smart law presentation
TRANSCRIPT
SmartLawLegal Management
System
SmartLawFile Management
Module
Fig. 1.7 (File Registry)
File ProcessingThe following information will be captured.
File ReferenceParties detailsThird Party advocate for the fileCompany Advocates for the fileNature/Type of matterSummary remarks Date of instructions
Status TrackingThe status of a file will be updated both
automatically or manually whenever certain changes take place
The system will provide a status report for all
the files.
Task DelegationsThe system will have a task delegation and
Task Status tracking module for all the tasks given by the various users to their colleagues
Bring-ups/Reminders/TicklersThe system will have bring-ups module that
will prompt the user and reminds them of certain file activities.
Payments Management ModuleDue payments will be booked into the system with
details of the installments captured. The system will compute the interest amount whether
simple or compound as the need may be. The system will show also give a schedule of the
pending balances at any given time until the full amount has been settled.
Reminders of when the payment is falling due will be
emailed to the relevant parties according to the reminder settings
Billing for appointed advocates(External advocates)The following fee note information shall be
recorded:Fee note ReferenceDateFile ReferenceType(interim or final)Datable AmountDisbursementsVat AmountThe invoicing advocate
Upon dispatching of a payment the fee note payment will be recorded with the following information;The cheque numberCheque DateFee Note(s) being SettledThe Advocate being paidThe cheque amount
The system will keep track of the advocates account balances
SmartLawContracts & Performance
Bonds Module
Legal Contracts The system will record all the contracts that the Company enters into.
The following details will be captured The nature of the contract Party obligations Compliance conditions Contract’s effective date The contract expiry date Contract Value Contracts bonding company Performance bond value Performance bond effective date Performance bond expiry date Contract user name and email Contract drafter’s name and email Contract user department The contract users will be reminded of contract and bond expiry dates by email
Insurance PoliciesInsurance policies will be recorded under the
contracts module with the following information;Nature/Type of policyAmount insuredInsurance companyPolicy number
ClaimsInsurance claims will be recorded in a separate
module with the following information being captured.Claim numberNature of claimDate of lossDate reportedEstimate amountInsurance companyClaim status
The system will provide a way of tracking the claim events and status
SmartLawDocument Manager
Module
Legal Documents Library
MS Word® Documents relating to the file in the system will be imported and stored in the Legal Management System(LMS) Database
A separate library module for all other documents will be
responsible for keeping all other documents. The LMS Library System shall capture the following information.The document heading/TitleSummary details/RemarksDateCategory/Nature of the documentThe Link path to the document