Case Study: Angela Viney Conveyancing Services achieves greater efficiency and streamlined workflows with Access Group's Access Legal Case Management

Angela Viney Conveyancing Services use Access Legal Case Management to achieve greater efficiency

Angela Viney Conveyancing Services, a specialist commercial and domestic conveyancing firm operating across four West Yorkshire offices, faced an unsustainable legacy system that couldn’t manage data across locations or support future growth. They chose Access Group’s Access Legal Case Management (the Proclaim solution) to provide a modern, centralised platform with greater reporting, workflow customisation and multi‑office data access.

Access Group implemented Access Legal/Proclaim with Outlook and ETSOS integrations, role‑based access, task management and in‑house customisation enabled by thorough training. The result was faster client access to information, a seamless search‑ordering process that saved substantial time, stronger audit trails and task oversight, and improved efficiency and profitability—delivering the ROI and operational flexibility Angela Viney Conveyancing Services sought.

Angela Viney Conveyancing Services

Jack Viney

Conveyancer/Proclaim Administrator