How Carter Osborne improved efficiency with their Technical Success Manager
Carter Osborne are criminal defence specialists based in Northamptonshire. As users of Access Legal OneOffice, they found that a lot of time was taken up by uploading data to the system from their Police Station Form, of which they handle around 300 per month.
They worked with Technical Success Manager, Martin Dunham on a solution using the File Importer in OneOffice, which enabled them to import the form to automatically create or update a file and import all of the information automatically.
Andrew Gibson is a Director and Higher Court Advocate at the firm, “We enlisted Martin’s support in implementing the PDF Form Importer for the police station form to streamline the service, so we cut down on the administration of scanning files on and duplication of work by data inputting and then having to repeat what we've written on the form on to DPS to create files.”
“So it was streamlined in the process and making the system more paper light.”
“It's made the process that we have a lot more efficient.
And ensuring that all of the relevant material is in the right place at the right time so we can be compliant and efficient at the same time.”
Streamlining Processes
Martin worked with Carter Osborne to create the form and ensure all data is imported correctly, with users all fully trained on how to use and import the form into their case management system.
“I think it was very easy to access the help that we needed.”
“The work was done quickly to update the form where needed, so we were happy with the process.”
“We’re now looking at digitising our all of our processes to streamline them, cut down on admin and cut down on the use of paper and will be working with Martin on our Crown Court Form.”
“For any other firms facing similar issues with paper form, I would say to implement the form importer sooner rather than later because you'll save on administrative work. You'll ensure all of the right information is input inputted into the system, and you'll make your system a great deal more efficient.”
Carter Osborne now input 75% of their Police Station forms via the importer after working with Martin bringing about huge efficiency savings
