OPSIS News & Info

OPSIS News & Info

Welcome to the OPSIS Blog for news on our Legal Case Management, Accounting & Time Recording Software and Services

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Christmas 2011 Support Cover

Christmas scene

During the Christmas 2011 and New Year holiday the OPSIS Support/HelpDesk will operate on a reduced support team cover from the hours of 9.00am to 5.30pm on Wednesday 28th to Friday 30th December.

The Helpdesk will be closed all day on Christmas Day, Boxing Day bank holidays (Mon 26th/Tue 27th)
and New Year’s bank holiday (Mon 2nd).

The Helpdesk answerphone message will also be changed, explaining the above too.

May we take this opportunity to wish you a
Merry Christmas and a Happy and Prosperous New Year in 2012

Best Wishes
OPSIS Support Team

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Solicitor Case Manager V5.4.10 released (SCM/PMS/SPS)

OPSIS Solicitor Case Manager (SCM) is the case management solution of choice for users of OPSIS’ accounting products.

Solicitor Case Manager V5.4.10

SCM V5.4.10

We are pleased to announce that version 5.4.10 is now available.

This maintenance release includes a number of general enhancements;

  • Display client email address on case screen.
  • Display case Notes when case opened.
  • Country field included in address searches.
  • Emails now handled using Microsoft Outlook, enabling better selection of recipients, building of Subject using SCM merge fields, changing defaults for time recording, and options to Save/Print emails.
  • New Company merge field for Marketing Module.
  • Application Usage Auditing option can be disabled to speed up login time.
  • Feature permission to prevent change of Fee Earner on cases.
  • Case Documents tab now allows advanced filtering of documents by Category and Active status.
  • Plus several Fixed issues.

For further information on SCM V5.4.10 please contact your Account Manager or Antonia on 0844 815 5570, go to the OPSIS Support site to download the full release notes, or visit IRIS Legal website www.iris.co.uk/legal

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Get £50 & Win a 3G Kindle - IRIS NPS Survey

If you would like the opportunity to rate IRIS OPSIS products from IRIS Legal using the NPS (Net Promoter Score) survey then please click here to take part before 14th December 2011.

Your feedback is vital to our business and helps us identify areas of improvement for your increased benefit.

All respondents will receive a £50 training / consultancy voucher and be entered into a prize draw to win a 3G Kindle.

Please click here to take part in the survey.

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OPSIS Case Management Training Program Oct/Nov 2011

Case Management Courses

Case Management Courses

Due to popular demand IRIS OPSIS Ireland have launched another range of Case Management Training Courses to help Solicitors based in Ireland get more from their Case Management Software investment.

Click here to download the course schedule

All courses are run from 10.00am to 12.00 noon, and are worth 2 CPD points.

Course A: 18th October

Case Management Refresher/ Fee Earner Training

Enhance your skills and knowledge. Also ideal for new users.

  • Logging on & Password Management
  • Client & Contact Management
  • Setting up cases & best practice
  • Completing the details area
  • Managing case documents
  • Managing emails & telephone messages
  • Closing / reopening cases
  • Reporting

Course B: 1st November

Administrator / Supervisor

Run a more efficient practice

  • Practices security processes
  • Setting and managing permissions
  • System maintenance and customisation
  • User Preferences
  • Design Case Steps / Workflows

Course C: 15th November

Precedent Maintenance

Update Precedent Letters & Documents

  • Streamline existing Precedents
  • Add new Precedents to the system
  • Tailor existing precedents to work better with your system
  • Advanced MS Word fields & prompts

Course D: 29th November

Time Recording Training

Ideal for fee earners and office managers

  • Time recording activity management
  • Maintain charge rates and pricing structures
  • Fee earner / User interface
  • Time recording reports

Course E: Dates available

Firm Specific

Ideal for larger firms with specific training requirements

  • The individual firm decides the course content

Book your place now! - Please download the pricing and booking form which you can use to reserve places. Alternatively please call us on 028 9044 7122. The courses are being held at our Belfast office.

Jimmy Scullion

Jimmy Scullion

Hope to see you soon.

Kind Regards

Jimmy Scullion
General Manager
IRIS OPSIS Ireland

.

.

.

.

General Terms.
Should you need to cancel or re-arrange any confirmed training dates please note that we require at least 48 hours’ notice or a 50% cancellation charge is payable. All prices quoted are valid for 30 days and are exclusive of VAT at the standard rate (E&OE). All bookings require payment in full prior to attending training courses.
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Millennium Accounts V5.83 Released: October 2011 Legal Aid changes

Millennium Accounts V5.83

Millennium Accounts V5.83

Millennium Accounts Version 5.83 is available for download.

Click below to download a PDF document describing the following Legal Aid V5.83 changes, and providing important instructions for changing Millennium to use the latest V12 Activity Structures:-

OPSIS-LA_Oct_2011.pdf 828Kb

LEGAL AID CHANGES FOR OCTOBER 2011

Note: Some of the following information has been supplied by the LSC and is accurate at the time of inclusion. Please refer to the LSC website for the most up to date information.

LSC Online

These changes will be introduced into CWA for the 1st of November 2011. The first submission to be affected by the changes will be the October submission (covering cases closed up to the end of October) which is made in CWA from the 1st to the 20th of November. Please note that some changes will be triggered and controlled by case start date so even though the changes will be implemented into the system from the 1st of November cases may not be affected by the new rules until a later date.

Millennium general changes:

New Activity Structure (v12) - to take into account the new (lower) hourly rates involved in Legal Aid work especially Family Advocacy Scheme (FAS), see below.
Please check and make any necessary additions/changes you require (i.e. any that may have been added to v11) BEFORE upgrading to v12.

Reporting

CLS Claim 1 Form report - to cater for changes made by the LSC for October 2011 (version 14): this includes clause text changes on pages 1 and 2, and a new ‘grand total’ value (net + VAT) in the ‘Your Claim and VAT’ section on page 7, for more information see CLS Claim 1 Form in the Millennium product help.
Note: Time entries need to have an Activity Detail Code selected in order for the entries to appear on the Report/CLS Claim 1 Form Schedule of Time Spent section.

Bulkload Report has been enhanced to contain the new Criminal fields required by the LSC - see below for details.

The list of LSC Expert Types has been enhanced, see Bill Posting - Bill Disbursements in the Millennium product help for details.

Civil and Criminal matters

LSC: The key reporting changes being introduced for October 2011 for submissions starting on 1st to 20th November 2011 are as follows:

(note: those items listed below marked with * is where Millennium Accounts has not been changed but the LSC validation has changed)

  • There is a new entry in the Activities Structure/Chart of Accounts, Normal v12, to take into account the new, reduced, LSC rates applicable from 3/10/2011. Please ensure manual changes are made here to match any/all entries being used in Normal v11.
  • Civil Fees are being reduced by 10% as from 3rd October 2011, but the fee schemes are unchanged and the exceptional thresholds remains at 3 times the fee.
  • Magistrates’ court fees will no longer be eligible for London / Non-London rates i.e. for cases where the Magistrates Representation Order Date is >= 3/10/2011.Input of a Representation Order Date with date on or after 3rd October 2011 means the appropriate Magistrates Category selection will be the from the post-LAR (Legal Aid Reform:LSC term) eg ‘Rural cat 1 LSF (summary Only)’ or ‘Urban cat 1 LSF (Either Way)’ or Urban cat 3 HSF’ etc, the fee has been appended to the text shown in order to aid selection. These apply to Non-Designated Fee types PROE, PROF and PROJ and Designated Fee types PROK and PROL claims.Claims with no Representation Order Date or with a date prior to 3rd October 2011 means that the relevant categories from pre-LAR (existing) price list will be offered for selection i.e. eg ‘Rural cat 1 LSF’ or ‘Urban cat 2 LSF’ or ‘London cat 3 HSF’ etc.The Representation Order Date and its associated Standard Fee Category will be added to the Bulkload November 2011 onwards submissions - see below for details.
  • Housing Scheme outcome codes HPPO, HPCO and HPWA attract fees of £75.60 for London and £71.55 for non-London Courts from 3rd October 2011 (i.e lower values).
  • Crime Lower - Associated CLS work claims – As from 3rd October 2011 reduced fees are claimable for codes: ASMS and ASPL. These have Fixed Fees and fixed Exceptional Thresholds applicable at the work started date (or open date if no work started date present):ASMS: if after 1/7/2008 the Fee is £88 and the Exceptional threshold is £264.
    OR if after 1/10/2007 the Fee is £86 and the Exceptional threshold is £258.
    OR if after 3/10/2011 the Fee is £79 and the Exceptional threshold is £237.

    ASPL: if after 1/7/2008 the Fee is £288 and the Exceptional threshold is £864.
    OR if after 1/10/2007 the Fee is £282 and the Exceptional threshold is £846.
    OR if after 3/10/2011 the Fee is £259 and the Exceptional threshold is £777.

  • Procurement Area/Access Point changes include new codes:
    Unified Tolerance ‘PA10001′ and ‘AP10001′ for HOUsing, DEBt, WELfare, COMmunity care, EMPloyment, PERsonal ijury and ConsumerGeneralContract and MIScellaneous
    need to be selected although they will be counted as ‘PA00001′ for the purposes of the Consolidated New Matter Starts reporting. See Civil Bill Posting for details.
    For the TFF Fee Scheme, providers with 2010 Standard Civil Contracts (for HOUsing) will NEED to use Unified Contract ‘PA10000′ and Unified Contract ‘AP10000′ so that the original fee can be claimed, rather than the lower one effective from 3rd October 2011.
    NOTE: New lower fees for all other TFF work apply from 3rd October 2011.
  • New fields are being introduced for October 2011 submissions (completed in CWA on or before 20th November 2011) to the LSC Bulk load report:
    Criminal: Representation Order Date, Standard Fee Category.

We are dedicated to making sure our product keeps pace with the requirements for Legal Aid practitioners, you can help by giving us your views and feedback.

For more information, release notes and downloads of the latest Millennium Accounts software go to our website Software Releases page.

Sincerely
OPSIS Support Team

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Millennium Accounts V5.82.2 released

Millennium Accounts V5.82.2

Millennium Accounts V5.82.2

Millennium Accounts Version 5.82.2 is available for download.

This follow-up release to the April Legal Aid Changes release 5.82.1:-

  • Resolves the issue with posting Criminal “PROE” claims to allow you to post travel/waiting.
  • Includes a fix to matter display where “DSCC Number”, “MAAT Id” & “Prison Law Prior Approval No.” were not being displayed when you re-opened the matter window.
  • Update to V11 activity structure to include new rates.

Click below to download a PDF document describing the following Legal Aid V5.82.1 & V5.82.2 changes, and providing important instructions for changing Millennium to use the latest V11 Activity Structures:-

OPSIS-LA_April_2011.pdf 272Kb

We are dedicated to making sure our product keeps pace with the requirements for Legal Aid practitioners, you can help by giving us your views and feedback.

For more information, release notes and downloads of the latest Millennium Accounts software go to our website Software Releases page.

Sincerely
OPSIS Support Team

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Buy one course, get one FREE!

Case Management Courses

Case Management Courses

Recently IRIS OPSIS Ireland launched a new range of Case Management Training Courses to help Solicitors based in Ireland get more from their Case Management Software investment.

Click here to download the course schedule

Due to client demand we have introduced an afternoon Time Recording course slot, 2.30pm-4.30pm

Time Recording:

  • Capture un-billed time
  • Increase revenues
  • Increase bill size
  • Measure individual and business performance
  • Improve your client negotiation position

Feedback from the courses has been very positive, with 30 bookings made already.  We feel the addition of the time recording module will very beneficial to firms wanting to capture and bill accurately time worked on client files.

For a limited period we are offering a 2 for the price of 1 deal on all bookings taken between 4th April and 31st May 2011

Simply pay £149 for one booking and get the second booking absolutely FREE.

COURSE PRICE LIST

  • Single delegate booking - £199+Vat per delegate
  • 2-5 delegate bookings - £149+Vat per delegate
  • 6+ delegates pre-booked - £119+Vat per delegate
  • Special Offer - 2 for 1 offer. Pay £149 for first delegate and get the second FREE

Available between 4th April 2011 and 31st May 2011

Book your place now! - Please download the course schedule and faxback form which you can use to reserve places. Alternatively please call us on 028 9044 7122. The courses are being held at our Belfast office.

The schedule now includes the Time Recording Module. 2 CPD points will be available per delegate on every course attended.

Jimmy Scullion

Jimmy Scullion

Hope to see you soon.

Kind Regards

Jimmy Scullion
General Manager
IRIS OPSIS Ireland

.

.

.

.

General Terms.
Should you need to cancel or re-arrange any confirmed training dates please note that we require at least 48 hours’ notice or a 50% cancellation charge is payable. All prices quoted are valid for 30 days and are exclusive of VAT at the standard rate (E&OE). All bookings require payment in full prior to attending training courses.
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Millennium Accounts V5.82 Released: April 2011 Legal Aid changes

Millennium Accounts V5.82.1

Millennium Accounts V5.82.1

Millennium Accounts Version 5.82 is available for download.

Click below to download a PDF document describing the following Legal Aid V5.82.1 & V5.82.2 changes, and providing important instructions for changing Millennium to use the latest V11 Activity Structures:-

OPSIS-LA_April_2011.pdf 272Kb

LEGAL AID CHANGES FOR APRIL 2011

Note: Some of the following information has been supplied by the LSC and is accurate at the time of inclusion. Please refer to the LSC website for the most up to date information.

LSC Online

These changes will be introduced into CWA for the 1st of May 2011. The first submission to be affected by the changes will be the April submission (covering cases closed up to the end of April) which is made in CWA from the 1st to the 20th of May. Please note that some changes will be triggered and controlled by case start date so even though the changes will be implemented into the system from the 1st of May cases may not be affected by the new rules until a later date.
More »

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Solicitor Case Manager V5.4.9 released (SCM/PMS/SPS)

OPSIS Solicitor Case Manager (SCM) is the case management solution of choice for users of OPSIS’ accounting products.

Solicitor Case Manager V5.4.9

SCM V5.4.9

We are pleased to announce that version 5.4.9 is now available.

This major release includes a multitude of changes suggested by users, to:-

  • improve database recording of CRM and other information (e.g. High/Medium/Low risk assessment options);
  • improve contact and address information (e.g. colour coding to enable immediate recognition of contacts by type); and
  • better document and email facilities (e.g. preview capability for case documents )

The improvements allow better integration between the accounts, time recording and case management.

They provide users and managers with a single solution allowing effective working and monitoring capabilities. This, in turn, helps to achieve increased productivity and the better management of cases.

As well as being an excellent device to help with the day to day running of cases, SCM V5.4.9 can also be used as an integrated business tool to help move your business forward. It enables you to enhance the service you provide to your clients and so grow your business.

Additional improvements include:-

More »

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Announcement from IRIS Software

I am writing to advise you of some changes taking place within IRIS, which will lead to a better focus for IRIS Legal.

After 10 years in charge at IRIS, a year of which was spent as Acting Managing Director of IRIS Legal, Martin Leuw has decided to step down as CEO and move to a Non-Executive role in the business.  This will enable him to pursue other business interests, whilst remaining involved in the development of IRIS as a business.

During Martin’s tenure as Group Chief Executive Officer, IRIS has grown rapidly to become one of the largest private software companies in the UK, with 1,200 employees and c. 60,000 customers including over 5,500 legal services providers. Given its current size and range of operations, the Board has decided that following Martin’s decision to stand down, better customer focus can be achieved by formally separating the IRIS business into two, with IRIS Accountancy Solutions being run independently from IRIS Software Group, which includes IRIS Legal. The two operating divisions remain in exactly the same capital structure as previously.

IRIS is not being sold.

The Board has initiated a search for a new CEO for IRIS Software Group. Neal Roberts will act as CEO in the interim while continuing as Group Chief Financial Officer; otherwise the current management team remains unchanged.

What does it mean to IRIS Legal and to you?

There is no change, whatsoever, to the management of IRIS Legal and I remain as Managing Director with full P&L responsibility for the business. I can reassure you that IRIS Legal is not being sold.

However, the change in structure does allow a greater emphasis on customer focus and attention on the different parts of the IRIS business, including the Legal sector.

At a time of significant change in our industry we need to remain clearly focused on how we can help you to face these changes and prepare for future challenges. We will continue to work hard with various industry and legislative bodies to ensure that we deliver the necessary software and services you require as well as additions to your solution so that you can continue to be successful.  We will also continue to work with our colleagues in the Accounting business so that we can provide networking opportunities for our law firms and barristers chambers with our accounting firms.

I would like to reassure you that the changes being implemented are for the good of the business and will only help to strengthen our position as the market leading provider of software and services for law firms and chambers.

If you have any questions regarding the changes, please do not hesitate to contact me via legal@iris.co.uk or speak with your Account Manager.

Kind Regards

Doug Hargrove
IRIS Legal Solutions - Managing Director

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