Tessaract.io

😵💫 When researching Practice Management Systems (PMS) or conducting a review of your firm’s PMS requirements do you ever find yourself confused and Googling terminology? Download this free list of 10 common techie terms to save you scratching your head. Like the world of law, the world of PMS solutions has a language of its own 🔣 and can, at times, seem impenetrable. This can leave you wondering how you’re supposed to make heads or tails of all the options and their corresponding bells and whistles available on the market. In this series of articles and guides we’ll help you get to grips with the key jargon out there so you’re equipped to better understand your options and make more informed decisions on your journey to selecting the right PMS for your small to mid-sized firm. 🤝 Along the way, we’ll take a deeper look at some important terms and topics, but for now we’ll keep things light and kick off with a simple list of 10 common terms with accompanying explanations and examples. Download the list of terms for free (no contact info required) here 👇 https://lnkd.in/exFhXhnx #TessaRocks #customercentric #legaltech #legaltechnology #lawtech #legalinnovation #legalpractice #legalops #legaloperations #legalai

🤹 Are you confident your data will be managed correctly when implementing your new Practice Management System? Download this free article on the three data types you should be aware of and how they should be handled. Continuing our ‘Demystifying data migration’ series, today we’re taking a deep dive into the data. 📊 The three steps involved in a typical data migration process are: Evaluation Transformation Transfer During this process each data type must be treated individually because of differences in their nature and structure. 🔄 So that you’re able to meaningfully engage with your vendor or whoever is helping you to migrate your data, we’ve put together this article on the three main types of data you need to know about and how to work with them so they appear correct and usable in your new Practice Management System. Download this article for free (no contact info required) here 👇 https://lnkd.in/eFTZzBfN #TessaRocks #customercentric #legaltech #legaltechnology #lawtech #legalinnovation #legalpractice #legalops #legaloperations #legalai

⚓ Is your Practice Management System holding your small to mid-sized law firm back? Download this list of 16 questions for free to find out. The journey to replacing your Practice Management System (PMS) can take time. Just organising a comprehensive assessment of your PMS takes some planning and effort. 🏋️ To help you to get a sense of how well your PMS stacks up vs modern standards and expectations we’ve put together a handy list of 16 questions that you should be able to answer quickly and straightforwardly. ✅ Once answered you’ll be in a better position to decide if it’s time to schedule a proper review of your firm’s PMS requirements. Download the list of questions for free (no contact info required) here 👇 https://lnkd.in/eeRDgP6a #TessaRocks #customercentric #legaltech #legaltechnology #lawtech #legalinnovation #legalpractice #legalops #legaloperations #legalai

🤔 If the benefits of implementing a cloud-native Practice Management System are well known, why do so many SME law firms persist with legacy, soon-to-be end-of-life software? Download this free article to learn more. Productivity gains, accessibility, configurability, access to integrations, cost savings and many more - you’d think these would be reasons enough to make the switch. But the truth is for many, even though they recognise and acknowledge the need to change, just the thought of transitioning to a new Practice Management System (PMS) has them breaking out in a cold sweat. And this despite many firms remaining loyal to the same PMS provider for decades and never having actually tried to move on. In our experience a lot of the uncertainty which results in stifling inertia is simply a fear of the unknown. 👻 In this ‘Demystifying data migration’ series of articles and guides we hope to shed some light on what’s involved in switching systems so that you’re better informed and can move forward with confidence knowing this is a well trodden path and that an experienced provider like Tessaract has your back and the tools to mitigate the thorny issues which will inevitably surface along the way. 🤝 So to get you started, we thought a little primer would be just the ticket - the following article summarises what data migration is, some common pitfalls, unexpected benefits, and what the process looks like. Download this article for free (no contact info required) here 👇 https://lnkd.in/d84N3Cai #TessaRocks #customercentric #legaltech #legaltechnology #lawtech #legalinnovation #legalpractice #legalops #legaloperations #legalai

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At the end of September we announced three transformative updates that were coming soon… Well soon has arrived! And today we’d like to properly introduce you to Version 2 of our native Outlook add-in. To recap, Version 2 has been rebuilt from the ground up to allow you to operate seamlessly between the two applications: ✨ Stunning New UI: with a more intuitive design, we've delivered a sleek interface that enhances your workflow. 📧 Enhanced Email Classification: By popular demand, you can now effortlessly classify emails to Clients, Contacts, and Matters—auto-filing them in Tessaract just like you wanted! ✅ Seamless To-Do Tasks Creation: Turn emails into actionable tasks instantly ⏱️ One-Click Time Blocks: You told us time tracking via Outlook should be easier. Now, log your time directly from Outlook from where it syncs seamlessly with Tessaract. 🔐 Enhanced Security with 2FA: Your security concerns are our priority. We've added two-factor authentication to the add-in for that extra layer of protection. Work with focus in Outlook without rekeying or having to switch over to Tessaract for ‘every little thing’. Welcome to application focus in Outlook - with Tessaract. 🤝🤝🤝 #TessaRocks #customercentric #legaltech #legaltechnology #lawtech #legalinnovation #legalpractice #legalops #legaloperations #legalai

💥 As reported by Legal IT Insider, we are thrilled to announce the recent signings of several new clients to Tessaract.io here in the UK! It gives us great pleasure to say that Asserson, Bellevue Law, Jacklyn Dawson Solicitors and Tatham & Co have recently joined our growing list of customers. We are working with these new customers to get them fully onboarded before going live to their users very soon! We thank all of our new customers (including those soon to be announced!) for their confidence in us, and for sharing our vision that law firms can and must innovate to get more out of their Practice & Case Management systems 🤝. We’re already enjoying working closely with each one of these forward-thinking firms to help them with their move to the cloud so they can best optimise their processes, and get the most from their data so they can drive their businesses forward. Each of these firms practices in a different area of legal expertise: from shipping, through employment and onto international corporate / commercial and full service B2C law, highlighting the flexibility and broad appeal of our software to law firms. What these firms all have in common though is a desire to improve through the better use of technology, and to ensure that they are investing in a modern platform which will help them build for many years into the future. 🗣️Jacklyn Dawson Solicitors’ Practice Manager and Head of Finance Liz Simon commented: "The biggest driver for us choosing Tessaract is the platform being cloud-native - built in the cloud for the cloud, rather than simply cloud-based. We are future proofing the business and we benefit from the associated security, scalability and flexibility. Equally important is Tessaract's integrated accounting system which is extremely comprehensive, and seamlessly connects all matter information, meaning we can surface useful data in a way that best supports the business. Having looked at several options,Tessaract and the people there impressed the most and we're looking forward to implementing the system across the firm.'' Look out for more new client announcements coming very soon 👀. If you’d like to learn how Tessaract can help your firm become more productive, effective and ultimately more profitable, please do get in touch. https://lnkd.in/edjM4_mX #TessaRocks #customercentric #legaltech #legaltechnology #lawtech #legalinnovation #legalpractice #legalops #legaloperations #legalai

🔥 Get Ready — Thanks to our customers, Tessaract.io is evolving 🚀 Every week we interact with law firms: we get insights from Managing Partners, CTOs, CFOs, COOs and other Operational personnel, Fee-Earners, Accounts staff and more. We listen more than we talk, we learn, and we develop. We're excited to announce three transformative updates born from your insights. Here's a sneak peek at what's coming! --- 1. Introducing Tessaract for Outlook - Version 2 🎉 ✨ Stunning New UI: with a more intuitive design, we've delivered a sleek interface that enhances your workflow. 📧 Enhanced Email Classification: By popular demand, you can now effortlessly classify emails to Clients, Contacts, and Matters—auto-filing them in Tessaract just like you wanted! ✅ Seamless To-Do Tasks Creation: Turn emails into actionable tasks instantly ⏱️ One-Click Time Blocks: You told us time tracking via Outlook should be easier. Now, log your time directly from Outlook from where it syncs seamlessly with Tessaract. 🔐 Enhanced Security with 2FA: Your security concerns are our priority. We've added two-factor authentication to the plug-in for that extra layer of protection. --- 2. All-New Client Accounts Redesign 💼 🌟 Fresh, Modern Look: We've revamped the interface for a cleaner, more user-friendly experience. 🔍 Improved Clarity: You wanted easier navigation of Accounts and Matter Allocations—we've made them crystal clear. 💰 Bank-Statement Style Ledger: Tracking transactions is now more intuitive and more user-friendly than ever before 🌐 Dual Currency Reporting: You've asked for flexibility with currencies, so we've added reporting in both Foreign Currency and your Company's Financial Currency. 🏛️ SRA Guideline Compliant Features:  - 💷 Automatic Interest Calculations on client monies, addressing compliance requirements.  - 🎯 Precise Earmarking of funds for costs and disbursements --- 3. New and Improved List View Search 🔍   🚀 Redesigned UX: Finding records is faster and easier 🎛️ Customisable Searches: You asked for more control—we've enabled selection of any associated fields to refine your search. 🖱️ Reorganise Fields with Ease: Personalise your list view by arranging fields to suit your workflow 💾 Save Your Favourite Filters: Keep your frequently used searches handy: one of the most commonly requested new features! 👤 Tailored Interface: Show or hide fields to create a workspace that fits you, based on your preferences, and easily return to your firm default settings if needed --- 🔥 Thank you for helping us to make Tessaract better! These updates are rolling out soon, and they wouldn't be possible without your invaluable feedback. We're committed to continuously improving and can't wait for you to experience these enhancements. Stay tuned—your Tessaract experience is about to reach new heights! 🚀 🌟 #TessaRocks #customercentric #legaltech #legaltechnology #lawtech #legalinnovation #legalpractice #legalops #legaloperations #legalai

🔥 Get Ready — Thanks to our customers, Tessaract.io is evolving 🚀 Every week we interact with law firms: we get insights from Managing Partners, CTOs, CFOs, COOs and other Operational personnel, Fee-Earners, Accounts staff and more. We listen more than we talk, we learn, and we develop. We're excited to announce three transformative updates born from your insights. Here's a sneak peek at what's coming! --- 1. Introducing Tessaract for Outlook - Version 2 🎉 ✨ Stunning New UI: with a more intuitive design, we've delivered a sleek interface that enhances your workflow. 📧 Enhanced Email Classification: By popular demand, you can now effortlessly classify emails to Clients, Contacts, and Matters—auto-filing them in Tessaract just like you wanted! ✅ Seamless To-Do Tasks Creation: Turn emails into actionable tasks instantly ⏱️ One-Click Time Blocks: You told us time tracking via Outlook should be easier. Now, log your time directly from Outlook from where it syncs seamlessly with Tessaract. 🔐 Enhanced Security with 2FA: Your security concerns are our priority. We've added two-factor authentication to the plug-in for that extra layer of protection. --- 2. All-New Client Accounts Redesign 💼 🌟 Fresh, Modern Look: We've revamped the interface for a cleaner, more user-friendly experience. 🔍 Improved Clarity: You wanted easier navigation of Accounts and Matter Allocations—we've made them crystal clear. 💰 Bank-Statement Style Ledger: Tracking transactions is now more intuitive and more user-friendly than ever before 🌐 Dual Currency Reporting: You've asked for flexibility with currencies, so we've added reporting in both Foreign Currency and your Company's Financial Currency. 🏛️ SRA Guideline Compliant Features:  - 💷 Automatic Interest Calculations on client monies, addressing compliance requirements.  - 🎯 Precise Earmarking of funds for costs and disbursements --- 3. New and Improved List View Search 🔍   🚀 Redesigned UX: Finding records is faster and easier 🎛️ Customisable Searches: You asked for more control—we've enabled selection of any associated fields to refine your search. 🖱️ Reorganise Fields with Ease: Personalise your list view by arranging fields to suit your workflow 💾 Save Your Favourite Filters: Keep your frequently used searches handy: one of the most commonly requested new features! 👤 Tailored Interface: Show or hide fields to create a workspace that fits you, based on your preferences, and easily return to your firm default settings if needed --- 🔥 Thank you for helping us to make Tessaract better! These updates are rolling out soon, and they wouldn't be possible without your invaluable feedback. We're committed to continuously improving and can't wait for you to experience these enhancements. Stay tuned—your Tessaract experience is about to reach new heights! 🚀 🌟 #TessaRocks #customercentric #legaltech #legaltechnology #lawtech #legalinnovation #legalpractice #legalops #legaloperations #legalai

Looking to go from time recorded to cash collected in record time? Our LPM Conference 2024 partner Tessaract.io can help. Tessaract is a SaaS technology company helping law firms, professional services organisations and other institutions to optimise operational efficiency so they can focus on growth. They provide an ultra-configurable, end-to-end Practice and Case Management platform and offer bespoke solutions for complex, data-heavy processes. https://lnkd.in/g_epRJMy #workflow #workflowmanagementcasemanagement #casemanagementsoftware #practicemanagement #legalpractice #practicemanagementsoftware