Your Journey
How it works

1 Presales consultation

We work to understand your firm’s commercial goals and existing IT platforms. When we understand where you want to go, we can identify how our team and SOS Connect can help.

  • Our Senior-level team understands the business and IT needs of law firms including process re-engineering and change management
  • With 450+ legal clients we offer real-life, tangible insights to guide you in the initial phase of your project
  • We believe in face-to-face demonstrations to share commercial as well as technical knowledge

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2 Project scoping

We look at your short, mid and long-term objectives to ensure that your SOS Connect system has the flexibility to grow with you

  • We objectively evaluate your current system set-up – let’s keep and enhance what works
  • Then follow specifications, diagrams and workflows tailored to your specific needs
  • Finally, we identify, recommend and then facilitate improvements that will help your firm to prosper

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3 Project management

Any major system roll-out requires momentum and focus. Of course, we’ll collaborate with you but will also push the project along working to agreed milestones and managing the expectations of key stakeholders

  • SOS Project Managers are COFA certified and Lexcel qualified
  • We deliver a detailed implementation plan with key milestones and co-ordinate your internal resources
  • Our team will actively control documentation, scope and change control and will mitigate risk throughout the project lifecycle

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4 Data conversion

Data conversion is an absolute priority for any law firm changing their legal software system. It is the area of greatest risk and the area of greatest opportunity to revolutionise how you develop your IT infrastructure.

  • SOS has undertaken hundreds of data conversions with a 100% success rate over 25 years
  • We have experience of migrating data from every mainstream legal system
  • Critically, our data conversions performed at transaction level

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5 Workflow tailoring

Within SOS Connect, we use scripted workflows to streamline repetitive tasks and laborious processes; we’re able to tailor templates to meet the very specific needs of your teams.

  • Workflows can be as prescriptive or as non-prescriptive as required – we’ll work with you to identify what works
  • Workflows will be tailored precisely to each departments’ needs
  • We will design Workflows to manage processes across your entire firm

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6 Training

Training on your system and the way you work is vital. SOS trainers deliver hands-on, high quality learning experiences to instil confidence and excitement in your staff at launch and beyond

  • SOS training courses are SRA CPD accredited
  • Onsite, off-site, train-the-trainer, floor-walker and classroom options
  • Courses for new starters through to in-house developers

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7 Software support

Let’s be honest, you will always need support. That’s why we’ve work so hard to create a team that understands law firms, understands the SOS Connect system and that understands your specific needs.

  • Our highly experienced support team have all worked in law firms in a diverse range of roles
  • Support calls are actively monitored and reviewed to ensure maximum client satisfaction – it’s never fallen below 90%
  • We partner with internationally acclaimed Bomgar for swift and secure remote access

Our dedicated support number for SOS clients is 01225 787717.

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8 Account management

SOS is here for the long term. Your Account Manager will be an ongoing point of reference and advice to help you ensure you meet your medium and long-term business goals with your SOS Connect System.

  • Your dedicated Account Manager will be legally experienced and focused on your business goals
  • Use your contact as a sounding board for ideas and take advantage of our advice
  • Maximise your use of SOS Connect

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9 Product development

SOS software is focused on the legal space and continuously evolves to meet the changing needs of our legal clients.

  • Business-focused development to meet real life law firm and regulatory requirements
  • Forward thinking planning to future proof your system
  • In-depth integration with Microsoft tools ensures ongoing productivity-based development

Ask us a question

Want to know how we’ll work with you to achieve your business and IT goals?

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