Millar & Bryce Integration
ARE YOU READY TO PROCESS & PROGRESS ORDERS FROM ONE PLACE?
All ordering, updates and report downloads sync automatically with CaseLoad, including the M&B invoice.
An integration that allows you to place orders more accurately & efficiently.
Our integration with Millar & Bryce (M&B) is a prime example of how legal software integrations are evolving. While M&B integrations already exist with other legal software providers in Scotland, our version offers enhanced capabilities that set it apart. The integration has been designed to process and progress orders with precision and efficiency, eliminating the need for users to leave the CaseLoad platform. It’s exactly what lawyers using Millar & Bryce have been requesting, and we are thrilled to have partnered with the M&B team to deliver this cutting-edge solution.
We believe this is a truly game-changing integration. It introduces a more streamlined way to place orders with Millar & Bryce, where all ordering, updates, and report downloads automatically sync with CaseLoad. Even M&B invoices are integrated seamlessly, ensuring a completely cohesive process. This means you can now order core search products from M&B without ever having to navigate away from your case management system.
Key Features of the Integration:
Automated Syncing:
All ordering, updates, and report downloads are synchronised automatically within CaseLoad. M&B invoices are also made available upon order completion, ready to be downloaded directly into the file.
Reduced Errors and Increased Accuracy:
By leveraging M&B’s advanced order API technology, this integration eliminates the need to rekey information or manually transfer reports into case files. Using existing matter data, property searches can be created in minutes, significantly reducing the potential for manual input errors.
Multi-Product Ordering:
The integration allows users to add multiple products to a single order, minimising data input and saving time.
Real-Time Updates:
Status updates are returned automatically to CaseLoad, providing a clear view of all M&B orders in one interface. This simplifies the management of multiple orders and enhances overall efficiency.
Instant Report Availability:
All reports are automatically downloaded to the relevant matter file as soon as they are available – no waiting for them to arrive in your inbox.
Efficient Invoice Handling:
The M&B invoice is ready to download upon order completion, removing the need to import emails or manually download and file documents.
Why It’s a Step Beyond Legacy Integrations:
Traditional integrations with search firms were often limited to providing a basic link to their online order platforms. This approach required users to manually rekey information and transfer returned reports into case files, creating unnecessary work and increasing the risk of errors. Our integration with Millar & Bryce completely redefines this process, using their order API to eliminate manual tasks and ensure a far more efficient workflow.
With the ability to manage property searches directly from your case management system, lawyers can now achieve a level of operational efficiency that wasn’t previously possible. The result? Faster, more accurate ordering and less time spent on administrative tasks.
To learn more about the benefits of using our integration with Millar & Bryce, click here.
“As a long-term Millar & Bryce user, this integration has been a a real time saver for us. We can now process property search orders in just a few easy steps, directly within CaseLoad. Everything we need is finally in one place!”
Want to learn more about this integration?
