Case Study

3E improves the lawyer experience for Boodle Hatfield

Meet Boodle Hatfield

For 300 years, Boodle Hatfield has been providing insightful and pragmatic legal expertise to wealthy families, property owners, and businesses. Today it has around 100 lawyers in three UK offices and continues to build on its impressive history through vanguard legal advice and optimal operational processes.

When it came to deciding whether to upgrade or replace the legacy practice management system it had in place for two decades, it chose to move to 3E®, the market-leading law firm management software from Thomson Reuters, to meet its current and future needs.

  • 3 Centuries
    In the legal profession
  • 36 Partners
    Out of a 100+ lawyers
  • 2021 STEP Award-Winner
    Private Client Team of the Year (mid-sized firm)

Why Boodle Hatfield uses 3E

Stability and Longevity

Enhanced User Experience

Q&A with Paul Spooner-Lillingston, Finance Director and David Workman, Finance Systems Manager at Boodle Hatfield

What were your main goals in choosing 3E?

David Workman: “Our number one goal was to improve the user experience. We needed a system that was reliable and configurable rather than customizable, could integrate with other systems easily, and assist us in providing consistency in terms of data for financial reporting. People also like being able to use the mobile app.”

What immediate benefits have you seen?

David Workman: “With 3E, we have a solution that is completely stable. Staff feel comfortable with using the platform. We’ve benefited from immediate improvements in time recording, and when you tell people they can record time remotely on the mobile app, they’re happy that functionality is there for them. We've also benefited from the functionality and flexibility that the billing process delivered. This project has also given us an opportunity to review our data and rationalise where necessary, so our data is now more streamlined. For the finance team, data is more accessible and straightforward to use.”

How has 3E impacted the firm’s performance and what does the future hold?

Paul Spooner-Lillingston: “To undertake a major system change during the Covid-19 pandemic while predominantly working remotely and then to have emerged the other side with a fully functioning PMS was great, and a real ’success story’ of our move to 3E.

“3E is a solid foundation for the business: we’re hoping to create a better, smoother user experience as we develop data insights, improve reporting and time recording, and fine tune the billing process.

“For 3E to succeed, we needed the switch to be as painless as possible.  At ‘go-live,’ we didn’t lose any time and continued to bill consistently.  Moreover, there needed to be the potential to develop it over the years ahead through its inherent functionality.”

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