Smartsheet activates people across your firm by uniting work, collaboration, workflows, and content. The ability to improve productivity, deliver superior client experiences, and maximise profitability is crucial for continued success.

From client to operations management, Smartsheet provides a single source of truth. Through increased visibility and strategic alignment, Smartsheet empowers paralegals, lawyers, and other legal staff to engage clients with more impact while helping you maintain client privacy in secure platform.

How Does Smartsheet Help My Firm?

Activate the delivery lane and enhance the excellence of your legal services,

Manage Your Clients and Projects With Confidence

Improve operations by creating intake forms for different situations. Grant internal and external stakeholders access to sheets, reports, and automation. Use managerial dashboards to display information, such as the number of open cases or average time to completion

Engage Clients through Collaboration

Consistent and proactive engagement empowers your legal services team to deliver better client experience. Use Smartsheet to collaborate with clients and provide real-time updates on ongoing cases.

Better Strategic Planning and Decision Making

Review strategic initiative alignment with your overall strategic objectives while accelerating new initiative evaluation with automated workflow and approvals

Visibility

Self-service reports and dashboards provide real-time visibility into resources, status, and performance, so that you can rapidly align operations to strategy.

Flexible Control

Smartsheet gives you complete control to make changes or enforce structure for your collaborative work – no coding required.

Connected

Bring together people – within and outside your form – providing integration and alignment and a common source of truth for information and data for practice management systems such as Elite 3E and Aderant, document and records management systems such as iManage, and CRM systems such as InterAction and Salesforce.

Kop Consultancy is holding a joint seminar with iManage on Tuesday 24th May at the Digital Hub, in Grenville Street from 12:45 pm to 2:00 pm

As iManage partners, we are working with a number of Jersey businesses to develop functionality and templates to ensure that their solutions are streamlined for their line of business.

Their artificial intelligence and powerful document and email management creates connections across data, systems, and people, while leveraging the context of organisational content to fuel deep insights, informed business decisions, and collaboration. Underpinned by advanced, need-to-know security, iManage delivers sophisticated governance approaches, enabling workflows to help solve complex business challenges, resulting in better business outcomes.

iManage Work:

is an email and document management system that improves professionals’ productivity, collaboration, and knowledge management. It’s intuitive, efficient, and it’s user-designed experience, particularly for the search and upload of content, and version control encourages adoption.

also ensures secure handling of sensitive and high-value content by managing internal and external access according to organisational policies and establishing an audit trail around who has accessed and changed content.

is integrated with leading email and office productivity applications and can be integrated with numerous other third-party or internally developed solutions via its API and extensive range of partners.

Sandwiches and refreshments will be served and there will also be time after the event to discuss more individual needs with iManage and also ourselves, should this be appropriate.

It would be great to see you at the event, please register using the button below.

Innovate with confidence leveraging iManage’s extensive ecosystem of partners and integrations.

We hopefully look forward to you joining us for the webinar.

Should you feel that other members of the team would benefit from attending, please feel free to pass the invitation on to them.

We are limiting numbers for the event to 20 as we want this to be a very focused event.

Should you not be able to attend but require any further information on iManage please email me direct:mike.thorpe@kopconsultancy.com

For Law Firms, Trust, Wealth Management and Fund Management companies, having an effective records management and function in place to support it is key.

iManage are dedicated to making knowledge work by enabling organisations to uncover and activate the knowledge that exists inside their business content and communications.

Their artificial intelligence and powerful document and email management creates connections across data, systems, and people, while leveraging the context of organisational content to fuel deep insights, informed business decisions, and collaboration. Underpinned by advanced, need-to-know security, iManage delivers sophisticated governance approaches, enabling workflows to help solve complex business challenges, resulting in better business outcomes.

Kop Consultancy and iManage are holding a joint webinar on Wednesday 23^rd March from 11:00 am to 12:00 pm (GMT) to explain how they have been able to help thousands of clients in four core ways: 

Create

Find and create value inside your organisation and activate your expertise. 

Collaborate

Connect and share safely anywhere and eliminate friction to make faster, better decisions. 

Protect

Manage and protect the IP under your care by embedding governance security into your workflows.

Innovate

Innovate with confidence leveraging iManage’s extensive ecosystem of partners and integrations.

We hopefully look forward to you joining us for the webinar.

Register in advance

After registering, you will receive a confirmation email containing information about joining the webinar.

Should you not be able to attend but require any further information on iManage please email me direct:mike.thorpe@kopconsultancy.com

We are proud to announce our new partnership with Prosperoware.

About Prosperoware

Prosperoware helps teams collaborate more efficiently and securely. The company’s software solutions add the missing layer of digital collaboration by providing team-specific context & security to users, data, and projects. This is all enabled through the solutions’ capabilities to enable organisations better manage their collaboration systems by making it easier to provision, classify, protect, move, and minimize data. Ultimately mitigating data chaos and risks related to privacy and cybersecurity. Over 370 clients across industries, 66% Am Law 100, 50% Global Top 20, 24% UK Top 50 have trusted Prosperoware solutions to enable them to safely collaborate with confidence, not chaos. 

This strategic partnership with Prosperoware, an enterprise software company for the adoption and governance of collaboration systems, will provide customers across industries with improved methods of data governance and management between platforms. With Prosperoware, KOP gains a powerful, multi-faceted platform of technology solutions to help our clients not only in the legal space, but Fiduciary as well. This is because Prosperoware provides the missing layer to modern digital collaboration and hybrid work. Their platform automatically provisions workspaces, templatises repetitive processes, classifies and protects data, and can be tailored to work with the organisations’ collaboration platforms – such as the Document Management System or Microsoft Teams.

The partnership with Prosperoware also adds a level of authority when it comes to aiding organisations with iManage and their journeys to the Cloud. We shall be able to help expand awareness for Prosperoware and grow their client base to the Trust & Corporate Services, Private & Wealth Management and Fund Services sectors who will benefit immensely by the products and services they offer.

Trish Rilling, Director of Channel & Alliances at Prosperoware, says the partnership will allow Prosperoware to provide solution services to industries and verticals beyond legal. “Prosperoware is excited to expand our reach with KOP Consultancy and leverage our joint partnerships with iManage and ramp up efforts through our collaboration that will provide benefits to Trust & Corporate Services, Private & Wealth Management and Fund Services.“

For Law Firms, Trust, Wealth Management and Fund Management companies, having an effective records management and function in place to support it is key.

iManage are dedicated to making knowledge work by enabling organisations to uncover and activate the knowledge that exists inside their business content and communications.

iManage’s artificial intelligence and powerful document and email management creates connections across data, systems, and people, while leveraging the context of organisational content to fuel deep insights, informed business decisions, and collaboration. Underpinned by advanced, need-to-know security, iManage delivers sophisticated governance approaches, enabling workflows to help solve complex business challenges, resulting in better business outcomes.

Short presentations from Kop Consultancy and iManage will be held over breakfast on Wednesday 26^th January 2022 at Santander’s Work Cafe in Jersey from 8:30 am to 10:30 am to explain how iManage has helped thousands of clients in four core ways:

Create

Find and create value inside your organisation and activate your expertise. 

Collaborate

Connect and share safely anywhere and eliminate friction to make faster, better decisions. 

Protect

Manage and protect the IP under your care by embedding governance security into your workflows.

Innovate

Innovate with confidence leveraging iManage’s extensive ecosystem of partners and integrations.

Short presentations from Kop and iManage will be followed by networking, drinks and canapes.

Places are limited and will be offered on a first come, first served basis.

To register click on the following link: Kop Partner Showcase – iManage

Should you not be able to attend but require any further information on Smartsheet please email me direct: mike.thorpe@kopconsultancy.com

Kop Consultancy are proud to announce our next Partner Showcase event.  This will be a held at Santander’s Work Cafe in Jersey on Wednesday 19th January 2022 from 8:30 am to 10:30 am.

Technology has enabled us to transition to work from home during the global pandemic. But our next challenge, is to understand how to spend less time in meetings and less time providing updates. 

Smartsheet offers collaboration software and solutions that creates team efficiencies, effectiveness and scale to some of the world’s largest companies.

Our presentation will focus on driving productive collaboration, aligning on assignments, timelines, and a single source of truth to manage work.

Whether you are brand new to Smartsheet or an existing customer we would be delighted for you to join us for a series of short presentations to be followed by drinks and canapes? 

The following are some of the topics, covering how Smartsheet can help from an Executive, Finance, HR, IT, Marketing, Operations, PMO, Sales perspective enabling you to collaborate seamlessly, make better decisions faster and automate work processes so you and your team can achieve more!

General: Learn how to get started as a new user

Executive: Increasing net profit, driving revenue, and engaging employees.

Finance: Budget and forecasting, purchase request management, vendor selection/ on-boarding, end-to-end spend control 

HR: Recruiting and hiring, Employee on-boarding, Career development training 

IT: New systems rollout, New hire checklist, IT ticketing

Marketing: Campaign management, Event planning, Content development 

Operations: Policies and procedures, Goal-setting and KPIs, Operational efficiency 

management 

Sales: Pipeline management, Revenue forecasting, Sales operations 

PMO: Project plans and schedules, Project rollups, Budget management 

For most businesses, the main objectives are increasing net profit, driving revenue, and engaging employees. Executives and leaders develop the strategies and plans—determining appropriate budgets, technologies, and talent to achieve goals and scale growth. One area that remains a key challenge is how to remove organisational obstacles to increase workforce productivity. While it’s easy to identify specific problems, it’s difficult to find comprehensive solutions.

Places are limited and will be offered on a first come, first served basis.

To register click on the following link: Kop Partner Showcase – Smartsheet

Should you not be able to attend but require any further information on Smartsheet please email me direct: mike.thorpe@kopconsultancy.com

Join MetaphorIT and KoP Consultancy for our Modern Workspace Session

We are so glad to be back in Jersey! Its been a crazy year however the power of technology has enabled us all to stay in touch and continue to run our businesses. We are in a new era of working and the cloud is ever as important.

Metaphor IT and KOP Consultancy have a packed agenda as always to keep you informed on the latest news from some great vendors, what is trending within the industry and how we can continue to help.

Modern Workspace Agenda:

• Tea / Coffee & Breakfast
• Introduction to Metaphor IT & KOP Consultancy
  • Who we are?
  • What have we been doing in lockdown?
• Adoption of the Cloud in Luxembourg (CSSF Regulation)
  • The regulators stance on Cloud Services
  • How to satisfy some of the common hurdles
  • Is total segregation necessary?
• Microsoft Update Session
  • Technology & Licensing
• Citrix Update Session
  • What’s New / What’s Coming
• Q & A / Close

When is it? Wednesday, 24th November 2021, 08:30 – 10:30
Where is it? The Royal Yacht Hotel, Weighbridge, St Helier, JE2 3NF
How to register? Click here to register your seat

Should you not be able to attend but require any further information on MetaphorIT please email me direct: mike.thorpe@kopconsultancy.com

Kop Consultancy are proud to announce our forthcoming Partner Showcase event.  This will be a held over breakfast at Santander’s new Work Cafe on Wednesday 16^th June from 8:30 am to 10:30 am.

We have gathered together an impressive panel of partner organisations to highlight how their services and applications can help you meet key business outcomes, enabling you to:

• Generate new business
• Manage on-boarding and KYC/CDD
• Create efficiencies through process improvements
• Utilise technology to support wider business outcomes using familiar tools you already own eg O365, Teams 
• Benefit from cost-effective Cloud/SaaS systems – offering clients best-in-class security
• Collaborate with clients easily
• Access documents and emails from anywhere and at any time

Comnexa: Salesforce and CRM and Smartsheet integration/api’s

DocsCorp: Document productivity and compliance

iManage: Document Management and Security

Kop: Project Management and Training

MetaphorIT: Microsoft, Citrix, Remote working, Cloud Virtualisation, Cyber Security

Puritas: Compliance, Fund Administration and Bank Payments

Smartsheet: Collaboration

Snap: Marketing and Website design

Places are limited and will be offered on a first come, first served basis.

To register click on the following link: Kop Partner Showcase – Enabling Business Outcomes

Should you not be able to attend but require any further information on any of the above services, applications or specific partners please email us direct: mike.thorpe@kopconsultancy.com

Smartsheet Control Center enables consistency of work execution with reduced operational risk.

Drive consistency and visibility across projects and processes

Control Center is a portfolio and project management solution that builds on the core functionality of Smartsheet. Control Center delivers consistent, visible projects and business processes at scale.

Check out Control Center on Smartsheet’s website or by viewing the following video:

https://youtu.be/9ibimoveenw

We are proud to announce our new partnership with Puritas.

As a clear endorsement of the partnership, Puritas have invited Kop Consultancy to provide Business Development and Marketing support to assist them in growing their business globally.

About Puritas

Founded in 2006, Puritas has grown becoming a leading provider of fund administration, fund management and client data management solutions, supplying award winning, high quality and functionally complex software applications to the financial services industry.

Their systems allow organisations to fully resolve the historic challenges and problems they face in complex operational and regulatory environments by delivering first class customer service efficiently whilst meeting regulatory demands.

They continue to focus on innovation and development and with a strong team containing a wealth of expertise they deliver quality feature rich technology that solves problems and enables opportunities.