Frank & PartnersConnected administration

How our integrations give us the hours back

The time does not go on the lookup. It goes on getting there, and on coming back with the result. Carla Fernandez on what changed when the portals stopped being tabs.

Carla Fernandez
Senior Paralegal · Profile
Portrait of Carla Fernandez, Senior Paralegal at Frank & Partners
  1. 8

    systems connected

  2. 1

    inbox for all of them

  3. 0

    credentials loose around the office

Figures reported by Frank & Partners about its own practice. frankpartners.es

In MandatoWhat arrived today from outside the firm, already distributed across the matters it belongs to.

Eight windows open and a certificate about to expire

The expensive part of administrative work is not the lookup. It is the journey. Open the portal, find the certificate, remember which of the four is the right one, search by reference, wait, download a PDF, rename it, decide which folder it goes in and note somewhere that it is done.

Multiplied across LexNET, the AEAT, the Catastro, both registries, the BOE and BORME and the accounts, that is not eight tasks: it is eight separate contexts, each with its own session, its own way of searching and its own way of handing you a file.

What gets lost between one portal and the next never appears on a timesheet, but it is why a matter takes three days to move what it could have moved in an afternoon.

LexNET stops being a tab

Court notifications have the awkward property of arriving whenever they like and bringing a deadline attached. The classic circuit is that somebody logs in to look, downloads, forwards internally, and somebody else writes the deadline in a diary.

With LexNET connected, the notification arrives, is acknowledged, and lands on the matter it belongs to with its deadline already calculated. Nobody plays courier between the court inbox and the file.

The acknowledgement is recorded with its timestamp. When you need to evidence months later exactly when something was received, the answer is on the matter rather than in the memory of whoever happened to be looking that morning.

In MandatoThe notification is acknowledged and lands on its matter with the clock already running.

Tax checks, without typing a NIF

In a firm with foreign clients, checking tax identification is constant: opening a matter, preparing a deed, issuing an invoice.

The AEAT lookup returns the verification to the client's matter without anyone copying a NIF from a document into a form. One mistyped digit in a NIF is not caught until something is rejected, and by then it has cost a week.

In MandatoThe tax check resolves against data already held on the matter.

And the accounts, at the end of the chain

The last thing a small firm wants is to key the same invoice twice: once for the client and once for the books.

With Holded connected, what is billed flows through to the accounts without re-keying the entry, and billing meets VeriFactu on its own. It is the same principle as everything else: the data is entered once, where it is created.

In MandatoWhat is billed passes to the accounts without re-keying the entry.
Portrait of Carla Fernandez, Senior Paralegal at Frank & Partners
What I got back is not a few loose hours. It is not having to start over from the beginning every time I open another portal.
Carla Fernandez
Senior Paralegal · Frank & Partners
Outcome

What changes day to day.

  • Lookups run from the matter. There is no round trip to a portal for every field.

  • The result stays inside the file. With its date and its source, not as a PDF in a shared folder.

  • Notifications arrive with their deadline attached. Nobody transcribes a date from an inbox into a diary.

  • One field, once. Anything keyed twice eventually disagrees with itself somewhere.

Does your firm work like this?

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