Case Study: Flint Bishop & Barnett achieves automated, paperless forms and faster approvals with Thomson Reuters Elite

Electronic Workflow Engine Tunes Up Forms Processing At East Midlands Firm

Flint Bishop & Barnett (FB&B), one of the largest solicitor firms in the East Midlands, needed to modernise a dated DOS-based financial transaction system while keeping a paperless approach. The firm regularly processes hundreds of time-sensitive financial and matter forms that must meet solicitor accounts rules and require timely, auditable authorisations, but its legacy system lacked online approval, escalation and validation functionality.

Working with Thomson Reuters Elite, FB&B implemented Enterprise-integrated electronic workflow forms with built‑in authorisation, escalation rules, automated checks and PDF archiving. The solution sped up approvals, improved traceability and compliance (including preventing client ledger overdrafts), reduced lost or delayed forms, and is now used firm-wide for five financial forms — prompting plans to automate further administrative processes.

Flint Bishop & Barnett

Shirley Vincent

Enterprise Systems Manager