Legal SectorLegal Sector

Restore works with 90% of the UK’s top legal practices. We understand not only the pressures and complexities of the legal industry; the importance of meeting Solicitors Regulation Authority (SRA) standards, and compliance and regulations, but also freeing up key staff’s time.

Paper is still unavoidable in the legal industry, with high volume caseloads and massive in-bound communications. And while digitalisation and electronic files and communications are increasing, considerable time is still taken up with entering new clients into systems, conflict, due diligence and money laundering checks.

At Restore we provide the legal sector with back office workflow support, freeing up the time of case workers, and ultimately making real savings to the bottom line.

Services Offered

Digital mailroomsDigital Mailrooms

Restore takes traditional paper and emails correspondence and scans them to Optical Character Recognition (OCR), extracting reference details, dx info etc. This information can then go into the claim systems and presented back to the fee earners, saving you time and removing the manual process. Our scanning products can all be used to capture and classify key information and automate manual processes, making sure matter management is more productive and efficient.


Know-Your-CustomerKnow-Your-Customer and Anti-Money Laundering Checks

Restore can help you automate the data gathering process linked to know your customer and anti money laundering checks. Instead of data-collection tasks taking approximately 15 minutes, they can be completed in under 90 seconds. Not only are these investigations faster, but they reduce costs and the risk of regulatory non-compliance.


Record and archive scanningScanning to Archive, and GDPR

The digitalisation of case files allows instant access to key information, which can in turn aid quick decision making and responses to clients. It also facilitates the auditing of information required by GDPR, allowing you to perform a gap analysis and take the necessary measures to ensure internal governance and control of data is robust.

Restore appreciates the tendency to keep paper files in storage indefinitely to be on the safe side, but GDPR forces us not to keep information longer than necessary, so digitalising this archive allows legal practices to identify the contents in legacy storage and verify where they fall in the scope of legislation. The term ‘dark boxes’ is getting increasingly used, to reflect boxes whose contents are unknown and contravene GDPR.

Retention & Disposal Guide

Type of Document Must be kept secure for

Copy of customer correspondence

3 years post sent/received date

Accident books

3 years from date of last entry

Invoices

6 years after audit

Personnel records (including directors' contracts)

7 years after employment ceases

Minutes of committees or board meetings (official copy)

The life of the organisation

Key benefits of digitalisation

  • Reduction in storage costs and space
  • Compliance and clear audit trails
  • Enhanced customer service as information can be accessed quicker
  • Data transparency
  • Ease off access to records
  • Improved disaster recovery and data security
  • Reduced reliance on paper and associated environmental benefits

Find out more about how we help legal sector go paperless

See how we can help you

Case Studies

Restore Digital JLyons Davidson Solicitors Case Study

Co-op Legal Services Case Study

Restore Digital Financial Services Authority Case

Blogs you might be interested in reading

Consultancy: How Restore Approaches Complex Projects

Consultancy: How Restore Approaches Complex Projects

Restore works with thousands of organisations to provide a consulting service to ensure that companies are maximising their digital potential.

The Modernisation of a 332-year-old Insurance Market

The Modernisation of a 332-year-old Insurance Market

After Lloyd's of London are questioned about their long-term viability, what broader lessons are there for the insurance industry as a whole in terms of the importance of modernisation?