Taylor Vinters are a large regional firm of Solicitors with offices in London, Cambridge and Singapore. Operating in the areas of technology, investment and private client, they serve an international client base of private individuals, fast-growth companies, multinational, investors and non-profits.
The firm are an existing user of iManage for their document management needs. iManage is highly used amongst the top 100 firms in the UK and very heavily used in the USA market where document management solutions are arguably more popular than case management software.
When Steve Sumner, IT Director and Drew Winlaw, Director of Operational Development at Taylor Vinters looked at their firm’s business needs, they knew that neither a document management nor a case management software product fitted their requirements fully. They realised that the firm needed a document management solution for the business as a whole and a case management one for certain areas only.
Taylor Vinters were already users of DPS’s case management software for the Plot Sales department and although this worked well, they needed to link this department to the rest of the business.
The Plot Sales department was using a fairly old version of DPS and needed to upgrade to the newer, Outlook Office case management system which is completely integrated with Outlook. This model also suited the iManage integration since iManage is also provided within Outlook. The integration between the two products meant that everything was embedded into their Outlook desktop.
A completely new Plot Sales module was written internally by Taylor Vinters’ staff trained in DPS and the updated Outlook Office case management completely integrated to iManage and their Miles 33 accounts was rolled out in June 2014.