Taylor Rose’s parent company to roll out Salesforce-based PMS and CMS across its trio of law firms

AIIC Group, the legal entity behind UK top 60 law firm Taylor Rose, FDR Law and Kingsley Wood, has begun the process of rolling out a Salesforce-based practice and case management system across its trio of firms. The implementation partner is Salesforce consultancy ThirdEye Consulting.

The group has taken Salesforce beyond its CRM core functionality and are building out a full law firm PMS and CMS that will ultimately take care of finance, billing and time recording across the group. Its initial rollout is for fixed fee work in conveyancing.

Already live in FDR Law, the group’s property-focused legal services business, AIIC is rolling out the system across Taylor Rose – the largest business in the group – over the summer, and plans to onboard Kingsley Wood, its corporate-focused law firm, later this year.

The group were driven in part by Salesforce’s native SaaS functionality, which means that staff can access the system on any device, including a mobile phone, to maximise flexibility for fee earners. By housing all the data in one place, AIIC says that the system also aids ease and productivity for lawyers as well as central support departments such as supervision, audit, complaint handling and data protection.

In a watch this space moment, the platform will enable AIIC to develop near-term AI opportunities and longer term agentic tasks.

Adrian Jaggard, CEO of the AIIC Group, said: “This is a hugely important strategic investment for the group. Giving our lawyers and support teams the best and most productive work-life experience possible is an essential part of our strategy; if they are satisfied with our platform, our IT and central services, that will ultimately deliver better results for our clients and the business.

“The platform is already delivering great results in FDR Law and we’re confident that it will bring similar benefits in Taylor Rose and Kingsley Wood, taking away administrative and process-driven headaches and allowing lawyers to do their core jobs more effectively than ever. Crucially, it gives us a platform on which we can continue to scale and innovate as we look at the opportunities brought to us by AI in particular.”

AIIC recorded revenues of £97.3m (+16%) in the financial year ending 30th September 2024.

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