OPSIS Practice Management Solutions

The Legal Software Specialists

OPSIS Small Practice System

 
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OPSIS Total Practice Management Solutions

The OPSIS Total Practice Management Solution can revolutionise the way you do business.

  • Achieve a more efficient organisation through a coordinated file management system.
  • Have access to a clear management overview of all aspects of the Legal Practice.
  • Let technology do all the tedious repetitive tasks for you.
  • Empower your staff - your workforce will become more involved, satisfied and effective with OPSIS law office computing solutions.
Request our Brochure Large (50+ users) Medium (2 to 50 users) Small - Sole Practitioner
 

FREE Upgrade to PMS

SPS is limited to a maximum of 10 Users and 1,000 live cases. We appreciate that start-up firms can grow quite rapidly - as and when you are ready to add extra users to your existing system, OPSIS offer a FREE Upgrade to PMS, our system designed for medium to large firms.

The only costs involved are the licenses for your extra users and the additional support cover.

With OPSIS, there is no need to start from scratch and invest in another new system; our clear and cost effective upgrade path offers a simple solution to expanding your system as your business grows.

 

Small Practice System

The effective way to practice management on a small budget

OPSIS Small Practice System (up to 10 users) has been designed specifically for smaller firms and start up practices. It offers the "bells & whistles" advanced features of large and expensive PMS systems, for a price that fits the budget of the smaller practice.

SPS is a combined accounts and case management system that integrates with Microsoft Outlook© and Word© providing a familiar working environment for all users.

OPSIS recognise that small firms often grow rapidly - you may find that you need 11+ users fairly quickly, which is why we offer a FREE UPGRADE to our larger PMS package.

The SPS Package Price Includes:
Software for your Legal Practice Management system
Installation and system configuration
Training for both case management and legal accounts users
One customisable starter pack containing legal precedents and case plans for main work type
Telephone helpdesk support
Software upgrades
On-going Support & Maintenance

Next>> SPS Benefits & Functionality

SPS Features

Case Management


SPS offers an effective solution for the management of office tasks and all information related to your clients and matters. It seamlessly integrates the four most frequently used tools:

  • Client and matter database
  • Calendar/Diary and Task List
  • Case Plans
  • Legal Document and Form Production

Whatever your specialism, by using these key tools SPS is able to automate a variety of routine tasks that busy solicitors face every day, dramatically improving your productivity and efficiency.

SPS benefits and functionality include:
Conflict of interest search
Central register of all contacts ~ other parties, barristers, experts, witnesses, etc.
File, document & email management
Schedule meetings, appointments and reminders
Track key dates
Update clients & third parties with progress reports
Instant access to full file history
Generate reports to review overdue tasks, missed target dates

 

Client & Matter Details:

From your PC you can instantly access all aspects of the case history, client details, time recording and ledger activity.

Diary & Tasks:

You will never miss another meeting or forget to send a letter - all daily tasks will be automatically posted to your own individual, or team diaries. Dynamic two-way integration with Microsoft Outlook© means you have the option to action tasks from within case management or Outlook, however you prefer to work.

Case Steps:

You can create your own case steps which contain a selection of appropriate tasks/reminders, forms, letters, etc. for that stage of the case. With one simple click, all this information is processed ensuring nothing is forgotten.

Contact Register:

In one fully searchable central database you can store details of all your case contacts, e.g. counsel, experts, witnesses, estate agents, etc.

Document Management

SPS includes a Precedent Starter Pack for your chosen work type. These precedents contain the appropriate merge fields to automatically generate your letters, and at the same time, dramatically reduce repetitive and routine typing.

You can see a list of the available Starter Packs we offer in the PMS Precedent Sets page.

Should you wish to use your own precedents then we will show you how to insert the required merge fields into your own documents to produce accurate personalised documents every time.

Electronic communication is fast becoming the norm; SPS can produce and store all forms of electronic documentation including the option to convert case documents into emails.

Produce and send letters, forms, emails and faxes directly from your desktop, attach incoming emails to a case and scan incoming post. This system manages all aspects of your case documents.

Time Recording

SPS will record your time automatically as you work or, if you prefer, support staff can enter time from fee earner's time sheets. Either way you are guaranteed to capture more billable time.

Flexible time recording options give each fee earner various methods of capturing their time entries, e.g. opening matters with automatic timers.

For all those telephone interruptions, there is the one-click telephone timer and for manual timesheets quick data input onto the on-screen time sheet.

A useful daily time sheet is automatically produced for each user displaying details for all time entries which can be easily 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.

SPS can cater for multiple charge rates per fee earner as well as fixed fees.

Time Recording Features:
Time can be recorded via stopwatch timers or entered manually
Review and edit time entries on a daily basis before posting
SPS can handle various different charge rates per fee earner
Fixed fee option
Sends time entries automatically to accounts
Instantly view time recorded on each individual matter
Instant access to full file history
Generate reports to review overdue tasks, missed target dates
WIP Reports:
Fee Earner analysis - Budget v Performance
Time written off
Time no movement (inactive cases)
WIP reports sorted by client/matter

 

Accounts

The SPS package includes one main Cashier User and up to nine Enquiry Users.

SPS is a fully SAR's compliant system.

Everything you need to manage legal accounts is contained within the system including all financial analysis and management reports.

Legal Accounting Features:
Access to all time and financial details of your matters
Automated billing guides for speed and efficiency
Electronic cheque requests
Fast and simple posting facilities compliant with SAR rules. Posting wizards for office, client and nominal ledger.
Trial Balance, Profit & Loss and Balance Sheets
Automated VAT Returns
On line automated bank reconciliation
Contains many time saving Cashier tools ~ for example an interest calculator, automated standing orders and cheque printing (and there are many more)
Purchase ledger

 

Next>> SPS Optional Modules

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SPS Optional Modules

Additional Modules

You can further enhance your SPS system by adding specialised modules. Not all of them will be relevant to your business, so by making them "optional extras" you only pay for the ones you want.

Text Messaging (SMS):

Send text messages direct to your clients' mobile phone direct from your desktop. Keep them updated on developments, or to remind them of important appointments, e.g. their court appearance.

Anti Money Laundering:

Ensures full AML compliance and stores all client ID verification and AML records, etc. as part of your SPS client and matter database.

Credit Control:

Client & Matter budget management - this module offers the very useful facility to set budget limits against both time and £'s worked.

Online Case Tracking:

Support your clients 24 hours a day, 7 days a week, and 365 days a year.

OPSIS Weblink gives your clients access to selected matter information over the Internet in a totally secure and confidential way. Click here to learn more about Weblink.

Legal Aid:

This module is fully compliant with LSC requirements for both civil and criminal contracting. It contains the latest Legal Aid rate tables, SPAN codes, etc. (which are updated by OPSIS).

Marketing Module:

Marketing makes a difference - during difficult economic climates effective 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.

Benefits:-

  • Utilise your existing clients and contacts database to maximise revenue potential
  • Understand which marketing campaigns generate the best response
  • Target specific groups of clients/contacts for different marketing strategies

Features:-

  • Multiple marketing campaigns can be generated and organised by Email/Post/Fax/Telephone
  • Customer responses are recorded in the campaign, e.g. New business/enquiry, Address not known or No further action required
  • Track the status of each recipient pending Follow-Up mailshots, or direct telesales calls
  • Full user permissions system for control of all module functions
  • Easy message layout/appearance controlled by use of standard templates, incorporating merge fields
  • Statistics report shows campaign Cost per Instruction and Fee Estimates total generated from new business
  • Full flexibility when selecting who receives your sales messages
  • SCM User Defined Fields can be included in the selection process
  • Refine recipient contact details after initial selection run
  • Recipients can be marked as Do Not Mail
  • Preview feature to check appearance before running campaigns
  • Produces standard size mailing labels for Postal campaigns
  • Repeat runs can be produced
  • Clear indication of who each campaign has been Sent to, and when
The Marketing Module for Solicitor Case Manager provides a complete tool for generating important new business for your firm. Please call us today to discuss how OPSIS solutions can help improve your sales revenue.

 

Getting your SPS system up & running

Good planning and preparation are the key to successful implementation of your practice management system.

We aim to work in partnership with our clients and will provide you with a clear implementation plan that will guide you through all the necessary preparatory steps to help you set up your new SPS system.

Our highly qualified technical and support team are committed to providing you with the highest levels of training and ongoing support. Their knowledge and expertise will ensure you get maximum benefit from your investment in SPS.

 

Next>> SPS Technical Specification

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SPS 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 SPS (and PMS) products.

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 SPS Technical Specification Download PDF format 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.

Click to go to Adobe web site

 
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Solicitors Legal Accounting, Time Recording & Case Management Software at http://www.OpsisLtd.com

OPSIS Software & Services is a trading name of OPSIS Practice Management Solutions Ltd, which is part of the IRIS Group.
IRIS and IRIS Software & Services are trade marks.
© OPSIS Practice Management Solutions Ltd 2010. All rights reserved.

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Solicitors Legal Accounting, Time Recording & Case Management Software at http://www.OpsisLtd.com

OPSIS Software & Services is a trading name of OPSIS Practice Management Solutions Ltd, which is part of the IRIS Group.
IRIS and IRIS Software & Services are trade marks.
© OPSIS Practice Management Solutions Ltd 2010. All rights reserved.