Legado Transforms Client Experience for Full-Service Law Firm, Schofield Sweeney
Modernising Legal Services with Secure Digital Client Interactions
Read time - 3 minutes
Challenges
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Lack of engagement resulting in difficulty to manage all the involved actors.
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Manual processes for case managers driving inefficiencies coupled with poor visibility of performance.
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Dissatisfied customers due to complicated process and lack of case visibility.
Solutions
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Legado implemented an intuitive, premium, fully white-labelled, and fully mobile-responsive digital experience that redefined how Schofield Sweeney interacts with clients and manages case documents. The solution included:
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A fully branded, secure digital vault, allowing clients to exchange documents, track requests, and maintain a clear record of interactions with the firm.
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Optimised workflows that streamlined document sharing, approvals, and feedback processes for solicitors.
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A centralised document management hub, reducing fragmented communication and eliminating reliance on insecure email exchanges.
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A robust notifications framework, ensuring clients never miss important actions or updates, keeping them engaged and informed at all times, and reducing the burden for fee-earners to chase down clients for actions.
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Enhanced client engagement features, enabling long-term interaction and trust-building beyond one-off legal transactions.
Why was Legado needed?
Schofield Sweeney recognised the need to modernise their client experience while addressing inefficiencies within their private client services. Their existing approach relied on exchanges of sensitive documents and data via email, leading to delays, lost files, and an inconsistent client journey. By adopting a modernised digital experience, the firm aimed to reduce inefficiencies, meet client expectations, and position itself as a forward-thinking legal provider.
What did we do?
Leveraging Legado’s digital vault and interactive hub, we provided Schofield Sweeney with a secure, user-friendly, and fully integrated platform that:
- Empowered clients to seamlessly upload, approve, and share documents while inviting trusted contacts to collaborate within a single, secure environment.
- Enabled solicitors to request, review, and manage documents efficiently, eliminating repetitive administrative tasks.
- Implemented robust security measures to protect sensitive client data while maintaining compliance with industry regulations.
- Optimised workflows to improve document turnaround times, reduce friction, and enhance solicitor-client interactions.
- Introduced real-time notifications, keeping clients up to date with document requests, approvals, and case progress, ensuring they remain engaged and responsive.
The impact
✅ Reduction in administrative burden – Solicitors now spend less time on manual document management and more time delivering high-value legal services.
✅ Enhanced security and compliance – A fully encrypted platform eliminates the risks of email-based document exchanges.
✅ Improved client experience – Clients benefit from a streamlined, intuitive, premium digital platform that enhances transparency and responsiveness.
✅ Stronger client engagement – A structured digital process, combined with real-time notifications, fosters long-term relationships, driving repeat business and client satisfaction.
✅ Fully mobile-responsive experience – Clients can securely access, review, and interact with their legal documents anytime, anywhere, on any device.
By integrating Legado’s cutting-edge digital solutions, Schofield Sweeney has transformed the way they deliver legal services—creating a seamless, secure, and efficient experience for both clients and solicitors. This partnership underscores Legado’s commitment to modernising legal and professional services through intuitive, client-first technology.
Want to see how it all works?
