Blending a wealth of legal experience with extensive IT expertise, OPSIS has developed the Practice Management System product suite to specifically meet the needs of today's commercially minded law firms.

PMS is a fully featured integrated law practice management system with a range of additional specialised modules that provide a comprehensive solution, taking full advantage of today's technology platforms.

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Each and every element of the system has been designed keeping the daily tasks of users in mind.

We appreciate every firm is different and that there will be people ranging from the IT guru right through to the immovable techno-phobe so we have taken every care to make the working environment as simple and logical as possible.

You will never miss another meeting or forget to send a letter and all daily tasks will be automatically posted to your diary.

From within the PMS suite you can access all aspects of the case, the client details and ledger activity; you can also time record, produce documents, email, scan, fax and send SMS text messages.

One of the key strengths of PMS is undoubtedly the way the Workflows have been structured.

Each automated case step contains a selection of tasks, forms and precedents and these can all be fully customised.

You are free to manipulate the structure as you wish whilst still remaining in full control of how the process templates are constructed providing you with comprehensive risk management features.

The key to making the best use of all this functionality is simplicity; after all it won't get used if the Fee Earners and Support Staff can't find anything the day after we have completed your training!

So, we have kept it simple and consistent. The screens look familiar and we have maintained a standard Microsoft Windows® feel.

To get the best out of your system we show supervisors how to amend the workflows, how to integrate your existing precedents with ours and how to edit and add to the system as you wish.

Essentially we arm you with all the expertise to make the system your own, to tailor it so it becomes an integral part of the way you run your practice.

PMS Case Management provides measurable productivity and quality gains by prompting, reminding and guiding you through your case.

Fully customisable and intuitive to use, it will integrate easily with your existing infrastructure and skill sets.

Additionally OPSIS has vast experience helping firms to tailor and mould the product to make sure that the maximum benefit is gained from any investment.

Client/Matter Database Functionality

Apart from letters and forms there are many ways in which communication can be enhanced.

Email, Fax and SMS text message directly from your desktop, attach incoming email to a case and scan incoming post as well.

The system will keep you fully versed and keep your clients happy; don't forget this also applies internally as colleagues will have full visibility of case status whenever they require it.

E-Comms & Third-Party Functionality

Tasks and reminders can be posted to your diary, or team diaries, automatically as part of a workflow or individually as you require them.

Dynamic two-way integration with MS Outlook means you have the option to action tasks from within case management or Outlook according to your working preference; each programme will be updated synchronously.

Diary and Scheduling

Flexible time recording allows each fee earner to choose their preferred method of data capture; opening matters with timers, starting telephone timers and inputting onto a time sheet from manual records.

A useful daily time sheet is automatically produced for each individual and all entries can be edited from this point.

Additionally all letters and forms can be set to capture fixed costs when produced automatically and to initialise a timer when they are being edited.

A simple to use but extensive reporting facility exists within the case management software where you can specify and build reports covering all area from Client and Case information, including but not limited to Contact details and Document and Activity logs. These are exported to MS Excel where they can be manipulated and graphics added at the touch of a button.

A full set of standard reports including Management, Fee Earner Activity and Ledger Reporting are available within PMS.

As an option you can choose to incorporate our comprehensive AML (Anti Money Laundering) module within your system.

Automatic production of the SOCA form, email alerts to Nominated officer when a fee earner raises a suspicion and a record of all trained staff are just a few of its features.

You can of course write your own procedure into the system workflows but we think it's one of the extra modules you can't really afford to be without.

Ready made Precedent Starter Packs, which include workflows, are available across a wide range of work types (case types or activities) and provide you with a vast selection of precedents, not to mention all the completed merge fields required to produce automatically fielded letters and forms.

Should you wish to use your own precedents then we will show you how to insert the links that will mean you get accurate personalised documents every single time, either standalone or as part of a predefined case step.

Each pack contains a library of precedents, case details, case steps and appropriate tasks/reminders. Customers are trained how to adapt and customise the starter packs to suit your own style of working.

STARTER PACKS

Our Legal Precedent Starter Packs enable you to establish a working set of documents quickly and easily (our SPS product includes one starter pack for your main work type).

They cover the following main Work Type areas:-

Each of the above Starter Pack types is further sub-divided into their related Law Types.

Please contact us for a full list of Starter Packs their Case Types and Law Type sub-categories.

Document Production

Stand-alone or integrated seamlessly within PMS, our Millennium Accounts suite gives you complete control over your practice's finances.

Offering feature rich accounting functionality based on over 25 years experience it provides many significant benefits for law firms over and above producing standard accounts and adherence to Solicitors Accounts Rules.

Robust design and unparalleled functionality ensure the product's ability to improve productivity and profitability within the commercially astute law firm.

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