Portals
Web-based portals can be developed to connect clients, staff and other systems with Proclaim.
The result is a Proclaim environment designed around your business rather than a one-size-fits-all approach.
Proclaim Integrations: Connecting Your Systems
One of the biggest opportunities for Proclaim development is integration.
Many businesses use multiple systems alongside their case management software. If those systems operate independently, employees may have to manually transfer information between them.
That can create additional administration and increase the risk of errors.
A bespoke Proclaim integration can allow different systems to exchange information automatically.
For example, TechEdia works on integrations involving document management systems, accounting tools, client portals and other business systems.
TechEdia also develops APIs and web services to facilitate data transfer to and from Proclaim.
This can create a more connected technology environment where systems work together rather than operating as isolated platforms.
Proclaim Workflow Automation
Another important area of bespoke development is workflow automation.
Manual processes can consume significant amounts of employee time, particularly when the same tasks are repeated across hundreds or thousands of cases.
Automation can potentially help with processes such as:
- Creating documents
- Updating case information
- Moving cases between stages
- Sending communications
- Triggering tasks
- Capturing information
- Updating connected systems
- Generating reports
The aim is not to automate everything simply because automation is possible.
Instead, the focus should be on identifying repetitive or inefficient processes where automation can provide a genuine operational benefit.
Bespoke Proclaim Reporting and Power BI
Your Proclaim system can contain a huge amount of valuable business data.
But having data and being able to use it effectively are two different things.
Bespoke Proclaim reporting can help organisations turn that information into meaningful management information.
For example, you might want to understand:
- How many cases are currently active?
- How quickly are cases progressing?
- Where are cases becoming delayed?
- How are teams performing?
- What are your key operational KPIs?
- How is your workload changing over time?
TechEdia provides customised Proclaim reporting and can also transfer Proclaim data into Power BI to create dynamic dashboards and visual reports.
This can give decision-makers a clearer view of business performance without relying on manually maintained spreadsheets.
Proclaim Portals and Web Development
Bespoke Proclaim development doesn’t necessarily have to stay inside Proclaim itself.
A web portal can provide another way for users, clients or staff to interact with information and processes connected to the case management system.
TechEdia develops Proclaim-integrated websites and portals, including instruction portals and client-facing platforms.
For example, TechEdia’s instruction portal can connect staff with Proclaim while supporting features such as AML checks, SMS communication and electronic signatures.
This type of development can help create a more connected digital workflow from the initial instruction through to case completion.
Testing and Implementation
Development is only one part of the process.
Before a bespoke Proclaim solution goes live, it needs to be tested.
Testing can help identify issues, confirm that workflows behave as expected and ensure that different scenarios have been considered.
At Techedia, the Proclaim development process includes testing and implementation before the solution is introduced into the live environment.
A structured implementation process can also help minimise disruption to day-to-day operations.
Ongoing Proclaim Development and Support
Your business doesn’t stay the same forever.
New processes are introduced. Teams grow. Regulations change. Software is upgraded. New systems are adopted.
As a result, your Proclaim environment may need to evolve too.
Ongoing Proclaim support and development can help organisations maintain and improve their systems as their requirements change.
Techedia provides dedicated Proclaim support covering technical assistance, software updates, maintenance, training and custom enhancements.
This means bespoke development doesn’t have to be a one-off project. It can become an ongoing process of optimisation.
What Are the Benefits of Bespoke Proclaim Development?
The benefits will depend on the requirements of each organisation, but bespoke Proclaim development can help businesses:
Improve efficiency
Automating repetitive tasks and streamlining workflows can reduce unnecessary administration.
Reduce manual data entry
Integrations and automated processes can reduce the need to enter the same information into multiple systems.
Improve consistency
Structured workflows can help ensure that processes are followed consistently.
Access better management information
Custom reports and Power BI dashboards can provide greater visibility of business performance.
Connect different systems
Integrations can allow Proclaim to communicate with other platforms used by your organisation.
Improve scalability
A system designed around your processes can evolve as your organisation grows.
Is Bespoke Proclaim Development Right for Your Business?
Not every organisation will require extensive bespoke development.
Sometimes a relatively small change to an existing workflow can make a significant difference.
In other cases, a business may need a larger solution involving Proclaim development, integrations, APIs, portals and business intelligence.
The starting point should always be the same:
Identify the problem first. Then determine what technology can do to solve it.
If your team is regularly working around the limitations of your current Proclaim setup, manually transferring information between systems or spending time on repetitive processes, it may be worth reviewing what could be improved.
Why Choose Techedia for Proclaim Development?
Techedia specialises in Proclaim development, support and integrations, working with businesses to tailor their case management systems around their specific requirements.
Our development services include custom integrations, workflow automation, bespoke reporting, system upgrades and maintenance.
We also work across Proclaim, web development, APIs, portals and business intelligence, allowing different parts of your technology environment to work together.
Our approach is centred around understanding your business first, then developing a solution that supports the way your organisation actually operates.
Ready to Get More From Proclaim?
Your Proclaim system should support your business — not create additional work for your team.
Whether you’re looking to automate a repetitive process, integrate Proclaim with another system, improve your reporting or develop a completely bespoke workflow, the right development approach can help you get more from your existing technology.
Talk to Techedia about your Proclaim development requirements.
Our team can help you identify opportunities to improve your workflows, connect your systems and build a Proclaim solution around your business.