Large Solicitor Firm Case Study

1. Standardisation and risk management

“Ensuring everyone in the team are using the same, standardised precedents helps to reduce the firm’s exposure to risk. The same can be said for business processes, if they’re the same for everyone, then there is less room for error.” – Board Director, Joint Head of Private Client

2. Transparency 

Having transparency around each other’s documents helps the peer review and checking process. It also helps more senior members of staff to review what the junior members are doing, ensuring they can step in to help with drafting if required.  

3. Onboarding new staff 

The onboarding process is made simpler as everyone is using standardised processes and precedents, and the software is easy to use.  

4. Saving time and money 

Wills are traditionally very admin heavy, but they result in probate work. “If you can increase the speed and efficiency of making Wills, you can get more profit out of it, I’m always looking for ways to improve the process. Clients also want faster turnaround times, so it meets our needs and theirs.” – Board Director, Joint Head of Private Client

5. Supporting clients with complex requirements  

The Board Director, Joint Head of Private Client and his team used to use a different Will drafting software that couldn’t produce the number of documents they needed or meet the complexity of some of their clients’ requirements.  

“We want to be able to take on the instructions and get them 100% right the first time around, the clauses in Arken Professional that cover off complex cases is useful in helping us achieve this. As is the questionnaire style format and mandatory fields in Arken.”  – Board Director, Joint Head of Private Client

1. Arken has helped to maximise profitability. It has reduced the amount of involvement senior member need to spend on putting Wills together.  
2. The team can now produce Wills faster and less changes to them are required.  
3. Arken helps this company to mitigate their risk. It helps to standardise precedents, and there are fewer opportunities for the team to use their own wording.  
4. “Arken Professional makes life easier for my team and less stressful for them. I want to retain my staff; we’ve helped to train them, and we want to give them the tools they need.” – Board Director, Joint Head of Private Client