March 2025
Welcome to EvolveNews! This month, we're excited to share major enhancements coming to EvolvePlus, including effortless client-side upgrades and a sleek new user interface designed for better usability. We're also introducing our partnership with FormEvo, making legal form management smarter and more efficient.
Read on for all the details, and thank you for being a valued part of the PracticeEvolve community!
Introducing Unassisted Upgrades/Dynamic Patching for EvolvePlus – Coming soon
At PracticeEvolve, we're dedicated to simplifying your experience and ensuring you get the most out of our software. That's why we're thrilled to announce the introduction of unassisted upgrades for EvolvePlus! This new feature gives you more control and minimises some of the manual procedures, making software updates easier and faster than ever before.
A Smoother, More Efficient Upgrade Process
Using the benefits brought about by Cloud technology, we can now incrementally improve the EvolvePlus app without the costly human intervention of the past. While server-side upgrades will continue to involve PracticeEvolve, the client-side upgrades no longer require IT intervention or admin privileges – users can initiate them at the touch of a button, directly within the platform.
How It Works
When a new version of EvolvePlus is available, you can easily log in and schedule a convenient time for the server-side upgrade, which we'll handle for you as planned.
Now, each workstation will automatically prompt you to upgrade the software upon login, simplifying the process and making it easier for you to manage.
Why This Change Matters
This update is part of our ongoing commitment to delivering an intuitive, client-focused experience. By removing the need for manual upgrades, we're empowering you to stay ahead with less hassle and more efficiency. It's one more way we're ensuring PracticeEvolve continues to evolve with your needs.
Evolving Together
We're excited about this new chapter and confident it will enhance your experience with EvolvePlus. We'll give you a few more details soon but, in the meantime, if you have any questions about the automatic upgrade process or need assistance, our support team is always here to help.
Thank you for choosing PracticeEvolve. Together, we're driving innovation and taking care of your business.
Stay tuned for more updates, and happy upgrading!
INTEL Webinar Series: What’s on in April
As the legal industry continues to evolve, law firm owners must adapt to stay ahead. This April, our INTEL webinar series presents an exclusive session designed to help you delegate effectively, increase profitability, and build a high-performing team.
The Law Firm Owners’ 3 Secrets to Profitable Delegation
8th April 2025 | 10am GMT
Led by Dan Warburton, Law Firm Growth Consultant
With tightening compliance regulations, AI advancements, and shifting workplace expectations, law firm owners can no longer rely solely on billable work to sustain profitability. Instead, success requires strong leadership, strategic delegation, and an empowered team.
Join Dan Warburton as he shares the secrets to transitioning from an overworked fee earner to a business-minded leader—allowing you to work smarter, not harder, while driving firm-wide success.
Key takeaways:
- Mastering effective delegation – Making requests that drive your team into highly effective action.
- The power of accountability – Understanding why it’s essential for achieving extraordinary success.
- Building team loyalty – How high-level acknowledgment fosters a strong, committed workforce.
If you’re looking to reduce your workload, scale your firm, and create a positive work culture, this session will provide practical leadership and management skills to help you get there. Register here
Training Webinars: Get More From EvolvePlus
Continuing into April, we have two insightful training webinars designed to enhance your firm’s reporting capabilities and prospect management within EvolvePlus. These sessions will provide practical guidance on financial analysis and client acquisition strategies, helping you leverage your software to its fullest potential.
4 April 2025 @ 12pm – Cube Reports
This webinar is ideal for firms looking to enhance reporting capabilities and gain better financial insights. We will explore how to create, modify, and save custom accounting reports using PracticeEvolve’s Cube feature.
Key areas covered:
- General Ledger Cube – Customizing nominal reports with time variables, cost centers, and budget sets.
- Aging Analysis Cube – Analyzing WIP, disbursements, cost recoveries, and debtors over set time intervals.
- Fee Analysis Cube – Creating performance reports tailored to your firm’s needs.
- Matter Analysis Cube – Gaining insights into matter financials with custom reports.
- Cube Setup and Permissions – Ensuring the right access levels for your team.
25 April 2025 @ 12pm – Prospect Management
This webinar will focus on effectively tracking and managing potential business within PracticeEvolve. Learn how to streamline your prospecting process and improve client conversion rates.
Key areas covered:
- Creating and managing Prospects in the Directory.
- Updating Prospect stages, progress, and probability.
- Using Prospect dashboards for better insights.
- Converting a Prospect into a Matter.
- Managing Prospect documents and tasks.
- Automating Prospect onboarding via Workflow.
For a full schedule of upcoming webinars, visit our Training Events Page and secure your spot today!
We’ll return in April 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
