Advanced Business Solutions

OneAdvanced Legal

A complete cloud based case and matter management system for Solicitors, encompassing Practice Management, Case Management, document management and fully integrated Solicitors accounting. The solution also includes legal forms production and Will registration.

Features

• Fully cloud based solution hosted in Microsoft Azure
• Compliance functionality to assist with regulations
• Full system conflict checks
• Library of document templates related to case management
• Fully Integrated legal accounts package
• Range of standard reports and dashboards
• Microsoft 365 Integration for email and diary
• Legal forms production
• Will registration
• Digital Tax submissions

Benefits

• Time recording with the ability to track time against limits
• Fully integrated legal accounts
• Microsoft 365 Integration for email and diary appointments
• Fast and effective bundling tool integration
• Optional work type specific modules and Legal Aid billing modules
• Optional customisable Workflows to streamline practice processes
• Integration Legal Forms - quick form completion/submission
• Integrated Will registration service
• Integrated Making Tax Digital service
• Integration business solutions such as DocuSign

£108.33 to £144.17 a user a month

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at bidmanagementteam@oneadvanced.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

230222846964753

Contact

Bid Support
0330 343 8000
bidmanagementteam@oneadvanced.com

Service scope

• Software add-on or extension: No
• Cloud deployment model: Private cloud
• Service constraints: Requires Microsoft Office 365.
• System requirements:
  • Internet connectivity via a browser (Microsoft Edge, Chrome).
  • Minimum download speed of 10mbps
  • Microsoft 365 subscription

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Priority 1 - Target within 1 hour; Priority 2 - Target within 4 hour; Priority 3 - Target within 8 hour
• User can manage status and priority of support tickets: No
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Web chat
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: None or don’t know
• How the web chat support is accessible: Web chat is available for existing cases whilst support staff are connected to client devices through a third party support tool - Screen Connect.
• Web chat accessibility testing: None has been undertaken to date, but live chat is expected to be rolled out within 12 months.
• Onsite support: Yes, at extra cost
• Support levels: Support is provided around a priority and escalation system. When an incident is reported, a priority level is established based upon the information provided, understanding business impact is essential. Target service levels and response times are assigned based on an initial appraisal of the problem but can be revisited at any time by the client. The escalation procedure is designed to progress each call as efficiently as possible. OLA's are in place for escalations beyond support into the development and professional service teams.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: The OneAdvanced Legal subscription includes eLearning for all users. eLearning is a digital training platform providing short, easy digestible and interactive content that ensures all users receive the same training. eLearning will be enhanced when new functions/features become available and can be consumed at convenient times by the end user.
• Service documentation: Yes
• Documentation formats: Other
• Other documentation formats: Digital/Online
• End-of-contract data extraction: To facilitate planned or unplanned client exit, OneAdvanced will return data in machine readable format and can provide this via the internet on a secure FTP site, or transfer to an encrypted portable hard disk drive for shipping to a location of your choice. No data will be retained unless agreed in a bespoke contract. We will also provide support to customer and / or replacement vendors in effecting a smooth transition away from Advanced. To manage this, any client exit from Advanced Hosting Services will be Project Managed by Advanced, in consultation with the client.
• End-of-contract process: Prior to the contract ending OneAdvanced will engage with the customer to understand their future requirement, their preferred procurement route etc. and explore whether there is a mutual desire to enter into a new contract. OneAdvanced would expect the customer to undertake an options appraisal and to then decide on whether they want to enter into a new contract with OneAdvanced, which we would expect them to do, following the success of the previous contract and establish relationship. In the event that the customer decides to not enter into a new contract, then the current contract terminates and all access to the software and support services ends.

Using the service

• Web browser interface: No
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: ALB mobile currently contains the ability to search for client and matter details and record time against those matters while out of the office. Diary items can be searched for, added and amended. ALB Mobile users can also use the application to access client contact and financial data where necessary.
• Service interface: Yes
• User support accessibility: None or don’t know
• Description of service interface: The interface described is for the workflow toolkit only. The service interface allows administrative users to build user defined screens and fields, along with formulas and workflows. This workflow toolkit can be described as "low code" making it easier for administrators the collaborate with the ends users on the preferred matter processes
• Accessibility standards: None or don’t know
• Description of accessibility: The ALB application is enabled to support large fonts.
• Accessibility testing: With regret, the ALB interface has not been tested with any assistive technology.
• API: Yes
• What users can and can't do using the API: ALB has a built in API framework (ALB Connect), which allows data to flow between ALB and other systems using REST API’s. These integrations can be launched in an ad-hoc way via the actions ribbon, or alternatively can be built into workflow processes. The framework has been designed to allow users to build their own integrations (depending on their level of expertise). Where users don’t have in house expertise, the Professional Services team can provide assistance with integrations. As part of ALB Connect, we have already developed some integrations with third party suppliers such as Property Search providers, and these can be redeployed to firms once created, so that firms can consume these integrations without the need to build this particular integration themselves.
• API documentation: No
• API sandbox or test environment: No
• Customisation available: Yes
• Description of customisation: The ALB application is not generally customisable, with the exception of internal processing options applicable to different parties using the system. In terms of the API, the design would allow for the full customisation of where in ALB the incoming data could be placed. In terms of workflow tools, buyers can customise the matter processes dependant on work type and/or department.

Scaling

• Independence of resources: The Azure infrastructure is load balanced and will scale the services based on system demand.

Analytics

• Service usage metrics: Yes
• Metrics types: System access reports are available from within the system. Infrastructure is monitored in real time with proactive monitoring ahead of agreed thresholds being breached, whereby incident management action is triggered.
• Reporting types: Real-time dashboards

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 3.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: In-house
• Protecting data at rest: Encryption of all physical media
• Data sanitisation process: Yes
• Data sanitisation type: Explicit overwriting of storage before reallocation
• Equipment disposal approach: In-house destruction process

Data importing and exporting

• Data export approach: OneAdvanced Legal provides a suite of standard reports that provide relevant data on client, matter, account and finance. The user interface allows these to be delivered as formatted reports or data.
• Data export formats: CSV
• Data import formats: CSV

Data-in-transit protection

• Data protection between buyer and supplier networks: Other
• Other protection between networks: HTTPS is used for sending data between the web browser and application.
• Data protection within supplier network: Other
• Other protection within supplier network: OneAdvanced Legal is a cloud solution. Data is stored in a SQL database.

Availability and resilience

• Guaranteed availability: 99.9% (Based on Monday to Friday - 8 - 5.30pm, excluding public holidays).
• Approach to resilience: OneAdvanced legal is a web application deployed in Microsoft Azure. Data is stored in a Azure SQL database. As part of the infrastructure the services have fail over capabilities and are load balanced. Databases are backed up at transitional level every 10-20mins
• Outage reporting: Azure alerts would be triggered where the service fails or is under excessive load. The alerts are picked up by the operational teams.

Identity and authentication

• User authentication needed: Yes
• User authentication: Other
• Other user authentication: Within the OneAdvanced Legal SSO is available to firms via the Microsoft Azure BTC (Business to Consumer) account.
• Access restrictions in management interfaces and support channels: OneAdvanced Legal uses the principles of least privileges and role based access control. This is controlled from within the application.
• Access restriction testing frequency: At least once a year
• Management access authentication: 2-factor authentication

Audit information for users

• Access to user activity audit information: Users contact the support team to get audit information
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users contact the support team to get audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: User-defined

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: The British Standards Institution (BSI Group)
• ISO/IEC 27001 accreditation date: 30/06/2021
• What the ISO/IEC 27001 doesn’t cover: All products are in scope - The certificate covers information security management of the provision of software development, the design and integration of software solutions.
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: No

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: Advanced Information information and security policies align to ISO 27001:2013.

Operational security

• Configuration and change management standard: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Configuration and change management approach: The configuration and change management process ensures all software and infrastructure chnages are subject to a traceable change control. All change requests have to be logged and require approval before being included in the product.; All product changes are only made against approved cards and all code is reviewed before being committed. All changes are then tested and verified prior to deployment to production.
• Vulnerability management type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Vulnerability management approach: Vulnerability management is an essential part of Advanced Information Security Program and is a continuous process of assessment. The vulnerability assessment process includes a number of processes including code scanning, and Pen testing.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: OneAdvanced Legal is hosted in Azure, and therfore the monitoring is part of Azure.
• Incident management type: Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
• Incident management approach: Incident management control objectives are defined within our ISO 27001:2013 certified Information Security Management System and the procedures for Incident management are aligned to ITIL v3 industry best practice.

Secure development

• Approach to secure software development best practice: Conforms to a recognised standard, but self-assessed

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  We are committed to building a better tomorrow for our staff, customers and wider community through outstanding environmental sustainability performance. Our vision is underpinned by five core principles:; To protect the environment by reducing our carbon footprint; To reduce the environmental impact of our operational activities through effective management of our estate; To create and maintain a positive environmental sustainability culture; To maximise the positive impact of our sustainability actions through effective communication, collaboration and partnership; To fulfil all environmental compliance obligations and seek to exceed regulatory requirements; To achieve this vision, we continuously invest in and develop our ESG strategy to provide a structured and meaningful approach to our climate activity. Our success also relies on effective engagement with staff, utilising and developing their skills, knowledge and understanding.; We have launched a number of initiatives to reduce our GHG emissions on an annual basis, since 2018 we have seen a reduction in 36% in our total GHG emissions.; We are proactive in the property management of our offices, maintaining pressure on landlords and staff to ensure energy efficiency. Home working is facilitated and encouraged, and unnecessary travel is minimised by the delivery of consultancy, training and implementation services remotely, where appropriate. Reducing the amount of paper we generate is a key focus, and we use recycled paper - which we then recycle ourselves. We have also taken steps to recycle other materials such as plastics, food and cardboard. We comply with WEEE regulations and recycle our electrical items. All our UK based offices are entirely using green electricity and we have undertaken an office consolidation project to minimise unnecessary carbon expenditure.; We are focused on our transition to a Cloud service company ensuring our customers have solutions which are future proofed and don’t require costly or energy inefficient hardware.

  Covid-19 recovery

  In the event of a similar incident OneAdvanced has a documented Health and Safety policy regarding Covid-19 Arrangements, which focuses on handwashing, hygiene, self-isolation and social distancing.; As part of our transition to hybrid working we provided all employees with the materials and processes to allow them to work at home indefinitely. In the event of a similar incident all staff are able to work from home for as long as is required. This allows them to prioritise their health and safety and avoid risk of transmission.; Working from home is undoubtedly challenging and may have a negative impact on the wellbeing of our employees. We provided guidance for staff working from home to stay connected e.g., quizzes, coffee mornings and time allocated for informal catch ups.; We have also made changes to our approach to visiting customers on-site. Where appropriate, training and consultancy can be provided virtually.; With the increase in remote work and changes in the software landscape we have invested significantly in digital transformation and cyber security to ensure the safety of the business, employees and customers. This includes protection of personal data.

  Tackling economic inequality

  OneAdvanced is committed to tackling economic inequality. We are renowned for our recruitment processes which seek to eradicate biases that can perpetuate economic inequality. We hire for potential rather than based on experience. ; Our commitment to tackling economic inequality is also exemplified in our pay reporting transparency. In addition to the legal requirements to produce a Gender Pay Gap Report, we have also released our Diversity Pay Gap Report to ensure accountability and so that we can take steps to address economic inequality within our own employee base. ; As we develop as an organisation and embrace our role in bettering society we are building features into our products to assist us in tackling economic inequality. One example of this is our education software that is used by prisons in the UK to help educate individuals that have been in the prison system and broaden their opportunities for education. Another example is the service we provide to many NHS offices across the country which allow them to act more efficiently and see more patients each day. ; A focus of OneAdvanced is to commit to increasing our community outreach. As part of our strategy we are planning to implement a regular schedule of community education workshops for local schools, colleges and other groups. Examples include ‘How to get started in Tech’ and coding classes. Each employee is entitled to 1 paid day they can use to volunteer for a cause close to their heart including those that are aimed at helping those from lower socio-economic areas. ; Our learning and development team are in place to allow our staff the opportunity to develop their skillset and further their professional career. This can allow disadvantaged individuals to increase their opportunities to secure high paying jobs both within the software industry and outside of it.

  Equal opportunity

  Cultivating a diverse workforce and inclusive culture is a priority for OneAdvanced. Diversity of experience, age, race, ethnicity, culture, gender and sexual orientation provides a wide range of talent from entry level through to our leadership teams creating richer perspectives and a powerful frame of reference. ; Not only is it right to recognise and celebrate differences, and ensure everyone has the opportunity to thrive, but creating a culture that is genuinely committed to a meritocratic workplace is important to our success. Ensuring all our employees understand and engage with our values, and have the opportunity to realise their full potential, is fundamental to our business. ; We have published 4 Diversity Pay Gap reports that extend beyond the legal requirement for gender to ethnicity, sexuality, education, disability and socio-economic status. This data provides transparency and will aid us significantly on our journey to creating a fair and equitable workplace for all. ; OneAdvanced is delighted to have been announced as one of the top 100 Diversity Leaders of 2020 across UK businesses following an independent survey carried out on behalf of the Financial Times. The award assesses diversity across gender, age, ethnicity, disability and sexual orientation, and ranks organisations in Europe on the extent to which they offer diverse and inclusive workplaces. The survey focused on two broad areas, looking at the scale in which employers promoted diversity within the workforce, and identifying companies that stood out when it came to encouraging diversity and equal opportunities. ; OneAdvanced is renowned for its innovative recruitment process, which seeks to eradicate bias – unconscious or otherwise – when hiring. In our recruitment, we use tools that give us additional insight into intellect and attitude, and remove CVs from the interview process, so managers go in without preconceptions.

  Wellbeing

  We take wellbeing very seriously at OneAdvanced, employees have access to the following initiatives to promote wellbeing: ; Our Employee Assistance Program (EAP) is a 24/7 phone line where our employees can speak to a trained professional regarding any matters. Whether that is related to their current workload, or whether it is related to their finances for example. This service is 100% confidential. ; The Wellbeing hub on our internal website is central point for resources, such as the Thrive app to which our employees have an access code. In addition, the Hub is a link to our partnership with Perks at Work who offer discounts and classes for wellbeing, fitness, and meditation. ; Our offices have been made more friendly and accessible than ever before as part of our office changes brought on by the new, flexible ways of working. All our offices now contain a ‘wellbeing room’, sharp boxes for needles and free sanitary products in all bathrooms (available to guests as well as our staff). ; We are undertaking an exercise to update our employee value proposition and undertook research to identify what factors employees themselves want. This was done so we can provide benefits that our employees will value from the most and benefit their health and wellbeing.

Pricing

• Price: £108.33 to £144.17 a user a month
• Discount for educational organisations: No
• Free trial available: No

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at bidmanagementteam@oneadvanced.com. Tell them what format you need. It will help if you say what assistive technology you use.