legal CAPABILITY OVERVIEW

Transcription

1 CAPABILITY OVERVIEW

2 NEIL CAMERON TRACKER REVIEW I am not sure that I have ever seen such a functionally rich, graphically striking, seamlessly integrated and yet intuitive legal production and management capability. I feel that I may have just caught a glimpse of the future of law firm technology. Neil Cameron Neil Cameron Consulting Group keoghs-k2-slicedbread-tracker/

3 KEY LEGAL CAPABILITIES LEGAL DOMAIN MODEL Core legal domain domain model capable of supporting the most complex litigated cases and fully extensible. LEGAL PERSONA THEMES Support for role specific user interfaces driving productivity and use across service providers and clients from a single interface. DISAGGREGATION Designed for disaggregation to support staff, service providers and self service with all the necessary checks and balances designed into the solution. PROCEEDINGS ENGINE Engine room for litigated legal cases to ensure compliance and mitigate financial and reputational risk. CONFLICT & DUPLICATE SEARCH Real-time event driven SRA compliant conflict and duplicate search with full audit and records management. LEGAL OPERATIONAL INTELLIGENCE Legal multi-dimensional model and data mining strategies for real-time and strategic forecasting. STRATEGY & PROSPECTS Delivery of key strategic information to case workers, support better decision choices, case tactics & knowledge. LEGAL ACTIONS Accelerator Library of pre-built prescriptive and assistive actions to fast track your case management implementation. ROADMAP ITEMS SMART TIME CAPTURE Define execution plans to fulfil goals and milestones. Driving case worker efficiencies through assistive workflows & apps

4 LEGAL DOMAIN MODEL PRODUCTS Manage work, protocols and fees according to configurable product structures GOALS, STRATEGIES & EVENTS Model matter and organisational goals, the strategies required to achieve them andhow they are achieved. ROLES & PARTICIPANTS Define flexible role definitions for all participants and users of the solution. CLAIMS & RESERVES Manage claims and reserves through the lifecycle of the case. Understand key trends.. OPERATIONAL DATA STORE Key operational data such People, Organisations, Locations, Vehicles can optionally be retrieved from external systems such as CRM solutions DYNAMIC MATTER DATA Data Model is completely extensible and support dynamic fields COMPETENCIES Manage and monitor competencies across all case participants. ORG STRUCTURES Define your organisation hierarchy in terms of stakeholders, teams, locations, functions, businessunits and departments. ASSESSMENTS Manage risk and competency assessments through defined business rules ensuring quality and compliance. INCIDENTS Incidents can be independently case managed. PROCEEDINGS Manage courts, proceedings, orders and directions through the litigation engine.

5 STRATEGY & PROSPECTS Delivery of key strategic information to case workers, support better decision choices, case tactics & knowledge. Strategy Strategic positioning for each case Decision support and milestone tracking Strategy vs. Prospects (successful outcome) Key visual indicators at case level Behaviours & Outcomes Aggregated involvement profiling Key opponent indicators and behaviour profiles utilising performance data and knowledge base Key insights to understand your opponents Intel Aggregated view of intelligence Delivery of business intelligence to support strategy and handling Tactical guidance based on case circumstances and case stage Integration with multiple data sources

6 PROCEEDINGS & DIRECTIONS Engine room for litigated legal cases to ensure compliance and mitigate financial and reputational risk. Court Orders Management of court orders Quick set up of orders Single view of all orders, proceedings and claims for a single case Proceedings Management of proceedings Flexible UI to manage proceedings and roles Integrated court forms and core track processes Tools to enable the consolidation of multiple proceedings and directions into a single master Directions Core task engine to ensure compliance Automated generation of critical tasks, documents and reminders for all direction types (e.g. AOS, Defence Due) Automated alerting and escalation to ensure compliance

7 CONFLICT SEARCH Compliance with SRA code for conflict search analysis and management including full audit and records management. Compliance Vital controls to identify and assess potential conflicts Automated conflict search on key triggers Own interest conflict Client interest conflict Risk Ranking Conflict ranking engine Risk significance and complexity Profiled by size, proximity, nature, and circumstances Risk vs. Benefits best interests Conflict Management Assignment of conflict management actions Controlled gateways for acceptance Guidance to determine best outcome Capture of key decisions Guidance to ensure independence Transparency Full Audit Log Searchable audit log Result sets Outcome tracking Trigger Audit Search Real-time monitoring & management Manage Rank

8 LEGAL PERSONA THEMES Support interactions with case workers, support staff, service providers and consumers from a single personalized portal.. Persona: Consumer View Conveyancing Persona: Case Worker Actions View

9 DISAGGREGATION only 5% of lawyer s total workload is exclusively dependent on having a legal qualification Self Service Outsourced Service Providers

10 DISAGGREGATION sharedo is designed to actively support disaggregation Goal Modelling Define Goals for the completion of work by support staff. Smart Plans Dynamically allocate work to roles based on competencies. Persona Engine Serve role specific portals to self service and service providers Competency Matrix Define competencies for work items and progress staff. Reviews Build review processes based on monitoring goals and competencies

11 LEGAL ACTIONS Highly tuned adaptable productivity tools for case workers. File Note Telephone Note Memo Ad Hoc Letter to Client Ad Hoc Letter to Counsel Ad Hoc Letter to Court Ad Hoc Letter to Insured Ad Hoc Letter to Opponent Ad Hoc Letter to Others Ad Hoc Letter to Witness/Experts/Investigators Ad Hoc Letter to Client Letter Acknowledging Instructions Letter Advising Initial Reserve Letter Advsing of Change of Reserve Letter enc Amended Defence for Signing Letter Enc Defence to Sign Letter Enc List of Documents to Sign Letter Informing Client of Court Order Letter Informing Client of Hearing Letter Informing Client of Trial Letter Informing Client of Trial Window Post Trial Review Letter Advising of Change of Fee Earner Letter Advising of Change of Fee Earner and Supervisor Letter Advising of Change of Supervisor Letter Advising We Are Closing Our File Solicitor Feedback Form Costs Instruction Form Costs Persuasion Points Costs Summary Document Costs Strategy Ad Hoc Letter Letter Enc Instructions to Counsel with TOB Letter to Counsel with Further Instructions Instructions/Brief to Counsel Ad Hoc Court Document Application to Join - Application Application to Join - Draft Order Application to Join - Statement Defence (Ad Hoc) Defence and Counterclaim (Ad Hoc) Application to Set Aside - Draft Order Application to Set Judgment Aside - Application Casey v Cartwright Statement Consent Order Tomlin Order Draft Credit Hire Multi-Track Directions Draft Fast Track Directions Draft Multi-Track Directions Part 18 Request Acknowledgement of Service Part 20 (N213) Acknowledgement of Service Part 7 (N9) Acknowledgement of Service Part 8 (N210) Notice of Application (N244) Directions Questionnaire (N181) Small Claims Directions Questionnaire (N180) List Of Documents (Standard) Prepare Pre-trial Checklist (N170) Prepare Post Trial Outcome Report Form H Costs Statement of Costs (N260) Notice of Acting Notice of Change (N434) General Form of Affidavit (N285) Prepare NOA/NOC Notice to Admit (N266) Witness Summons (N20) Certificate of Cancellation or Satisfaction (N443) Payment In (CFO 100 ) Payment into Court (N242) Application for Charging Order (N379) Application for Third Party Debt Order (N349) Request for Attachments of Earnings Order (N337) Request for Search of Attachment of Earnings (N336) Request for Warrant of Execution (N323) Certificate of Service (N215) Claim Form (Part 20) (N211) Costs Acknowledgement of Service Part 8 (N210a) Notice to prove documents at trial (N268) Ad Hoc Letter to Court Letter to Court Filling Documents Letter Enc Application for Issue Letter Notifying Extension of Time for the Defence Letter Enc Certificate of Satisfaction (N443) Letter Enc Default Costs Certificate Letter Enc Part 20 For Issue Ad Hoc Letter to Insured Engagement Letter with TOB Initial Letter (Indemnity Not Granted) Letter Advising to Admit Letter Chasing Response/Instructions Letter Enc Defence to Sign Letter Enc Amended Defence to Sign Letter Enc Amended List of Documents for Signing Letter Enc List of Documents to Sign Letter Enc Amended Witness Statement for Signing Letter Enc Witness Statement to Sign Letter Informing Insured of Trial Window Letter Informing Insured of Trial Date Letter Advising of Change of Fee Earner Letter Advising of Change of Fee Earner and Supervisor Letter Advising of Change of Supervisor Letter Confirming Conference Details Letter Advising File Now Closed Letter Informing Insured Judgment Removed from Register Instruction to Intel Intel DPA Request INTEL Complex Analysis Report INTEL Linked Claims Intelligence Synopsis INTEL Tactical Review Report Disbursement Justification Form Ad Hoc Letter to Opponent Letter Accepting Service Part 36 Offer (N242a) Letter Chasing Information Letter Confirming Agreed Extension Letter Enc Payment (Interim) Letter Serving Defence Letter Serving Other Document(s) Letter With Contact Details for Telephone Hearing Letter Enc Payment (Final Settlement) Letter Enc Copy Application for Information Purposes Letter Enc Document for Information Only Letter Enc Mandates for Signing Offer Letter - Calderbank Letter Ad Hoc Letter to Others Letter Chasing Information File and Serve Letter Notifying Broker of Involvement Letter to Credit Agencies enc Certificate of Satisfaction External Witness Statement Internal Witness Statement Ad Hoc Letter to Witness/Experts/Investigators Letter Chasing Information (Witness/Experts/Investigators) Letter to Witness Requesting Initial Contact Instruction to Investigator Instruction to Medical Expert Instruction to Non-Medical Expert Instruction to Surveillance Agent with TOB Letter Enc Amended Witness Statement for Signing Letter Enc Witness Statement for Signing Letter Informing Witness/Expert of Trial Letter Informing Witness/Expert of Trial Window Ad Hoc Task Send Document to be Signed Where is instruct Counsel? Prepare AOS Where is Prepare NOA/NOC Prepare Defence Prepare Directions Questionnaire Prepare Costs Budget Receive Other Sides Costs Budget Prepare Analysis of Opponents Costs Budget Capture Costs Budget MI Where is File and Serve? Prepare Application Prepare For Disclosure Prepare Witness Evidence And 100s more

12 CASE REVIEWS & GOVERNANCE Automated review framework to ensure stakeholders are fully informed of progress at every stage of the case life cycle. Automated Review Framework Systematic review points to ensure handlers are up-to-date on all aspects of each case within a portfolio. At-a-glance view of progress, tactics and decisions. Integrated review documentation to support development. Economics (Reserving) Strategic Operational Tactics Decisions Guidance and strategic advice to ensure consistency (e.g., reserving philosophy) Automated touch points to reduce case drift. Audit & Compliance Initial File Review Pre Trial Critical Strategic Economics Review

13 SMART PLAN VIEW Run time view of Smart Plan providing insight into the progress of a case; aligning case worker activities to goals & milestones Case status Dynamic view of execution plan to fulfil goals and milestones Assess progress in a snapshot Key visual indicators at case level Decision support and milestone tracking Visibility into call to actions Maintain Organisation Optimal governance and control Easily plan and manage case workers Filter by action and case worker Invoke actions to accelerate completion Understanding dependencies to completing actions Collaboration Work seamlessly with others to effectively track status and manage changes Facilitate communication to engender co-ordination & teamwork

14 LEGAL OPERATIONAL INTELLIGENCE Run Your Business Real Time Intelligence Optimise Your Business Predictive & Prescriptive Analysis Transform Your Business Disruptive Insights Fee Earner Dashboards Power BI Reporting Data Mining Models

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