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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New version of SCM Beginners Guide V5.4 available

Version 5.4 of Solicitor Case Manager Beginners User Guide is now available from the Case Manager Resources section of the website.

SCM 5.4.4

SCM 5.4

This is a password-protected download.

OPSIS Case Application Starter Packs

OPSIS Case Application Starter Packs - order yours today!

OPSIS now has a complete selection of Case Application Starter Packs for all areas of law including Conveyancing, Criminal, Civil Litigation, Family, Immigration, Personal Injury, Debt Recovery, Mental Health and Wills & Probate.

OPSIS Case Starter Packs are fully integrated into OPSIS Small Practice System (SPS) and Practice Management System (PMS) products - so it couldn’t be easier!

These starter packs contain all the necessary workflows and legal precedents required for all areas of legal work so if you thinking of diversifying into any other areas of law then talk to us.

OPSIS Case Starter Packs allow:

  • Improved efficiency using the flexible and easy to use workflow tools
  • Customisable precedents which can be changed easily
  • Case automation so senior staff can off-load admin work to junior staff

We think you will be pleasantly surprised at just how affordable our Case Applications really are, whatever the size of your Practice.

For more information on any of our Case Application Starter Packs click here or to arrange a no-obligation demo of the software please call Jason or Jo on 01476 581785 or e-mail legal@iris.co.uk

Millennium Rel V5.75.0 Legal Aid LSC May/June changes

Millennium Accounts V5.75.0

Millennium Accounts V5.75.0

The Millennium Accounts release of 5.75.0 primarily contains major Legal Aid changes valid from 1st June 2009.

You will probably have received notification of this directly from the LSC (OPSIS are not responsible for supplying this information).

Below is the relevant information from the release notes:-

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.

Transitional Arrangements:

These will follow the same approach that has been used in previous updates to LSC Online where the changes are implemented on a single switch over date.

This will be over night on the 31st May 2009, with the new functionality in place on 1st June 2009.

All submissions submitted and APPROVED by LSC Online prior to the switch over date will be accepted using the current arrangements. After this date (1/6/2009) all outcomes reported will have to adhere to the new reporting and validation arrangements regardless of when the work was started, completed or the submission month it is included in. This will include work entered into LSC Online but not yet in a status of APPROVED (i.e it is has not yet been accepted by the LSC and therefore can still be updated by the supplier).

Legal Aid Enhancements:

Civil Billing - Mental Health Meeting Codes:

A new set of meeting codes, for Mental Health cases, are available which replace the existing LSC codes and must be used for submissions from 01/06/2009 onwards. The new meeting codes begin with MTGA. e.g. “MTGA01 - No meetings attended.” Any bills already posted using the old meeting codes, but not yet submitted, must be amended to use the new meeting codes using the Bill Legal Aid Claim Detail screen prior to bulk load submission or they risk rejection.

Civil Billing - Controlled Legal Representation:

There is additional mandatory data required from all immigration/asylum providers in relation to how many times Controlled Legal Representation was granted in the month, how many times it was refused and how many times CLR was withdrawn. It is mandatory that all immigration providers supply this data. You can enter this information from the LSC Online Bulk Load screen.

Please refer to the LSC website or contact the LSC directly for the most up to date information.

For more information, release notes and downloads of the latest Millennium Accounts software go to our website Legal Aid Announcement support page.

OPSIS Ireland website now live

As promised in a previous blog post, and long overdue, the new seperate and dedicated OPSIS Ireland Sales website is at last finished, and can be viewed at http://www.opsisltd.ie. The Ireland website was originally planned as part of our internet domain and website reorganisation more than a year ago, but for various reasons took a little longer than expected.

OPSIS Ireland website

OPSIS Ireland website

Besides providing important company and contact information for customers in Northern ireland, the Republic of Ireland and the Isle of Man, the site provides details about the main differences of our products when configured for use in the North or South of Ireland.

There are extended Testimonials and Case Study sections based on a variety of existing customer installations.

Customer service is provided by the normal route via the UK & Ireland Support and Helpdesk website which can be found at http://support.opsisltd.co.uk.

We hope our prospects and customers will find the new dedicated Ireland website useful, and we welcome any feedback on its content.

Click here to visit OPSIS Ireland

OPSIS News - Spring 2009

Welcome to the Spring issue of OPSIS News!

The Spring newsletter was emailed to our customers last week, but if you missed it or are new to OPSIS you can find the online version of the OPSIS Newsletter by clicking the link below……

Spring 2009 Issue of OPSIS News

Headlines are as follows:-

  • Welcome to IRIS from Tony Bromfield, MD of IRIS Legal
  • About the OPSIS move to Grantham
  • Introduction to the OPSIS Team (see photos of team members)
  • New OPSIS Website
  • IRIS Technical services
  • Legal Aid changes - register your interest in an OPSIS Legal Aid Workshop
  • OPSIS New Clients and Upgrades
  • OPSIS Millennium - New Releases and Updates
  • IRIS Legal Charity News

You are also welcome to send feedback to us about any of the articles contained in the Newsletter. Just use the feedback form found at the bottom of the newsletter pages.

Millennium Accounts Year End Procedures

Year End

Year End

Struggling to find time to complete your Year End procedures?

Perhaps you haven’t even started. At OPSIS we have both the time and the know-how to help.

Please call our Sales Team on 0844 815 5751 to find out more.

Solicitor Case Manager 5.4.4 released

Version 5.4.4 of Solicitor Case Manager has been released and is accompanied by Release Notes available from the Case Manager Resources section of the website.

SCM 5.4.4

SCM 5.4.4

Please read the Release Notes to determine if this release will be useful to you and contact the Helpdesk to arrange your upgrade to SCM V5.4 Release 4.

Changes affect:-

  • Modification and Improvements to the Marketing Module
  • A couple of bug fixes

New How To docs for Solicitor Case Manager

Solicitor Case Manager

A number of new “How To” helpsheets have been made available in the Solicitor Case Manager resources section of the Support web site, at the SCM Documentation page.

The Helpsheets are intended to assist with a variety of common questions that our Support team encounters occasionally, and can be downloaded instantly (no password required).

You will find them in the SCM V5 General How To Helpsheets section of the page linked above.

The topics covered by the Helpsheets are as follows:-

  • How to Clear the Forms Cache in Outlook
  • How to Convert SCM documents into PDF
  • How to Export Time Records in to Milllennium Accounts
  • How to Format Merge Fields
  • How to Logout a User
  • How to re-enable the OPSIS SCM Toolbar within Outlook
  • How to Release Locked Documents
  • How to Reset User Passwords
  • How to solve the “Switch To…” Window
  • How to Use the Add Document to SCM Utility

We hope you find them useful.

If you have any ideas for topics you think might be useful as a Helpsheet (so that other users can benefit too), why not tell us about it in The OPSIS Forum. There is a starting post in the Case Manager forum under the OPSIS Products section. If you are not already a member of the forum you can register to join very easily.

Alternatively, you are welcome to Leave a Reply on this news article.

Thanks
OPSIS Support Team

Solicitor Case Manager V5.4.3 Released

Version 5.4.3 of Solicitor Case Manager has been released and is accompanied by some new Release Notes available from the Case Manager Resources section of the website (you may need to contact us for the password to download the release notes).

SCM 5.4.3

SCM 5.4.3

Please contact the Helpdesk to arrange your upgrade to SCM V5.4 Release 3.

Changes affect:-

  • New option for default Fee Earners for new cases
  • New Time Recording default Fee Earner option
  • Better identification (filename) when copying case documents
  • Longer Hearings Details descriptions
  • Improvements to the Marketing Module
  • A number of bug fixes

About the new OPSIS websites

The new look OPSIS web sites went live on Monday 16th March to coincide with the move of the UK Stamford office to Grantham.

This post is to tell you a little bit more about the web sites, and how to use them.

Re-organisation of OPSIS Domains

The main difference that customers familiar with our old website should understand is that the OPSIS domain names now split off into separate web sites (before if you went to opsisltd.com you would automatically get forwarded to opsisltd.co.uk, but now there is a proper website at opsisltd.com), so we now have:-

  • www.opsisltd.com - The new main Head Office or “corporate” web site. This provides general OPSIS company information, contact information and an overview of products and our business partners.
  • www.opsisltd.co.uk - The new UK Sales website covering England, Scotland and Wales. This provides more specific UK contact information and in-depth product information. A new Sales oriented website for Ireland customers is soon to be built and when complete it will be available at www.opsisltd.ie, but until then customers in Ireland should use the UK Sales website, which provides the relevant Ireland contact details for the time being.
  • support.opsisltd.co.uk - All Helpdesk and Support contact information, and support related resources, like manuals, helpsheets, software downloads, and so forth, have been split off into this completely separate and new website.
  • www.opsisltd.info - This is the home of the OPSIS Blog (you’re reading it now!), which is the central point for all News and Events coverage, whether that be Corporate, Sales related, or Helpdesk announcements of new software releases. Each news article will link off to the relevant web site page as necessary.
  • forum.opsisltd.info - This is The OPSIS Forum, where Legal Cashiers, Accountants, Solicitors, Fee Earners and Executives can go to discuss various work related topics, or OPSIS products.

Hopefully this re-organisation makes things clearer and easier to find by keeping Sales and Support distinct and separate from each other.

Navigating the OPSIS Websites

Each new website has two main navigation areas. The blue menu at the top of every page provides the main site navigation, with the main pages on the top (blue), and sub-sections within each page on the bottom (grey):-

Main Menu

Main Menu

After selecting a particular main menu option, and that page appears, the main content is displayed in the lower half of the page.

Also a side-bar menu appears at the left-hand side which allows sub-section selections  to be made.

Selecting an option on this menu will display the relevant information within the scrollable centre section of the page.

Example of Sidebar Menu

Example of Sidebar Menu

For commonly accessed items there is a Quick Links shortcut menu at the top-right of all pages. Click the Quick Links link, and its menu will pop-open, allowing you to jump immediately to frequently used resources.

You will also notice two other links at the top that allow you to quickly jump from one website to another, for example to jump out of the Corporate website, into the UK Sales or Support websites, depending on your requirements.

Quick Links Menu

Quick Links Menu

Search Facility

Search Box

Search Box

The Search feature within the web site has been completely overhauled and allows easy searching for pages, and other items such as Adobe PDF documents contained within each web site. Note that you need to be in the correct website for a particular search. For instance you will need to perform a search in the Support website to find PDF documents relating to product resources like manuals and helpsheets.

Printing Content

The new websites are printer-friendly.

Print Page

Print Page button

Use the Print Page button near the bottom of the main page content scrollable section, or choose the File->Print… menu option in your browser to print out any page of the website.

The page layout and content, has been designed to print properly and will omit any un-necessary menu navigation bars, sidebars and graphics, so as to print nicely without wasting paper.

Screen Size

After careful research of the usage statistics of visitors to our websites we decided to design the websites for viewing on a minimum screen resolution of 1024×768.

New LCD-display computer screens with higher resolutions are becoming very popular nowadays, and many people find they can work much better, and with more applications on their desktop, far more easily by using a display resolution setting of 1024×768 or greater.

If you have any suggestions or comments on the new web sites, please either Leave a Comment on this news article, or use the Feedback Form on the OPSIS Website to tell us what you think.

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