Executive Summary

Elaine explains that her firm needed a system to better understand the overall performance of the firm and to make KPIs easily visible to fee earners. Adding RedView Acuity to the equation was logical. ‘When it came to us, it was straightforward adapt it to our business, which was really positive.’

Challenges

‘Our business is quite different from a regular firm setup,’ Elaine says. ‘We have a smaller number of clients who all have multiple jobs running concurrently. The great thing was that RedView listened to us and matched their product to our needs.’ Elaine found that configuring the array of reporting charts significantly changed how RedView was applied to their business. There was a range of options available, now it’s all up and running and matches what we do.’

How RedView Helped

‘From a fee earner’s viewpoint, it’s great that they can see the charts that relate to them,’ Elaine said. ‘It really helps the lawyers who aren’t necessarily “numbers” people. Simple graphs give them a quick snapshot of their performance without the need for more complex numerical breakdowns.’ Elaine likes how her feedback is being heard. ‘We make suggestions and they listen, sometimes modifying the product. We feel supported.’

RESULTS, ROI AND FUTURE PLANS

Before landing on RedView, Taylors was struggling to find the right product to analyse their numbers. 

Has RedView helped to get a better feel for how the business is travelling? ‘Yes, it has,’ Elaine said. ‘It’s helped us considerably - without it we’d be flying blind.’

ABOUT THE FIRM

Taylors provide a real understanding of their clients’ needs, business priorities and specific requirements. With an emphasis on common sense and a commercial approach Taylor’s deliver relevant, timely and commercially-astute solutions.