Patricia Reviews

“Customizable workflows and fields

Pros

I really appreciate being able to customize nearly every field name and workflow to align with my company's naming conventions and operational processes. It makes the software feel like it was built just for us and it eliminates so much confusion during training and daily use. That level of flexibility is hard to come by.

Cons

I wish the program offered more native copy-and-paste features so I can work faster without switching between applications.

“Flexible customization but some features are buggy

Pros

The thing that sets this tool apart is its flexibility, it has let us customize and tailor the software to satisfy the vast majority of our customers' needs and expectations.

Cons

Reporting tools still feel buggy and unconvenient and I find creating reports from scratch challenging especially when configuring user roles in the Collaboration Portal.

“Integrated automation for legal practice

Pros

Everything is tightly integrated and has genuinely helped automate many aspects of our law practice with this tool. Document management is incredibly feasible, we depend on it for our case files and emails and the automatic saving of emails, including Outlook messages via the plug-in, has saved us a lot of time. We also use the case invoicing and financial modules. In short, it's a dependable platform that simply works for our needs.

Cons

The single-button setup for forming a price list is awkward and I notice the Work Code drop-down in Blue Horse requires too many clicks when dealing with longer lists.

“User-friendly collaborative platform

Pros

I'm finding it very user-friendly and our team genuinely likes the collaborative approach it encourages.

Cons

Searching within the diary fields is difficult and I find the letter templates tough to edit or expand with extra fields.

“All-in-one functional platform

Pros

For me this tool lets me do nearly anything I need.

Cons

After updates issues often arise and I feel the per-desktop cost makes this particularly frustrating.

“Workflow-driven task organization

Pros

Introducing workflows has helped us become noticeably more organized in how we plan, coordinate and get our daily work done.

Cons

The rollout process took too long and I found the implementation support less helpful than expected.

“Reliable deadline and email management

Pros

What I appreciate is the way it handles deadlines reliably and I also find the email functionality genuinely useful for keeping tasks and communications organized.

Cons

Using the financial module has been difficult and I notice server performance suffers because JBoss slows things down.

“Independent feature control and maintenance

Pros

We are able to build new features and make changes independently without needing Patrix's assistance and I find the tool's maintenance features to be impressively powerful and reliable.

Cons

A clearer guide on maintenance would be valuable and I think follow-up hands-on support after training courses would help a lot.

“all-in-one service consolidation

Pros

it's great for my team that all services are congreatated in one place, annuity and renewal payments, document storage and deadline tracking are all covered.

Cons

accessing the system through Citrix feels restrictive and I find this limits flexibility.

“Limited automation and integration

Pros

Customer service has been outstanding, Raul Duarte became a fantastic business ally for us and thanks to him we picked up a surprising amount about this platform in a very short span of time.

Cons

The platform doesn't automatically pull new developments into my portfolio which slows my workflow and I notice the lack of an integrated annuity payment platform is a competitive disadvantage, the database is hard to browse natively making routine tasks more tough than they need to be.