Lexpro Litigation Presentation

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Lexpro Litigation Presentation

  1. 1. Lexpro Systems Litigation Written by Attorneys for Attorneys
  2. 2. Main functions of program • Opening of files • Drafting court documents and letters • Debiting fees • Send SMS messages to debtors • Compiling collection reports • Reports can export to MS Exel
  3. 3. Main functions of program • Diary – what to do, latest action on a file • Making file notes – consultations, telephone calls • Printing client statements – including accounting transactions and fees • Drafting debtor’s statement – including accounting transactions, fees, expenditures and interest
  4. 4. MAIN SCREEN LITIGATION
  5. 5. MAIN SCREEN “FILES”
  6. 6. MAIN SCREEN “Document/Letters”
  7. 7. MAIN SCREEN “Report/Searches”
  8. 8. MAIN SCREEN “Accounts”
  9. 9. MAIN SCREEN “Fees”
  10. 10. DIARY FUNCTION SCREEN
  11. 11. Opening of a file • Imported from Accounting • Exported to Accounting • Full details of client, first party and second party • Identification of fee earner and group or section • Complete debtor’s details
  12. 12. Imported from Accounting
  13. 13. File details – general details
  14. 14. Debtor’s information • Debtor’s personal info • Employer’s info
  15. 15. Court documents • More than 250 documents: summonses, notices, pleadings, letters etc. • All documents available in Afrikaans and English • User can add own documents or amend documents • Automatic fee debiting with merge of document
  16. 16. Documents menu
  17. 17. Merging of documents • Information from opening of file can be amended or added to • Select document from list • Complete details specific to the document • Automatic fee debiting • Merges to MS Word or Open Office
  18. 18. Merging of documents
  19. 19. Extra detail for document chosen
  20. 20. Merged to Word Processor
  21. 21. Diary and report • User can filter on account numbers, client names, fee earner to select list
  22. 22. Select action on diary • A right click on file name brings up action list
  23. 23. File notes • Type a file note • Print the note only when page is full – saves paper • Debit a fee – consultation, telephone call
  24. 24. Debtor’s statement • Information from opening of file: capital, interest rate, interest date • Accounting transactions: payments, disbursements • Fees • Program loads all information and calculates the statement • 12 collection reports which exports to Exel
  25. 25. Debtor’s statement
  26. 26. Search for debtor’s file • Search on name of client, name of creditor, name of debtor, case number, ID number, reference number of client etc.
  27. 27. Accounting enquiries • All transactions on client accounts • Non-sensitive information only, business accounts (e.g. salaries) cannot be accessed • Immediately available after being posted in Accounting
  28. 28. Various options for fee debiting • User selects fee description and amount • User types own fee description and amount • Select VAT inclusive or exclusive • Select fee account or fee earner • Fees either work in progress or must be sent to Accounting • Fees per time unit • Fees less allowance
  29. 29. Debiting of fees • User can type own description and amount • User can select fee from lists • Lists can be added to or amended by user
  30. 30. Various fee reports
  31. 31. Transactions can be exported to Accounting
  32. 32. Various collection reports • All reports can export to MS Exel
  33. 33. Help is at hand • Free manual provided for the program • Readme – latest additions to program • Frequently asked questions • Support via telephone, fax, e-mail and Internet
  34. 34. Contact details • Waverley, PretoriaWaverley, Pretoria Tel: 0861 539 776 Werno Gevers | LP Greyling • Route 21 Corporate Park, IreneRoute 21 Corporate Park, Irene Tel: (012) 345-4510 Charmaine Schulz | Chris Lubbe • Arcadia, PretoriaArcadia, Pretoria Tel: (012) 342-3096 Nicolise du Preez | Carl Holiday • Somerset WestSomerset West Tel: (021) 851-0761 Hein Low | Monique Pretorius | Stefan Swanepoel • Welgemoed, BellvilleWelgemoed, Bellville Tel: (021) 913-5816 Anneke Schulz anneke@lexpro.co.za • Garden Route, MosselbayGarden Route, Mosselbay Tel: (044) 695-0993 Elainne Bouwer elainne@lexpro.co.za • Free State & KZN, BethlehemFree State & KZN, Bethlehem Tel: (058) 303-2016 Ronel Schulz ronel@lexpro.co.za

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