At PracticeEvolve, we know that true efficiency comes from fully understanding the tools at your fingertips. While many users are familiar with the core functions of EvolvePlus, there are some powerful features that often fly under the radar, yet can make a big difference to your daily operations. Here are five standout tools you may not be using to their full potential, but definitely should be.

Workflows

PracticeEvolve’s workflow feature helps ensure no steps are missed in your business process. Client On-boarding can be simplified with a workflow, from all new documentation and client contacts to department head approval, activities can be tasked to the relevant individual or team to ensure a smooth and consistent process for all matters and departments.

Tagging

Automate your document creation with Document Tagging, populate data from your matter details directly to your precedent templates with a simple drag and drop. Tagging also allows you to ensure consistent naming of your created documents across department or matter types as it allows the automatic re-naming of your documents on creation, for example, select and create a document named ‘Letter to Client’ from your library and it can be saved as ‘Letter to Joe Bloggs dated 25 December 2025’ directly to the client or matter without adding steps for your users.

Prospects

Prospects allows you to track potential business and income. Using the feature you can report on next contact dates, where your referrals are coming from and reasons why business may have been won or lost, allowing you to view and close any gaps. The built in Dashboard gives real time data on the current position of all prospects across the system.

Forms Designer

Want to customise the fields on your matters, add a folder to every new matter of a certain type, hide fields until a certain value is entered? Forms Designer is the answer to these queries, this tool allows you to design and manage your forms to improve data capture on a departmental basis. View only relevant fields to the current stage of your matter using visibility statements whilst saving time on having to manually create folders on a client or matter with the default folder function.

Advanced Search

Our advanced search feature enables you to search through any document contents, including indexed scanned images and PDFs, saved on matters, clients or libraries in PracticeEvolve. With access to various filtering options, extensive search criteria and easy search navigation, you can build your search to match your needs and enhance your way of working.

These five features are just a glimpse into how EvolvePlus can drive smarter, more streamlined workflows across your firm. Whether it’s capturing more business with Prospects, simplifying onboarding with Workflows, or finding exactly what you need in seconds with Advanced Search – unlocking the full potential of EvolvePlus means working faster, more accurately, and with greater confidence. If you’d like a deeper dive into any of these tools, contact us and we’ll be happy to help.

EvolvePlus – Continually Evolving to Support You Better.

Graeme Hills: Reporting Across Multiple Systems with Microsoft Power BI 

10th June 2025 | 10AM BST 

Modern legal tech solutions promise better data insights, but how do you unify information from old legacy platforms with shiny new cloud systems? That’s the question Graeme Hills, Director of Graeme Hills Consultancy, will address. 

With decades of hands-on experience, Graeme will explore:  

• How to bridge the gap between disparate data sources. 

• Techniques to consolidate information from case management, financial, and cloud systems into one central dashboard.  

• Best practices for transforming raw data into actionable insights that improve decision-making and firm performance 

Register here  

For more insights, explore our on-demand library to access valuable content from previous sessions in the series.

Explore the Series →

Continuing into May and June, we have two 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.

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

13 June 2025 @ 12pm – Suppliers

In this Webinar on Suppliers specifically designed for Cashiers and Bookkeeping staff, this session will cover key supplier management processes, including creating and editing suppliers, setting up email remittances, and configuring payment notifications. This webinar will provide practical insights to help streamline and manage your supplier’s.

Register here

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

We’ll return in June 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