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.