UK Legal Practice Management Software Products

Improving Productivity Given the current economic climate, Law firms are under increasing pressure to provide a better service for their clients whilst reducing costs. Implementing a leading practice management system is key to achieving this. The productivity gains that such a system brings will give your firm a substantial return on its investment:-

• Increasing volumes of work using less/the same number of staff via customised workflows.
• Enhancing your secretarial staff performance - reducing routine typing/filing by 70%.
• Improving overall management of your case load through centralised diary, task management and document production.
• Enabling support staff to undertake more routine work under appropriate supervision resulting in fee earners being freed up to concentrate on higher revenue work and a subsequent improvement in billing per fee earner.

OPSIS Products

OPSIS range of software solutions cater for the governing bodies of your legal jurisdiction, in accordance with the Law Society's rules.

Core Products

At the core of OPSIS' solutions our two flagship products are Solicitor Case Manager, which provides Legal Case Management, while Millennium Accounts specialises in the provision of comprehensive Legal Accounting & Time Recording.

We then combine these two products to provide a total practice management solution with PMS (Practice Management Solution), or SPS (Small Practice System).

Licensing based on Number of Users

OPSIS products are licensed according to the number of Users who will login to the system, and are intended for;

• Small firms with 1 to 10 Users
• Large firms with more than 10 Users

Modules and 3rd Party Products

There are a number of optional modules which enhance the core products, and some additional third party products that complement the overall solution for your practice:-

• Online (Internet-enabled) Case Information
• Anti-Money Laundering - AML
• Integrated Third-Party products (Fax & Scanning)

A Technical Specification is available giving an overview of the requirements for OPSIS products as a whole. Please refer to the relevant product pages where you will find more detailed technical specifications.

To request Brochures or arrange a Demonstration for any of our products please use our Brochure Request form.

We do have several clients using our systems in Scotland; however our products are not specifically designed to cater for the Scottish legal system.

1 to 10 Users

For small legal practices and start-up firms we recommend the following solutions:-

Sole Practitioners - Millennium Solo (1 User)

Single-user Legal Accounting & Time Recording only

Millennium Solo is a stand-alone single-user legal accounts and time -recording package specifically tailored to meet the needs of sole practitioners and start up firms, to which the case management solution can be added at a later date. Based on our Millennium Accounts system, it offers all the functionality of a comprehensive system, at a price you can afford, paid for in 12 monthly instalments by Direct Debit to help spread the cost. Click here to learn more about Millennium Solo

 

Small Practice System (Up to 10 Users)

Legal Accounts, Time Recording & Case Management combined

SPS is a combined Legal Case Management and Accounts system designed specifically for smaller legal firms and start-up practices (up to 10 users) who do not have the resources available to implement and manage more expensive and complex systems. SPS includes the 1st Cashier/Administrator User License, plus the required number of additional users. The Accounts has provision for licensing options based upon 3 main types of users; Cashier, Assistants and Fee Earners, each of which has different tools for their daily work. Be sure to read the descriptions of the Millennium User Types. Click here to learn more about Small Practice System

 

Solicitor Case Manager (Up to 10 Users)

Case Management only

Solicitor Case Manager is a comprehensive Legal Case Management System that can be used either standalone, or added at a later stage for those clients already using our Millennium accounts package so as to provide a fully compatible solution. Solicitor is integrated with the functionality of Microsoft Word and Outlook ® which ensures familiarity and ease of usability for automated document preparation and management based on Precedent sets prepared for the legal work types of your practice. Click here to learn more about Solicitor Case Manager

 

Millennium Accounts (Up to 10 Users)

Legal Accounting & Time Recording only

Millennium Accounts is regarded as one of the best bookkeeping Legal Accounting solutions available to the Legal Profession, offering key performance and work in progress reports, together with an analysis of fee-earner time records, fee earner time gaps, time written-off, target reports, un-billed time and critical tasks, dates and cashflow forecasting. Millennium is a powerful multi-user system fully compliant with both the Law Society rules, and the Legal Aid Franchising Quality Assurance Standards. Millennium Accounts is available as a stand-alone system for those firms that either do not yet require or already have a case management system in place. Of course Millennium can be complemented by the addition of Solicitor Case Manager at a later stage, effectively giving you the equivalent of our SPS system. Millennium has provision for licensing options based upon 3 main types of users; Cashier, Assistants and Fee Earners, each of which has different tools for their daily work. Be sure to read the descriptions of the Millennium User Types. Click here to learn more about Millennium Accounts

 

More Than 10 Users

For larger-sized Legal Practices we recommend the following OPSIS solutions aimed at single office firms from 10 users, to multi-site practices with hundreds of staff:-

Practice Management System (10+ Users)

PMS is a comprehensive integrated Legal Case Management and Accounts System offering productivity enhancing software for larger practices. PMS is designed to provide a solution the key features of which are the flexibility of both the case management module Solicitor Case Manager, and the accounts solution Millennium Accounts. This Enterprise-level product integrates throughout with industry standard Microsoft Word and Outlook ® which ensure familiarity and ease of usability for automated task and document (Precedent Set) management.

Additional modules can be enabled such as the sophisticated AML (Anti Money Laundering) module including automated SOCA form production.

Click here to learn more about PMS

 

Solicitor Case Manager (10+ Users)

Case Management only

Solicitor Case Manager is a comprehensive Legal Case Management System that can be used either standalone, or added at a later stage for those clients already using our Millennium accounts package so as to provide a fully compatible solution. Solicitor is integrated with the functionality of Microsoft Word and Outlook ® which ensures familiarity and ease of usability for automated document preparation and management based on Precedent sets prepared for the legal work types of your practice. Click here to learn more about Solicitor Case Manager

 

Millennium Accounts (10+ Users)

Legal Accounting & Time Recording only

Millennium Accounts is regarded as one of the best bookkeeping Legal Accounting solutions available to the Legal Profession, offering key performance and work in progress reports, together with an analysis of fee-earner time records, fee earner time gaps, time written-off, target reports, un-billed time and critical tasks, dates and cashflow forecasting. Millennium is a powerful multi-user system fully compliant with both the Law Society rules, and the Legal Aid Franchising Quality Assurance Standards. Millennium Accounts is available as a stand-alone system for those firms that either do not yet require or already have a case management system in place. Of course Millennium can be complemented by the addition of Solicitor Case Manager at a later stage, effectively giving you the equivalent of our PMS system. We will be happy to discuss licensing options for such an upgrade when you are ready. Click here to learn more about Millennium Accounts

Online (Internet-enabled) Case Information

OPSIS Weblink

OPSIS Weblink is the innovative service from OPSIS that enables you to support your clients 24 hours a day, 7 days a week, 365 days a year without lifting a finger.... Learn how your company's web site can use Weblink to provide Online Case Information services to your Clients or partners such as Estate Agents, branded with your practice details and corporate logo. You choose which Clients can enquire on their Case using the Internet-enabled website interface, where they can login securely and check progress, request documents, see stages and other information pertinent to their case type.

Whether you charge your Client's or provide it as a complementary service is up to you.

Weblink is a safe, highly secure system with several levels of encryption and data protection.

Click here to learn more about OPSIS Weblink

Anti Money Laundering

Protect your firm from money laundering

Additional modules can be enabled in our Practice Management System, Small Practice System and Solicitor Case Manager such as the sophisticated AML (Anti Money Laundering) module including automated SOCA form production. 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 Anti Money Laundering is one of the extra modules you can't really afford to be without.   Click here to learn more about Solicitor Case Manager

Integrated Third-Party Products

Document Management

Legal Document Faxing Solutions OPSIS has teamed up with Equisys to provide a streamlined integration which enables Solicitor Case Manager users to quickly and efficiently send legal documents electronically using the Zetafax FAX Software. >>> Learn more about Equisys Zetafax

 

Legal Document Scanning Solutions OPSIS has partnered with the leading brand of Xerox Scanners, to provide a more stream lined integration into our Document Management solution. This enables users to efficiently and quickly scan all incoming documents and attach them directly to the appropriate matter or client at the point of scanning. >>> Learn more about our Xerox Document Scanning Solutions

Technical Specification Overview

The following Adobe PDF document provides an overview technical specification and system requirements for the MS Access and MS SQL Server versions of our main products.

Click here to download the combined Overview Technical Specification 140Kb

For full system recommendations of a particular OPSIS product please download its specific Technical Specification document from the relevant pages of this website:-

• Millennium Accounts Technical Spec
• PMS/SPS Technical Spec
• Solicitor Case Manager Technical Spec
• Millennium Solo Technical Spec
• Weblink Online Case Information Technical Spec

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.

We have provided these documents 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.

 

Additional Setup, Services and User Training

To ensure you get the best value out of your investment in OPSIS products, we provide the following after-sales services:-

• Additional User Training
• Online Netviewer Training
• Additional Letter Head Configuration
• Transfer of existing MS Outlook Contacts
• Additional Bill Templates
• User Defined Reports
• Labels Configuration
• Cheque Printing Configuration
• Statements Configuration

Please contact us to request further information and for pricing details.

Don't forget that for some procedures you may find that a Helpsheet or Tutorial is already available in the relevant resources section of our Support website.

 

Additional User Training

Our main systems include a number of days allocated which covers both installation and training, typically with the following format;

• 1 day for installation, followed by a Project Implementation meeting
• 3 days cashier/accounts training
• 2 days customisation/case management user training (this may increase if two or more Starter Packs are taken).

Thereafter we offer additional user training on-site. Please contact us to book extra days.

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Online Netviewer Training

Improve profitability and morale with cost effective online training solutions

 

ONLY £100.00 for 1st hour!

• Have you taken on new staff since your system was originally installed?
• Are existing staff making a high volume of support calls which are affecting their efficiency and morale?
• Are you approaching an audit, year end or planning some system housekeeping?
• Do you simply feel you would benefit from some refresher training?

There are a multitude of solid business reasons why firms should invest in ongoing training and generally only 2 reasons why they don't:-

COST and INCONVENIENCE !

Hourly Netviewer training overcomes both of these objections by making secure low cost tailored training sessions available to you at your premises over the internet. This is a "live" personal session (not a pre-packaged video course), which means you can ask our trainer questions at any time.

• No need to take staff out of 'work' for a whole day
• Specific training needs can be addressed, making sessions shorter and more focused
• Training slots are more readily available as it doesn't require one of our trainers to be offsite for a full day
• At only £100.00 for the first hour, and then £80.00 (both plus VAT) for each subsequent hour, costs are minimal!

Safe, Secure, Instant and Private

To ensure adequate performance your computer must have:-

Training in your office...

Access to the internet with ISDN (64k) or Broadband ADSL as a minimum A telephone or mobile phone near your computer that can be used at the same time

...from our online training staff.

We will then guide you through a quick and easy download of a small piece of secure software called Netviewer that allows you to 'see' our desktop on your computer during the training session, while simultaneously speaking to you on your phone.

Call us now on 0844 815 5751 to discuss your specific needs - Training has never been so accessible and affordable.

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Additional Letterhead Configuration

The precedent documents in the Case Management systems will utilise your practice's letterhead corporate branded logo, and address details.

This could affect many different precedent documents and therefore since this is a labour-intensive process can be performed on your behalf to ensure a consistent layout.

Transfer of existing Microsoft Outlook Contacts

Any contacts that you have listed within Microsoft Outlook can be transferred directly into the Solicitor Case Manager software with our Contacts import service.

Additional Bill Templates

The Millennium Accounts / Millennium Solo system comes with a range of standard bill templates but if you wish to have your own bespoke bill template or add an additional template to the system at a later date, then we can design and create this for you.

User Defined Reports

If within our extensive range of Millennium reports you can not find the one you are looking for we will be pleased to design and create a bespoke User Defined Report report for you. We will discuss the layout and information required on the report with you, then create and submit it for your approval.

Label Configuration

Using samples provided by you we will design a Label template and configure it so that your Millennium Accounts / Millennium Solo system will automatically print client/matter information onto labels of your choice, ready for use on case folders, etc.

Cheque Printing Configuration

Using samples provided by your Bank, we will design a template, configure and test-print from your Millennium Accounts / Millennium Solo system to automatically print cheques, laid out in the correct format, from either the Office or Client account. The process involves testing that the various parts of the cheque, payee, date, amounts in words and values all print consistently within the correct parts of the paper cheque, and that the printer aligns each cheque properly for the next cheque to be printed.

Statements

Using samples provided by you we will design a Statement template and configure it so that your Millennium Accounts / Millennium Solo system will automatically print statements to your specification.

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