We’re excited to announce that the latest version of EvolvePlus, Release 6.0, is moving from Early Adopter access to General Release. This important update introduces a range of enhancements designed to streamline workflows, improve navigation, and deliver a smoother user experience across key features.

After successful testing among our early adopters, R6.0 will soon be available to all EvolvePlus users. Below is a summary of the most significant updates in this release:

1. Refreshed Bundling Screens for Improved Usability
   The document bundling feature has been redesigned with usability in mind. The ‘Build Bundle’ screen has been moved into a wizard-style pop-up window, creating a more intuitive and efficient experience when creating bundles. These improvements aim to make bundle assembly faster and more accessible for users.
2. Custom Table of Contents Now Supports Tags Outside the Table of Content
   As part of the document bundling enhancements, custom Table of Contents (TOC) templates now support the use of tags outside of the TOC section itself. This allows for the creation of more sophisticated bundles that deliver complex formatting requirements, where cover pages and headers can be incorporated into the TOC. 
3. Enhanced Workflow Search Functionality
   Starting a workflow manually just became easier. The manual workflow screen now includes an enhanced search feature, allowing users to search workflows by title or content. This is especially useful when workflows are stored across multiple folders, making it faster than ever to locate and launch the right one. 
4. Centralised Division Management
   Managing divisions is now more efficient with a centralised screen for adding and managing division records. Admin users can now create divisions from a single location within Accounts, simplifying what was previously a two-step process. As part of this change, the Divisions table in ‘Open Firm’ is no longer used for adding new divisions. 
5. Updated “Move Matter” Feature with Client Search
   The “Move Matter” functionality has been enhanced to use a client search tool instead of the previous A-Z list. This change supports quicker navigation and is in line with the re-referencing capabilities introduced in Release 5.10, offering more flexibility when managing matters across clients. 

These are just some of the key highlights of R6.0. We encourage all users to review the full release notes which will be available here in the coming weeks. If you have any questions or would like to upgrade, please contact us. 

EvolvePlus – Continually Evolving to Support You Better 

We are delighted to announce an exciting new partnership between PracticeEvolve and FormEvo, two forward-thinking innovators in the legal technology sector. This collaboration is designed to empower law firms by streamlining their document management and legal form processes like never before. 

At PracticeEvolve, we've always been committed to providing a comprehensive and dynamic practice management solution. By joining forces with FormEvo, a leading provider of intelligent online legal forms, we're taking this commitment to the next level. This partnership seamlessly integrates FormEvo's cutting-edge technology into PracticeEvolve's platform, creating a unified solution that will save time, reduce errors, and increase productivity for your firm. 

Key Benefits of the Partnership 

1. Streamlined Workflows: With FormEvo's intuitive forms now accessible directly through PracticeEvolve, your team can complete, share, and store essential legal documents all in one place. Say goodbye to juggling multiple platforms.
2. Increased Accuracy: FormEvo's smart forms come pre-configured with built-in checks and balances to minimise errors. This ensures that your documents meet the highest professional standards every time.
3. Enhanced Compliance: By keeping your document processes fully compliant with the latest regulations, you'll avoid potential pitfalls and give clients the confidence they deserve.
4. Time-Saving Automation: Reduce administrative overhead with automated form population and workflows, freeing up your team to focus on delivering exceptional legal services.
5. PDF Based Forms: Historically legal form solutions used a proprietary format which made distribution difficult if not impossible, with FormEvo the forms are by default saved as a standard PDF file in some cases even as a Word document, these industry standard files are seamlessly made available within the matter history.

The legal industry is evolving rapidly, with clients demanding more efficient, accurate, and cost-effective services. PracticeEvolve's partnership with FormEvo positions your firm at the forefront of this transformation, equipping you with the tools to meet these demands head-on. 

How to Get Started 

Leveraging the power of this partnership is easy. If you're already a PracticeEvolve client, simply contact your account manager to discuss integrating FormEvo into your system. Not a client yet? There's never been a better time to explore how PracticeEvolve's innovative solutions can elevate your firm. 

At PracticeEvolve, we believe in building technology that grows with you. This partnership with FormEvo is another step in our mission to provide forward-thinking law firms with the tools they need to thrive in a competitive landscape. Together, we can evolve your practice to new heights. 

For more information, get in touch with our team today.

As data becomes increasingly central to strategic decision-making, law firms must evolve beyond traditional reporting methods. This May, our INTEL webinar series features a powerful session designed to help firms harness the full potential of their data through predictive and prescriptive analytics. 

From Historical Reporting to Prescriptive Analytics 

13th May 2025 | 11am BST 

Looking backwards isn't enough. In this session, Graham Moore, founder of Katchr, will guide attendees through the four stages of analytical maturity, helping firms shift from reactive reporting to forward-thinking, AI-powered insights. 

Discover how modern data platforms and machine learning can drive smarter decisions and create measurable business value. 

Key questions answered: 

• Why your PMS alone isn't enough to manage your firm effectively 

• How machine learning enhances numerical data, not just text 

• Where Power BI fits into a modern legal tech stack 

If your firm is ready to move beyond traditional reporting and unlock the true value of its data, this session is not to be missed. 

Register here 

Take the next step toward data-driven success with expert guidance and practical insights. 

Continuing into May, we have three dedicated training webinars focused on invoicing processes and workflow automation within EvolvePlus. These sessions are tailored for different roles in your firm, ensuring every team member can improve efficiency and gain practical, role-specific insights. 

2 May 2025 @ 12pm – Invoicing for Fee Earners & Support Staff 

This session is aimed at Fee Earners and Support Staff, providing a comprehensive overview of key invoicing processes—from issuing and adjusting draft invoices to managing approvals, discounts, and cost recovery. Enhance your understanding of best practices to ensure a more efficient billing process.
[Register here] 

16 May 2025 @ 12pm – Invoicing for Cashiers & Bookkeeping Staff 

Specifically designed for Cashiers and Bookkeeping teams, this webinar covers finalising and adjusting invoices, applying matter credits, managing approvals, and more. Streamline your invoicing workflows and gain valuable financial management insights.
[Register here] 

30 May 2025 @ 12pm – Introduction to Workflow 

Discover how to automate and streamline key business processes within PracticeEvolve using Workflows. Learn to create and manage workflows, assign tasks, use automated triggers, and attach document templates. Ideal for improving productivity and consistency across your firm.
[Register here] 

For a full schedule of upcoming webinars, visit our Events Page and secure your spot today! 

We’ll return in May with more exciting updates. In the meantime, if you found this update helpful, why not share it with your colleagues or peers who could benefit from staying updated with PracticeEvolve? Thank you for your continued support and engagement!

The PracticeEvolve Team