Transferring your files electronically saves time

Many of our clients now transfer their cases to us electronically, most are sent automatically from their case management system. The process is typically as follows:

• Your fee earner will hit a button in your case management system that will execute an action to export the data. At Compass we use Proclaim but most case management systems are capable of exporting data to standard formats such as CSV/XML or plain text. If you use a system other than Proclaim, our IT team can quickly create a script that can be used in the middle of the process to convert your standard data format to a suitable format for importing to our system.
• Compass’s automated systems will connect to your FTP server at regular intervals and download any files that are ready for transfer. Alternatively, your IT staff can handle this part of the process themselves, uploading to our secure FTP server. Our IT team is happy to help with any configuration or installation of third party software that may be required to facilitate this.
• Data received (or collected) will be converted where necessary and dropped into the correct location on our server ready for import.
• On import, each case will be assigned a case reference and your fee earner will be notified immediately. Compass’s admin staff are also notified and your instructions can begin to be actioned without the usual delays of waiting for the paper files to arrive in the post/DX.

Once the process is set up, maintenance is rarely required and should anything go wrong, our IT staff are made aware automatically so that they can quickly take action to put things right.

If you would like more information or have questions, please feel free to contact our IT department by telephone or by email to it@compasscosts.co.uk and we will be happy to get things moving for you quickly.