HighQ Legal Software: implementation best practices

Will Sumners

HighQ Legal Software Part 2: Optimisation, challenges & best practices

Make the most of HighQ and avoid costly pitfalls with implementation best practices

In Part 1 of this series, we looked at what HighQ does, and what it can offer law firms and in-house legal teams. In this second part, we explore the practicalities of implementing this powerful legaltech solution, the challenges for in-house IT teams, and how you can make the most of HighQ.

Implementing HighQ: Challenges

With the limited time and resources Innovation and IT teams have to manage an organisation’s tech, it’s understandable that using a dedicated legal solution like HighQ seems like the perfect fix. But while it’s functional out of the box, without expert optimisation it can pose a number of challenges. Let’s look at the most common problems faced by teams using HighQ out of the box.

HighQ's Files

Pre site-launch approvals

HighQ’s modular structure makes it super flexible and mouldable to a team’s specific needs. There’s a huge variety of discrete capabilities that with the right expertise, can be
optimised and integrated to create near endless solutions. We’ve summarised a few key features of HighQ’s software below.

HighQ's Files

Manual Site Creation

Out of the box sites need to be manually created, often by the organisation’s IT teams. If many sites are needed across different practice areas, this can create a huge amount of work. Not only this, but it leaves room for error if a site template isn’t used to ensure consistency.

HighQ's Files

Maintenance

Without custom scripts or other automated reporting tools, out of the box solutions need regular monitoring to ensure access and permissions are functioning correctly. In some cases, it may not be possible to monitor as effectively as you need to. Limited reporting functions for example, mean it’s not currently possible to get a snapshot of all admins across all sites.

HighQ's Files

Flexibility

HighQ’s incredible flexibility is the very reason it needs the expert touch to perform at it’s best. It’s out-of-the-box form has basic functionality with file and task management systems, but for a multifunctional, brand led, customised legal operations solution, you need both time and expertise to harness its power and optimise it appropriately.

Power Automate & HighQ

You can minimise issues such as those discussed above by standardising elements as much as possible, investing time and expertise into the user interface accessible features, and by automating admin with process automation tools such as Microsoft’s PowerAutomate.

Microsoft’s Power Automate is a great process automation option for teams looking to optimise HighQ and take it beyond its out of the box capabilities.

Benefits of using Power Automate with HighQ

  • Usually included in Microsoft’s license fee so no additional cost
  • Its low/no code interface make it easy for everyone to use and maintain
  • Integrates and automates existing tech stacks into HighQ

Optimising HighQ

Whether using custom code, a process automation tool like Power Automate or both, optimising HighQ avoids the pitfalls of out of the box functionality and creates a powerful, seamless solution. The echo.legal team are able to help you get going, or enhance the use of both.

HighQ's Files

Automating HighQ

Use custom scripts or Power Automate to manage administrative processes. Once configured, these tools can also automate opening and closing of sites, onboarding and offboarding users and a host of other processes.

Removing the manual load of administration and the risks inherent to manual activity smooths the running of the solution and frees up the team’s time for delivering more to the business.

Automation also helps reduce the maintenance burden by using tools like Power Automate to generate reports on data automatically, on what’s important to you.

HighQ's Files

Customisation

HighQ enables customisation of sites, but you can go further using web development skills to personalise your user experience. Apply deeper branding, create enhanced functionality such as dynamic interactions and enhanced page functions to create a solution that’s moulded to you.

HighQ's Files

HighQ integrations

Tools like Power Automate can streamline every step of service delivery, from onboarding new clients, task reminders, form submissions and closing files. This vastly reduces repetitive admin tasks and improves visibility and consistency across teams.

Optimising HighQ with echo.legal: how we can help

No matter where you are in the journey, our experts here at echo.legal offer tailored advice, innovative solutions, and strategic implementation of HighQ.

Whether you’re looking for a one-off custom development to complement your existing HighQ solution, want to optimise your out of the box experience, or need help setting up from the start, we bring expert guidance, bespoke development, and lawyer-led implementation.

If you’d like to know more about our HighQ solutions, contact Julie or Will to find out more about what we can do for your team.

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