Taylor Rose rolls out cloud-based practice management platform

We are delighted to announce that over the summer, we are rolling out a new fully cloud-based practice management platform as part of our ongoing investment in technology aimed at enhancing efficiency.

Developed with a sharp focus on the needs of a modern-day lawyer, the Salesforce-based system is market-leading in terms of stability, scalability and reliability. Staff can access the system on any device, including a mobile phone, to maximise flexibility for fee earners. By housing all the data in one place, the system aids ease and productivity for lawyers as well as central support departments such as audit, client care and data protection.

The platform will enable our firm to develop near-term AI opportunities, including intelligent document processing and the development of numerous other use cases driven by AI agents.

The investment is critical to driving service levels, efficiency and productivity. It is also expected to be of huge value in providing our lawyers with a platform and infrastructure capable of giving them the best and most productive experience, therefore aiding talent attraction and retention.

Adrian Jaggard, CEO, commented: “This is a hugely important strategic investment for the firm. Giving our lawyers and support teams the best and most productive work-life experience possible is an essential part of our strategy; if they are satisfied with our platform, our IT and central services, that will ultimately deliver better results for our clients and the business."

“We’re confident that the platform will bring benefits to Taylor Rose, taking away administrative and process-driven headaches and allowing lawyers to do their core jobs more effectively than ever. Crucially, it gives us a platform on which we can continue to scale and innovate as we look at the opportunities brought to us by AI in particular.”

The platform has been tailored to work for all of our specialisms, including areas such as Property, Private Client, Family, Civil Litigation, and Corporate Commercial .

Workflows have been designed with compliance in mind, to help fee earners easily view everything they need to see on one system and undertake the tasks required of them.

The system will also introduce functionality for a wider range of business support functions, including client care, IT, finance, new business, and legal support operations.

Designed to be intuitive and easy to use, all employees and consultants are being trained on the new platform with interactive demonstrations, a suite of video training materials and virtual drop-in training sessions, as well as on-site support across the group’s locations.