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LEGALOffice LOLA User Manual - Windows

1. 01273 455566 contacts In the Allerdale LA Allerdale House New Bridge Road Workin LegalOffice LA Alnwick LA Allerburn House Denwick Lane Alnwick N X Amber Valley LA Town Hall PO Box 15 Ripley Derbyshire data base Arfon LA Swyddfa Arfon Penrallt Carnarfon Gwyned 01286479647 4 Il Bowk ke slugitelmEdoc u w xdo0oio osilu 6trt Search for a Contact In the Address Book panel you can search for a contact by using the Search boxes in either the All Contacts frame or the Case Contacts frame The search button in the All Contacts frame displays a more comprehensive search facility similar to the Conflict of Interest screen You can search by Forename Surname Company Name Mobile Number Telephone Number Date of Birth Email Address Address Type or Postcode To search enter the information into the relevant search field Then start typing the first few characters of the name Contact Type or Email address and a result list will appear in the grid The more characters you type the more refined the list will be You can use the 9o character as a wildcard in a search This means that the 9o can stand for any character in the search result For example Th in a search box may return the result Thompson and Thatcher but Th will return Smith as well Th will return any entry that has th in it which would be all the results so far plus Struthers for example You can scroll through th
2. PEAPOD Legal Office The Software Suite For The High Street Firm You can set the number of items you wish to appear in the Recent Cases window by altering the number in the Show Records box at the top You can open any of the documents you see in the grid by double clicking on the grey box to the left of the item you want to open You can open the Your Recent Documents window by Selecting the e Recent Files command or the shortcut ALT R LegalOffice LA Costings Information If you want to see a list of the bills issued for a particular matter click on the LegalOffice LA Costings Information Icon ue lewo i gi Eds SQ Le ian se This will open the Costings Ledger window for the Case you have open l _ XK Costings Ledger mjsej s File Case I D Number 8 Type Client Supplier Client Case Reference 0000003 003 Type Private Public Funded Public Funded Case Budget 1 000 00 Case Description Deadperson 3 Case Completed False a 0 00 Office Balance Name Adams J Branch 1 MEN WIP Balance 0 00 Address 1 The Town Date Opened 05 08 2008 Total Time 0 00 Fee Earner Kevin Parsons b Case Type 1040 Probate Postcode Phone Number Fax Number Email Costings Date Billed Profit Disbursement Travel Waiting Bill No Trans No fld01 fld02 gt 09 04 2010 133 33 0 00 0 00 0 00 16 0 05 04 2010 85 00 20 00 90 00 0 00 4 0 4 om j J From here you ca
3. The Software Suite For The High Street Firm Reassign an Entry to another Case You can move one or more Time Record Entry from one case to another In the Record Activity panel highlight the entry ies you want to move and click the Reassign button This will open the Choose Case window X Choose Case E Please choose the case by clicking the drop down arrow TESTER 003 Tester F Test case 3 22 Click on the drop down arrow to open the Case Search window and find the Case that you want to move the entry to Once you have it highlighted click OK then that case will appear in the Choose Case window Once it does click the OK button and then entry will move to the Case chosen If you wish to move multiple items simply highlight all the ones you want and follow the same process as if you were moving just one item N B You can transfer Time Recording entries from Private cases to LAA cases and vice versa although you will be warned that the entry will require amendment on the case it is moving to LAA Rates and Time Recording All LAA rates are pre set for the various public funded Case Types Case Type numbers over 1800 are for public funded cases Case Type numbers below 1800 are for cases where private charging rates apply Case Budgets At the time you create a new Case you can enter a budget figure for the costs to be incurred in acting on the matter A Case budget can be set or changed during the course of the matter Your syst
4. Your Administrator sets the list of locations that appears in the dropdown box If locations need to be added deleted or edited speak to your Administrator When you tab or click away from this field it will give you the option of completing the case Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 19 Legal Office The Software Suite For The High Street Firm Contacts Add a new Contact Ctri Alt C To add a new contact select the File Add New Contact option or use the key board shortcut Ctri Alt C The Add Amend Contact Details window appears Add Amend Contact Details Select the Contact Type from the 7ype drop down box Then complete the Contact s details in the Disab ty various boxes The boxes d marked with a must be RM completed However you Court Location only need to put a Feeeamer Surname or a Company name but not both Your LegalOffice LA Administrator may have set other boxes as mandatory fields If so a pop up box UE will appear when you click Emad the Save button telling you ae which boxes need is ME completing before you can Date of Brith 17 05 2011 g Gender HIS ID Ho Save the Contact Once Status ID Type you have put as much Provider Source OF Work detail as you can in the seh aia udin v _ usta hai boxes click the Save EE Designate a Contact as a Provider If you wish to designate a contact as a Provider click the Provider tick box at
5. he A oe ae oh oH OS er 0 00 0 00 0 00 0 00 0 00 16 00 0 00 Duplicate Case Case Daia n button on the right hand side Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 16 PEAPOD Legal Office The Software Suite For The High Street Firm This will open the Case Plan window X Case Plan e File CASE PLAN Jameson v Jameson To Do Done All Ref J0001 001 Client Jameson J Date Comment Action Do b 21 04 2010 Meet with Client to review case and advise No 19 04 2010 i No No Prepare Case Papers for review by KRP Date Who Comment Action Response User Date 21 04 2010 KRP v Meet with Client to review case and advise a E Done KRP v 12 04 2010 v Ne save f Gee In the Case plan window you can enter Tasks in the Comment Action box To do this click the New button and select the date for the entry in the left hand Date drop down box Then select the User who is to undertake the Action by clicking on theleft hand side Who drop down box Now type the Comment or Action you want to record in the Case Plan for that User then click the Save button You can create more than one Comment or Action at a time Just click the New button to create another entry You can edit a Comment Action by clicking in the grey box to the left of it and then making any changes in the boxes at the bottom of the screen and clicking t
6. Posting Slips menu which allows you to edit a posting slip Authorise Posting Slips Before a cheque can be raised or a receipt paid into a bank it should be authorised by a Partner Director of the Firm or a Cashier If you have the appropriate User Rights granted by your Administrator you will see the command Authorise Posting Slips at the bottom of the Posting Slips menu Posting Slips Accounts Insert Help Office Receipt Office Payment Office Pay Disbursement Office Office Client Office Ldgr Ldgr Office Bank Bank Client Receipt Client Payment Client Client Office Client Ldgr Ldgr Client Bank Bank Npplier Invoice Authorise Posting Slips Click on this command and the Posting Slips window will open Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 63 Legal Office The Software Suite For The High Street Firm X Posting Slips d S 7 Show All Authorised Unauthorised Client Mame Description Client Office Vat TransMo xpo Auth By Auth Date d Y N I 23 04 2010 sees 001 Tester Received from Client 23 04 2010 000 02 emesor Conmorsatew case E5000 F000 099 ee 1 1e Tt By default the grid shows all the Unauthorised Posting Slips that have been created by Users To authorise a slip highlight it by clicking on the grey box to the left of the entry and click the Authorise button The entry in the Auth Y N co
7. then LegalOffice LA will calculate this and ADJUST the Stage Budget to the Higher Limit i e 517 10 National Rate UFN 290711 001 Case Client Bal 0 00 Client Bal Client 0 00 Office Bal 0 00 Office Bal Client 0 00 On Deposit 0 00 WIP Bal 301 35 LogonID ADM F Fixed Fee L5b Bal 0 00 RECORD ACTIVITY E Chargeable Only E Unbilled Only User Date Description Stage Activity Ltrs Cls a Prep Attend Traw Wat Advoc Total Value Bil Mo Profo k ADM E Rep Advice not in a single clair 2 ADM 29 07 2011 Rep Advice not in a single claim fap 1 E M 1 39 9 199 2950 In both scenarios when the case is billed using the CRM11 2 and the Costings Page is brought up the Standard Fee box will automatically populate depending on the Higher Lower Limit set in the Stage Budget For example if the Stage Budget was set to 298 45 Lower Limit for National then the Lower Standard Fee will be 221 59 This will be automatically populated in the Standard Fee field on the Costings Page If the WIP was to exceed the Higher Limit set on the case then the system will automatically set the file to be billed usiag the CRM7 formand it will display this in RED to notify the user m IN Case 0 00 Client Bal 0 00 Client Bal Client 0 00 ES P a 0 00 Office Bal 0 00 T Oifice Bal Client 0 00 dl Stage 517 10 On Deposit 0 00 in out IF Bal 582 75 CDS7 Logon ID ADM F Fixed Fe
8. Disb 0 00 stage 500 00 Logon ID ADM When the file is worked on the STAGE budget will be reflected against the WIP balance on the case So for example if the WIP balance on the file was 180 the green bar below Stage will fill up in terms of a percentage AS WELL AS the green bar below the Case field Case 500 00 Client Bal 0 00 Client Bal Client 0 00 Disb 0 00 Office Bal 0 00 l Office Bal Client 0 00 Stage 500 00 On Deposit 0 00 WIF Bal 180 00 Logon ID ADM Once the green bar below the Stage has been filled LegalOffice LA will then notify the user that the Stage Budget has been exceeded The file will then need to be billed using the LegalOffice LA Bill To Client Accounts facility on the Time Recording screen At this point anything that was Time Recorded at this STAGE i e Stage 1 will then be billed and the green bar below the Stage field is then cleared down When any new Time Recording entries are done on the file they will be recorded against Stage 2 and thus will auto populate the green bar below the Stage field Version 2 6 3 8 10 June 3014 LegalOffice LA User Manual 53 PEAPOD Legal Office The Software Suite For The High Street Firm Case 500 00 Client Bal 0 00 Gum ClenBal Cien 0 00 Disb 0 00 Office Bal 0 00 Office Bal Client 0 00 Stage 500 00 On Deposit 0 00 m m WIF Bal 90 00 ADM Disb Bal 0 00 RECO
9. EA j Evans amp raves j8PicidliCou CF831PB 05710 2010 S Eset 1 1 Epe address EXPCODE 20 02 2008 X Alli a 2 i AOT Administation Account v Open Close Cases AA DUT Administration Account 4 In this screen you can search the entire contacts database by creating a filter in any of the search boxes at the top of the window To do this you simply start typing in any of the boxes In the example above typing 1 th in the address box shows all of the contacts who have an address beginning 1 Th The contacts shown in the grid will only be the ones that match the details typed in the search boxes The more you type in each box the fewer the contacts that are shown Using these boxes you can identify whether any new client may have a conflict with an existing contact in the database These Conflict of Interest details can now be seen on the Client screen of the Case Data This will update as and when you update the Conflict of Interest date attached to the case Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 8 PEAPOD l Legal Office The Software Suite For The High Street Firm Create a new Case Ctri A N To create a new case in LegalOffice LA select the F e New Case command or use the Ctrl Alt N keyboard shortcut The New Case window will appear There are two parts to the New Case window divided GO
10. Hit enter to open a case if only 1 record left Saves a click Search By Ref Client E Forename Sumame Desc E UFM E Tel E Nom E Ac Re Pre Ref Address By Feeeamer 8 Keren Benger Show Only Show Show Only Clients Private LSC All Active Cases All Completed Cases Ff All Cases 7 Cases 25 Records REF Client Name Forename Sumame Description Completed Nom Fee WIP Bal Office Bal P If you are a Fee Earner then the default search will be set to look only for those cases assigned to you that are active If you want to open a case that is assigned to someone else click the A Acte Cases tick box TIP If you cannot find the case the chances are that you have set a filter that is stopping the Case being shown in the grid The most likely solution is to click the A Act ve Cases tick box and set the Search by filter to surname and search for the client s surname If you want to search by some other criteria click the relevant tick box in the Search By frame of the window Case Search em X File Use the Wildcard to broaden your search Search For Hit enter to open a case if only 1 record left Saves a click Search By Ref Client Forename Sumame Desc UFN Tel Nom Arc Ref Pre Ref Addres
11. J Joined Party Under the Activity one of the following options will need to be selected 2H Schedule 2a Prescribed Family Proceedings Cnty Crt CC 2l Schedule 2a Prescribed Family Proceedings High Crt HC 2J Schedule 2a Prescribed Family Proceedings Mags Crt FPC Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 44 i Legal Office The Software Suite For The High Street Firm For CARE PROCEEDINGS work please use the Activity 2D Once the above options have been selected and then SAVED the Stage Budget field will then automatically calculate depending on what has been selected For example Higher Court selected 21 No of Clients 1 Party C Child and Practice Location Midlands Level Of Work 3 Category Of Work 1 This will then give us a Stage Budget of 2 879 00 Stage PATRAN For Private Family Fees under the MORE button option the Level Of Work chosen will have to be either 3 or 4 the Levels selected will then determine the Stage Budget for the case which is calculated from our Fees Matrix that has been implemented into LegalOffice LA The Level Of Work are categorised by the following Level 3 4 Children Level 3 4 Finance Level 3 Finance with supplement uplift Level 4 Domestic Abuse The following example shows Higher Court National and Level 4 Children 31 Case 0 00 Disb 0 00 Stage 402 00 The next step on the case will be to Time Record on the file
12. Sa ie pad AEEA ene BEER EEE SEPP EE Purchase Price Ba a a a an aa aa aa ma a a a a EE ma aa a EE ae ee aa da a ana i a A A pp TEE T COSME e EET EH Excite A E E henner henna Be uve Hemortgage Price p at ELEC LU Phe d Mei IUE eerie eee eee pec ee eee ere eee eee ec eee renee Fstate Agents Fees Tenure Lee EE Het osos AA M Hd EE EE EE EHE Po ete bres Details for Quote Purchase annt nn EH Re ea oo hee ee Tabu En iet De ene ee eae ered VAT ESSER cn MEI nee ene eee Be sect E taht ett E Tue PME eNM ere Ee Eeee pre reer Petre tr pE UH Dur eee RS pnenseerocococtel ela MOM Our Pees Create a Case Plan for a Case If you wish to create a bespoke plan for a particular case click on the Case Pla of the Supervisor box in the Client pane of the Main window Case Budget I Disb Budget Client Bal Office Bal On Deposit WIP Bal Disb Bal Supervisor Secretary Department El o ret rn ECC eee eee EES Ee Pe Eee eee ee Ts Pee enh EEEE T RETE ERE Details for Quote Sale Date Please go to the next page to enter the property details End pateret pp Please go here to enter the Mortgage Advance TSA TETAS TETETETETATATETETOTETETTET See CETTE TEED GaGa Sect E a KRESS Reece eee Vete EE EE d LE EE EE EHE CERE PEEN EEEE TEETE RESO EE HERES iie EE TTT T oh Ree ee eee eee
13. 00 Cls In 6 00 Mileage 0 45 Int Fee 0 00 Fixed Fee 69 65 Prep Attend Trav Wait Advoc Total Fixed Fee Dish V Disb N V 0 D 0 0 0 00 0 0 D 0 00 69 65 0 00 0 00 Ltrs Cls Codes Oty Mis Uplift Stage Rate Desi IH 1 j ra 2 5 sche Units Attendances On VAT 20 Once one of the above codes are selected LegalOffice KA will then check the Category Of Work Activity under the MORE options and then place an amount under the FIXED FEE box see above example Once saved this will then onto the Time Recording as a Fixed Fee amount AND also affect the WIP balance on the case IF the Fixed Fee option is ticked It will then adjust the GREEN bar below the Stage field to indicate how much of the Stage has been reached in accordance to theAMIP Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 46 Legal Office The Software Suite For The High Street Firm Case 0 00 Client Bal 0 00 i Client Bal Client 0 00 Disb 0 00 Office Bal 0 00 Office Bal Client 0 00 Stage 2 165 00 On Deposit 0 00 ss WIP Bal 65 65 ogonID ADM V Fixed Fee Disb Bal 0 00 RECORD ACTIVITY E Chargeable Only F Unbiled Only New Edt Delete Ait Note Write Oi Bit Reinstate Rate upit Stage User Reassign User Date Description Stage Activity Ltrs Cls A Te Attend Traw Wait Advoc Total Value Bil No Profo k ADM 01 08 2011 Schedule 2a Prescribed Family Pia 2J 1 00 182 00 0
14. ADM _ 01 08 2011 Schedule 2a Prescribed E TE E Pts Alternatively if you wish to viewthe WIP of the case against the stage Budget EXCLUDING the Fixed Fee simply REMOVE the Fixed Fee option and the case will then recalculate For Private Family Fees any Family Advocacy Scheme Time Recording entries ENTERED i e IH 1 these get ADDED to the Stage Budget of the case therefore recalculating itself Once all the Time Recording has been recorded on the case using Hourly Rates AND the Family Advocacy Scheme Rates the case will then need to be billed using the ClVClaim1A 2 form under the LegalAA folder On Page 6 of the form Section 4 Advocacy costs under the Family Advocacy Scheme the grid will auto populate from the Time Recording where the correct codes have been used under the Ltrs Cls Codes option Once the form has been closed the Costings Box will appear whereby it will show the Standard Fee already populated from the Stage Budget Bolt On Fees LegalOffice LA now has the capability to include Bolt On Fees whereby they are Time Recorded and then applied to the BILL on the relevant file For Public Law the Bolt On Fees are payable for Hearings Advocates Meetings and Conferences The Fee Payable can be seen from the Payment Annex 2011 which can be found in LegalOffice LA under Help LAA Rates Civil 2011 When Time Recording these Fixed Advocates Scheme rates the Bolt On Fee can be applied onto the
15. EDEOS PED E AR E e EET EEEE nutu ICESEENONTE ATE EE EE EEE 9 9 9 SES E ES UNDUNNUEUUNUEN EU EU eT NEUE ERNISENENNRINNUNSNENSNISNENNE ESSERE T NENRINENENRIRNNHNNEENS RE 2335 seapeseeesesessosacasnsatsersonsoatnsots BEER MERERI Ere MA MINNIE HE PIN RD OE LE SS SSS SSS CO zs TEET TETT AEAEE UUTUUUTUUUUUUUUUEUE r E ESEA ASAS SESASI ESASI ASESIR ISOSSA ESIISA ESSAS ASSISES ESSESI S itte and dd ENTE AEEA EAE AEA A AAAA EE TELE TELE TIED LSe a A A a A A A AA EUEREETEENUENNEENTENTZENTEENTETZTETT SERRE RESET EE OAE ooo Mop oM EE uoo 2909900 0501090009 0909 06060 0999 990 0 050 099 09900605 009909 te oE RAN NR Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 11 PEAPOD Legal Office The Software Suite For The High Street Firm Once you have done this click the Index button at the top and then the Return to LegalOffice LA button on the window that appears This will take you back to the main LegalOffice LA window Advanced Options Once you have opened a New Case on the Client screen you will see a More button This button allows you to input more data about the Client and differs between LAA and Private cases 5 9 1 Microsoft Certified Product Peapod Legal Office Posting Slips Accounts Help Recent Cases KPI Client Bal T 00 REF BUT0001 001
16. HIGHER LIMIT FEE for Magistrates Court Work depending on the following variables 1 What has been Time Recorded for class 2 work 2 The Category selected under the MORE option 3 The Date the Representation Order has been granted Granted Refusal Withdrawn Date When a case has been created and the Granted Date is AFTER the 16 04 2007 then the Revised Standard Fees will be applicable If the case has been created and the Granted Date is PRIOR to 16 04 2007 then the Standard Fees will be applicable When clicking the MORE Button LegalOffice LA will display a box to select the Category of 1 to 3 The Granted Refusal Wighdrawn Date will need to be selected as this will then calculatewwhether or not the Standard Fee OR Revised Standard Fee will be applicable Mbl Find Fax Map Postcode Charge Rate M Case Notes UFN 2907117001 Granted Refusal Withdrawal Date 29 ul 2011 Means MAAT ID O0 Hate Table 15 11 2010 Category Of Work 3 Level Of Work 0 In addition to this the default Activity will ALSO need to be selected from under the MORE option so that the system can calculate the correct Limits and place this into the Stage field Activity 2D DSCC Mo Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 49 PEAPOD Legal Office The Software Suite For The High Street Firm Once these have been selected the Stage field will fill in as below which wil
17. If you find the Client to whom this case belongs in the database click the grey button to the left of their entry to highlight their details in blue Then click the OK button at the bottom of the window The New Case window will open and that Client s details will appear in the upper section of the New Case window T Aa Ae K New Case A Cases drop down box will appears from which File CONTACT DETAILS If you wish to create a supplier case please do so via the Accounts you can select any other Case that this Client already has in LegalOffice LA and view Title Mr Forename First Initials F Cases TESTER 002 Tester F Sumame Tester Othemame it by clicking the Open button If you do open another case what you LSC Options Address 1st Tester Address Telephone 0846 UCN 12082009 F Test entered n the New Case Map Telephone 2 roo window is retained if Postcode Find you go back to the DX Number Facsimile Client Type C v moa Bto An olin Greeting Company as If that Client already has cases in LegalOffice LA a pop up box will ask Reference already exists Do you wish to create a further case Click Yes and in the Case Details part of the window you will see that LegalOffice LA has added the next matter number for that client to their reference to create a unique reference for this particular case Money Laundenng die UT ONECK leo UUJ cw Yno AMF CASE DETAI
18. Re in any letters that you write to the Contact You can change these details at any time in the future by opening the Contact from the Case Contacts frame of the Address Book panel You can also change the Email field and Telephone field just for the Case you are working on This will not affect that Contact s entry in the global Address Book Changing a Contact s position in the Case Data pages As you assign a contact to a case their details appear in the Case Data pages You can change the position in the case data pages where the details are held e g move Solicitor 1 to Solicitor 3 To assign a different position select the number of the new position from the drop down box next to the contact you want to move When you tab out of the number drop down box the contact s details will move to the number you chose You can only move a contact s details to an empty position Assign a Contact to a Case as Anybody If the Contact Type that you want to assign to a Case does not exist then you can assign that Contact to a Case as the Contact Type Anybody This means that the details of that Contact will appear in the Case Data pages under the Anybody buttons If you wish to create template letters to send to that Contact create them using the same mergefield codes as in the Letters to Anybody Contact Notes You can keep notes about a Contact by clicking the Notes button at the bottom of the Add Amend Contact Details window You can type anythi
19. There are three methods to commit time recorded by the clock to the Time Records all will result in a the clock restarting from 00 00 and b the time being added as a Preparation Activity Code charged at your Time Recording Rate 1 2 or 3 as shown in the Charge Rate box Method 1 Close LegalOffice LA All outstanding time will be committed to the time records database for each case that is open when LegalOffice LA is closed The Daily Timesheet will pop up and show you all your uncommitted time entries for the day Method 2 When you close a Case the outstanding time on that case will be committed to the Time Records Method 3 Click the Save button next to the clock This allows you total control over when to commit time spent on a case to the time records database Using this method allows you to round up the time to the nearest 6th minute Unit and enter a description of the work done on the case The NC button non chargeable does the same as the Save button but commits the entry to the AA 001 Administration Account Case without any monetary value This allows you to keep a record of the time spent but does not charge any time to the Client s Time Record for that Case Intuitive Time Recording will not work for any LegalOffice LA User who is not a Fee Earner FE There are 5 virtual clocks available for each case in LegalOffice LA Any FE that logs on to a Case will be assigned a Clock If a FE leaves a Case without com
20. UU EU ax GT DREAURG a UV UM EROR GIVE FEPRONG E ERE C E E dr iU 35 The Daily Time Sheet Ctrl Alt F T cccccecsesecsececseceseeeuseecuseeguseeeuseseesusseeuseeauseearsessusensnenereees 37 Recording time using the Daily Time Sheet timer ccceececeeeeeeeeeeeeeeeeeeeaeeaeeeeeeaeeaeeneaeeaeeaeees 38 Preparing an Attendance Note after making a Daily Time Sheet Entry eeeseeee 38 Recording Calls In and Out using the Daily Time Sheet ccccccccecseeeseeeeeeeeeeeeaeeeeaeeesaeseeaeaeegs 38 Abandoning or deleting a Daily Time Sheet Entry eeeseeeeeeeeeenennnenn nmm 38 Edit Amey ALTE TC a 38 pelete an EDU seinnaa anana nna E AAE AEA E E O AAE UE E EAE EOAR ERE 38 Write off the time recorded in an Entry sssssssnsssssnsenunsensnnnnrunnensnnnerornennnrnnnnruenennnnnnrunnennnrnnrnnnenne 38 Re instate a previously written off Entry cccccccececceceeeee eee eeeeeeeeeaeeeeaeeeeaeeeeaeaesaeaeeaeaesesaeeesaesesaeaegas 38 Change the rate charged for multiple items sssssssnsnensnssrensrnnnrrnnrnernrnrnnnenennrnrnrnenennrnrnrnnnennrnnnnnne 38 PDI am Hb Ebo E NT essc cu aS bU MRERUIVIGM aA MUSS PM a NE ME HIM BUS MEIaSET DER MEE 39 Moving an Entry to another stage ccccccsesscceeceecesecceecneaeceeoueonesecuscnscnsecouecnsonseeoeeonsonsesonsneatens 39 Change the User assigned to an Entry sess nennen nenne nnne nenne nnn nn nen nens 39 Reassign an Ent
21. attachment from the one in the Workflow History do so before clicking the Email button You don t have to have selected an item from the workflow before clicking the Email button If no items are selected the Email will be created without an attachment Saving Emails to the Case History When clicking an email button on a case LegalOffice LA will give you the opportunity to save the email to the case history directly The popup will display a subject field which is to be entered here and a list of contacts assigned to the case so you may choose the appropriate email address es Clicking OK to this will then display a new Outlook email N B In order for LegalOffice LA to save the email to the history the subject of the email must be entered into LegalOffice LA and the email must be the next to be sent from your system Record an incoming Email in the Workflow History Ensure that the Case that you wish to copy the Email to is the one you are working on then open your Email program and find the Email that you want to put into the Workflow History Arrange the windows on your desktop so you can see both the Email you want and the LegalOffice LA window Then left click on the Email and while holding down the left mouse button move the mouse cursor to the LegalOffice LA window When you reach the LegalOffice LA window another window will open This window is the folder of the case to which you are copying the Email Your mouse cursor now has a sm
22. box This will only show the letters written to that type of contact in the Workflow History panel Convert an item in the Workflow to PDF format Only available if you use Office 2007 If you wish to convert an item such as a Word document Spreadsheet or a PRINTAform form to a PDF format document highlight it by clicking the grey button to the left of it and then click the PDF button A PDF version of the document will open and be added to the Workflow History Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 28 PEAPOD Legal Office The Software Suite For The High Street Firm Sending Emails i Emails Case Contacts For BUTOOO1 001 Butcher T Please enter the subject for this email To save this email into the history the subject field must be entered on this screen and the email sent immediately after creation Subject Butcher T Theft from B amp t butchertzemail com When clicking on an Email button on a case LegalOffice LA will display a list of email addresses belonging to contacts assigned to the case each with a tick box beside it Which allows you to choose the desired contacts to send the email to without any restriction on the number of recipients you tick A drop down box allows you to choose to Cc or Bcc contacts by simply choosing this option in the drop down list This list defaults to To your choice is then applied to any ticked contact This screen will alwa
23. for storing general information about the status of the contact and whether the Firm holds any documents for the contact Once you have recorded the information click the Save button Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 25 PEAPOD Legal Office The Software Suite For The High Street Firm Workflows Access a Workflow Alt W To access the Workflow for a case click the first menu in the tree view panel Or use the Alt W shortcut File Adminisfrator View Pi r1 c m This will open the Workflow pane in the LegalOffice LA window How to use the Workflow The Workflow is a list of letters documents and dates that you may need to generate during the course of dealing with the Case Posting Slips Accounts Insert Help Recent Cases KPI Client Bal 0 00 REF KEN0001 001 12 Call Er UFN KEN0001 001 Case Client Bal Client oo Client Kent 2051 ee Office Bal Client 000 Desc sale of 205 High Street Eam Letter d Qn Deposit 0 00 i Siege 0 0 00 WIP Bal 208 00 Case Type 1011 Sale Form in Out Billed WIP 0 00 Feeeamer 8 Keren Benger Logon ID KB WORKFLOW 4 Sale ToDo Doe OAI Desc C Type II Double click an item to produce a Letter or Form CType IL Right click an item to reda Date File Name test Letter doc 172 201 1 e test Lette a test Letter doc a test Letter doc test Letter doc Client Let
24. have introduced that calculates this on the files In LegalOffice LA under Administrator Configuration Company Details the Practice Location needs to be set as this will then help with the 6 Fixed Fee for the Stage Billing Practice Location Midlands Once the case has been created using the correct codes i e 1810 Family certain fields under the MORE option need to be selected PRIOR to Time Recording The MORE option can be found on the main Client Screen under the Email option Email More Funding L Charge Rate N Bach NE Case Notes UFN 0108117 001 ABO Once in the MORE screen under the LAA Options the relevant fields will need to be filled in i e Part and Part II codes etc In addition the Category Of Work Level Of Work Rate Table Client Type and Activity boxes need to be selected for the Fix d Fee to calculate LSC Options Part Part II Range Diadtbility igin diery Type FAMC FOTH C NCD 01 4 UFN 010811 001 Home Office UCN Court Location Z Immigration Type OF C Higibile Procurement Area Activity 2H n Means MAATE Rate Table 5 11 2010 m F la Category Of Work 1 Level Of Work 3 Under the Category Of Work you will have options 1 5 They are Care amp Supervision Other Public Law Private Children Private Finances Private Domestic Abuse eI M9 a Under the Client Type the following options will be available P Parent C Child
25. k sale of 205 High Str Feeeamer 9 John Smith Logon ID KB Disb Bal Lh Time Recording HISTORY Ll History L Benger J Desc C Type Sale of 26 Brynheul Start Date Start Time End Time Activity ComprehensiveCaseHistory File Name Lh Time Recording 26 10 2011 Initial Letter of Instruction to Client 26 10 2011 CSale Agreement Fifth Edition 26 10 2011 n C Sale Agreement Fifth Edition 26 10 2011 5 C Sale Agreement Fifth Edition 26 10 2011 x 5 CSale Agreement Fifth Edition 26 10 2011 P CSale Agreement Fifth Edition 20 10 2011 z G Letter to Client test 007 pdf 20 10 2011 2 G Letter to Client test 20 10 2011 G Letter to Client test 006 pdf 20 10 2011 G Letter to Client test 20 10 2011 G Letter to Client test O05 pdf Initial Letter of Instruction to C Sale Agreement Fifth E C Sale Agreement Fifth E C Sale Agreement Fifth E C Sale Agreement Fifth E C Sale Agreement Fifth E G Letter to Client test 007 G Letter to Client test 007 G Letter to Client test O06 G Letter to Client test O06 G Letter to Client test O05 L Starke Ll LPA test A Time Recording SH8886 6 6 66H eoeoeoooooo00 Items marked in RED denotes deleted Ll Time Recording Ll Administration Accoun h Administration Acc Lh Time Recording e Archive Note u eiw wi kielut O ERN i E a Q Tue31 01 13 59 The History p
26. on the bottom left hand side of the window The screen will then only show those users If you want to see just Partner Directors tick the Ptnr Drct tick box Viewing the Office Diary If you wish to see the Office Diary for a particular date double click on the black number for the date at the top of the column for that day Creating a New Date or Task If you want to create a new Date or Task while viewing the Global Diary click on the dot on the User s row that you want to create the entry for and in the column of the date that you want the entry to be entered on If that is a clear dot then the Add Amend a Date window will open If the dot has any other colour then the Office Diary will open and you can click the New button from there If you have just made an entry but it does not appear in the Global Diary click the Reset button in the bottom left hand side of the window Close the Global Diary To close the Global Diary click the Close button on the bottom left hand side of the window or click the red cross in the top right hand corner of the window The LegalOffice LA Shelf The Address Book Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 68 PEAPOD Legal Office The Software Suite For The High Street Firm To access the global Address Book click the Address Book icon See the section on Contacts for more details Your Outlook Inbox If you want to look at your Outlook inbox you can do so directly
27. scs isnt pP UM LOREM nies PUR MET E nica nance neva OLIM DEM COD Edo MEME DUI MU UM 15 Create a Case Plan for a Case eieeeseeeeeeeeee enne eren nnne rnmhunhmru nea seskusesumsu sum ku suas puse snae rns 16 Care eM M 17 Close a Case CUIFAICFX xossstosnssussdnsiayse cv Dri bv i233 CIA SEU ves EVE aX EVE VINA Qus v OR SUO EIS E ve piY EN MEME VEN DEPT SDRIF IN 18 Dienl N8 Po D 18 Case Closed Analys irirna P pP PStux ERIS PRUDENTIAM A NIE MIENNE MEINER 18 DEEE a CASE opas nn ERIN EID LIU ND Ei UM E MER An 18 Printa File Labelfor d C ASC sismiwbstsdinwinF auae naaa DUE DRE tax MU ADU DEM RDUM 18 Record the Location of the Paper File belonging to a Case ceeeeeeeeennmm mmm 19 Goo m E 20 Add a new Contact CLTHEATER C aecisususetsuniwtsa einst tid EP ke VE dra Gr adasadei valobt Di aos Gelbw add bala v eria uU P S YU 20 Designate a Contact as a Provider 2 eieeeeieeeeeeee seen hehehe nune snm ne sna suma suas e ausu sn ne nn 20 Open the Address Book Alt A l leeeeeeeieeeeiee nennen nenne nnne rune rnmnu nnn nhan nune nnne nnus 20 ecc reas E REE e RT 21 ASS a COn O a E Sc ee en een TS 21 Changing a Contact s position in the Case Data P Qes cccccececseee
28. the bottom of the Add Amend Contact Details window Open the Address Book Alt A LegalOffice LA holds contact details in its global Address Book database A Contact must be assigned to a Case in order to use the Workflow function to merge the Contact s details into template letters and forms SHO iois usrE 70 4 Te Bis s Fri 19 11 11 52 i x e To access the database click the Address Book icon in the LegalOffice LA Shelf at the bottom the LegalOffice LA window or use the ALT A keyboard shortcut Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 20 PEAPOD a Legal Office The Software Suite For The High Street Firm This will open the Address Book panel in the LegalOffice LA window The Address Book ADDRESS BOOK Man Tel Email panel has two frames Case Contacts Name Type Address Telephone Email 4 The Walk Cardif 0292074825 The upper frame holds the Case Contacts assigned to the matter you are currently Produce Letter Email z All Contacts working In Highlight Contact then Right Click to Assign to Current Case Add New Contact Y ET 501 Records Forename Mobile Email 1 Sumame Tel Address The Lower frame IS Company DOB Ee Twe bul scaena the global Address Name Company Type Address Telephone gi Administration Account C N Book and holds all the Adur LA Civic CentreHam Road Shoreham by S amp
29. the time spent on the Attendance in the Prep Attend Trav Wait and Advoc boxes LegalOffice LA will calculate the End Time for you If you want to record a second type of Activity for the same client then click the New Line button and the details of the previous activity will be cleared so that you can complete a new entry Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 37 PEAPOD ew Legal Office The Software Suite For The High Street Firm Recording time using the Daily Time Sheet timer If you wish to time record in real time after you select the case to record on tab out of the Ref box and the clock timer will start You can minimise the Daily Time sheet and the timer will continue to run If you wish to pause the Timer to do something else click on it and it will turn red and stop Click on it again and it will continue to run If you want to see the present amount of time recorded on the matter hover over the blue arrow and you will see the comment box displays the Case reference and the time elapsed When you have finished the activity click the Commit button The time elapsed will be copied into the Prep box If you were timing an attendance cut and paste the figure into the Attend box Once you have recorded the time by whatever method click the Save button to save the time into the database Preparing an Attendance Note after making a Daily Time Sheet Entry At any time after you have made a time recording
30. to Client confirming Completion test Solicitor Letters test G Letter to Solicitors General ae S test S Letter to Solicitors confirming instructions C1 test S Letterto Solicitors sending replies to Requisitions J nmn test S Letter to solicitors sending title deeds 1 Tes S Letter to Solicitors sending Transfer 11 Tes S Letter to Solicitors sending Form OS1_END1 Cor S Lettertosolicitors sending signed contract C1 Rev S Letterto Solicitors confirming Exchange 4 showing 18 Records Page 1 c Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 27 PEAPOD ew Legal Office The Software Suite For The High Street Firm Deleting Items from the Workflow You can delete unwanted items from the workflow on individual cases by right clicking and selecting Delete This will then show as DLW Deleted Workflow item on the main Case History screen and will display in red These red items on the history can be re instated by right clicking over them and selecting Restore Deleted Item which will put them back on the workflow N B Please note that if the item has been set to Keep in To Do or has already been done on a case it will show on that cases workflow history Workflow History From the Workflow History you can review and edit letters and documents by double clicking the grey box to the left of the item If you highlight an item by clicking on the grey box to the l
31. 11 Call PE UFN 16211 0041 Case 0 00 Client Bal Client 0 00 RN E Office Bal n n Client PERIERE EN 2050 Doc Ee Disb 0 00 Office Bal Client 0 00 Desc Theft from B amp Q Letter e On Deposit 0 00 Stage 0 00 WIP Bal 29 90 ose Form in pG Billed WIP 7 70 mu Disb Bal 0 00 8 Keren Benger Logon ID KB Fixed Fee SO BEEN tite F Secretar pecans zd E Show All To Do Dates P Mark Done 02920 748293 Dial FE Description Tel 2 Dial EE Text erat f Md Funding L Charge Rate IM Branch 1 T Case Notes Opened 14 02 2011 UFN 140211 001 aBer i i o a Completed P 14 12 2011 E Contact Source Of Work Recommendation wv Archive Note 1 1 gt gt _ RAMBO E File Location E om x A 1 3 1 EE Oe S Ir OES F Xi 19 weas 11519 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 12 PEAPOD Legal Office The Software Suite For The High Street Firm For Private cases you can see an example below This screen will allow you to keep track of micellaneous information Along side information such as the client s NI number date of birth and money laundering information It will also allow you to select the client to be added to a Mail Shot list by ticking the box You can also select an Expected End Date if this date is passed LegalOffice LA will then lock the cas for all non administrators a report t accom
32. Bill 8 Bill 7 O8 03R 2011 Letter to CLient doc 08 03 2011 Letter to Court doc D8 D3 2011 Letter to Counsel doc D8 D3 2011 Letter to Witness Mr Smith 08 03 2011 Letter to Witness Mrs Coles Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 41 PEAPOD Legal Office The Software Suite For The High Street Firm Posting a Bill directly into the Accounts If your Administrator has given you the appropriate rights you can post the Bill you create in the Record Activity panel directly to the ledger of the case you are working on If you have the right to do this you will see two buttons below the label Bill to Accounts next to the Bill to Client label in the Time Recording window BH Search Stage Hrs Mins Selected Total 3 70 Preparation 0 00 Attendance 0 00 Bill to Client Accounts oe E aiting S K Adega D DD Totals 0 00 When you click either the All or Sel buttons a Costings Information window opens showing you the details of what you are about to post to the Ledger for this Case Costings Information Fee Eamer 7 Kevin Parsons 7 Kevin Parsons Date 05 04 2010 Advice mins 124 Profit Cost Disbursements Posting Information Bill Ma Yes Travel mins Travel Cost Class Received Amount Cheque Number Mo Heceipt Nominal Value 1072 Waiting mins O Waiting Cost Rate Bill Number Transaction Number Client 2 Office Dis
33. Case box This opens the Case Search window enabling you to find and select the Case in which you want to enter a Task or Date Once you are happy that you have the right Case Select the Task or Date that you wish to insert by highlighting it in the grid The name will appear in the Description box Select the Start Date by click on the drop down arrow next to the Start Date and navigate through the pop up calendar to the date that you want If the Task or Date lasts for more than one day select the End Date by clicking on the End Date drop down arrow If the Task or Date is to last for a particular amount of time enter the start time and end time in the Start Time and End Time boxes LegalOffice LA will automatically calculate the length of time and show it in the Ars Mins box You will also see in the right hand pane of the Add Amend A Date window a list of the dates and tasks that you have for the particular day you have selected You can select up to three people to deal with a task or a date by selecting them in the Attendees boxes If you select other people in this way the Date or Task will appear in their Diaries as well as yours You can also select a Department to which the Task or Date is attributed by clicking on the Department drop down arrow If you want to enter the Task or Date in another person s Diary rather than your own change to that User by selecting the appropriate User in the User drop down box Version 2 6 3 8 10 Jun
34. EEREN 78 PNE e essaiar E EET c 79 View Scanned DOCUIIEIIES wesswucacedeaseadeneeancentiseanencwuva aie anes du Ib Due FRI savannas deen cedar eon 80 PEEP ax pa tne aan epaveuie a 80 Manuals and Release Notes ca sacansastiasemevniensaeaanawaaenesnaesenntnmebaineneataannnat et ioussemiam UM FEDERN MED EAE 80 Contacting Peapod over the Internet cccccccscceceececceeceesccesceccesscceeceecussccescescesscouscescnsescassnsnsess 80 Check for the Latest Version of LegalOffice LA ssssssesssssrsnsnnrnrrnrrrernrnrnnnenennrnrnrnnnennrnrnrnenennrnennnne 81 RECEN CASOS T 81 mIRC D I ter DLL 82 Guide 83 HleaadudPtel anaE DUM EUR santas angen HM BIDS SUM EUN C onerous SUN EE INN BIET DUE SUN 83 AGO SS cos CONDE PUER wate AN LN UM LIN LE MEM ep a peep das daa ns iMd od UI E d Ld MEME QUIT sienna 83 p 9 83 CI PERIERE IUIS 83 Mis gua sin I SF Ie TEE TOTO 83 This Manual is for LEGALOffice LegalAccounts LegalOffice LA users If you have any issues using LegalOffice LA you can navigate to http www legaloffice com and click Client Login From there you can log a call with us online We deal with all logged calls in the order they arrive This is probably the quickest w
35. ETTE 72 Restore a Deleted CaSQuinsesvessimra tuve wsavebsVvr pub EV ida E rawk Ex ula vi ES VV rub Eb IX EE laren EVE QrEPSUN prb Era F UE 72 aen eei EM E T S LU TINTE 72 LegalOmice EA Costimgs InTOFTTIGE TOL sen save sxe extenscewnviessamcties oendanies EANES A AAEREN AO AA AARAA 73 VACCDUITES anii a aar MIRA IS RHIEMEIDRDR M DURER UN P PN OU DLP UN OE E RU AE 74 RODOR G sedentis siad ebntniidneaeetiaeh US eemcuneiela tats talaom DIE EINER VIE NULLA EIE M P UCI MEINER EPEA RHODE OLUEEEEDKMERE 74 Mobile Telephone Number DirectOry cscccssescseeacsnesecncsecnsseceseeensnearsneaesnenesasseoaseeensesansaeatsneatsnsas 75 POG IUITIDOE oaran E Ma I MH NI MEE EI M I I D REDI MN DN MM MME EPI PUE 75 Edita PUTO Sr sac eese pU tai amisdnddrt ham M Mad CIE MI MEAT MEE Ju IU 75 Change the Order of Numbers in the Directory 1eeseeeeeeeeeenenenennnnmemm nnne 75 Biz zreXcmi RITU TIU 76 send a Text 10 4 Stored NUIiDOl ssiciceccsnstcaciscastnssdananardensneuse Prixse run x Cub Er Ia PESE dc aac teas 76 61 0 c 76 erac relgeis ER I UU TUE 76 Esen Sni esde aan M T 77 Bogi a A eE E DAE E N AEE T 77 Send e deste a a e T 77 Repiy toa MESSAGES ninoio nira A A A 78 Programs that LegalOffice LA can open ssssssssssesssssnsnnnnnusrensnnnnrunnenrnnnnrennensnnnnrnrnenenrnnnnrnenennnnnnnne 78 Screen AGIAN oeeiuccrpdexi nnana satan an ARR EE AA EA
36. For All Contacts P za Use the Wildcard to broaden your search Double Click To Open File Search for Search Category lt All gt Description Sumame Company 1 Records Date Forename Sumame Company Description Category k 25 03 2010 Roger Adams Will Will Here you can use the search facilities to search by Category Description Contact Surname and Contact Company to find any Files that are stored for any contacts in LegalOffice LA Double clicking the grey square to the left of an entry will open the file associated with that entry Once you have made a search selection of the documents stored for a client you can use the buttons at the bottom left hand side of the window to either print the results grid or export the entries in the results grid to Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 23 PEAPOD Legal Office The Software Suite For The High Street Firm Write a letter or send an Email to a Contact ADDRESS BOOK To write a letter to a Case Mame Contact highlight the one you Case Contacts want to send the letter to by clicking on the grey box to the Andres left of their entry in the Case rhe Walk Contacts grid and then click the Produce Letter button Hame Type A Te k If you want to send an Email click the Email button Produce Lt All Contacts Highlight Contact then Right Click to Assign to Current Case L ranmzrma Version 2 6 3 8 10 Ju
37. LS Ref H TESTER OM Case Budget 0 00 Description If the Client for whom you wish to open a new case is not in the database then click the Close button at the bottom of the Contact Search window to go back to the New Case window You can then enter the details for the Client in the various fields Remember that where you see an inverted black triangle to the right of a field this means that there are preset options that you should choose by clicking on the triangle Then select the correct option from the list that appears Also remember to pay particular attention to the Date Opened box if you are creating a LAA case as this will form the UFN for the case Once you are happy with all the Case Details click the Save button LegalOffice LA will take a little time putting all the information into the database but will finish by showing you the Case Data pages The Our Heference box will be highlighted allowing you to put what you want to appear after Our Ref in the letters you create using LegalOffice LA CLIENT CASE DETAIL sutitstitititititettat REESE p n Fintan itiesnam nemo mm Fi Wee Pp Id T SRURGRRRSES ISSN ADRIRESERE SIDES SR MERE 3 See wi tete tete tt tratte at 1519141916 19 379 919 14 91919 419 912913 9 4294 91 E 913 9 1910 A 25 e atta teta tita tela eura t uta A eatur tata A i s MMMM M SE c ees M EIE Fee Earner Email KT T iud x x
38. Legal Off ice The Software Suite For The High Street Firm PEAPOD Legal Office The Software Suite For The High Street Firm The LegalOffice LA User Manual Peapod LegalOffice Ltd 2013 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 1 PEAPOD ai Legal Office The Software Suite For The High Street Firm Contents Gora NEU m E E tec tsec tue ensine eueeeaeraceseeeeanenaces 2 KEV eatin P 4 Mie fe JH 4 BU ANOS aig 5 BOI m 5 INO OI Sa T 5 Login TOS IONICS A 6 PAS al OMICS LA pe c a 7 9 m P 8 CODDICESGI Inte est CROCK siriarren a BU EI NIE UII DKNITEUI S NNPOII MUS EEI ME RIT DURC UN SPI IER UIDES AE 8 Create a new Case CULEB TD escena nbi i hte YR EN IGEEPL IAN ENCORE PER GERPEUOEVRA TUN EON A d CERE DIT EU RU 9 Advanced OUI ONS inca ax ERUILSE FEXUXIFEPIe ku tas anes sernsd cn in IPM PFDRE S EU bas Mex ENE Dr LIN ERUPMEE Urt V RREN PME Td 12 Open an existing Case Ctrl Alt O ccscccssseseeneseeereeeereneueaesceeeseueueesavensaeaeeueneseeauueuarensaveneuenesueaens 14 POG Gal o a ds
39. NIACT DETAILS IF you wish to create a supplier case please do so via the Accounts Contact Title Forename Initials The top part is where you Sand dj enter details about the Client The red mark shows the fields you must complete although you LSC Options only have to complete m Ll either the Surname or the Othemkme Greetind Compar DX Number Facsimile Client Type fields that you must complete before you can create a case These have es a mark with a yellow Email Cum background Once all the Email 2 E details are complete you Disability Ongin A Exchange Mobile Date of Birth 7 14 12 2011 Gender M NI ID No ID Type before moving on to the Case Details part of the Money Laundering VV Date Of Check 14 12 2011 Who Save Mandatory Field window Status Source OF Work CASE DETAILS Password mw g Case Budget 0 00 Date Opened 14 12 2011 Here is where you Description UFN Workflow 7 Secretary ii entered click the Save Feeeamer Department button at the bottom Supervisor Provider Client Information E onies On Account E Risk Assess x Conflict Of Interest Done Date 14 12 2111 Who When creating a new ase the first thing to check is whether the Client is already stored in the LegalOffice LA database Click on the Existing Contact button to bring up the Contact Search window N B You will need the date of birth of your client b
40. RD ACTIVITY E Capel Oriy E United ony User Date Description Stage Activity Lirs Cls Gty Prep Attend Trav Wait Advoc Total Value Bil No Profo ADM 08 08 2011 travel Uc 08 08 2011 preparation PR PR 0 100 So the Stage Budget shows a percentage of any WIP that s on the case i e 90 where as the Case Budget will give an overall percentage of ALL work on the file i e 180 90 This type of scenario would be used for solicitors where they agree a standing order on a monthly basis where the client will agree to pay an agreed fee for the month So when that STAGE has been billed the Stage Budget will be cleared down ready to auto populate for the next Stage i e 2 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 54 PEAPOD Dates ew Legal Office The Software Suite For The High Street Firm Using LegalOffice LA s pop up calendars Whenever you click on a drop down button next to a date field a pop up calendar will appear Clicking on various elements of the calendar will allow you to move to the date that you want Start Date End Date Start Time 13 11 2010 I 19 11 2010 00 0 4 November 2010 b Mon Tue Wed Thu Fr Sat Sun 25 26 27 28 239 30 31 1 Z 3 4 5 6 T B 9 10 11 12 13 14 15 16 17 18 20 2 2 B M 25 2 27 28 29 30 1 2 3 4 5 You can always go to today s date by clicking the blue frame next to Toda When you can see the date in the c
41. Sscsrvrstaaqeexkps kurVENEVEPFAERYN RUE e rA XSEbES E IU NUV eau R PUER UPC FEE UH a TENE ERI 55 Enter a new Date or Task usnssend vesmniburzucidrsim vA qM dx VENT EU ELE ME VA DEA Aux PEEAOTA SPI OU POPSET TT MPa Dd 57 CO DAES E es 58 EdE ar Ate O TA NE E D IQ IIT 58 Delete a Date OF TISK oro deir Sua UR ENUTKO DUELIUPEPLDRAR TTE Sca UEM OLIM I PIPAMR D PME deanna genera anaes 58 gites T 59 View the Comprehensive HIiStOry ccccscecsscsececsecesseceseeensnearsneseeeeeeoaseeeesnearsneatsasuesasenensanansneatsneas 59 meus els n 61 Create Posting silo 61 Create MUITIDIG Paste SDS ninnan ana aa aa ao 62 Editing POSTING 511105 ME annaa A 63 Authonse POSUNG SIDS e naaa EEE EEE 63 SEO a POSUN SND MERE TO TD Em 64 VWa PO S a CN IN d MEUM PET OR I SU PRU MRF DNA nuanensite 64 Un authorise a Posting 9SlIDasissssaserssused nm V pruEpd upra CFATUSUE RORGU S pERU UI ut am FE UEUEDpA DN EODEM MEE PPM 64 Bienestar 65 VIEWING Reli AS MNT TT EOD Om OST 65 Marking a Date or Task as IOlIQisseaeors nistberudiimte md Fassa M nda Dorn Rd TIMl End D prsvaw ep M Md CEN MU UM M 66 WING GO a ONY 67 Candina EC VCW Gies px x dp LASER DEUS ahaasaenesen
42. UMUS 29 Email a Case Contact from the Workflow History eeeseeeeeeeene nne nenne nennen nnne nnne nnns 30 Email an item from the Workflow History oeeeeeeeeeeene nennen enne nnne nnne nnm nnn nn rune nennen 30 Saving Emails to the Case History esent tnmei ste EePERXIN ex Medan Pes n Debra GE EUH paveian er RD sU TUREKImPAH LINE 31 Record an incoming Email in the Workflow History eeeeeeeeeeeenennnnn mmn 31 Drag and drop documents and forms into the Workflow History eere 31 Insert a document into the Workflow eeeeeeiee enne nnnm nenne nnne nenne nnne nnne nnn nnn neni 31 Creating a Time Record directly from the Workflow eeseeeeeeeenernn nnnm 31 Tite ROCO Renee eer een ree eer pU S x SUI dU sU A DI M EUR re ere er rT 32 TAI REOS cse ERA IX E cere PREX III A prt ILLI iene tan des A A te POSU UTE CUN EDDY 32 Intuitive Time Recording only available to Fee Earners eeeseeeeeeeenennnmenenene nnns 32 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 2 PEAPOD ai Legal Office The Software Suite For The High Street Firm Mizuno mC M 33 Mec 33 Muse c c 33 Manual Tme RECON e T Ie 34 Record a new Entry CAIUEIND issxcausinimid era nda d EVA
43. UPLIFT box which will then amend the amount for the Fixed Fee to include the uplift For Example Time Recorded an IH1 under Category 1 Care amp Supervision and wish to apply a Bolt On Fee The Bolt On is 25 of the Hearing so the following shows how this would be Time Recorded Prep Attend Trav Wait Advoc Total Fixed Fee Dish V Disb N V 0 0 0 0 0 0 0 0 0 00 120 44 0 00 0 00 esc LirsCls Codes Qty Mls ams Stage Rate IH 1 Units Attendances 1 Ei Proceedings Mags Crt So the Code u ere is IH1 and the amount of Uplift applied is 25 This then amends the Fixed Fee figureto include the 25 Bolt On amount i e 96 35 24 09 25 of 96 35 120 44 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 47 PEAPOD Legal Office The Software Suite For The High Street Firm And when the case is billed on page 6 of the CIVCLAIM1A form it will include this Bolt On amount The following shows a snapshot of this Section 4 Advocacy costs under Family Advocacy Scheme Date of Interim Actual Number of ost Court Hearing coc time hearing fee total ol I bundle Cour advocates spent unitsar cost Total E xceptional travel meeting or mins days if FDR final hearing m E D E D E D memspe wig es we s zje swan peer isl ess e zs acolo Stage Budget VS WIP Exceptional Case In LegalOffice LA the system has now been devised to show users IF a c
44. a bill Highlight the entry you wish to delete by clicking the grey box to the left of it and then click the Delete Button You will be asked to confirm that you wish to delete the entry Click Yes Write off the time recorded in an Entry If rather than delete the Time Record you merely wish not to charge the time for it select the entry and then click the Write Off button This will mark the item as billed with a bill number of 1 so LegalOffice LA will not include the entry in any subsequent bill that you create However you can re instate any time entry that is written off Re instate a previously written off Entry If you write off an entry before it is billed you can Re instate it by highlighting the entry and clicking the Re Instate button This will set the bill number back to 0 so the item will be included in the next Bill that is produced Change the rate charged for multiple items If you wish to change the rate charged for a number of items you can select them in the grid and then click the Rate button In the pop up window that appears select the rate that you want to charge for those items and click OK LegalOffice LA will recalculate the time charge accordingly Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 38 Legal Office The Software Suite For The High Street Firm Apply an uplift to an Ent If you wish to increase the amount charged for a timed entry you can highlight it and click the Uplift button T
45. alendar grid that you want double clic time date drop down box View Dates or Tasks oday 19 11 2010 Clicking the Year will show you the 12 months of that year click the month you want and that will show you the days of that month enabling you to select the day you want If you double click on the year a grid of twelve years appears enabling you to pick the year you want and then you can go on to select the month and day If you click the triangles on the side of the Pop up calendar you can move backwards and forwards a month at a time or if just a year is showing a year at a To view the Dates Tasks details for a case click the Dates menu in the tree view panel for that case Version 2 6 3 8 10 June 2014 File N oe k History Lk Oglesby J Administrator Py LegalOffice LA User Manual 55 PEAPOD Legal Office The Software Suite For The High Street Firm This opens the Dates Tasks panel in the LegalOffice LA window DATES TASKS Start Dates Added Are Displayed In BOLD December 2011 January 2012 February 2012 Mon Tue Wed Thu Fri Mon Tue Wed Thu Fr Sat Sun Mon Tue Wed Thu Fri 49 28 29 30 1 2 1 2 3 50 5 6 T 8 9 2 3 4 5 7 l l 9 10 51 12 13 15 16 17 L 3 10 11 12 14 4 16 17 52 19 20 21 22 23 M i 17 18 19 21 l l 2 2 23 M 531 26 27 28 29 30 B4 25 26 27 238 rs o l 1 2 31 8 9 Today 14 12 2011 View Dates Tasks To Do Done AI Star
46. all cross next to it Let go of the left mouse button This will copy the Email and any attachment into the case folder and the Email will appear in the Workflow History You can open the Email the same way as any other document or form by clicking the grey box to the left of it Drag and drop documents and forms into the Workflow History In the same way that you can drag and drop emails into the Workflow History you can also drag other items to it Open another folder at the same time as you are working on a Case in LegalOffice LA and drag the item towards the LegalOffice LA window When you reach the LegalOffice LA window the case folder will open allowing you to drop the item into the folder The item will then appear in the Workflow History and in the comprehensive History for the case Insert a document into the Workflow As an alternative to dragging and dropping an item you can use the Zr1sert Command Select the Insert gt Attach File command This will open the Attach Document Window that allows you to navigate through the folders on your system and select any file When you click on the file and then click the Open button at the bottom right hand side of the Attach Document window that file is copied to the case folder and will appear in the Workflow History and the comprehensive History for the Case you are working on at the time Creating a Time Record directly from the Workflow When using the Workflow you can go directly to the Time Rec
47. anel shows all the entries made in a particular case Those in red have been deleted and do not appear in the Workflow History The Del By column allows the user to see who deleted the item Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 59 PEAPOD i Legal Office The Software Suite For The High Street Firm There is an option to restore these deleted items by highlighting them right clicking the mouse and the chose the option Restore Deleted Item Doing this does not however restore the time recording for that item This will also not restore Dates to the Workflow History You can view any document or form by clicking on the grey box to the left of it You can also read add or amend the Case Notes for the case here simply by typing the changes in the Case Notes box Clicking on the grey arrow button will export the History to an Excel spreadsheet Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 60 PEAPOD Legal Office The Software Suite For The High Street Firm Posting Slips With LegalOffice LA a User can produce authorisation slips for money transactions on the case they are working on that can be processed by the Accounts section of the program This is intended to replace hand written slips of paper that can be difficult to read Create a Posting Slip Click on the Posting Slips command and then click the type of transaction you want from the list that appears Your LegalOffice LA s
48. ase is an exceptional case depending on whether or not the Work In Progress WIP budget is 2x over the Stage Budget for Care Proceedings Cases or 3x over the Stage Budget all other Civil Matters These scenarios will be where the WIP balance is EXCLUDING the Family Advocacy Scheme entries on the Time Recording When the WIP balance has exceeded the Stage Budget a pop up box will appear indicating that the Stage Budget has been exceeded AD The Stage Budget has been exceeded And if the WIP balance is 3x times over the Stage Budget the case will then flag up a red text message to show that the caseNs an Exceptional Case The following example shows this asi 0 00 Client Bal 0 00 Client Bal Client 0 00 Dish 0 00 Office Bal 0 00 Office Bal Client 0 00 Stage 493 95 On Deposit 0 00 P Bal 1 964 60 ADM EXCEPTIONAL Logon D ADM F Fixed Fee L5b Bal MAU In this instance the EC Claim1 Civil form will then be produced by the users Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 48 i Legal Office The Software Suite For The High Street Firm Representation Order in Mags Court Standard Fees amp Revised Standard Fees Please note that the Administrator gt Configuration gt Preferences gt LAA Auto Stage Budget option is ticked for the following to work properly In LegalOffice LA we have now introduced a STAGE BUDGET box whereby it will calculate the LOWER LIMIT FEE and
49. asuns EP RUN EDS OMIM DI VENDRE I D ED RN SLE CCS CUR CIE IEPUE 68 VIEWING the Omice DAVY e 68 Creating a New Date or TaSK P 68 Close TS GODAL Didi ereinen A aR A TE 68 The LegalOffice LA Spelform aa a i a a E a 68 TV FSS BOOK aemraniinreinnmamanon moanaad anaa aaa aaa Aa A NAAA mA AAA kE AAA M A A A a Aa AETA 68 YOU OUUOOR MDO Me TETTE TET 69 PEST et SSSA SS so oae sad dura ON Fata dbi Maite uult aionauioaseataieumna S UM NO RM UC aM E FU NM OUS UN FUN UU USE OUUU 69 SING et ico t P 69 Sending an item to be added to a Case Plan eeseeseeseeeeneene nennen nennen nnn nnns 70 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 3 PEAPOD ai Legal Office The Software Suite For The High Street Firm Adding an Entry to your own Tasks List 2 ica rcr ERG E REXAR RR RAO XE CREER ER TER UAE RR FR a a RENE 70 Marking a TASK S DONE C 70 Deleting a Task from Your Tasks ISU sesscsscceetsucustsnacderesaniaaniensetoaesdseeieinestacesteteesteasoom lt tanomeace 70 VOUF FavVOUNEE MEMS TTE EE 71 AIC EIE eE E E E E A AE E E T uU GUN UE 7i OD AU CU a OE E E 71 Edit ar CSU NE TTD TO TTE 72 change the Order Of IteITiS eexsaspesiadatadakakadua idi EYU aD dd ada Re RS aka rEs Pa X rav dd DN OXRG A TREREI T PN PEVI 72 Delete am ICEN TET T
50. ay to get an answer to any query that you have Alternatively you can telephone our Helpline on 0845 683 2518 KEY In this manual there are certain conventions used to identify actions and describe details that you will see on the screen when using the program Navigation Where chevrons are used this signifies how you navigate to the menu item that needs to be clicked from the tabs that appear at the top of the window For example F e Open Case means click the File tab and from the items that appear click on Open Case Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 4 av Legal Office The Software Suite For The High Street Firm Italics Where a word appears in italics this is describing the name of a box on the screen Bold Where a word or words in a paragraph are in bold this describes the name of a button in the window Shortcuts Where you can access a command by using keys rather than your mouse the combination of keys you need to press are shown E g to create a New Case you hold down the control and Alt key and press the N key This is shown as Ctri Alt N Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 5 PEAPOD Legal Office The Software Suite For The High Street Firm Login to LegalOffice LA To start using LegalOffice LA double click on the LEGALOffice LegalOffice LA icon on your desktop enter the Logon ID and password given to you by your system Administrator and either click t
51. b 000 Ofice Bal Geri m ThefffomB amp Q Letter Gn ou SA SEE On Depost Stage 0 00 WIP Bal OURO rience vw Form in ou Billed WIP Keren Benger KB Disb Bal Logon ID KB F Fixed Fee kl Administration Accoun v Forename Tony Lh Administration Acci Initials T Secretary Lh Time Recording Department Mr B utcher 7 Show All To Do Dates 1 The Walk Tel 02920748293 Dial FE Description Comments Cardiff Tel 2 Dial Mbl CF47 5HG Find Fax Email Funding L ChargeRate N Branch 1 Case Notes Opened 14 02 2011 UFN 140211 001 i I Completed 7 14 12 2011 v Source Of Work Recommendation Open Contact Provider Archive Note lt lt 1 1 gt RAMBO F File Location O AE ar SE SESI IEDALA In ELE m 359 wed14 712 15 21 The Current Panel shows the area you are working in of the Case The LegalOffice LA shelf provides buttons to access facilities and other programs without leaving LegalOffice LA See the section of the manual on the LegalOffice LA Shelf for more details You can access the various panels by clicking on them in the tree view panel or using the following shortcuts e Client Alt C e Workflow Alt W e Time Recording Alt T e Dates amp Tasks Alt D e History Alt H Other panels you can access from the File menu or by the following shortcuts e Ledger AIt L e Address Book AIt A Version 2 6 3 8 10 June 2014 LegalOff
52. ber of weeks that you enter in the box Marking a Date or Task as done To indicate that a date has been dealt with or a task completed select it by clicking on the grey box to the left of the entry and then click the Done button If you accidently mark an entry as done you can change it back to Undone by changing the view to Done Click the Done Radio button then select the entry and click the Mark Undone button By using the New Edit and Delete buttons you can perform the same functions as shown in the Dates section of the manual You can also use the calendar at the top of the Office Diary window to create new entries in the Diary Using the buttons on the bottom left of the Office Diary you can counting along from left to right Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 66 PEAPOD Legal Office The Software Suite For The High Street Firm 1 Export the grid to Excel 2 Print the grid 3 Send dates that you have selected to your Outlook calendar 4 Send Tasks that you have selected to your Outlook tasks list 5 View your Outlook tasks list 6 View your Expenses 7 View the Global Diary 8 Refresh the Office Diary screen The Global Diary This facility lets you see at a glance whether other members of your department or the Firm as a whole are busy on a particular day To access the Global Diary click the Global Diary Icon at the bottom of the Office Diary or access it from the LegalOffi
53. ble you to browse around your Computer and Network until you find the item for which you wish to create a Favourite entry Once you have found the item click on it and then click the Open button Then click the Save button If you wish to add a Folder location click the Folder button and the Browse for a Folder window will open Find the folder that you want and click on it Then click the Save button If you wish to add a web page open your Web Browser and navigate to the page you want Then copy the Address for the web page from the address bar in your Browser Paste that address into the URL box Then click the Save button Open an Item To open an item double click on the grey box to the left hand side of it Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 71 PEAPOD Legal Office The Software Suite For The High Street Firm Edit an Item To edit an item highlight it by clicking just once on the grey box to the left of it in the grid The item s details will appear in the boxes at the bottom of the window Make the changes you require and click the Save button Change the Order of Items You can change the Order of items in the list either by highlighting them and using the large green arrows to move the item up or down or by highlighting the item and selecting a new position number for it in the Position drop down box Delete an Item Highlight it and click the Delete button To close the Your Favourites win
54. ce LA shelf The number in brackets shows how many messages they have received Ba emsat x egit 4 mim ol 5m mie When the recipient of the message opens their Tasks Messages window the messages they have received are displayed in their Inbox This system for sending messages is separate from Outlook or any other mail system and all messages are only recorded in LegalOffice LA Once received you can reply to a message by sending one back to the Sender A message can also be transferred to the User s task list by clicking the Transfer To Tasks button A message can be marked as done by clicking the Done button You can filter which messages you see by clicking the radio buttons at the top of the Inbox Sending an item to be added to a Case Plan If rather than sending a message you want to create an entry in a Case Plan of a particular case click the Case drop down box and select the Case in whose Case Plan you want the message to appear Now when you click the Send button the message will be saved in the Case Plan of the case you selected and will appear in the User s Case Plan Items box in the top left hand of their Tasks Messages window Adding an Entry to your own Tasks List You can add an entry to your own task list by completing the boxes at the bottom on the left hand side of the Tasks Messages window First click the New button then select the date for your Task Select a priority by clicking on the Priority drop down box the
55. ce LA chat can now have a title You are able to have multiple users in one chat room each user will have a colour assigned to them You can also have multiple chat rooms open at any one time Begin a Chat Click on the LegalOffice LA Chat Room icon and the LegalOffice LA Chat window opens LOLA Instant Messenger Tile Purchase of 12 High Street Message mas 1000 chars Hi Mark Have we had the search results back Ma Ne Yes No Ma Mo Avalla Send Send a Message Select the User s to send to from the Chat To dropdown box Then type your message into the Text box and click the Send button The Recipient will see a flashing sign on their LegalOffice LA shelf Click the Icon to see the message ei e Flgieimials 2 SOLO Ta Be Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 77 Legal Off ice The Software Suite For The High Street Firm Reply to a Message Simply type the reply in to the text box and click the Save button Purchase of 12 High Street Siz E Title Purchase of 12 High Street Avalla Ho Ma Message max 1000 chars Ma Hi Mark Have we had the search results back KB Date Mon 02 04 2012 Time 15 14 12 Mo Not yet epecting them any dad Ma Ma Ma Ma Ma You can close a Chat by clicking the Close button The chat can be saved To Word er assigned to a case by clicking on the relevant button Programs that LegalOffice LA can open There are a n
56. ce LA shelf gse uesmeosstQg eissea This will open the Global Diary window The default view you see depends on the User Rights as set by your Administrator If you are not a Partner Director you will just see your own Department Partner Directors will see everyone GLOBAL DIARY July 2010 August 2010 Go To Date 25 07 2010 Mon Tue Wed Thu Fi Mon Tue Wed Thu Fi Mon Tue Wed Thu Fi Mon Tue Wed Thu Fi 26 27 28 29 30 2 3 4 5 6 9 10 11 12 13 16 17 18 1920 bcd Deparment ae Head Office c Boe 0 fff Ppp pp ppb op beo eb KAP mo 1 o o Jojo jojo fo e fo Jo jo Jo fo Jo Jo Jo Jo jo jo fo Jo fo fo o o o fo fo fo fo o fo o fo o o fo fo o fo fo Jo o o Jo o v 0 o fo fo o fo o Jo fo Jo fo o fo o fo fo o o Jo fo o o o BSY Manchester Office D eee cree x ee ee M Pr E Ee o o o o i5 fol 5 eo 6 wv v c x o o 9 em 5 6 E 5 1 5 o o o fofo fo fofo fo Jo Jo jo jo fo o Jo fo jo fo o o Jo Jo mp u po o o o fo fo fo fo fo fo fo fo o o fo fo fo fo Jo fo fo Jo fo fo Filter Users d Close Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 67 PEAPOD ai Legal Office The Software Suite For The High Street Firm The coloured dots represent the types of activity that each User has recorded for that column s day A clear dot shows that they have nothing in their Diary for that day A green dot indicates that they have at least one date recorded in their diar
57. contested proceedings relating to a breach of an order of a magistrates court relating to a breach of a categories and types of under Section 4 of the 1987 or Section 53 of the Criminal Justice Act 1991 Crown Court community rehabilitation order h ds dre order proceedings ansing out of a Seclin 1 ofthe Powers of Criminal Courts Sentencing Issue 12 January 2008 Standard Fees 110 On the Case the Fee Earner or Secretary will Time Record as per usual using the Class 2 code As time is being recorded and monetary values catCulated the Stage Budget bar then increases advising users of how much of the Stage Budget has been Time Recorded The example below shows this UFN 2307 11 001 Case 0 00 Client Bal 0 00 Client Bal Client 0 00 e b Office Bal 0 00 Office Bal Client 000 On Deposit 0 00 WIP Bal 122 95 Disb Bal 0 00 RECORD ACTIVITY 7 Chargeable Only Advoc Total Value Bill Mo Wait Profo Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 51 PEAPOD Legal Office The Software Suite For The High Street Firm The WIP Balance still stays intact as this shows the WIP BASED on hourly rates Time Recorded If you wish to view the WIP on a Fixed Fee basis simply tick the Fixed Fee box BELOW the Stage Budget field As users then record more time on the case the WIP will then increase IFZhe WIP value exceeds the current Stage Budget Lower Limit
58. count 5 0 00 Bill Status Posting A VAT 0 00 1072 385 Proposal Mo Nom No 1072 Debt Recovery VAT 175 25 85 If you wish to proceed click the Save button if you wish to abandon the process click Cancel If you click Save the Confirm Bill window will appear with the brief details of what will be posted to the ledger Confirm Bill alle File Clicking OK will commit these values to the Accounts Please ensure the figures are correct before proceeding Total Costs 24 00 Disbursements 0 00 Total 24 00 Bill Number 12 Nom Mo 1072 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 42 Legal Office The Software Suite For The High Street Firm If you click the Save button in this window you will be asked Is this the Bill for Accounts if you click Yes this will post the bill to the Ledger and a copy of the bill will open The Bill is saved as a Bill in the Workflow History If you click No the Bill will open and be saved as a Quote in the Workflow History Fees Breakdown If you have multiple Fee Earners working on the same case and you want to see what proportion of the Fees have been earned by each Fee Earner click the Fees Breakdown button in the Time Recording panel for the case Em k Search Stage 12 Records Hrs Mins Value 7 Att On Codes 3 70 Preparation 0 00 0 00 LCost 37 60 Calls 0 Attendance 0 00 0 00 F Fee 0 00 Letters 10 illt
59. creen will minimise If LegalOffice LA needs to make a connection to the database you will see this screen Database Connection OX 9 Please enter the User ID and password for this database connection User ID bal Password CN If there is nothing in the User ID field type in SA There is no need for a password Just click the OK button Then the Posting slip you have chosen will appear In this example it is a Client Payment slip Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 61 PEAPOD Legal Office The Software Suite For The High Street Firm a CLIENI PAYMENT ma m aurt CaseRer 0001 002 clenttank Client Office Balances E 200 00 E Gier me Mattertype Commercial Purchase Transaction Description Comments Commercial test case Commercial test case Fee Earner Amount muebee 1 1 1 jte eucewe Do Sort Code Account Mo eee s MN Posting Info ese 7 L3 The details of the Case are already completed and you then complete the details of the transaction by putting the required information in each box Once you have provided all the information click the Save button This puts the Posting Slip into a queue of slips for authorisation by a Partner Director or Cashier Create multiple Posting Slips You can create a number of Posting Slips of the same type without having to go back to the LegalOffice LA main window To create a second slip of the same type as the one
60. d select which message you want to send You can edit any stored message once you have it in your message b However any changes you make will not affect the template message created by the Administrator Once you are happy with your message Click the Send button You can print a text message from the add view text messaging screens using the print button Calculator Clicking on this icon will open a Calculator on your desktop so you don t have to go hunting round the Office to find one 1 gee gemos 9 Scan to Folder If you want to know the folder location in order to scan an item and save it in that folder click on the Select Case to Scan icon tenet a uo o ugemoeos 9 e JN This will open a pop up window with details of the location of the File Folder for the case that you have open at the time you click the icon You can then use that location detail to find the folder to scan to Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 76 Legal Off ice The Software Suite For The High Street Firm LegalOffice LA Chat This icon provides a simple little program to allow you to have a text message dialogue with another User on the system uee u mios59 1e os 5s The first User sends a message to anyone else using LegalOffice LA and that person can reply Thereafter until the chat is cancelled the two connected Users can send messages backwards and forwards to each other A LegalOffi
61. ded to allow you to view this information as a spread sheet should you want to do this Delete a Case only available to those Users with Partner Director or Administrator rights If you wish to delete a case from LegalOffice LA then select the File gt Delete Case command This opens the Case Search window to allow you to search for the case you wish to delete Once you see the Case in the search grid click on the grey box to the left of the entry and click the Delete button at the bottom of the window Any User can restore a deleted case using the Deleted Cases function accessed through the LegalOffice LA shelf Print a File Label for a Case Selecting the F e File Label command while working on a Case will create a printed label that you can attach to the paper file The command opens a new Word document with the files details in the first few lines You can copy the text from the Word document to a template for a sticky label sheet to attach to the file Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 18 Legal Off ice The Software Suite For The High Street Firm Record the Location of the Paper File belonging to a Case You can keep a record of where the hard copy file is stored for a case by completing the File Location dropdown box in the bottom right hand corner on the Client panel of the main LegalOffice LA window Completed 20 11 2010 E Save Source OF Work Provider RAMBO File Location Storage
62. dow click the Close button Restore a Deleted Case You can restore a Deleted case by clicking on the Deleted Cases Icon a i Msg 1 3 as j Q g e 3 4b m T N This opens the Case Search window but it will only show deleted cases To restore a case highlight it by clicking on the grey box to the left of the entry case and click the Restore button at the bottom of the Case Search window Recent Documents You can access documents you have recently had open by clicking the Recent Documents icon uo eno 19 a Emler lo 8 aza oja This opens the Your Recent Documents window m Your Recent Documents p e Lam x 4 File Doubt ce To Open A Document Show 15 Records REF Client Name Double click an item ta open Date LEDS0O001 001 Ledsham 5 Email to Simon 24 03 2010 LI VAN BEEKM 001 Van Beek MC WILL Client care letter 12 04 2010 Qj VAN BEEKM 001 VanBeek MC WiLL Notes To Accompany Questionnaire 12 04 2010 VAN BEEKM 001 moe aa A 0000003 003 SUPEXPERT 001 CODOT 001 DODUDU 003 O000002 001 J0001 002 O000002 001 TESTER 003 Document In 29 03 2010 TESTER O03 TesterF Letterto Mr Ramanan 05 05 08 23 03 2010 TESTER 003 TesterF Test ima 28 03 2010 LI LEDSO001 001 LedshamS _ WILL GenerdleterOf Wishes 24 03 2010 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 72
63. ds click on the first record you wish to include in the Total and then hold down the Ctrl key and click on the other entries you wish to include You will see the Selected Total amount increase as you click each entry a il e Search Stage 12 Records Att On Codes Selected Total 3 70 Preparation 0 00 0 00 LCost 37 60 0 Attendance 0 00 0 00 F Fee 0 00 10 F Bill to Client Bill to Accounts Travel 0 00 0 00 M Cost 0 00 o L e Walling 0 00 0 00 MVAT 0 00 D ZEER CRER NE 0 00 0 00 DCost 0 00 DVAT 000 Totals 0 00 0 00 Costs 3760 GT 37 80 Clicking the Time Ledger button will produce a printable report of all the time recorded on the Case If you edit entries clicking the Refresh button will go through all the unbilled items and update them Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 34 PEAPOD Legal Office The Software Suite For The High Street Firm Check that you are in the correct case by looking at the Case Details panel above the Time Recording panel You can choose what you see by clicking the Chargeable Only and or the Unbilled Only tick box Ticking these boxes will select the relevant time recorded entries You can also select only those entries for a particular stage by putting the stage number in the Search Stage box Record a new Entry Alt N To record a new activity click the New button or use the Alt N shortcut NB You must have the Time Recording panel open for the shortcu
64. e 1 Description Value 2 Description 0 0000 0 0000 Date 3 Description Date 4 Description pu j Value 3 Description Value 4 Description 0 0000 0 0000 LSC Options Part Part Il Range Disability Origin Client Type Home Office UCN ADOO0000 Court Location Immigration Type Granted Refusal Withdrawal Date 05 10 2011 Ehi Eligible Y Procurement Area Activity 2D Access Paint Means MAAT ID 47777 C Rate Table 15 11 2010 Ee 5758686 Prior Authority Ref Category Of Work 3 Level Of Work 0 Designated rea M Level Code Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 13 Legal Office The Software Suite For The High Street Firm Open an existing Case Ctri Alt O There are four ways to open an existing case the first three are broadly the same a Click the OPEN button in the Case Details pane of the main window b Select the FILE OPEN CASE option or c Use the CTRL AlIt O shortcut d Type the Case reference into the Reference field at the top of the main window The first three of these methods will open the Case Search window To find the Case you want to open type the first few characters of the Client s name in the Search For box Case Search File Use the Wildcard to broaden your search Search Fd
65. e 2014 LegalOffice LA User Manual 57 PEAPOD a Legal Office The Software Suite For The High Street Firm You can also choose to send the Date or Task to your Outlook Diary by clicking the Personal tick box under the label Select Diary If your Firm operates a Public Outlook Diary you can send the date or task their by clicking the Public tick box Sending key dates to Outlook will send across the case reference in addition to the client name in the subject field Once you are happy with your selections click the Save button This will bring up the Confirm Date window 4 Confirm Date ca aS File Clicking OK will commit this to the Database Please make sure the details are correct before proceeding Case 0000003 003 Description Chase Client start Date 08 04 2010 End Date 08 04 2010 User KRP KNEE If you are happy with the details you see click the Save button and the Task or Date entry will be created Court Dates When entering a Court Date CRT onto a case the date and time will automatically be entered into the Date and Time fields for the first Court contact assigned in the Case Data pages Edit a Date or Task You can change an entry by clicking the Edit button at the bottom right hand side of the Dates Tasks pane of the main window Select the entry you wish to edit by clicking on the grey box to the left hand side of it The Add Amend a date window will open with the details of
66. e Disb Bal MIR RECORD ACTIVITY FI chaveale Oriy E Untied Ont User Date Description Stage d Ltrs Cls d ee a Tav Wat 3 Advoc Total Value Bill Mo Profo k ADM UE Rep Advice not in a single clair 2 E 281 40 D ADM 28 07 2011 Rep Advice not in a single clair zia i 9 39 39 178400 ADM 28 07 2011 Rep Advice not in a single clam 2 2D 1 30 100 100 100 12295 05 The user will then use the CRM7 2 to bill the file as the Higher Standard Fee has been EXCEEDED Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 52 Legal Office The Software Suite For The High Street Firm NOTE The Stage Budget determined Lower Limit Higher Limit will be calculated on the WIP balance And the WIP balance does not include Travel or Waiting as this is not part of the Profit Costs according to the LAA Documentation Stage Billing Private Cases On a PRIVATE CASE in LegalOffice LA if a case had a CASE BUDGET assigned this will now have been placed into the STAGE BUDGET option The CASE BUDGET has now been renamed to CASE and the green bar below it includes Billed and Unbilled Time Recorded work The STAGE BUDGET will work purely for Unbilled Work where it will populate the Green Bar below to show what percentage of the Stage Budget has been worked on and reflecting back to the Work In Progress Balance The following shows what the new screen will look like in LegalOffice LA Case 500 00
67. e results grid by using the scroll bars on the right hand side or with a mouse wheel If you wish to search freely through the database you can use the alphabetic tab buttons at the top of the results grid to narrow down the results to only those with the letters that are on the tab Assign a Contact to a Case Once see the Contact you want in the results grid click the grey box to the left of the entry to highlight it then click the right mouse button and a menu box will appear Select the Assign Contact To This Case command and the entry for that Contact will appear in the Case Contact frame After a short while the Add Amend Contact Details window will appear EL LLLI Lg 1a e E en Yeovil 2 Email Email Reference Market Email 2 Contact Date Email 3 Matter Desc Date of Bith 03 02 2010 Gender NI 1D Number In the lower right hand side of this window there are three boxes that you can complete which will only apply to this particular case Reference This is where you put the Contact s reference This will appear after Your Ref in any letters that you write to the Contact Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 21 Gy Legal Office The Software Suite For The High Street Firm Contact This is for the name of the particular person dealing with this Case if the Contact is a Company or Organisation Matter Desc This is where you type what you want to appear after
68. ed in the Accounts section of the program will they appear in the ledger for a case Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 64 PEAPOD Legal Office The Software Suite For The High Street Firm The Office Diary Viewing diary entries To access the Office Diary click the Orange arrow on the Case Details panel or use the Ctrl Alt D shortcut Case Budget _ MI 2000 00 Dish Budget 0 00 Client Bal OU 0 00 Office Bal 1 033 65 1 033 65 On Deposit 0 00 WIP Bal 48 00 Total Time 4 18 This will open the Office Diary window To Do Start Dates Added Are Displayed In BOLD February 2012 March 2012 April 2012 Mon Tue Wed Thu Fri Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri 6 30 31 1 2 3 2 4 7 6 8 9 10 5 6 9 11 8 13 14 15 16 17 12 13 6 18 9 20 21 22 23 24 19 20 23 25 10 27 28 29 26 27 30 2 3 9 10 16 17 23 24 30 1 C Today 07 02 2012 Case lt All gt v Search Type User Type Description Department KB Keren Benger v Ab lt All gt From Dates Reviews 7 Tasks Today To Do Done e 27 12 2011 Off Weeks Hence 3 Records Start Date S Day End Date EDay Start End Description F E Client Comments Type Department Days 29 02 2012 Wed 29 02 2012 Wed 09 00 17 00 Review Date KB Starke RD 1 05 03 2012 Mon 05 03 2012 Mon 09 00 12 00 Court Date KB Butcher T 1 Click on Day s in Calendar to Create a New Date ees 2 4 4 e e New Jc Dele
69. eeeeeeeeseeeeeeeaeseeaeeesaesesaeaesaeaeseaees 22 Assign a Contact to a Case as Anybody ssssesssseseeeeseneene nenne nennen nnne ausu sans s esee sean seran enn 22 CONTAC E NOOS a RTT 22 SEOKING dOCUMENtS TOL CONTACTS osutuvciSuE inana aA Ea E EA M E OA E 23 Write a letter or send an Email to a Contact esses nennen nenne nenne nnn nenne nnn nnn 24 Add Marketing Information about a CONTAC eect ee ene nenne nne nennen nne nennen nnn 25 Piden ipe cm 26 heez roRdendio ifie 26 How to use the WOFPKFIOMLssevxvsavscsiur cesa vy terYEnEMESYE brTEMYSFEEEEEFEVREFEVEFEREXFSUS bx VE AYUPS EV ERVEREVUFEFENENFNNE br RE MUSS 26 Produce a letter or document qose verant perxEPhRirbi ut VeSFI UN DUVEN OO RENNFEDRU T VIRI URIS FIF PRI PENUI DNUS MS 27 Produce more than one letter or document at the same time eeeeeeeeneennm nnn 27 Deleting Items from the Workflow 2 cesis eene nennen nennen nenne nnn nnn n nain rune 28 NV ON VEO HISTON aset vostre RUEK VU OEESpEV E UU CEIMRUINPDSDF NIE RENE UM RERUM 28 Finding documents in the Workflow History ccccccceccee eee ee cence eee eee eee nemen nenne nennen nnn nennen nens 28 Convert an item in the Workflow to PDF format Only available if you use Office 2007 28 SOBOIDS EA evt cepto esiti exi Enn s ees insure pawn D ER aut DU rPERKN REsUELEVRERU UE MIR EE PORRKU FPRME F
70. efore you can create a new case LegalOffice LA will not accept a future date or today s date as a Client s birth date You can create a password for the case if one is required by completing the Password field A password strength indicator will be shown when doing this Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual by a horizontal dotted line UCN Telephone 2 Company boxes Your l Pik Age Range x Administrator can set other must Click the Save button complete the details of the case that you are creating Case Type 7 Funding e i da When everything has been 9 PEAPOD Legal Office The Software Suite For The High Street Firm Se e eS M Loo E Here you can search for cma HERES the Client by entering their i surname or any other nem iie Reset List details you have for them NI Number Date of Bith 03 06 2010 in the fields at the top of To search for letters within a field use before the letter s known as a wildcard E Providers the window As you do the Results grid will change and display the records found in the database that match your search Sumame Forename Postcode Date of Bith NINu Firat 12 08 2009 QUU Tester ams it The Street ALT UN 12 04 1367 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 10 Legal Off ice The Software Suite For The High Street Firm
71. eft of it Then click the Email button at the bottom right of the Workflow panel Desc Ce Right cicleert itemto redo Date File N e 4 amp Letter to Client 09 01 2002 9 G Le G Letter to Court 2007 04 01 2702 G Le G Letter to Client 19 12 2011 G Le G Letter to Client 19 12 2011 G Le F PDF button can now be seen G Letter to Client 1942 2001 G Le T A Court Date 2222011 O AL orkflow History which File Front Sheet 24052011 FileFi Aacilitates emailing of letters for those of File Front Sheet 24052011 File Fr you who use pre printed letter heads a at d instead of electronic Selecting Word es er doc est LE ABL Invoice Example 230572011 ABL Ir Documents from the Workflow History Bill 8 23 05 2011 BL Lola and clicking this button will result in AS your own header and footer templates test Letter doc 001 pd 11 toc z Um pr cep n GF being merged with the contents of the test Letter doc OBpa7 i1 testLe v emails of the letters you have selected K i E therefore outputting to PDF for you to email Ve PEAPOD ew Legal Office The Software Suite For The High Street Firm Your default Email program will open a New Message window and the item or items will be included in that message as an attachment You can select multiple attachments by holding down the Ctrl key while clicking the grey buttons to the left of each item TIP If you want to change the name of the
72. eft of it and then right click a menu will appear from which you can select the following options Menultem S Effet Redo This will create a new document from the original template and will create a new entry in the Workflow History This will copy that version of the letter or document in the Workflow History and allow you to edit it and save it as a new version of the item The previous version or versions you created will not be affected This will delete the item and any associated time recorded when the item was produced This allows you to copy an item from the Workflow History of one case to paste into another case This allows you to paste a copy of an item from another cases Workflow History into the case you are working on Edit Details This allows you to edit any part of a History Entry including the NEN description the date the windows file name and the case to which it is assigned This option allows you to send a document or letter for review by the fee earner by choosing their initials from the drop down option ean 7 C 0 Scribe Awaiting Approval Approved or Completed Set Priority This allows you to assign a priority rating to an item Finding documents in the Workflow History You can search for items in the workflow by typing the Description into the search field at the top You can also search for letters in the Workflow history by typing the Contact Type that the letter was sent to in the Search C Type
73. egalOffice LA by selecting the Help LegalOffice LA Help Manuals command and then clicking on the manual you want to read You can read the release notes for LegalOffice LA by clicking on the Release Notes command Contacting Peapod over the Internet Selecting the He p gt Peapod Support Centre command will open a Browser window and take you directly to the Peapod Support Centre page for your Firm Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 80 PEAPOD l I ew Legal Office The Software Suite For The High Street Firm If you wish to log a support call select the Help gt Log A Call With Peapod command This will redirect you to the Peapod Support Centre and open the Add Call Browser window Krearon LEGALOffic Company Name Kevin Parsons and Co Current Call Location Pending Allocation Contact Name Kevin Call Logged By Contact Number 01582808561 Contact E Mail krpikevinparsonssoftware cor Product Type Problem Type Select Problem Your Firm s details will already appear in the form Just change the contact name if you wish to and the email contact address if you wish Select the product type that you are having difficulties with in the Product Type drop down box and then type your problem in to the Problem box Once you are ready to submit your call click the Add Call button at the bottom of the form This will place your call in to the queue of calls to be dealt with by our Support Department wh
74. em may be configured so that only a person with Administrator rights can alter a Case budget The Case budget figure appears at the top on the right hand side of the main panel o Case Budget Z LAE udaget iim _ Client Bal 0 00 0 00 Office Bal 1 033 65 1 033 65 On Deposit 0 00 WIP Bal 46 00 Total Time 4 18 The bar to the left of the figure shows how much of the case budget has been incurred If you hover your mouse over the bar a comment box will appear showing the amount as a percentage If a case is within 10 of reaching its case budget then LegalOffice LA will warn you and specify the percentage remaining This can be turned off by using the tick box next to the Case Budget field Clearing the tick in the Case Budget tick box will prevent the usual warning message from displaying when the Fees incurred exceed the budget set Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 40 PEAPOD a Legal Office d The Software Suite For The High Street Firm Creating a Bill from Time Records Open the main Time Recording panel At the bottom of the panel there are two buttons under the label Bill to Client Search Sta 12 Records Hrs Mins Selected Total 0 00 Freparation 0 00 Attendance 0 00 ill to Client iiis s V aitinqg Advocacy 0 00 Totals 0 00 Clicking the All button will create a bill with all of the unbilled time records included in it If you ju
75. entry you can prepare an Attendance Note relating to the activity by clicking the Att Note button at the top right hand side of the Daily Time Sheet This will bring the details of the time recorded and the amount of any disbursements into the Attendance Note Recording Calls In and Out using the Daily Time Sheet You can use the Call buttons In or Out to record a call received or made Once you have selected a case pressing one of these buttons will create a time record entry and make a note of it in the case History for that case LegalOffice LA will then open an Attendance Note for you to record what was said That note will be saved in the Case History Abandoning or deleting a Daily Time Sheet Entry If you decide to abort an entry before saving it then click the Del Abn button You can use the same button to delete any entry by highlighting it first then clicking the Del Abn button Edit an Entry AIt E You can edit any entry in the Time Record as long it has not yet been billed Just select the entry you want to change by clicking the grey box to the left of the entry so that it is highlighted then click the Edit button or use the Alt E shortcut this will only work if you have the Time Recording panel open This will open the Record an Activity window with the entry details at the bottom Make the changes that you want and then click the Save button Delete an Entry You can delete a time record provided it has not been included in
76. from LegalOffice LA by clicking icon on the LegalOffice LA shelf the envelope e 9 g mos EEO l oi a E 30 5 This will open your Outlook inbox and allow you to drag and drop emails into LegalOffice LA or work on your inbox Emails directly Internal Messages You can use LegalOffice LA to send messages to other Users that they can adapt as tasks or insert into Case Plans Click the Tasks Messages icon usw ea meae s9e1 e 59 This opens the Tasks Messages window Tasks Messages gt Cu c3 2S View O4 YOUR CASE PLAN ITEMS Q ToDo Senttemss Al YOUR INBOX Comments Doe o 4 YOUR TASKS Description Date Description Message 12 04 2010 v Contact James Dyson to discuss Expert Witness report Priority New Del Abn Send Done Transfer To Tasks Close Send a Message To send a message to another User click the New button on the bottom right hand side of the window Select the date for the message in the Date box then choose the User you wish to send it to in the 7o box then type your message in the Message box Once you are happy with the details click the Send button If you wish to abandon a partly written message click the Del Abn button Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 69 Gy Legal Office The Software Suite For The High Street Firm The person to whom you send a message will see the word Msg flashing in black and red on their LegalOffi
77. he Apply Uplift to Selected window will appear Apply Uplift to Selected Enter Uplift Percentage 0 pA Enter the percentage by which you want to increase the charge in the Enter Uplift Percentage box and LegalOffice LA will recalculate the amount accordingly You can apply an uplift to multiple items if you select more than one entry This process does not apply to items that are charged by their quantity such as Letters Out and Telephone Calls Moving an Entry to another stage You can change an entry so that it forms part of a different stage in a case To do this highlight the entry and then click the Stage button The Stage window will appear allowing you to enter the Stage to which you want to move the entry Stage File Please enter the Stage in the Box below Stage 2 OK Cancel You can select multiple entries to change by highlighting them before clicking the Stage button Change the User assigned to an Ent If you want to change the User assigned to an entry highlight the entry and click the User button This will open the Select User window X Select U c mem File User F Select the new user to whom the Activity is to be assigned by clicking on the User drop down box and then click Save You can select multiple entries to change by highlighting all those you want to change before clicking the User button Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 39 Legal Office
78. he Log On button Keyboard shortcut Ctrl Enter You may find that you cannot type your Logon ID into the box this is because the LegalOffice LA Logon window is not active Just click the LegalOffice LA window with your mouse and then you will be able to enter your Logon ID If when logging on you receive the message that you are already logged in and you are certain that you are not use the password unlock to reset your account LegalOffice LA will remember the Logon ID of the last person and show this when the program starts When you Log In you see either the Main window or your Office Diary Your system Administrator has chosen what you see and can change this but the change will affect everyone who uses LegalOffice LA If you start with the Office Diary open this is closed when you click the Close button and then the Main window will open To Do Start Dates AddeN Are Displayed In BOLD November 2011 December January 2012 Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu i Mon Tue Wed Thu Fri 2 3 4 5 6 49 9 10 11 12 13 50 3 4 5 6 16 17 18 19 20 S51 12 10 11 12 13 233 24 25 26 27 52 19 i 17 18 19 20 30 531 26 24 25 2 27 31 1 2 3 Today 28 11 2011 Search Type Type Description lt All gt S To Today To Do Done v 09 01 2012 Off Weeks Hence T Records Start Date End Date EDay Start End Description BE Comments Type Department Days Howard R Howard R Howard R Howa
79. he Save button To complete a response to a Comment Action click the grey box to the left of it and then complete the Response box and set the name of the User responding by clicking the right hand side User drop down box and set the date of the response in the right hand side Date box Then click the Save button The Case Plan may be used interactively in the Internal Messages option See the Internal Messages section of the manual under the LegalOffice LA Shelf heading for more details Case Notes You are able to record multiple Case Notes for a case at the bottom of the client page The green symbol is provided under the case notes text box which allows you to add a new entry The backward and f navigation thr ote ti More Funding IP arge Rate n Branch fles and the Archive Can be ticked to archive a note Cone Melon UFN 0000001 002 ABO Contact N B The notes are sorted by archive status with active first and then by order of entry The save button does not need to be clicked to Archive Note 11 save any information entered into the Case Notes text box Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 17 Legal Office The Software Suite For The High Street Firm Close a Case Ctri Alt X To close a Case either click the Close button on the Case Details panel or use the Ctril Alt X shortcut or you can click the All button which will close do
80. ice LA User Manual 7 Legal Office The Software Suite For The High Street Firm Cases Conflict of Interest check Before creating a new case you should complete a Conflict of Interest check To do this select the File gt Conflict of Interest command This will open the Conflict of Interest window Conflict of Interest File To search for letters within a field use before the leteris known as a wildcard Date of Birth Type 56 Records Surname Initials Company Forename MIMumber Address Postcode DateO Birth Type Email 1 Administration Accor B jBaclysBank T Market Steet NP2312AB 23 03 2003 LN Birdseye 0 0 The High Street 081108 20 03 2008 0S Cardiff Crown Cout JjUtpHal CFMEEHH 23 03 2008 CR EPS ity ak jCFl25FF 23 03 2008 CP Criminal Expert Prov The Wake CFB42HH 23 03 2008 xX Criminal Justice Unit 3NewpotHoad CF42 23 03 2003 AS DemesicEnergs g DEA Address DEAT IDEA 29 03 2009 DEA Ebbw Vale Benefit jBuldnogo NP 37fJ 2303 2009 BE Embassy Embassy address EMBFCODE 20 02 2003 EB Employer Employer Address EMPFCODE 20 02 2009 EM Esate gent EA address EAPCODE 20 02 2009
81. ition 1 Description Mike Collins Number 07975 569874 Add a Number To add a number click the New button Then type a description for the number in the Description box Then click the Save button Edit a Number To edit an entry highlight it by clicking just once on the grey box to the left of it in the grid The details will appear in the boxes at the bottom of the window Make the changes you require and click the Save button Change the Order of Numbers in the Directory You can change the Order of the entries you have stored either by highlighting an entry and using the large green arrows to move that entry up or down or by highlighting the Number and typing a new position number for it in the Position drop down box Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 75 PEAPOD ew Legal Office The Software Suite For The High Street Firm Delete a Number Highlight it and click the Delete button To close the Your Stored Mobile Numbers window by clicking the Close button Send a Text to a Stored Number To send a text to one of the phone numbers stored in your directory double click on the grey box to the left hand side of it This opens the Send Text window Send Text File Insert From EE il Meters Miia To 07123 123456 E You can type the message you want to send in the boX er use one of the phrases stored in the system by your Administrator To use one of those click the Insert commans an
82. l work via the Category level selected UFN 290 717 001 Case 0 00 3 000 Disb 0 00 Stage 298 45 Logon ID ADM Fixed Fee In the above example we have used the Category 1 option and as the UFN is AFTER the 16 04 2007 the Lower Limit is 298 45 National Rate The following box shows what the Categories represent and these will need to be entered Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 50 PEAPOD Legal Office The Software Suite For The High Street Firm Standard Fees amp Revised Standard Fees Standard and Revised Standard fee table proceedings Part E section 3 5 GCC arising out of a breach of an order of a magistrates court including proceedings in a magistrates court relating to a breach of a Crown Court community rehabilitation order community punishment order or 3 proceedings other than which are discontinued or Ursi n vidis to summary or either way offence which result ma bind over 2 proceedings which were listed and fully prepared for trial in a magistrates court but disposed of by a guilty plea on the day of trial before the opening of the prosecution case 23 proceedings which were listed and fully prepared for trial in a magistrates court but are discontinued or withdrawn or where the prosecution offers no evidence or which result 1n a bind over on the day of trial before the opening of the prosecution case
83. lue cross on the right hand side of the magnifier toolbar Print Screen If you wish to print a copy of what is on your monitor Screen select the File gt PrintScreen command This will capture a copy Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 79 PEAPOD Legal Office The Software Suite For The High Street Firm View Scanned Documents To look at Documents that have been scanned into LegalOffice LA select the View gt Scanned Items command This opens the Scanned Documents window The list of documents you see are those in the LEGALOffice System Scanned folder X Scanned Documents c3 x You can use this function to look at documents that have been scanned into Enter Required File Name LegalOffice LA but not yet allocated to a View Case folder Daily Scanned Files You can open the Scanned folder by Bettine s Stat Dec doc Complete List Of Visual Basic Commands pdf Instructions on using Probate in LOLA doc Picon Contract far Services 2 doc What you need to do to set up LOLA doc Which statement doc clicking the View button If you know the name of the scanned document you want to view type this into the Enter Required File Name box and then click the View button You can view any files in the list of documents by double clicking on them When you have finished click the OK button HELP Manuals and Release Notes Under the help menu you can view the Help manuals that are available for L
84. lumn will change to Yes Your initials will appear in the Auth By column and the Auth Date column will be completed with the date The entry will disappear from the screen If you want to see Authorised entries click the Show A tick box Search for a Posting Slip To search for a particular Posting Slip use the boxes at the top of the Posting Slips window Entering the first few letters of the Case s reference in the Ref box will narrow down the number of entries you see You can also search for a particular amount that the Posting Slip was for in the Client Office or VAT boxes However remember to put the sign in front of any numbers you enter View a Posting Slip If you wish to look at any Posting Slip once you have found it in the grid either double click on the grey box to the left of the entry or click once and then click the View button Un authorise a Posting Slip If you authorise a Posting Slip by mistake and wish to Unauthorise it first click the Show A tick box so that you can see all the authorised Posting Slips Then find the one you want to Unauthorise by searching for it as described in the Search for A Posting Slip section above Once you can see the entry you want highlight it by clicking the grey box to the left of the entry and click the UnAuthorise button Once you have dealt with the Postings Slips they will be available for your Cashier to post into the Accounts part of LegalOffice LA Only when they have been post
85. m painaa E NEST EINER ER ee Direct Dial TETTEIRE s A EE EIEE EC EAEE tereti irte tert Getestet tette tere te ten MARII RADI EIDID EID EE E AES RU SELLE EUUAL EEUU ELE EUIS ALIUS ELITS ELTE oe Se IL ELLE T ELEUUAL A S ELE p BRR M M M 1 VUBENUNNNENNNNRNENUNHNNRNNRNNNEN puoi ERE REC e P EE E AH AEETI mereen Pups ERE secretary AANTAS eeatetatatsteteeeteerety LAU E ELLAS UU M1 V NNNNNHNNNHNNNHNNNNNNRRNR EEIEIEE EEEE EEEE AEAEE cte rere EEEE EAE AEE EEATT AEAEE ILISSEN e re iere reet e ertet ee tete iere tiat E iE AEREE EEEE AEAEE TEETE EIEEEI tet ttt ERII ENTRAR TEHEETGAT ELTE TET COSIO AEA EN EIAS EEATT EASA IE SEAIA AEAEE EEIEIE LSSICE STCS M SRR ISENTOS edat attri er d rer Aa EOIS OIII OIOI OIIO CICO OIII OOOO STIG Tatas tatatatattatataceeatatet ota cetoaatetotaaatetotaaatetoaaaetoateiotoneeietanoiotato oat oats atete sat eteiaaatete ante emcee eee D e p a rtm ent A EIEE EAEI AAE EAA ESETEI ENAA IAEA EA EAT ETEA EN a O RR E E E E E E O O E E E LE E AP E E E O EE EE E A EA EE EE EE E E E EE E EE EA DITE Pr i r a RM RERHDRN RENE RR RE MEER OV de n 33 tette rete tits Sese ASLE AS Sse ieee NERRENEERENE es d Forenames cocaine 1 Fooccococononel Hahn ce NR lesen DEM acetate reece TOS BG 6 Eisen istud M i treten MjcoscorcotosooncoSRsonnSoSeopenCoPnp PSoSoROSPOGREOSOSRODEOSE SP
86. mitting time then that Uncommitted time will be saved in the clock allocated to that FE Therefore if there are 5 FEs with Uncommitted time on a Case A 6th FE that opens it will be warned which 5 other FEs have uncommitted time The 6 FEs time will have to be recorded manually LegalOffice LA will only commit time if the clock has more than one minute recorded on it Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 33 PEAPOD Legal Office The Software Suite For The High Street Firm Manual Time Recording If your Administrator has set the option for Time to be recorded manually whilst letters and telephone calls are still recorded automatically you will need to enter all the other time you spend manually Before recording any time on a case be sure that the correct case is shown in the Case Details panel at the top of the LegalOffice LA window Having clicked on the Time Recording Menu item in the Tree view pane the Record Activity panel will open O SC Posting Slips Accounts Insert Help Recent Cases EPI Client Bal 0 00 REF BUTO0004 001 Cal m J ou UF 140211 001 Case 0 00 Client Bal Client 0 00 er Office Bal 0 00 Sand ESPERA 2050 Doc Le Jos a aao Disb 0 00 Office Bal Client 0 00 Desc Theft from B amp Letter in ou i On Deposit 0 00 0 00 WIP Bal 29 90 Case Type 1800 Criminal Contractir Form in ou Billed WP 2m Disb Bal 0 00 Feeeamer 8 Keren Be
87. n Department KB Keren Benger lt All gt lt All gt From To Mew J Dates J Reviews Tasks Today 9 To Do Done Al 27 12 2001 20 03 2012 Off Weeks Hence You can change the order of the entries that appear in the grid by clicking on the column headings This will toggle the order of the items between ascending and descending based on the column heading that you click You can also change what you see by using the various filter buttons provided L J VUOJ vir vey evc Case lt All gt Search Type User Type Description Department KB Keren Benger v lt All gt v Ab v View From To V Dates J Reviews 7 Tasks Today To Do Done All 27 12 2001 20 03 2012 Off Weeks Hence In the View frame you can chose whether to see dates Review dates or Tasks by clicking each tick box The default view is dates and Review Dates To change this to for example just Tasks un tick the Dates and Reviews boxes and click the Tasks tick box You can also filter the view by clicking on the radio buttons You can see All entries or filter this by looking at just today s dates or those in the future click To Do or see those that have been done If you wish to look at entries between a particular date range complete the dates in the From and To boxes and you will only see entries between those two dates Alternatively you can use the Weeks Hence drop down box to select entries that are dated from today s date up to the num
88. n see the details of the Case in the upper section of the window and a list of the bills in the lower section The details in the grid can be wither exported to Excel or printed by clicking the icons in the lower left or the window Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 73 PEAPOD Legal Office The Software Suite For The High Street Firm Accounts To access the Accounts side of LegalOffice LA click the LegalOffice LA Accounts Icon This Icon will only appear if the Access Rights given to you by your Administrator allow you to use the Accounts system x gse lu mki so1e azaoa Reports To access Reports Click the LegalOffice LA reports Icon This Icon will only appear if the Access Rights given to you by your Administrator allow you to use the Reports system ule lu me A e rera Eze Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 74 PEAPOD Legal Office The Software Suite For The High Street Firm Mobile Telephone Number Directo LegalOffice LA has a directory in which you can store Mobile telephone Numbers in order to make it easier to send texts to those numbers you have stored Click the View Stored Mobile Numbers icon oo usle luemes se l e s This will open the Your Stored Mobile Numbers Window i Your Stored Mobile Numbers r LEN File Double Cick To Send Text User KRP Position Description Mobile gt 1 Mike Collins 07975 569874 2 07965 265987 Pos
89. n type in the details of the task in the Description box Finally click the Save button to save it in your Tasks list Marking a Task as Done You can mark a task as done by selecting it and clicking the Done button It will then disappear from view You can view Tasks that have been done by clicking the Done radio button in the Your Tasks View filter frame Deleting a Task from Your Tasks List Click the Del ABN button if you want to abandon a partly written task or to delete a task selected from your task list Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 70 Legal Office The Software Suite For The High Street Firm Your Favourite Items LegalOffice LA can store a number of different items enabling you to access them with one mouse click To build your list of favourite items click on the Your Favourites icon cm Msg 1 This will open the Your Favourites window Here you can add any type of file that is stored on your computer or network a shortcut to a folder on your Computer or Network or a link to a web page ar Your Favourites File Double Click To Open Favourite User FEEA Position Description k d Google 2 3 4 n Position 1 Description Google WAL http away google co uk Add an Item To add an item click the New button Then type a description for the item in the Description box If you wish to add a File click the File button This will open the Select a File window and ena
90. ne 2014 LegalOffice LA User Manual 24 PEAPOD Legal Office The Software Suite For The High Street Firm Add Marketing Information about a Contact When entering details about a contact you have the option to add marketing information The nature of the information recorded about a contact is determined by your system Administrator configuring the Marketing Information Screen When you open a contact click the Market button on the left hand side of the screen Email Email 2 Email 3 Date of Birth 05 08 2009 Status and the Marketing Information window opens WG Marketing Information Peapod Contact Profile No Will Made Status Co habiting Marketing Two Homellwner Y Marketing Three Mortgage M Wh Marketing Four Value of Estate 200 000 00 Number of M Eight OF M Six 0 will M H Date of will 06 05 2010 D One 30 03 2010 Da not mail Deeds M H Date of Deed 30 03 2010 D Two 30703 2010 Yes One Yes Two This shows the name of the contact at the top of the window On the left hand side of the window there are various boxes that for information about the contact Your System Administrator will prepare the necessary schedules enabling you to complete the boxes correctly The white field names are also customisable and the changes made will be reflected throughout LegalOffice LA Only an Administrator may amend these field names On the right hand side of the window there are boxes
91. ng into the pop up window that appears and then click Save This will always appear when you click the Notes button in future Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 22 PEAPOD Legal Office The Software Suite For The High Street Firm Storing documents for Contacts You can use LegalOffice LA to store electronic copies of documents such as Deeds and Wills for clients On the right hand side of the Add Amend Contacts window there is a Contact Files frame Contact Files To add a file click the New Button and i type a description in the Description box Then select a Category that the document is in by clicking on the Category drop down box Description Category The Categories are set by your system Administrator T 4 n Description Finally click the File Name drop down Category box and navigate to where the file you want to store is held on your system File Mame Tu a Click the Save File button to complete the function mass If you want to delete a stored file click Contact the grey box to the left of it so that the N entry is highlighted Then click the Matter Desc Your late Wife Delete button To look at any saved files you can double click any item in the Contact Files grid and the file associated with that item will open Alternatively you can click the View All button which will open the Contact Files For All Contacts window Contact Files
92. nger m Logon ID KB E Fixed Fee TIME RECORDING E Chargeable Oriy E Untied Oriy Nen ER Delete e we OF im Resnsate J Fire JU J Staa J Uer J Fessser us er Date Description Stage Activity Liras Qty Prep Attend Trav Wait Advoc Total value TE No Pro K KB 23 05 2011 Invoice j 1 JA Lo E Dh E 0 KB 23 2 Bill 8 1 1A BL 0 1 KB 2 2 Bill 7 1 1A BL 0 1 KB D8 034201 1 Letter ta CLient doc 1 1A Lo 1 3 70 0 KE D8 D3 2011 Letter to Court doc 1 1A LO 1 3 70 0 KB D8 D3 2011 Letter to Counsel doc 1 1A Lo 1 3 70 0 KB D8 03 201 1 Letter ta Witness Mr Smith 1 1A Lo 1 3 70 0 KB Da D34201 1 Letter to Witness Mrs Cales 1 1A LO 1 3 70 0 KB D2 D3 2011 GENERAL Letter to Counsel 1 1A LO 1 3 85 0 KB 203 201 1 CRIMINAL Letter ta Client 1 1A Lo 1 3 65 0 KB 15 02 2011 Test Letter 1 1A LO 1 3 85 1 KE 15 02 2011 GLetter ta Accountant 1 1A Lo 1 3 85 1 4 k Search Stage 12 Records Hrs Mins Value 7 Att On Codes Selected Total 3 70 Preparation 0 00 0 00 LCost 37 60 Calls 0 Attendance 0 00 0 00 F Fee 0 00 Letters 10 Bill to Client Bill to Accounts Travel 0 00 0 00 M Cost 0 00 Emails 0 C116 Waiting M VAT 0 00 Faxes D m M sa Advocacy l D Cost 0 00 View Disbs D VAT 0 00 Totals 0 00 Costs 37 60 G Total 37 60 At the bottom of the panel you can see the running totals for the Case You can also see the total for any records that you select in the grid To select recor
93. nts that are produced a number of times during the life of a case should remain in the Workflow This is a property that is set by the Administrator when creating the Workflow You can apply a filter to the items in the Workflow to show those that you need to do those that have been done and all of the items If you do need to produce a letter or document that has already been done and does not appear in the Workflow either click the All tick box or the Done tick box and it will re appear in the Workflow Produce more than one letter or document at the same time If you wish to produce a number of documents and forms from the Workflow in one go highlight the first one by clicking on the grey box to the left of it Then add other items by holding down the Ctrl Key and clicking on each item you want to produce Once all the items you want are highlighted in blue click the Sel Files button at the top of the Workflow panel This will produce each item in turn WORKFLOW 4 Sale Sel Files Market To Do Done AI Desc Double click an item to produce a Letter or Form C Type Rir G Letter to Solicitors es m test Client Letters test S Letter to Client Acknowledging Instructions 1 test S Letter to Client Care including quote Sale only test S Letter to Client advising Contract sent out J test S Letter to Client confirming Exchange test S Letter to Client sending Contractto sign C1 test S Letter
94. o will contact you as soon as possible about it You can visit Peapod s website by selecting the Help gt Peapod Website command Check for the Latest Version of LegalOffice LA You can check to see if you have the latest version of LegalOffice LA by selecting the Help gt Check for Updates command This will run the LegalOffice LA update routine over the internet If you have the latest version of the software you will receive a message that there are no Updates available Recent Cases If you wish to go back to a recent case you have had open you can use the Recent Cases command This will give you a list of the last twenty cases you had opened Click on the one that you want to reopen and it will appear in the LegalOffice LA window Help Recent Cases 0000002 001 Owedalot A KEELEYO 001 Keeley O P Disb Bui HANC0002 001 Hancock D KEELEYK 001 Keeley K ipn eee Office B URWI0001 001 Urwin B Gn Depi TESTERF 002 Tester F WIP Bal Total Tir PROPERP 001 Proper P Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 81 Legal Off ice The Software Suite For The High Street Firm E Learning There are now E Learning modules available through the LegalOffice LA Help Menu These modules are a series of help videos which demonstrate how to perform tasks within LegalOffice LA To access these please ensure that you have entered your relevant support centre log in details entered into
95. ording Record an Activity panel by clicking the Activity button at the bottom of the Workflow panel See the Manual Time Recording section of this manual for details on entering a Time Record Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 31 PEAPOD Legal Office The Software Suite For The High Street Firm Time Recording To access the Time Recording panel for a case click the Time Recording menu in the tree view panel or use the Alt T shortcut Pi a L History Lh Oglesby J ri r1 c m There are two types of Time Recording in LegalOffice LA either Manual or Intuitive Time Recording Your system Administrator sets which type your Firm uses Charging Rates The Charge Rate set for a Case appears in the Charge Rate box in the Client panel It is set at the time a case is created but can be changed at any time during the life of a Case However the new rate will only be applied to work done after the change Postcode ANTW Fax ms Ema Funding P 7 Charge Rate A Branch 1 Intuitive Time Recording only available to Fee Earners If your Administrator has set the appropriate preferences Intuitive Time Recording will record the cost of Letters Telephone calls Faxes and Emails in units of time each unit is one tenth of an hour i e 6 minutes Committing intuitive time on a case will assign the last used activity on the case and records that time using the case charging rate If y
96. ou configure LegalOffice LA to use Intuitive Time Recording a clock will appear in the Case Details panel when a Case is opened A User must have Fee Earner status to use Intuitive Time Recording crasoft Certified Product Peapod Legal Office sting Slips Accounts Insert Help Recent Cases KPI REF SMIOQ01 003 24 UFN SMOD 1 003 Logon ID KB Client Smith K 2038 Call Desc 3 Highfield Road Hampton Middlesex Doc in Out Case Type 1010 Purchase hd Letter Out Feeeamer 9 John Smith JS Form Disb Budget Client Bal Office Bal On Deposit WIP Bal Disb Bal The Clock starts once you open the case N B The Intuitive Time Recording can be configured to default the time to pause until clicked please see your administrator s in regards to the configuration of your system The clock will capture the amount of time a User spends on a case If you move to another Case the clock will pause until you go back to working on the same Case again As you move between cases that are set to Intuitive Time Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 32 Case Budget 0 00 0 00 l l rn 03 03 03 m Gy Legal Office The Software Suite For The High Street Firm Recording the time on the clock is saved for each case until it has been committed to the Time Records The clock in any Case can be paused and re started by clicking on it It will change from blue to red when paused
97. ow If you wish you can produce an Attendance Note and save the entry from this screen by clicking the Att Note button This puts the details of the time recorded into the Attendance Note automatically Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 36 O Legal Off ice The Software Suite For The High Street Firm You can also enter Disbursements Those that have VAT included go into the Disb V box and those that are exempt from VAT go into the Disb N V field This just keeps a note of the total of the disbursement incurred with the time record It does not produce a posting slip or any entry in the Accounts Ledger for the Case you are working on If a MISC activity is available in the Activity table you can use it to bill fees along with standard time recording entries in the same bill When using this activity code you may enter the fee directly into the Total box Once saved the entry will still show as a fixed fee under the blue Time Recording totals but will be included on the produced bill N B LegalOffice LA records which user creates each entry on the Time Recording and this can be seen by scrolling across the main time recording grid on the case and in the Daily Timesheet The Daily Time Sheet Ctrl Alt T Instead of recording time on a case by case basis you can use the Daily Time Sheet to record time as you work through the day This function also has a stopwatch so you can time how long you spend on a pa
98. pany this can be seen as G1 9 under the General menu of thg Report Writer amp Additional Client Details NI Number Date Of Birth 09 February 1975 Money Laundering Who JS Gender M Expected End Date 1010201 E Pre Ref Mail Shot E Miscellaneous Fields Date 1 Description Date 2 Description 10 10 2011 Value 1 Description Value 2 Description 0 0000 9 000 Date 3 Description Date 4 Description 10 10 2011 10 10 2011 f Value 3 Description Value 4 Description 0 0000 a 0 0000 For LAA cases the screen will allow you to record extra LAA information as well as the extra client information that it will allow for on Private cases such as you Part I Part II codes Immigration information MAAT ID numbers and to choose the correct Rate Table for each case You can also enter the LAA Certificate number on this screen It is imprtant that the information you record here is correct as it will be used when you do your LAA billing Tomine J Loa a l NI Number Date Of Birth 05 August 1970 Money Laundering Who KB Date Of Check 14 February 2011 Gender Expected End Date 7 17 04 2012 r Pre Ref Mail Shot E Risk Assess E Miscellaneous Fields Date 1 Description Date Description v 05 01 2012 v 31 10 2011 Valu
99. qz E Mice Travel 0 00 0 00 M Cost D DD Emails 0 Waiting 0 00 0 00 M VAT 0 00 Faxes 0 Advocacy 0 00 0 00 D Cast 0 00 ee Breakdi ew Disbs D VAT 0 00 Totals 0 00 0 00 Costs 37 60 G Total 37 60 LegalOffice LA will ask you to select a Stage to analyse Once you have selected the Stage and click the OK button you will see the Costings Breakdown window 0000 UEER UEEP SHEEP s Costings Breakdown Case FPESPULD UU2 Peapod LegalUffice Stage 2 Feeearner Profit Cost Travel Wi ating FEES PERI l rU 43 512 KS 100 00 i 100 00 56 495 0 00 0 00 0 00 Total Value 177 02 o ave Close If you wish to keep a copy of this window export this screen to Excel or click the Print button Clicking the Save button creates entries in the database so that those with access rights to Full Reports can see a report on multiple cases LAA Billing Stage Billing Family Advocacy Fees Please note that the Administrator gt Configuration gt Preferences gt LAA Auto Stage Budget option is ticked for the following to work properly Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 43 i Legal Office The Software Suite For The High Street Firm We have now introduced a scheme whereby LAA Civil cases when created and setup correctly will allocate a FIXED FEE amount that can be claimed when billing the file using the CIVCLAIM1A form This is calculated and generated by a FEES MATRIX which we
100. rd R Administration Account Administration Account 24 11 2011 24 11 2011 i Completion D 29 11 2011 29 11 2011 d Completion D 08 12 2011 08 12 2011 Review Date 08 12 2011 08 12 2011 a d Review Date 26 12 2011 26 12 2011 n n Boxing Day 27 12 2011 27 12 2011 s i Boxing Day H 6666 amp amp Click on Day s in Calendar to CrNate a New Date New Est _ Delete searen Jf cose Items marked in RED denotes overdue Items marked in BLUE denotes Today For an explanation of the Office Diary go to that section of the manual It is highly recommended that you use the Diary system provided by LegalOffice LA as it is a very useful tool to prevent you from missing key dates in a matter and for keeping on top of your work and not letting a matter drift without any action being taken Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 6 PEAPOD Legal Office The Software Suite For The High Street Firm The LegalOffice LA window Within the LegalOffice LA window there are three panels and the LegalOffice LA Shelf The Tree View panel shows the cases you have open The Case Details panel holds details of the Case you are working on File Administrator View Posting Slips Accounts Insert Help RecernfCases KPI Butcher T Client Bal Lk Theft from B amp Q BUT0001 001 n P car tn ou UFN 140211 001 Case 0 00 Client Bal Client C ime Recording chert ButherT 2050 Doc nou De
101. re not sure what a code means in the Ltrs Cls Codes box click in the box and press the F1 key A list displays in a pop up box giving the meaning of all the codes Wate F Attend Irav VV alt Advoc otal Fed ree lish V z Osb N Vv Rate V 24 04 2010 0 0 0 0 0 0 0 00 0 0 00 0 0 0 Pate X FE Grade re Cla Codes Qty Mis Upi Stage Rate Desc Rate Y F Fees i i Rate 7 LO Letter Out LI Letter In CO CallOut Cl Calin El Email In EO Email Out Xl Faxin XO Fax Out HO E Home Office Interview TA Telephone Advice Fixed Fee TAF E Telephone Advice Acceptance Fee DSV Disbursement Inc E VA T DSNV Disbursement Non VAT MLS Miles TENET P Me ul Hate V Trav Wait Advoc Total Fixed Fee Dish V Disb NV pon W 0 0 00 0 0 0 Rate X CL Client CN Counsel CTE Stage Rate Desc Rate Y Cour HR Hearing NG E 3 1 ix Fees Negotiations OP Opponent E Rate Z OT Other OW Other Work Case Rate A S Site Inspections TP Third Party WD Work 0000003 003 ta EREE pill lo If you wish to charge a fixed fee for the Activity recorded then put the amount in the Fixed Fee field You can add an additional description for the Activity in the Desc box The description you type will appear on the breakdown of items when you produce a Bill from LegalOffice LA When you are happy with the entry click the Save button Then click the Close button to close the wind
102. rticular activity The Daily Time Sheet can be accessed in three ways a Select the FILE Daliy Timesheet option or b Use the CTRL AIt T shortcut or c Click the blue arrow in the Case Details panel of the LegalOffice LA window MJ PEAPOGD 001 Logon ID KS Cal In amp ut Doc Letter Form This will open the Daily Time Sheet For All Cases window File Recent Cases DAILY TIMESHEET Staff Member Date Stat Time End Time Total Time Att Note New New Line Call in Out 00 00 00 Comm KB 14 12 7008 1123 1509 0346 Start Time End Time Disb V Disb NV Mis Attendance On VAT Case Rate 15 09 15 15 0 00 0 00 0 Stage CL v Ltrs Cls mu y Ref Description Stage Rate Activity Uplift Codes Qty Prep Attend Trav Wait Advoc Total Value Fixed Fee v ww Yv i d 7 0 v 0 00 0 00 I Ref Client Description Stage Rate Activity Uphft Ltrs Cls Qty Prep Attend Trav Wait Advoc Total Value e Previous activities that have been recorded on the same day will be displayed in the grid To record an activity on a new case either click the New button or click the Ref drop down box This opens the Case Search window to allow you to select the case that you wish to record time for Once you have selected a case the reference will appear in the Ref box and the client s name will appear next to it The Start Time and End Time will be set automatically as the time you begin creating the entry If you edit the Start Time and then enter
103. ry to another Case 2 eeeieeeeieeesee nenne nnne nnm hinh aenea use spese sumau sus a supe se puse anna 40 LAA Rates and Time Recording ussuankeiaxendvussutkS bsxuspE iU U ppc bd REX D xS R ED pEa idu ESI L bREX EXE dEREE PE Ud ERA 40 Nro D 40 Creating a Bill from Time Records 1 leeeeieeeeee eene e nennen nnn nmn unnm n nna rk nh nun urne a uan muon a 41 Marking a Time Record as DING usssss casa xen RS ARMEN PEyXE REIS ERGO ERI sven XSEEREN PREX KR LESE a DIE NE REA PEE UR IURE 41 Posting a Bill directly into the Accounts ccceecsesscceeceecesscescneonseccescneosceecusceeascescesousseseesesonseres 42 FS SOY TEE T TC T DOE TED LUTTE 43 EA BNO cociconenea iiio iot bise eit Psep eei sioe st sage senace deme besa ceau ie means Pues cues oco ine mra roa acBt Persei o ied ou iB 43 Stage Billing Family Advocacy Fees zssaxsixaseixsstecinarie dan ae x RR TE RURQ ENPRFAEMAEIS Ead S dM coa DU RE QU ONTE NTY TR FTH 43 Representation Order in Mags Court Standard Fees amp Revised Standard Fees 49 Stage Billing Private Cases eeeeeieeeeeeeeeeene eene enne n nnnm nnnm nnn nnn nne nnn nnne nnne n 53 Bro 55 Using LegalOffice LA s pop up calendars 1eeeeeeeeeeeeneee enne nennen nnne runners 55 VIEW Dates Or ToSK
104. s By Feeeamer 8 Keren Benger v Show Only Show Show Only V Clients J Private V LSC All Active Cases F All Completed Cases All Cases F Cases 25 Records Sumame Client Name Forename Description Completed Nom Fee WIP Bal Office Bal a You can also filter your results by clicking the appropriate tick boxes in the Show Only frames of the window As you type into the Search For box you will see the list of cases change in the results grid If there is only one result left after you have finished typing press the Enter key on your keyboard and that case will open If there are few case in the grid and you can see the one you want either click the grey box to the left of the line showing the details of the case you want to open and then click the OK button or double click the grey box The case will then open and the main window will change to display the details of that case Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 14 PEAPOD Legal Office The Software Suite For The High Street Firm To use the fourth method of opening a case you need to know the reference of the case you want to open If you do start type the reference into the REF box at the top of the Main window TE Z2 LIFN Client TESTER O01 3 Call TOM TESTER OO2 Doc TESTER O03 Case Type Close Letter Feeeamer KRP Form WORKFLOW LegalOffice LA will suggest possible matches to the reference you are looking for Once you
105. see the reference for the case you want to open in the pop up box that appears click on it Add data to a Case LegalOffice LA holds information regarding a particular case such as Accident Date Marriage Details or Conveyancing details that merge into template letters and forms as case data To access the area where case data can be added click the Case Data button in the Client panel of the main window or click the Green Arrow in the Case Details panel UFN PEAPOD OOT Logon ID ES Call os Letter Form This will open the Case Data form for the type of case you are working on In this example it is a Conveyancing case CONVEYANCING INDEX PAGE Toadd new contacts go to the LOLA File Menu and click Add New Contact Click on the Contact details that you wish to view Clients 2 to 4 Other Sides 4 to 6 Estate Agent 1 to 2 Solicitors 1 to 3 Landlord Manage Co Agent 1 to 3 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 15 Legal Off ice The Software Suite For The High Street Firm The type of Case Data Index page you see depends on the type of Case you are working on The grey buttons allow you to access the various Contacts details for the case and the Data Collection Form DATA COLLECTION FORM Exchange Date RMR RE RR MRR Re N hehehe General Conveyancing Details Sale Price Completion Sth ttt ttt tt tt shh tt a et et ed hohe et hhh ttt Porc d dp eee
106. st want to do a bill that has selected items on it highlight the items you want to include by clicking on each one while holding down the Ctrl key Once all the items that you want are highlighted click the Sel button After you click either the New or Sel buttons a pop up window appears asking whether this is the Bill for Accounts If you click Yes LegalOffice LA will assign a Bill number to the Bill produced This is done automatically N B Once you have clicked the Yes button you cannot edit any of the items you have included in the Bill so do be certain that you do not want to change any of those items before clicking the Yes button The Bill you create will be saved in the Workflow History If you click the No button the Bill you create will be saved as a Quote with no bill number associated with it You can review Bills and Quotes by clicking on them in the Workflow History Marking a Time Record as billed Time Records can be marked as billed without having to produce a bill You may wish to do this if you do not produce Bills using LegalOffice LA Go to the Time Recording panel and highlight the items that you wish to mark as billed in the Record Activity grid then click the Bill button TIME RECORDING EI Chargeable Ony United Ony C New Eat Des At Nete Wie OF J Bi meinst Rae J Ub Sage User Rests i Us er Date Description SHADE Active Lirs Cls ey Prep Attend Trav Wait Advoc Total value Bil Mo Pro
107. t Date E Day End Date E Day Stat End Description F E Comments Done Type lass m mem j Cour Date IKE Wo tems marked in BLUE denotes Start Date is Today Ai Br Items marked in RED denotes overdue re The panel shows dates already entered for the Case Items in red are overdue Items in blue have a start date that is the same as today s date Items in black have a start date that is in the future Dates that have a key date assigned to them appear in bold in the calendar above the grid You can filter what you see in the grid by clicking the various radio buttons in the View frame The default view is Dates but you can click Tasks or click both To see Dates and Tasks that have been done click the Done Radio Button To see both those that are done and those that still need to be done click the All Radio Button You can also re order the entries that appear in the grid by clicking on the column headings This will toggle the order of the items between ascending and descending for the column clicked Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 56 PEAPOD Legal Office The Software Suite For The High Street Firm Enter a new Date or Task To enter a new Date or Task click the New button in the bottom right hand corner of the Dates Tasks panel Alternatively you can use the calendar above the Dates Tasks grid to navigate to the date that you want to create an entry for and then click on
108. t to work This will open the Record an Activity window L amp Record An Activity EX First select the activity from the list You can search for activities using the Search for box You can list codes by Code or Description by clicking the appropriate tick box in the Show Only frame Description Once you see the Activity you want select it by clicking in the grey box to the left of it The preset rates for the Activity selected are shown in the Rates grid on the right hand side of the Date window 10 08 2011 00 00 0 0 0 0 F E Ltrs Cls Codes Qty Mis Uplift Stage Rate Desc KB v v0 0 0 1 vy v Case Rate Units Attendances On 0 VC VAT 2 x iid Enter the details for the Attendance in the boxes at the bottom of the window l JC TAA Wu Rate V 0 00 Date Prep Attend Trav Wy ait Advoc Tatal Fixed Fee Dish V DisbM V Rate W 0 00 10 08 2011 0 o 0 Rate X 0 00 F E Grade Ltrs Clas Codes Qty Mis Uplift Stage Rate Desc Rate Y 0 00 KB D o u1 A Rate Z 0 00 Case Rate A Units Attendances On 0 CL VAT 20 BISO001 007 First set the correct date for the activity in the Date box Then choose the Fee Earner for whom this activity is to be recorded The rate to be charged will be the Rate for the Case as shown in the Case Rate box If you want to change this click the Rate drop down box and select a different rate for the Activity
109. te Sear J come Items marked in RED denotes overdue Items marked in BLUE denotes Today The default view when you open the Office Diary shows the entries associated with the User s account that you used to log on to LegalOffice LA Items that are in black are dated in the future those in blue are today s date and those in red are dated prior to today The diary also shows how many records are currently being shown in the blue band along the top of the entries Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 65 Legal Office The Software Suite For The High Street Firm You can change the entries you see by choosing different Users Type Descriptions or Departments Select the ones you want by clicking on the different drop dow L J bwucy vr ver evac Case lt All gt User Type Description KB Keren Benger lt All gt Search Type v Department v lt All gt v From To Miama You can also search for dates or tasks by typing the code for the Date er Task into the Search Type box This is useful if you wish to check for a specific type of date such as a limitation date Selecting All in the User drop down box and then typing the code for Limitation Date into the Search Type box will bring up all the cases on the system that have that type of date recorded in them You can filter the diary by using the Case Search drop down Case lt All gt w Search Type User Type Descriptio
110. ters S Letter to Client Acknowledging Instructions oe S Letter to Client Care including quote Sale only GF The Workflow panel has two panes The left pane is the Workflow and right pane is the Workflow History N B If no Conflict of Interest check date was entered when the case was created the Workflow History will have a Conflict of Interest Date to remind you that one still needs to be done See the section on Conflict of Interest to see how to perform a Conflict of Interest check Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 26 Legal Off ice The Software Suite For The High Street Firm The items in the Workflow have different coloured dots to the right of them to show what type they are Blue Microsoft Word document Green PRINTAForm Form Black PDF Red Excel Spreadsheet Yellow Date or Task White Label These items have coloured labels Bill BL Email In EI Letter In LI Posting Slip PS Produce a letter or document To produce a letter or document that is in the Workflow double click the grey box to the left of the item This will open Microsoft Word and the letter or document will appear You can make any changes you wish but remember to save them when you have finished You will see that the entry for the document is now in the Workflow History panel If that document is usually only produced once during a case it will disappear from the Workflow Letters and docume
111. that date This opens the Add Amend a Date window with the date already completed If you used the calendar to create a New Entry you will need to select the Case that the Diary entry is to be entered in by clicking the Case drop down box Add Amend A Date Lo File Type Description Next Jays Toston done Fileloc Dates For KRP On 12 04 2010 1 Issue eae E late Stat End Client zeRewwMemng 1 A 19 0 12 Apr 03 00 17 00 Urwin B 3MekeaCupefTeaPleasee Pp J0 0 12 Apr 10 00 11 00 Adams J fi S TravelEpense p se 12 Apr 09 00 17 00 Van Beek MC APJU ApplyforJudgement P 0 0 APF Appointment Meeting p 0 D AQ Allocation Questionnaire P O 0 BP Bill Paid pP 0 CACO Case So 28 ae Memo to m p CC Chase Client Blank Lett CEX a a CF Conflict Of Interest 0 0 0 J0 CM CompletionDate JO CQ Chase questionnaire CO 14 0 1041 WILL Lei 4 mM Case Type Description Days Stat Date End Date Start Time End Time Hrs Mins o idis 0 12 04 2000 12 04 2010 00 00 00 00 Comments Attendee 1 Attendee 2 Attendee 3 Ms Attendees Doc Email Text D eparttment Head Office Select Diary Done User Public E Personal N KRP 4 t If you wish to change the Case to which a Task or Date is to be assigned click the drop down arrow next to the
112. the company details then navigate to Help menu and the choose the E Learning Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 82 Legal Office The Software Suite For The High Street Firm Contact Us Headquarters e Sales Email sales legaloffice com e Sales Tel 1 0845 683 2517 National e Sales Tel 2 0208 941 8818 London e Fax 0845 683 2519 e Helpline 0845 683 2518 e DX 115274 Hampton e Website www legaloffice com Address Peapod LEGALOffice Ltd Unit 1 Caste Business Village Station Road Hampton Middlesex TW12 2BX DX Peapod LEGALOffice Ltd DX 115724 Hampton Wales Merlin House 1 Langstone Business Park Priory Drive Newport NP18 2HJ e Tel 01633 415373 e Fax 01633 415375 e Email huwj legaloffice com Northern Ireland Peapod LegalOffice N I Ltd 76 Main Street MOIRA BT67 OLQ e Tel 028 9261 3110 e Fax 0845 683 2519 e Email colino legaloffice com PEAPOD ai Legal Office P The Software Suite For The High Street Firm Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 83
113. the entry you wish to edit in the boxes on the bottom left hand side Make the changes you require and then click the Save button Delete a Date or Task Select the entry you wish to delete by clicking on the grey box to the left hand side of it Then click the Delete button at the bottom right hand side of the Dates Tasks pane of the main window You will be asked to confirm your wish to delete the entry Click Yes to confirm or No to cancel the deletion Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 58 PEAPOD Legal Office The Software Suite For The High Street Firm History View the Comprehensive Histo To view the comprehensive case History for a case select the History option in the tree view panel WG LegalOffice LOMA 32 bit 2 5 9 File Administfator View F ux nt i This will open the History panel in the LegalOffice LA window WF LegalOffice LOLA 32 bit 2 5 9 4 Microsoft amp Certified Product Peapod Legal Office S d cu Dg File Administrator View Posting Slips Accounts Insert Help Recent Cases KPI k Jones T k Sale of 5 High Grov REF JON0002 001 3 Cal In Out UFN JoN0002 001 Case 00 Client Bal Client Ll Time Recording Client Jones T 2068 Doc an fou T eia me Le History Desc Sale of 5 High Grove Lane C Letter in Out Sage ee OU Am Case Type 1011 Sale v Form in Out Billed WIP JS
114. to be charged You can record the time spent by entering the quantity of Units of an Activity e g Letters or Telephone Calls and or by the time spent in Preparing Attending etc Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 35 O Legal Office The Software Suite For The High Street Firm i SECUS Fem Wu a Rate V 0 00 Date Prep Attend Trav Wait Advoc Total Fixed Fee Dish W DisbM V pote W 0 00 10 08 2011 o oO o 0 0 oO 0 O Rate X 0 00 i FE Grade lire s Codes Qty Mle Uplift Stage Rate Desc Rate Y 0 00 KB 0 D 1 A Rate Z 0 00 W Case Rate A Units Attendances On D CL WAT 20 BISO0DO01 001 i r If the tick box next to the units field is un ticked the units field is no longer automatically calculated and is to be inputed manually The number of units entered is then calculated aginst the letter email or fax rate chosen for the line entry e g enteing 1 unit at a 5 rate for a letter out would calculate the total as 0 50 If you want to record the quantity of an item done first select the code for the activity you want to record in the Ltrs Cls Codes drop down box Then type the quantity of the item in the Qty box You can also add time in the boxes under the activity labels Prep Attend Trav Wait and Advoc that are shown The boxes underneath each label are for hours on the left and minutes on the right You will see that the 7ota box recalculates as you make each entry If you a
115. umber of programs that can be opened by clicking on icons in the LegalOffice LA Shelf SUCUR JE Sr Si BE Si IE TIE JE I L elil alg 70 9 Internet Explorer Microsoft Excel Microsoft Word Printaform OfficeDictate and ExpressScribe Clicking on the programs icon will open it Screen Magnifier If you find some the text on the screen is too small you can use the Magnifier to zoom in on areas of the screen Click the Magnifier Icon e E BgBoce 89g mos s olleoinu nst so Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 78 PEAPOD Legal Office The Software Suite For The High Street Firm This will open a small toolbar in the centre of the screen Click and hold the magnifying glass icon on the left of the toolbar When you move your mouse around the area underneath the magnifier is enlarged File View Posting Slips Ir cE Jameson e 1091 Commercial Pun J Commercial F UFN J0001 002 Logon ID U Time Rec A gr MES CI rA Daes aner T Kevin Parsons D pec ufu Letter in ou SLIENT Form Title Mr Forename James Supervisor J Secretary jumame Jameson Department Head Offi Stat Date F E po 10 02 2010 KRP pany Whiskey amp Co Dial James bl Email Funding P Case Notes 4 emus MU Gann Daia You can adjust the settings by clicking the green tick icon in the centre of the magnifier toolbar To close the magnifying glass click the b
116. using the default Activity selected under the MORE option When recording on the file clicking on NEW to record a new activity under the Ltrs Cls Codes drop down box there are now new fields here for Time Recording under the Family vea Scheme Ltrs Cla Codes Qty Mis Uplitt Stage Rate 0 0 0 2 Units Attendances On 0 VAT 20 The ADDITIONAL codes are as follows IH1 Interim Hearing 1 IH2 Interim Hearing 2 FH Final Hearing Fee AM Advocates Meeting Fee FDR1 FDR Hearing Unit 1 FDR2 FDR Hearing Unit 2 Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 45 Legal Office The Software Suite For The High Street Firm FERF Finance Early Resolution Fee CON Conference Fee OP Opinion Fee CB1 Court Bundle 1 Interim Hearing CB2 Court Bundle 2 Interim Hearing CB3 Court Bundle 3 Interim Hearing CB1 F Court Bundle 1 Final Hearing CB2 F Court Bundle 2 Final Hearing CB3 F Court Bundle 3 Final Hearing ET Exceptional Travel if travel 25 miles The example on the following page shows that on a case Category Of Work selected was 3 Private Children Time Recording using class 2J Schedule 2a Prescribed Family Proceedings Mags Crt FPC and the Ltrs Cls Codes selected was IH1 Interim Hearing 1 This then calculates the Fixed Fee of 69 65 Tre Wt 31 00 Att Prep 91 00 Att Cncl 36 00 Advoc 63 00 Ltr Out 6 00 Lir In 3 00 Cls Qut 6
117. wn all cases in the Treeview and leave you on the AA 001 Administration case LEGALOffice amp LOLA 2 5 0 6 Microsoft Certified Product Practice dtd File Administrator View Pasting Slips Ac 1 Peapod LegalOtice unts Insert Help Recent Cases KP J Peapod REF a PEAPOD oot u i Time Recording Client Peapod LegalOffice Chee pec EH 7 P Administration Accoun Case Type 19888 Peapod p 2 n Peapod Feeeamer 4 Feer FEE m L Time Recording The case will then disappear from the tree view panel of the LegalOffice LA window Archive a Case To archive a case tick the box next to the Completed box on the Client panel of the LegalOffice LA window Completed AU 11 2010 E ave Source OF work LA Provider RAMBO C File Location Storage Before archiving a case you should put your Archive Reference for that Case in the Sgmp eted box In the Reports section you can run search reports to find Archive references for cases Case Closed Analysis If this option has been turned on by the system administrators when you have completed the arching process as detailed above you will be shown a page called Case Closed Analysis this page details the costing information pertaining to that particular case You can then send the Dates Time Recording and other Case information direct to the printer instead of opening up excel spread sheets However there is an export button provi
118. y for that day A red dot indicates they have at least one task recorded in their diary for that day A blue dot shows they are on holiday that day e A black dot shows a sick leave day If you hover your mouse over a green or a red dot a comment box will appear showing the name of the User and after that the number of dates or tasks they have for that day in brackets and then the name of the first case Changing the view The Global Diary shows the next four weeks but you can change the view either by clicking on the large green arrows Clicking on the left one will move the diary back one week Clicking on the right one will move it forward by one week If you want to see all the members of the Firm click on the All button in the bottom left of the window If a member of the Firm is not shown in the Global Diary it will be because they have not been allocated to a Department by your Administrator If you just want to see the members of one Department click on the Department name If you click on the TSK HOL or SCK buttons on the left hand side of the window only the entries for that type are shown A yellow background appears behind the letters for the filter you have selected to show which filter is applied Click on the button again and the view will go back to showing all types of entries If you just want to see any particular Users select them by clicking on the tick box to the right of their Initials and then click the Filter Users button
119. you have just done click the Search button on the Posting Slip This will open the Select Row window Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 62 PEAPOD Legal Office The Software Suite For The High Street Firm Select Row Client Description OFB al CliBal OOOO001 OLI Tester J Jane Deadbody Deceased 447245 OOOO O02 Tester J General Matters 0 00 0 00 OOOO001 OW T ester J Latest Probate Case 0 00 0 00 DOO OCT Owedalat 4 Not Paid plc 0 00 0 00 DOO DOES 001 Adams J Jenny Adams Deceased 470 00 0 00 OOOO OCT Adams J Deadperson two 0 00 0 00 OOOO OO Adams J Deadperson 3 1762 50 0 00 OOOO O04 Adams J Test Case 0 00 0 00 DOCDOOOS 001 Client T Third Client General Test Case h4 Jh 0 00 DO DOO DT Willmaker J Mew will 0 00 0 00 OOOU00 O01 Tonker G New Test Case 0 00 0 00 DOO OS Tonker G Test Case 2 0 00 0 00 Select T Beginning Apply L o LIF Cancel Now select another case by first clicking on the column header that you wish to search by e g Client This will make the Apply button active Then start typing the first few characters of the Client name and then click the Apply button Once you see the details of the case that you want click on it and then click the OK button The details of that case now appear in the Posting Slip You can then complete the further details for that transaction and then click the Save button Editing Posting Slips There is an option on the
120. ys be shown prior to entering the email content and the subject must be entered at this point and never directly into the email the subject will default to the client name and the matter description Version 2 6 3 8 10 June 2014 LegalOffice LA User Manual 29 PEAPOD Legal Office The Software Suite For The High Street Firm Email a Case Contact from the Workflow History Click the Email button at the bottom right hand side of the Workflow panel This opens the Choose Contact Email window X Choose Contact Emai Case Contacts For CO001 001 Checker AC Type Email Perfect Claims Provider AG provideriprovider ca uk provider provider co uk Checker Activity Code C emaili email co uk email Z amp email co uk email 3t amp email co uk CE creditor credit couk creditor2 amp creditco uk From here select the Case Contact that you want to send the email to and the email address that you want the message to go to You can also include a CC recipient and a BCC recipient Once you have made your selection Click the OK button TIP If you want to send an item from the workflow as an attachment to the email see the next section Your default Email program will open a New Message window in which you can type your message and then send it LegalOffice LA will record the message in the Workflow History Email an item from the Workflow History First highlight the document you wish to email by clicking the grey button to the l

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