Legal Case Management Software

Effective document production and diary/task management

Solicitor Case Manager is a comprehensive legal case management software system featuring all the essential elements of a quality Law Practice Management Solution. The Solicitor legal case management system revolves around the Case, Client, and Contacts databases. From these three screens you can control and work every Legal Case that is taken by the Law Firm. The system is integrated with Microsoft® Word and Outlook which ensure familiarity and ease of usability for automated document preparation.

All Client details are available at the click of a button. Complete Case files are accessible from your desktop. Solicitor Case Manager eliminates much of the stress associated with the organisation of office files and document management, and therefore encourages high quality office practices.

Read on to find out more about one of the best LSSA and Law Society approved legal case management systems available:-

• SCM Features & Benefits
• SCM Technical Specification

Solicitor Case Manager Key Features & Benefits

OPSIS have identified the following key features and benefits offered by our Solicitor Case Manager legal case management system that we believe will assist your Practice.

How can I justify the initial cost of implementing Solicitor?

• Profitability and Growth

• Once the Solicitor Case Manager system has been fully implemented your firm will reap the benefits of being more efficient and cost-effective.
• Reductions in staffing costs, and other overheads, are often realised as your firm experiences economies of scale!

Do you need reports for specific cases and clients?

• Reporting

• Solicitor Case Manager offers an extensive range of management reports at the click of a mouse; analysed at all levels, from individual Fee Earners, work types and departments through to branch-by-branch and firm wide reporting.
• This enables you to have an instant snapshot of how your firm is performing.

Do you find that you are dictating the same letter only with different parties involved?

• Reduction in Typing

• Our substantial Precedent and Court Form document management library, tailored to your business and legal jurisdiction, features comprehensive legal letters and electronic forms documents to suit your needs. Your firm will experience a significant reduction in time spent completing document assembly and management tasks.
• Solicitor Case Manager uses Microsoft Word and Oyez Forms for an in-built document composition module.
• Simply select a document from a drop down list and watch it complete in seconds using the case information, while being stored for later use in the correct case file.
• Documents cover numerous case types and are customisable to suit your firms individual needs.

Does OPSIS offer a truly integrated product?

• Accounts Link

• OPSIS also produces Millennium Accounts, a legal accounting software package that is very reliable and user-friendly. It is fully integrated with Solicitor Case Manager to allow your firm to coordinate all its files.
• To find out more about Millennium Accounts visit the Accounts product page

How can you stay in touch even though you are out of the office?

• Remote Access

• Connect to the office on the move, from home or abroad. Dialing into the system is simple, and once online you can check emails and telephone messages, view incoming & outgoing post, and browse over case files.
• We offer the means to maintain continuity while out of the office.

Do you think that Time Recording is more hassle than it's worth?

• Time Recording

• Your firm may take on many fixed fee cases - However have you considered whether this fee accurately reflects the amount of work your firm puts into the case?
• Solicitor's Time Recording is an automated time recording and cost billing system that watches you as you work. It eliminates the need for writing down what you have done in the office.

How do you currently keep track of emails both sent and received?

• E-mail Handling

• Instead of printing reams of paper everyday, Solicitor gives you the ability to attach both e-mail messages & document attachments to a specific case file.
• Solicitor integrates with Microsoft Outlook ® giving you great flexibility.
• Messages sent are recorded and entered into the case files details to show when, to whom and what was mailed to a specific person.
• Messages received can be placed, together with any attachments in the case file.
• E-mail handling is an essential feature for the modern practice.

• Marketing makes a difference - during difficult economic climates effective email marketing plays a crucial role in ensuring you have the edge over your competitors.  The new Solicitor Case Manager Marketing Module is a complete solution that allows you to create marketing Campaigns using your Clients and Contacts database. Mailshots can be generated and responses recorded against the recipients of that campaign.

Can I coordinate my files with my diary system so that I never miss another important deadline?

• Diary System

• Microsoft Outlook © is an extremely user-friendly and stable calendaring system. At OPSIS we have integrated our case manager with this industry-standard system.
• What does this mean?
  Your case files are linked to your diary. This allows for example reminders to be automatically generated once an action is taken in a case.

Can my on-screen file be complete?

• Scanning

• OPSIS Solicitor brings you the perfect and complete electronic file ready to use as your brief to Consul.
• We give you the ability to scan your incoming post into the system so that all documents, whether they have been received from the client or other parties, can be viewed from your desktop.
• Scanned post is allocated to a specific case file reference number.
• Modern scanners and document imaging software give your firm the ability to scan in numerous documents in one session.

How can a computer system help minimise my exposure to risk and thereby save my firm money?

• Risk Management

• With its automated diary reminders and workflows Solicitor will help you to minimise the chance of making a mistake. OPSIS can help you achieve quality standards which in turn may reduce your PI insurance premiums.
• The Anti-Money Laundering module performs risk assessment searches before starting work for new clients.

If we run into difficulties after implementation will OPSIS help?

• Help & Support

• When purchasing the Solicitor Legal Case Management Software your firm will also sign up to a Support & Maintenance Contract. This entitles you to telephone support inside normal office hours and free upgrades.
• To find out more on the OPSIS support policy visit the Support Website (SCM Policy).

The Next Step....

The best way to fully appreciate the benefits SCM can offer, is for us to show it to you.

Call us today to arrange a 45 minute, no-obligation, demonstration at your offices or click here to request a brochure.

 

Next>> SCM Technical Specification

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SCM Technical Specification

The following Adobe PDF document provides a technical specification and system requirements for the MS Access and MS SQL Server versions of our SCM product.

If you have any questions or concerns about the suitability of your hardware or networks for use with our products please call our Support team for further information.

Click here to download the Solicitor Case Manager Technical Specification 307Kb

We have provided this document 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.