June 2025
Welcome to EvolveNews. In this month’s edition, we’re focusing on one feature from last month’s top 5, ForEach Tags. Plus take a look at the events we have been at this year where we support the legal industry and where we will be later in the year. We’re also inviting you to our upcoming INTEL webinar with Hayley from PMAC, an important webinar on how to deal with stress and avoid burnout.
Read on for all the details and thank you for being an integral part of the PracticeEvolve community!
Unlocking the Power of ForEach Tagging in EvolvePlus
Last month, we shared our top five underrated features in EvolvePlus, one of them being Tagging, a powerful tool that allows you to automate and streamline document creation. This month, we’re taking a closer look at one specific function within Tagging that’s especially useful when working with multiple parties in a matter: the ForEach tag.
Tagging – ForEach
If you need to pull multiple entries into a document such as several executors on a Probate matter the ForEach tag allows you to do this efficiently using a single tag.
Once you open your list of Tags, simply select the ForEach option. Then, search for the relevant tag (e.g. executor name) and drag it into your precedent. This tag will now display the names of all individuals added to the matter with the role of Executor.
Need more detail? Additional tags like addresses or contact information can be added via drag and drop just make sure you de-select the ForEach option before adding these supplementary tags.
EvolvePlus – Continually Evolving to Support You Better
PracticeEvolve on the Road: Supporting the UK Legal Industry
At PracticeEvolve, we’re committed to being more than just a software provider we’re an active participant in the legal community, engaging directly with firms to support growth, innovation, and resilience in a changing landscape.
Over the past few months, our team has been on the road attending some of the UK’s most influential industry events, including the British Legal Technology Forum, ILFM Spring Conference, iManage ConnectLive, Legal Growth Geek, Bold Legal Group Conveyancing Conference, and Katchr Connect. These events have given us valuable opportunities to connect with legal professionals, listen to challenges, and share ideas on how technology can create meaningful change in daily operations.
But we’re not stopping there. Coming up, you’ll find us at:
- HiveRisk Great British Legal Offsite
- LPM Conference
- Alternative Legal Management Summit & Legal IT Conference
- London Law Expo
As the legal sector continues to evolve, we’re proud to support firms across the UK in embracing smart, future-ready solutions. Wherever you’re headed next, we hope to see you there.
INTEL Webinar Series: What’s on in July
INTEL Webinar Series: Preventing Burnout in the Legal Sector
The demands of legal practice are high but how can you tell when stress tips into burnout? In this session, Hayley Broughton-McKinna explores the difference between stress and burnout, how to recognise the signs early, and what practical steps legal professionals can take to protect their wellbeing.
Hayley Broughton-McKinna: Preventing Burnout in the Legal Sector
15th July 2025 | 11:00 AM BST
This one-hour session offers practical, no-nonsense advice tailored for the legal sector. From setting healthy boundaries to building a life beyond work, you’ll walk away with strategies to manage stress proactively and prevent burnout before it takes hold.
What you’ll learn:
- The difference between stress and burnout and how to recognise each
- How burnout progresses and why it often goes unnoticed
- Practical prevention strategies: boundaries, stress management, and lifestyle balance
- The importance of identity outside of work
For more insights, explore our on-demand library to access valuable content from previous sessions in the series.
Training Webinars: Get More From EvolvePlus
Continuing into the end of June and beginning of July, we have two more dedicated training webinars focused on Assigning Matter Permissions within EvolvePlus and Custom Invoice Approvals. These sessions are tailored for different roles in your firm, ensuring every team member can improve efficiency and gain practical, role-specific insights.
11 July 2025 @ 12pm – Assigning Matter Permission’s to include Bulk assignment
In this Webinar we will look at applying individual Matter permissions and also look at the Bulk Permission functionality which allows a user to apply permissions to multiple Matters in one action. Users can be added, removed or replaced in the event that a Fee Earner leaves or a new member of staff joins and requires access to certain restricted Matters.
25 July 2025 @ 12pm – Custom Invoice Approvals
In this Webinar we will show how invoices can be set up to require approval before the invoice can be finalised. Each approval process can have one or more approval steps, all of which must be approved before the invoice can be finalised. We will show you how to View, Approve or Reject a pending approval.
For a full schedule of upcoming webinars, visit our Events Page and secure your spot today!
6.0 EvolvePlus Release Notes
The EvolvePlus 6.0 Release Notes are now live, providing a comprehensive overview of all updates, enhancements, and fixes included in this latest release. For full technical details and a complete list of what’s new, please refer to the official Release Notes.
For a quick summary of some of the key features and improvements introduced in R6.0, you can also revisit our EvolveNews article, which outlines a selection of the most impactful changes.
We’ll return in July with more 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
