Practice management software designed specifically for legal professionals, which is developed, maintained and supported locally in the Isle of Man.
Are You Satisfied with Your Current System and Processes?
Running a busy legal practice means managing a constant stream of obligations: CDD reviews, conflict-of-interest checks, matter deadlines, time recording, invoicing, and the ongoing administration that underpins every file. Keeping all of this under control is no small task. Many firms rely on spreadsheets, manual workarounds, or software that is not designed or updated to handle the complexity of the modern legal practice. A missed CDD review, or an unmanaged conflict, isn’t a simple oversight; it can carry professional and regulatory consequences. There is a better way.
Imagine a single system that brings all client, matter, and contact information together, keeps the right people informed, and provides a clear, reliable audit trail so you can be confident that every obligation is being met.
Introducing Auxilium Patronas
Auxilium Patronas is practice management software built specifically for legal professionals, developed in conjunction with accredited industry practitioners. It brings client management, compliance, time recording and invoicing together in a single system, giving everyone in the practice a clear picture of what they are responsible for and where things stand.
Core Capabilities
Client & Matter Management
Keep a complete and current record of all clients and matters (Including Legal Aid matters) with clear visibility of the current status across your entire caseload at any given time.
Conflict of Interest Management
Before accepting a new client or matter, COI requests can be issued to all relevant fee earners, with responses tracked and recorded. Confirmed responses are stored against the matter for future reference.
Time Recording
Record time and costs against matters by period of time or work unit. Flexible reporting provides fee earners and practice managers with a clear view of recorded time, chargeable time and associated costs. Fixed-cost items, including disbursements, can also be added and quickly selected from user-defined cost templates. All entries support multi-currency recording.
Invoicing & Payments
Build invoices directly from recorded time and cost entries, either manually or by using the built-in invoice entry builder. Apply payments to invoices with full support for multiple currencies.
Document Integration
Access and manage all documents relating to a client or matter directly within the system, using familiar folder and file management controls. No switching between applications to find what you need.
Alerts & Tasks
A customisable alerts dashboard keeps users and practice managers on top of outstanding responsibilities. User-defined tasks can be assigned to specific individuals with alert dates to ensure nothing is overlooked.
Warnings
Warnings are displayed when viewing or selecting clients and matters where applicable. These may include system generated warnings such as Politically Exposed, Commercially Exposed, High Net Worth, Regulated Matters, Conflict of Interest. Users can also add user-defined warnings.
Client Due Diligence
CDD review dates are monitored automatically, with alerts issued to the responsible user when reviews fall due. Default requirements can be set by client type and applied consistently across all new records.
Risk
Record and maintain risk information at the client and matter level, with system-generated warnings ensuring the right people are informed when attention is required.
Reporting & Export
Reporting options are available throughout the system, giving fee earners and practice managers the information they need without having to pull data together manually. Data can also be exported to Microsoft Excel for further analysis.
Why Choose Auxilium Patronas
Support and Maintenance
Support & Maintenance fees cover telephone, email and onsite support, along with all software updates released during the licence period. We are committed to providing a responsive, reliable support service. This is from initial implementation through to day-to-day use.
Client-Driven Development
Our development direction is guided by the professionals who use the software every day. We actively seek client feedback, iterate continuously, and maintain open communication about priorities and progress. This is not a generic off-the-shelf product; it is a solution shaped by the industry.
Straightforward Migration
We understand that data migration is often the biggest concern when moving to a new system. We work with each client to import data from their existing system. The process is managed collaboratively with you and not just handed over to you.
Installation
Auxilium Patronas is a Windows-based desktop application that connects to a database to manage your business operations. Multiple installation options are provided, including running locally, in the cloud, or a combination of both. The good news? You don’t need to worry about the technical details, just pick the deployment option that fits how your organisation already works. Not sure which option is right for you? Contact us.
Deployment Options
On-premises: Your data resides on your own server, right where you are.
- Everything stays local. Your data never leaves your building; it’s stored on a server you own and control.
- Runs on your workstations. Staff open Patronas just like any other program on their computer, connected over the office network.
- Simple installation. Patronas is installed on your PC and can be automatically updated when updates become available.
Cloud – Hosted: Software and data reside on secure Cloud infrastructure, accessible from virtually anywhere.
- Work from anywhere. Users log in remotely and use Patronas exactly as they would in the office; nothing changes day-to-day.
- No servers to maintain. You don’t need any physical hardware on-site, ideal if you want to reduce IT overhead.
- Cloud-hosted, not cloud-native. Cloud – hosted, not cloud – native. Patronas runs on cloud infrastructure but doesn’t depend on complex cloud services, keeping things reliable and straightforward.
Our Development Ethos
Our development direction has always been driven by listening to the users of our products. Our ethos emphasises collaboration, feedback and continuous improvement to deliver high-quality solutions tailored to our clients’ business requirements.
Client collaboration
We actively seek, review and integrate feedback, ensuring our systems evolve to meet real-world needs.
Quality through iteration
Continuous iterations informed by client experiences allow us to refine features, enhance functionality, and ensure the reliability of our solutions.
Transparency and trust
We are committed to keeping clients informed about development priorities and progress through regular face-to-face communication.
By placing our clients at the centre of everything we do, we are dedicated to developing, supplying and supporting our products for many years to come.
Ready to Find Out More?
If you would like more information or would like to arrange a no obligation demonstration of the capabilities of Auxilium Patronas, then please do not hesitate to contact us.