Overview
In most workplace and business establishments today, managing tasks, people, projects, client expectations and staying in business is complex to manage due to the workload on employees, volume of paperwork/documents and volume of transactions generated.
LegalNG is customisable for any legal practice or establishment.
The core business functional areas in LegalNG are as follows:
- Legal case/matter client information and profile processing
- Legal case client accounts, case ledger management
- Legal case electronic filing cabinets (Electronic Drawers for document storage)
- Legal case activities and workflow/task automation (Task allocation, distribution, monitoring and tracking)
- Legal case-related document management (introducing paperless law office)
- Legal case precedence tracking
- Legal case deeds document tracking and electronic storage
- Legal case staff or human resource management
- Legal case automated time recording and expense processing (labour cost)
- Legal case job plan management (project management)
- Legal case template management ad letter generation
- Legal case judges and jury information processing and tracking
Modules
- Client Manager
This module processes Information on the subject for which the case is being managed. A ‘client’ could be a person, an establishment, a company, a company department or government institution. Information about the client, such as name, addresses, contacts, contact job details, contact bank details can be captured, stored and managed. LegalNG provides a facility to store multiple contacts for a client, including multiple contact media such as fax number, phone number, e-mail addresses, and mobile number.
- Legal Case Manager
Legal case manager is the core business function of LegalNG. This module deals with the processing, tracking management of the legal case for a client. For every case, an electronic filing cabinet is opened and maintained for a client. Information such as case types, case manager, case title, case deeds, case precedence, case time record and expenses (labour cost), case judges/jury details, case activity, case task, case lifecycle, case related documents, case correspondence, case client need analysis, case money management (bank, stakeholder account, client account, law office account), and case key court/event dates are captured.
The sub-modules within Legal Case Manager are as follows:
Case Registration
Case Time Recording and Costing Management (Labour Cost)
Case Deed Tracking and movement management
Case Precedence Tracking and Precedence on-line Document Storage
Case Activity Tracking and Task Allocation Management
Case Financial Transaction Monitoring (Bank)
Case Lifecycle Processing
Case Correspondence Manager (Call Log)
Case Working Days (Calendar)
Case Statistics
Case Static Data (parameter)
Case Graphics
Case Reports
Case Billing
- Workflow and Diary
This module deals with the management of staff personal and case diary. A diary action can be created and sent to another member of Staff. The diary shows outstanding and processed task based on any search criteria specified by staff. A typical example could be all my outstanding tasks and diary actions on a specified day for a specified client.
Diary actions can be rescheduled and can be re-assigned to another member of staff. Notes can be attached to a diary action and a diary action can have a history of notes.
Workflow component introduces a staff workgroup concept, whereby tasks could be routed to a member of staff or to a team. Through the use of a work-flow or diary action screen, a supervisor can quickly analyse a case.
Questions such as at what stage is a case, who is responsible for what outstanding task on a case, what diary actions have been generated as a result of a case progress etc. can easily be answered by the use of the work-flow module. Legal Case Job Plan can be set-up for any case type using this module.
This module is integrated to the time recording module. Staff time is recorded against an allocated task on a case.
- Personnel Manager
LegalNG provides a facility whereby information about your practice staff can be managed. Information such as Staff contact details, staff time and attendance record, staff rates, staff skill profile, staff manager, staff training details, staff bank details, staff employment history, staff photograph, and all staff-related documents are stored.
It also deals with time and attendance records for employees. Examples could be, sickness absence, holidays, and so on. A basic employee salary management and payroll facility is also available.
LegalNG also stores data on all the departments within your law practice or establishment.
- Letter Generation
Case referral letters, templates, mail label and batch mail-shot can be processed using this module.
LegalNG can interface with Microsoft Word and any other Windows based word processing package to allow for data transfer from database to the word document.
- Document Manager
This module introduces paperless office to your law practice. Case documents such as case deeds can be scanned, captured, registered, indexed, stored, viewed, printed, distributed, and retrieved electronically. Case documents are only printed if they are to be physically sent to an external source. As result of the integration of this module with the workflow module, case documents can be routed electronically. The life history of a document is monitored with a document audit trail facility.
LegalNG provides an opened document scanning and viewing interface. Any choices of scanners and viewers can be used.
Document viewers can be used to view the document and the user can specify the viewer to be used accordingly.
Ad hoc queries on documents can be carried out and the facility to stored document queries or searches is available. Sample stored query could be:
My In-tray (Incoming documents)
My Out-tray (Out-going documents)
All bank statements,
My entire externally generated documents etc.
There is keyword search facility on documents. An example keyword could be:
On-line manuals,
Closed sale documents etc.
All the documents related to a case can easily be accessed through a document quick view mechanism.
Documents can be routed or allocated to a team or a specific user.
All case documents can be captured by this module and kept on-line for electronic access and possible archiving if need be.
7. Report Manager
Standard reports are available such as list of cases by case types, list of clients, case transaction percentage by case types, case statistics, case time recording report, case expense report, and case outstanding task report. During implementation, more reports can be designed based on the information requested by the users. A report writer is available for users who understand SQL (Structured Query Language), Database and some computer programming.
8. Interface to E-mail
LegalNG provides an interface to e-mail using a mail application programming interface protocol (MSPI). Documents can be attached automatically using any email client software such as Microsoft Outlook. A database transaction record is automatically stored for any email sent on a legal case. The case correspondence folder is updated with the email transaction record.
LegalNG also provides a good interface, which can be used as the email client. Email can be received, sent, forwarded, and deleted from within LegalNG.
9. System Maintenance and Parameter Configurations
System maintenance module is used to configure the system parameters for your Law Practice. All the static data such as User, User Group/Roles, Case Job Plan and Lifecycle and Task Category are maintained using this module.
10. Interface to any Microsoft Windows-based application
LegalNG can be used as the main desktop for all Windows-based applications. All Windows-based application software can be opened from within LegalNG.
11. Interface to Accounts and Financial Packages – SAGE financial Controller
All financial transactions such as case billing information, case stake holder account data, client account data, and office account data can be exported to any Windows-based accounting or financial package. LegalNG has been tested with SAGE Financial Controller.
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