The legal, financial, social & health care evaluation partners for care providers.
Introduction to Will & Probate Services (W&P Legal) and Clearlines
Represented by Tom Ash, Growth Manager, both interconnected organisations provide different lenses of legal and consultative support, primarily focusing on later life planning and the complexities of elderly care transition. W&P Legal concentrates on estate planning services, including wills and probate, while Clearlines supports individuals in preparing for elderly care through robust advisory and planning services.
Challenges Before AI
Before embracing AI, W&P Legal struggled with the limitation of a non-scalable tool built on basic Excel functionalities, which hindered their ability to effectively scale operations and impact growth.
Choosing Projekt Rising
Tom emphasises that Projekt Rising was chosen due to the local proximity and reputable work showcased by their team.
Implementation Journey
The integration process for the Clearlines risk assessment and admin interface is unique in that these tools were built to be integral to operations from inception, requiring meticulous attention to including English law into the app and ensuring it represents their longstanding legal expertise accurately.
Experiencing the Benefits
The newly developed solution gives rise to a viable product with the potential to significantly influence the UK care industry. This new tool not only enhances Clearlines’ business model, but also helps position W&P Legal as a whole for national recognition and expansion.
Quantifiable Success
Tom mentions that while it's early days to provide concrete quantifiable results, since the tool is still in pilot testing with various care providers, initial feedback is profoundly positive, showing promising future statistics.
"We've seen first hand the impact that technology and AI can have"
"It's been a seamless process and everything has always been actioned fast"
Reflecting on Impact
The AI solution provided transforms not only the operational aspects of W&P Legal, but also enriches the company's potential offerings, boosting efficiency and profitability while managing to maintain the personal touch that is critical to their client interactions.
Future Plans with AI
Looking ahead, W&P Legal plans to increase its use of AI across multiple facets of its operations, motivated by the significant enhancements observed in their current processes.
Tom also expresses personal satisfaction with the Projekt Rising team, commending their flexibility, responsiveness, and the ease of collaboration.
In summary
Projekt Rising’s collaboration with Clearlines demonstrates the potential AI has, not only to transform existing business operations, but to create new pathways for growth and impact in traditional sectors such as legal services. Through the partnership with Projekt Rising, W&P Legal set a course for not only revolutionising their practices but potentially setting new standards within the legal and care planning industries.
