Should we stay on Proclaim, or move to CaseMattersEvo?

Access Group is actively directing Proclaim customers towards CaseMattersEvo, but that doesn't mean a move is right for every firm, or right now. We help you weigh up cost, risk and timing, and decide whether to plan a transition, wait, or keep getting value from Proclaim while you decide.

How independent is your advice?

We work across several case management systems, including Proclaim and Actionstep. Being certified Actionstep consultants doesn't change our advice: if Actionstep isn't the right fit for your firm, we'll tell you. Our recommendations are based on what's right for you, and that's often getting more from the system you already have.

What does a health check involve?

We review how your system is set up and used, including workflows, data, documents and integrations, then give you a clear report with prioritised recommendations.

Do we have to use you to make the changes you recommend?

No. You're free to act on our recommendations however you like, whether that's with us, your in-house team or someone else.

How is consulting priced?

We'll agree the scope and a clear price with you up front, whether that's a one-off health check or ongoing advice.

Independent advice

Technical Consulting

Honest, expert advice on your case management system and the wider market, so you can make decisions with confidence, whether that's getting more from what you have or planning what comes next.

Book a Conversation How we help

34+

Years' combined Proclaim experience

Multi

Platform expertise

Free

Initial consultation

Plain

English recommendations

How we help

From a one-off health check to ongoing advice, we help you get the right answers about your case management system.

System health checks

A clear, independent look at how your case management system is set up and how well it's working for your firm.

Workflows, screens and data reviewed
Problems and risks identified
Prioritised recommendations

Getting more from your system

Practical advice on improving the system you already have, from quick wins to longer-term improvements.

Pain points your team faces every day
Automation and integration opportunities
A realistic plan you can act on

Vendor roadmaps & timing

Help understanding where your system's vendor is heading and what it means for your firm, including Access Group's direction of travel for Proclaim and CaseMattersEvo.

What's changing and when
Cost, risk and timing weighed up
Whether to act now, plan ahead or wait

System selection

If a change is right for your firm, independent help choosing a system that fits how you work, not a vendor's sales target.

Requirements based on how you actually work
Options compared honestly
Support through the decision

When firms come to us

Some of the most common reasons firms ask for our advice.

Your team says the system is slow or clunky

We find out why and what would make the biggest difference.

You're unsure what a vendor's roadmap means for you

We explain what's changing and help you plan around it.

You've inherited a system you don't fully understand

We review it and tell you honestly what's working and what isn't.

You've grown, merged or changed how you work

We check your system still fits and where it needs to change.

You're weighing up a change of system

We help you decide if, when and to what, before you commit.

You want a second opinion

We give a clear, independent view on plans or proposals you already have.

A good place to start

The system health check

Not sure where to start? A health check gives you an honest, independent picture of your system and a clear list of what to do next.

It's especially useful if you've inherited a system, your team is frustrated with it, or a big decision is coming up.

What it covers

Workflows and case plans
Screens, fields and data quality
Documents and templates
Integrations with other systems
Performance and day-to-day usability
Upcoming vendor changes that may affect you

You get a clear report with prioritised recommendations, in plain English.

How it works

Straightforward and focused on what you need to decide.

1
Conversation
A free, no-obligation chat about what you want to achieve.
2
Review
We look at your system, processes and plans in detail.
3
Recommendations
Clear, prioritised advice in plain English.
4
Support
Help putting it into practice, if you want it.

Consulting questions

Got a decision to make?

Free consultation, no obligation. Tell us what's on your mind and we'll give you an honest view.

Book a Conversation Call 0151 808 0300