Employment

• Track all critical dates
• Track disclosure of documents

Meet those critical and short limitation deadlines, improve efficiency and aid the speed of turnaround.

Toolbars

LegisSQL toolbars can be customised to suit the way you want to work. Toolbars are very powerful allowing complex processes to be run at the touch of a button. Typically within an Employment Law application the toolbars available will be for processes, documents, tribunal work and contacts. 

The process toolbar allows for generation of user-defined tasks, blank letters and emails.  Click on an icon to pull up a list of all the matter contacts with their details.  View, update and amend damages and disbursements, track information requested.

The documents toolbar allows for quick access to all initial letters; offer letters; medical letters; settlement letters and so forth.  Making it easier to find the documents means higher use of the stored templates.

A tribunal toolbar allows for setting up and recording of all relevant dates a tribunal and the running of groups of documents when preparing the Employment Law claim form and issuing the Employment Law claim form.

Matter Inception

The inception process can be tailored to suit.  Manually incept data or have an automated system that takes new matter data from a practice management system and incepts automatically onto Legis.  Alternatively clients send data in a given format so that it is automatically incepted into Legis.

Once a matter is incepted easy to use screens allow for loading of all relevant information, relating to clients, other parties, witnesses and so forth.

Documents

Documents may be simple templates, which launch straight into Word for customising.  More complex documents prompt for data as they are loaded.  Documents can be generated in single format or grouped to save time.  Document generation allows for workflows to be generated and dependant on options selected different tasks can be set up.

A typical group may include the initial letters to other parties and witnesses all with the single click of a button.

All documents are saved behind the diary and can be viewed and edited as required.

Legis allows for output to Word and Excel.  More complex financial document and reports can be generated to Excel.

Emails

LegisSQL is fully integrated with Outlook and email can be generated from within the case management system, they can also include the attachment of documents from behind the diary history. If an email is generated from within LegisSQL, and a reply is received, the system can automatically attach the email to the correct case and generate a notification task for the fee earner.  It does this by embedding a unique code in the outgoing email that it can recognise on return.

Email can also be routed manually and attached to the matter to ensure the diary history is fully updated.

Scanning

Incoming post can be scanned and attached to a matter and again it can generate a notification task for the fee earner. By flagging special documents as they are scanned the system can also compile bundles in PDF for sending out.  This is particularly useful for generating trial bundles.

Application integration

Legis is fully integrated with LaserForms and RightFax.

LaserForms can be fully coded so that they populate with the stored data this leaves little editing to be done once LaserForms is launched.  The forms can also form part of a grouped document so for example included in a pre issue group of documents would be a letter to the client enclosing the particulars of claim, the schedule of losses, statements and the N1 claim form.

By using RightFax fee earners can send and receive faxes directly from their desk.  Incoming documents can be faxed straight out without the need for photocopying and a record of the outgoing fax is stored in the diary history.

Financial Information

Store client losses and expenses – by keeping track of all the clients’ losses you can produce the schedule of losses at the click of a button.  Outlay items are also fully tracked and the system will flag the need for repayment.  Outlay is broken down for the motor insurer, travel insurer, private medical insurer, employers etc.

Store disbursements and fees as and when they are incurred.   Even if the amount is not known initially a zero disbursement will be entered as a reminder that it will eventually need paying.

Cheque requests can be generated at the appropriate time or reporting can show disbursements that need to be paid for a given time.

Help

There is a comprehensive on-line context sensitive help system available with the Employment Law application. This can easily be extended to include guidance on legal processes and in house policies and procedures for new staff.

Reporting

Internal reporting allows for monitoring of caseloads and multiple client matters, limitation dates, case duration and much much more.  Information at the fingertips assists in the tendering process for new work by reporting on the number of cases of a certain type and the value of cases.

External reporting can keep providers up to date on a daily basis as to the cases accepted and rejected on the previous working day, showing the matter reference and fee earner.  Report on the number of open and closed cases per month and on the key stage that each case has reached.

Data Storage

Data is store at two levels, reference level and matter level. 

At reference level data can be held for hospitals, medical agencies, police etc this data is reusable and can be kept up to date by an administrator so that if the data changes the information is fed back down to matter level.

At matter level you can store details of employers, litigation friends, home helps etc giving you the ability to write to them again and again.

Highly configurable

If you feel there is anything you need to change in the system, whether it be creating or tailoring Word Templates, amending or adding new screens or processes, the LegisSQL family of products ensure this is very simple to achieve and with minimal training for the system administrator.