This page provides links to various product related documentation. You will find links to Manuals, User Guides, Help Sheets and Training Notes. Most documents are in Adobe Acrobat Reader (PDF = Portable Document Format), for which you will need to download/install the Adobe Acrobat Reader (just once per computer).

Please note that most of these links are password protected for use by our customers only.

To download documents marked with an asterisk* you will require a login name and password. Please contact Opsis either by telephone on +44 (0)1780 764947 or requesting the Document Downloads Password.

To view the documents (once your computer has the Adobe Acrobat Reader installed), just click the heading text link in the left hand column. When the document has displayed in your browser, Acrobat Reader allows you to Save the document locally on your computer.

Alternatively to download the file directly to your computer for later viewing with Acrobat Reader you can right-click the links in the right-hand column, then choose "Save Target As..." and select a folder to save the documents to your computer.

Make a note of where you saved the document(s).

After you have saved a local copy of the document, you can just re-open it in Acrobat Reader to read or print it out.

Please be patient - some of the documents are quite large.

All documentation is copyright © Opsis Practice Management Solutions Ltd. 2007. All right reserved. No part of these documents may be reproduced in whole or in part without specific written permission of Opsis Practice Management Solutions Ltd.

We have provided some of these procedures in PDF format, indicated by the image, for you to download and view or print on your computer. To view Adobe Portable Document Format (PDF) files you will need to download Adobe Acrobat PDF Reader, click here to go Adobe's download pages. You will only need to do this once.

Version 5 SCM Documentation

These link to PDF Format documents ( * = password required)

"Save As..." link

Release Notes for all versions from V5.0 to V5.3.0*

8.6Mb

Beginners User Guide V5.2*

This document covers the following areas:

• Solicitor Case Manager environment
• Searching for existing data in Solicitor Case Manager
• Modifying existing data in Solicitor Case Manager
• Setting up new Contacts, Clients and Cases
• Case Document Generation

904Kb

Precedent Customisation V5.2*

This document explains how you add to and modify Precedent and Customisation documents so that they reflect how your practice works. Once correctly set up, your precedents will dramatically reduce the amount of time spent on typing. The aim is to eventually automate the system whereby documents brought into cases will require minimal, if any typing.

363Kb

Time Recording User Guide V5.2*

Solicitor Case Management is designed for efficient use of time spent on different activities in Cases. It divides and accounts for time spent by different users inside the case’s individual Timesheet as you may have Apprentices, Solicitors and Secretaries working on the same files.

This document covers the following areas:

• The Solicitor Case Manager Time Recording environment
• Running Time Recording

423Kb

Case Activities User Guide V5.2*

This guide provides details of the OPSIS Outlook Toolbar, and case-related activities: Tasks, Appointments, Diary Manager, Case Emails, Telephone Messages, Contacts and Hearings.

720Kb

AML User Guide V5.3*

The AML Module has been designed to assist firms in monitoring all Client background information, as well as maintaining an efficient in-house record of all suspected money laundering activity.

It includes facilities to;

• appoint Nominated Officer(s),
• record staff training,
• deal with verification of Client’s ID and address,
• deal with suspicions and
• making external Reports to SOCA of suspicions. 

The module has been designed to comply with The Money Laundering Regulations 2007 which apply to Solicitors Practices with effect from 15th December 2007, and is compiled with reference to The Law Society’s Money Laundering: Guidance for Solicitors.

1.0Mb

Legal Forms (Oyez)*

Solicitor Case Manager integrates with Oyez Forms. You can add Legal Forms to individual cases in SCM similar to the way you would add a document. The additional benefit of using Legal Forms with SCM is that Forms can be populated with information from the case when they are added. To specify what case information should appear on each Form, SCM fields must be mapped to fields on the Legal Form to create a “Map File”.

1.0Mb

Send SMS Message Help Sheet*

Help sheet detailing how to use SCM to send SMS text messages to Clients, Contacts, Fee Earners (SCM Users) or to any other mobile phone number at any time.

273Kb

SMS Text Messaging Manual*

Manual for the SMS Text Messaging module in Solicitor Case Manager.

676Kb

Feature Permissions*

Access to different areas of Solicitor Case Manager is controlled by assigning Permissions for different Users or Groups of users on the different Features of SCM.

331Kb

Expressions Helpsheet*

Expressions can be used in User defined fields either for Case details or for User fields in Forms. Expression fields can be used to perform calculations, to string several fields together and to return particular information based on logic (“if” statements).

189Kb

If-Then-Else Helpsheet*

This helpsheet describes "If-then-else" statements which can be used in Solicitor Case Manager Precedents to return different information based on whether something is true/false, is not blank, is greater than, etc.

290Kb

Weblink User Guide (SCM5.2 + Weblink 1.7)*

Detailing Weblink setup/use in Solicitor Case Manager by your office staff.

2.2Mb

Version 4 SCM Documentation

These link to PDF Format documents ( * = password required)

PDF Format

Beginners User Guide*

1.3Mb

Case Activities User Guide*

889Kb

Time Recording User Guide*

507Kb

Supervisor and Customisation*

1.6Mb

Precedent Customisation*

527Kb

Time Recording Setup*

559Kb

*All the above documents in one WinZIP archive

4.01Mb

Weblink User Guide (SCM 4.30.12 + Weblink 1.5)
      Detailing Weblink setup/use in Solicitor Case Manager by your office staff

1.35Mb

How to create Microsoft Outlook Email Stationery Templates with Header

Often businesses may want to make their emails appear like their corporate headed letter paper, including logo etc, at the head of the email. Unfortunately the basic Outlook Stationery templates do not allow for headers. At least not without a little work. This document explains how you can setup a stationery template for your e-mails to contain both a corporate header and footer.

1.1Mb

Millennium Accounts Installation / Upgrade Instructions

1.3Mb

Please note that due to the fast pace of constant developments being made to our Millennium Accounts and Millennium Solo products to build in new features and adopt the latest information provided by the various legal associations (e.g. Law Society, and Legal Services Commission) our policy is to only update the built-in contextual Help Documentation for these products. We do not prepare paper manuals for Millennium. You can print sections of the Help Documentation by selecting the required section or page and then choosing the Print... option.

For answers related to various accounting procedures when using the Millennium Accounts and Millennium Solo products in the form of downloadable documentation please see the Millennium FAQ page "How to do..." section.