FinLegal Newsletter August 2025
Improve client experience, increase conversion…and automate
This month, we’re excited to bring you key legal updates, a short update on our Product enhancements, and expert insight into the current legal field in the UK and US – all of which will allow you to stay ahead in an ever-evolving environment.
Customer Success Spotlight
Highlights
Onboarded over 50k Data Breach cases with a fully automated process
Our Solution allowed our Customer to onboard over 50k Claimants to this case and allowed each of them to provide evidence of the breach seamlessly on a self service basis using our Client Portal.Developed a Solution to automate claims by Sellers on a large Marketplace
Our Solution allowed our Customer to qualify and disqualify affected Sellers using this Marketplace in this large Arbitration case in the US, automatically without having to hire an additional team to manage the intake.Developed an AI driven solution to slash time spent on Social Security Disability Claims
When it comes to Social Security claims, information gathering and medical record review take teams hours of work to complete. With our AI driven solution, we are automating those tasks, given your team back important time.Made it easier for Customers to use video content to engage Claimants in Personal Injury and increase understanding of the claims process
We can embed any video within the Case Site allowing our Customers to inform and engage with their clients during the claim process and/or provide video content for FAQs to reduce inbound enquiries.Helped a firm to increase capacity in Immigration claims
Our bespoke intake solution allows for firms to spend less time on the phone with potential clients and more time assisting retained clients with their immigration claims. Available in most languages.
Document Generation: Unlocking New Efficiencies
We've seen impressive results from customers leveraging our document generation feature, and we wanted to highlight how it's transforming workflows for legal teams.
The power of template-driven documents continues to help firms streamline their processes by creating robust templates that dynamically incorporate claim and contact data. Whether generating a single document or processing hundreds of claims in bulk, everything stays within one platform—eliminating the need for and cost of manual data entry or switching between systems.
Recently, one of our customers found exceptional value using this feature for Plaintiff Fact Sheets in mass tort litigation. By creating a PFS template within our platform, they now automatically generate client-specific fact sheets using data collected during onboarding. This integration has eliminated hours of manual document creation per client while ensuring accuracy and consistency.
Are you taking full advantage of this capability? If you'd like to explore using the Plaintiff Fact Sheet template or discover other ways document generation could benefit your organisation, please reach out to your account or implementation manager today.
UK Legal Highlights with Sare
An Update on Motor Finance Claims:
On 1 August 2025, the UK Supreme Court handed down a major decision on car finance commission claims. The Court ruled that car dealers and finance brokers don’t owe a fiduciary duty to their customers. That means lenders aren’t on the hook for “secret commission” or civil bribery claims based on those relationships, which had formed the basis of many legal challenges. That said, the Court did find in one case Johnson v FirstRand that there was an unfair relationship. The customer had paid a high interest rate, with over half of it going toward an undisclosed commission, and wasn’t offered any other finance options. The Court said that crossed the line, but made it clear that every case will need to be judged on its own facts. So, while this ruling limits the number of potential claims, it doesn’t close the door.
The Financial Conduct Authority welcomed the decision and is pushing ahead with plans for a redress scheme. A consultation is expected in October, with compensation payments possibly starting in 2026. The total cost to the industry is now expected to be between £9 and £18 billion.
Our solution is designed to deliver all the information required to quickly and accurately assess whether a motor finance claim has merit and meets the legal criteria for an unfair relationship. Whether your firm needs to generate and process bulk Data Subject Access Requests (DSARs) from lenders, or leverage our AI-powered tools to evaluate individual responses, we provide a seamless and scalable approach.
There has never been a greater opportunity for firms with a client base they can actively engage. Our technology enables you to do so efficiently, without the need for large operational teams. Firms that prioritise speed, precision, and automation in this process will be best positioned to capitalise on the opportunity and lead the market in delivering successful outcomes.
Positive Signals for UK Funders
The Civil Justice Council’s June 2025 report has injected renewed optimism into the litigation funding market. It strongly recommends reversing the Supreme Court’s PACCAR decision, which had cast doubt on many funding agreements by classifying them as Damages-Based Agreements (DBAs). The CJC also calls for a bespoke, light-touch regulatory regime, balancing transparency and consumer protection without stifling access to justice. If adopted, these changes would restore enforceability of key funding models and create a clearer, more stable environment for funders to support mass claims, including in the motor finance space.
With renewed clarity on the horizon, now is the time for funders to act. Our scalable Solution is built to support high-volume, investor-backed claims streamlining operations while protecting compliance and maximising recovery. Get in touch to see how we can partner with you to deliver results at scale.
US Legal Highlights with Kelsey
Building a Better Immigration Firm Experience
Earlier this summer, we had the opportunity to meet with top immigration firms in this country. Through these meetings, we were able to get an inside look at the daily tasks involved in running an immigration firm. Once we understood the processes and the inefficiencies that went along with their completion, our team built a seamless process for both immigration law firms and their clients. The bespoke client portal allows clients, in their native language, to interact with their case without having to get someone on the phone and allows clients to complete necessary tasks on their own time. On the legal side, our system automatically reminds clients to complete any tasks.
SSD Efficiency Starts with Better Tech
Social Security Disability is an information game. From qualifying applicants to filing applications and if needed, hearings, it is all about the extensive review of medical records and organization. Our platform is prepared to review and summarize the thousands of pages of medical records needed to support a client’s claim. Our system has is proven to save hours on automated administrative tasks, information gathering, client chasing and medical record review.
FinLegal: Powering Law Firms in the Privacy Fight
On June 12, 2025, it has been reported that Aflac uncovered suspicious activity involving user data. In a recently filed lawsuit, attorneys are alleging that sensitive information including: social security numbers, insurance claims and medical records, may have been exposed. Data Breaches are everywhere and FinLegal is ready to support your firm in the fight against privacy with bespoke intake case sites.
Author: Sare Brownhill
Sare has worked in civil litigation for 24 years, in her career she has been both a litigator and latterly Head of Litigation. She is a qualified Legal Executive. She now dedicates her time to helping firms thrive within the constraints of CFAs, DBAs and fixed fees by using best in class automation to maximise claimant engagement and automate repetitive, costly work.
