Beor Wilson Lloyd

“Osprey enables us to meet the challenges of running a modern law practice through efficient case management whilst providing excellent client engagement and fulfilment through web enabled technologies.”

Richard Davies
Managing Partner

One of the longest established law firms in Swansea, Beor Wilson Lloyd (“BWL”) was established in 1798. The firm provides clients with a range of high quality legal services delivered in a friendly, personal manner.

In order to provide clients with efficient yet high quality legal services, BWL relies heavily on its IT software. For over a decade, the firm’s case management system, Osprey, was provided by Pracctice.

After working with Pracctice for several years, BWL decided to review the market to assess whether the firm was getting the best value for money and service.

Soon after making the transition to their new case management provider, it became apparent that the software was not delivering in certain areas and couldn’t compete with Osprey’s system.

BWL was enticed by a competitor’s offer whilst retaining Osprey for its accounts processes, since the competitor’s non-integrated accounts product was not deemed suitable by BWL and couldn’t compete with Osprey’s strong accounting functionality.

Soon after making the transition to their new case management provider, it became apparent that the software was not delivering in certain areas and couldn’t compete with Osprey’s system.

BWL became frustrated with the product and also the supplier’s failure to deliver on some of the promises made during negotiations. As a result, the firm decided to re-appoint Pracctice as its preferred case management software provider.

In the short term, whilst BWL had moved away from Osprey, Pracctice had been busily developing a new improved version of Osprey: Osprey Approach.

It’s very rewarding to engage with BWL once again and work closely with the management team to re-implement the entire Osprey Approach case management application, ensuring that the team makes full use of all the new features and functions that we have developed and continue to improve.

Craig Matthews
CEO, Pracctice Ltd

The Pracctice team successfully implemented it’s latest, functionality-rich system, Osprey Approach, on time and with minimum disruption to BWL’s business. The entire project covered data conversion, configuration, testing and training of the BWL team.

The latest version of Osprey Approach provides BWL with the ideal combination of powerful functionality and user efficiencies. BWL is fully embracing the latest web and mobile functionality alongside the workflow and document production features.

Osprey Approach has enabled us to meet the challenges of running a modern law practice through efficient case management whilst providing excellent client engagement and fulfilment through web enabled technologies.

We look forward to working closely with Pracctice in the future to continually improve our use of the Osprey software.

Richard Davies
Managing Partner, BWL

We would like to thank the team at Beor Wilson Lloyd for their trust and loyalty and look forward to continuing our long and fruitful relationship.

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