Law firms are constantly seeking ways to streamline their operations and improve efficiency. To support these goals, Visualfiles is one flexible and versatile platform that offers seamless integration with other third-party systems. With Visualfiles’ integration prowess, firms can truly optimise and transform daily operations. And not just third-party systems, Visualfiles can deliver bespoke integration capabilities too.
First off, let’s look at some select examples of external, third-party integrations that most Visualfiles user firms must consider implementing – genuinely, these are logically and rationally compelling business choices:
Streamlined case management and accounting operations
Why wouldn’t a firm not integrate Visualfiles with its accounting system? When a case is created in either system, the relevant data automatically populates in the other, creating a seamless workflow that saves valuable time and resources. By creating a single source of truth, this integration eliminates the tedious task of duplicate data entry and significantly reduces the risk of errors. This synchronisation also ensures that all financial data remains consistent across both platforms, providing firms with accurate, up-to-date information for better decision-making.
Simplified legal form creation and management
One of the most compelling features of Visualfiles is its ease of integration with legal forms. Users can automatically populate legal forms from within Visualfiles, with the data already residing in the system, eliminating manual data entry, reducing errors, improving accuracy, and saving hours of administrative work. Subsequently, the legal forms are stored and managed directly within Visualfiles, providing a centralised location for all the documents too.
Slick and smooth document signing processes
Integrating Visualfiles with digital signature technology makes the document signing process so much easier and more efficient, not to mention less error-prone. It eliminates the need to copy and paste email addresses or other sensitive information when sending documents for signature, as the document is created and sent from within Visualfiles. This significantly minimises the risk of misaddressed emails because Clients sign documents directly within the digital signature tool. Best of all, once signed, documents automatically get stored in Visualfiles, removing the need for manual downloads and imports. This streamlined workflow saves time and provides a more professional and convenient experience for clients.
Additionally, as Visualfiles embodies the philosophy of “the art of the possible”, bespoke integrations with applications to meet a firm’s specific requirements are possible too. Here are some select examples of integrations undertaken at firm requests:
HMRC VAT number checker
A prime example of Visualfiles’ bespoke integration capability is the integration with HMRC's VAT number verification service. Users at the firm verify VAT numbers directly from within Visualfiles. Furthermore, imagine the ease and efficiency when Visualfiles is also integrated with the firm’s accounting system.
Modern messaging tools for client communication
Visualfiles’ integration capabilities extend to modern communication tools, including WhatsApp and text messaging services. Through this integration, without leaving the Visualfiles platform, case handlers and clients at an organisation have two-way communications, be that to send regular matter updates and notifications, or to discuss issues that surface during the case. The client experience is greatly enhanced through timely updates and correspondence, via such client-familiar communication channels.
Seamless CRM integration
Visualfiles’ ability to integrate with membership or CRM systems brings another level of efficiency to a legal provider’s operations. By pulling contact information directly from existing CRM systems, the integration ensures the firm in question always has access to the most current client contact information. Once again, there’s no need for manual data entry and switching between solutions. The workflow is streamlined, reliable, and efficient – and data is consistent across systems without effort.
Specialised industry solution
Visualfiles’ adeptly integrates with specialised industry systems too, e.g. insurance claims management systems. Continuing with this example, when an insurance claim in an organisation needs legal recovery, the claims handler flags the case in their insurance claims management system, which then automatically triggers the case creation in Visualfiles. Thereafter, information flows seamlessly between the two systems, making it easier for the claims handler to track the status of the claim without asking the legal team for updates.
Adapting legal technology integrations to meet business needs
As law firms continue to digitise their operations, the importance of an integrated firm-wide business environment cannot be overstated. The beauty of Visualfiles lies not just in its current integration capabilities but in its potential for future development of the firm’s technology environment. As new technologies emerge and law firm needs evolve, Visualfiles’ flexible architecture allows for continuous adaptation and improvement. This adaptability ensures that firms investing in Visualfiles today are well-positioned to meet the challenges of tomorrow's legal landscape, making it a solution for modern law practice management.
To find out more contact us and speak to the team!
About the Author: David Parry
Dave joined the team in 2013 as an Associate Application Consultant, working his way up through the ranks to Senior Application Consultant. In August 2021 he decided to make the move into Project Management and was responsible for a variety of projects with differing needs and complexities, from Upgrades through to new Implementation.
In January 2024 he embarked upon a new venture with LNES and became a Client Advisor. Using his love of client collaboration and his unique, creative spark, Dave wanted to get back to doing what he does best, helping clients improve their use of Visualfiles.
After hours, Dave still has his work cut out for him as a dad to an energetic toddler and baby, and arguably the most emotionally demanding of all, time spent being an Everton fan!
Read all David Parry's posts | See all our contributors