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Vision CoreSolutions

Specialist Applications

Solicitors' Workflow Management Application

Enquiries, matters, documents, deadlines and a secure client portal for legal practices.

A workflow management product for legal practices covering client enquiries, matter and case tracking, documents, tasks, appointments, deadline reminders and a secure client portal. This is workflow software, not legal advice.

Prototype / In Development

Built for

  1. 01Law firms
  2. 02Legal practices
  3. 03In-house legal teams

Prototype / In Development

See It in Action

Sample dashboard, video and live demo

All public demonstrations use synthetic data. They do not represent any real customer, airline, operator or aircraft.

demo / solicitors-workflow

Solicitors' Workflow

Practice Workflow

Prototype / In Development

Open matters

63

Deadlines this week

12

New enquiries

8

Appointments today

5

MatterFee earnerStageNext deadline
Demo Matter 2041Demo Solicitor ADocumentsTue
Demo Matter 2038Demo Solicitor BReviewThu
Demo Matter 2033Demo Solicitor ACompletionNext week

Illustrative / Synthetic Demo Data

Demonstration video

Short product walkthrough

A short video demonstration of Solicitors' Workflow is in production. Request a demo and we will walk you through the product live in the meantime.

Request a live walkthrough

Interactive prototype

Try the demo

The interactive prototype is in development. Register to try it on synthetic data as soon as it is available.

Register for demo access

Key Benefits

Why Solicitors' Workflow

01

Every matter on track

Matter status, tasks and deadlines visible to the whole team.

02

Fewer missed deadlines

Reminders and dashboards highlight what is due and who owns it.

03

Better client service

Communication history and a secure client portal keep clients informed.

Standard Features

What's included

Client enquiry management
Matter and case tracking
Document management
Task allocation
Appointment tracking
Deadline reminders
Client communication history
Workflow status dashboards
Internal reporting
Secure client portal

Customisation Options

Standard product or customised to your business

Standard product

Use our existing application with its standard features.

Customised product

Request additional features, integrations, dashboards or workflows.

Typical customisations

Matter types and workflow stages for your practice
Your deadline rules and reminder schedules
Client portal branding and permissions
Integration with existing practice systems

Important information

  • This is a workflow management product. Vision Core does not provide legal advice.
  • It is initially a demonstration product using synthetic data. Before commercial deployment, requirements will be validated with a law firm, including confidentiality, professional obligations and any applicable regulatory requirements.

Vision Core applications provide software tools, automation, analysis and recommendations intended to support business decisions.

Automated outputs may contain errors or omissions and should be independently reviewed before being relied upon.

Unless expressly agreed and appropriately authorised, the applications do not provide regulated legal, financial or other professional advice.

Nothing in this notice excludes liability that cannot lawfully be excluded.

Solicitors' Workflow Management Application is currently marked Prototype / In Development and is not yet commercially available. Full product disclaimer.

Interested in Solicitors' Workflow?

Request a demonstration, register for demo access, or talk to us about a standard or customised version.