Lgal one user training - overview and matter management

Lgal.OneLegal Practice solution for Law Firm

User Training for Staff

USER TRAINING - AGENDA1. Overview of Lgal.One2. Login to Lgal.One and Introduction to Human Resources 3. How to add a New Staff4. Matter Opening5. Matter Management (Matter Info)

USER TRAINING - AGENDA

6. Matter Management (Matter Financial)7. Managing an Intellectual Property (IP) Matter8. Matter Monitoring via Dashboard9. Matter Closing10. Matter Configuration

• Lgal.One Overview1

1. OVERVIEW OF LGAL.ONE

Accounting

HR/PayrollDashboard

Matter Management

• Login to Lgal.One2

2. LOGIN TO LGAL.ONE AND INTRODUCTION TO HR/PAYROLL

• Login to Lgal.One• HR/Payroll• How to apply/cancel/update Leave

2.1 Login to Lgal.One

2.2 How to apply/cancel/update Leave?

LESSON 2 – HANDS-ON

• Login (your email and default password)• Review your personal information and leave balance• Apply approved leave from 1 Jan 2015

How to add a new Staff3

3. HOW TO ADD A NEW STAFF

• Create/Update/Delete User• Create/Update/Delete Employee• How to change password

3.1Create/update/delete User

3.2 Create/update/delete Employee

3.3 How to change password

LESSON 3 – HANDS-ON

• Create a new user by HR Manager’s account • Create a new employee• Change your password

• Matter Opening4

4. MATTER OPENING• Different States of a matter• Creating a draft matter• File Opening Compliance Check• Printing Datasheet• Deleting a draft matter• Searching matter

Matter states: Draft, Open, Closed – List of functionalities

DRAFT OPEN CLOSED- Create Pro-forma

Invoice- Create Time log

but can not be transferred to Cost Recoveries

- Like Draft state- Generate Matter

Slip Summary- Create Invoice for

the matter

- Nil

4.1 Different states of a matter

4.2 Creating a Draft Matter

4.3 File Opening Compliance Check

4.4 Printing datasheet

4.5 Deleting a Draft Matter

4.6 Searching Matter

LESSON 4 – QUIZ AND HANDS-ON• Can a draft matter be deleted?• What are the functions that you can do with draft matter? Hands-on• Creating a draft matter• File Opening Compliance Check• Printing Datasheet• Deleting a draft matter• Searching matter

• Matter Management (Matter Info)5

5. MATTER MANAGEMENT (MATTER INFO)• Update Matter information

+ Managing Contacts + Managing Team Members and budget

• Create Timesheets and print timesheet• Create Tasks and Events• Create Auto-generated Letters/Notes• Issues Tracking

5.1 Update Matter info. - Contacts

What are the possible contact types and how it is used?

Matter Contact Types How it is used1. Bill to When entered will be printed on invoices2. Applicant Is for the case when the client is not applicant3. Adverse Party When entered will be printed on datasheet4. Registry When entered will be printed on letters to the

registry5. IPOS Contact Person When entered will be printed on letters to the

IPOS6. Opposing Counsel When entered will be printed on letters to the

Opposing Counsel

5.2 Update matter info. – Team members & budget

How to transfer from Lawyer A to Lawyer B

Step 1: Update the Lawyer in charge field

Step 2: Team and Budget: Update the Lawyer A’s end date

Step 3: Team and Budget: Add Lawyer B and update the start date

TIMESHEETS- Timelog can be chargeable, non-chargeable

- Non-chargeable can change to chargeable (chargeable timesheet cannot revert to non chargeable)

- If set as chargeable, it becomes unbilled PS

- More than 1 lawyer can charge time for the same tasks (eg: attending the same meeting with the client)

- Can timelog when the matter is in Draft mode

Professional Fees

- Standard fees defined at the firm’s level

- Can be changed at the matter’s level

How to set standard fee

5.3.1 Creating new Timesheets

5.3.2 Printing Timesheet

5.4.1 Creating new Tasks

QUICK TASK ?• Custom Action that is added to “Task” tab of Matter and lets user

quickly add a task.• Quick task is set in Configuration menu ( Matter > Configuration >

Quick Task)

5.4.2 Creating new Events

5.5.1 Creating Auto-generated Letters

5.5.2 Creating Auto-generated Notes

5.6 Issues Tracking

LESSON 5 – QUIZ AND HANDS-ON• What are the functions that you can perform a draft

matter?Hands-on• Update Matter information

+ Managing Contacts+ Managing Team Members and budget

• Create Timesheets and print timesheet• Create Tasks and Events• Create Auto-generated Letters/Notes• Issues Tracking

• Matter Management (Matter Financial)6

6. MATTER MANAGEMENT (MATTER FINANCIAL)• Create Pro-forma Invoice(PI) and the states of a PI• Create Matter Summary Slips and Draft Invoice• Matter Financial Summary• Professional Fees, Cost Recoveries &

Disbursement

6.1.1 The states of a Pro-forma Invoice

6.1.2 Creating a Pro-forma Invoice (PI)

6.2 Creating Matter Slip Summary and Draft Invoice

1. The MSS allow to change the state in draft mode

2. If the MSS has approved, the reference invoice should be cancelled first. After that, the MSS will be set to draft (refer to section 1)

3. The MSS state cannot be changed if the invoice is opened. Any changes should be in the invoice level or issue the Credit Note to make the discount / adjustment.

6.2.1 The states of a MSS

6.2.2 Creating Matter Slip Summary

6.2.3 Creating Draft Invoice from MSS

6.3 Matter Financial SummaryWhen selecting Matter Financial Summary, you can see all information of this matter. It include all datas as Aging Report, Trust Fund Balance, Payment, Billed and Unbilled.

6.4 Professional fees, Cost Recoveries & Disbursement

LESSON 6 – QUIZ AND HANDS-ON

• Create Pro-forma Invoice (PI) and the states of a PI• Create Matter Summary Slips and Draft Invoice• Review Matter Financial Summary

• Managing an Intellectual Property

(IP) Matter7

7. MANAGING AN INTELLECTUAL PROPERTY (IP) MATTER• IP Sub-Types• Managing a Trademark matter• Managing a Patent matter• Managing a Design matter• Managing a Copyright matter

7.1 Managing an Intellectual Property (IP) Sub-TypesMatter types (IP) Matter Sub types Status

1. Trade Mark

TM Application AbandonedFieldPublishedTM Assignment

TM SearchesTM Renewal Renewal Filed

Renewal Pending Renewal Granted

TM Respond to OA Response CompletedResponse PendingResponse Withdrawn

2. Design Design Application AbandonedFiledExpiredRegistered

Design AssignmentDesign SearchesDesign Maintenance

3. Patent Patent Application AbandonedFiledExpiredPublishedRegistered

Patent Searches

Patent Annuities Renewal FiledRenewal Pending Renewal Granted

4. Copyright Copyright AbandonedFiledPublishedRegistered

7.2 The IP Sub-Types

LESSON 7 - QUIZ AND HANDS-ON

• What are the different status of an IP matter• Key in renewal dates from the Excel tracking sheet

• Matter Monitoring • via Dashboard8

8.1 MATTER MONITORING VIA DASHBOARD

8.2 MATTER MONITORING VIA DASHBOARD

• Matter Closing9

9. MATTER CLOSING

• Matter Configuration10

10. MATTER CONFIGURATION

- Quick Tasks

- Reminders

- Letters/Notes

- Timesheets

What can be set by Matter Manager ?

10.1 Quick Task

10.2 Letters/Notes

10.3 Timesheets

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Lgal one user training - overview and matter management

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Transcript of Lgal one user training - overview and matter management