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Lexpro presentation
- 1. Lexpro Systems Litigation Writtenby Attorneys for Attorneys
- 2. Main functions ofprogram • 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. Main functions ofprogram • 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
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- 11. Opening of afile • 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
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- 13. File details –general details
- 14. Debtor’s information • Debtor’spersonal info • Employer’s info
- 15. Court documents • Morethan 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
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- 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
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- 19. Extra detail fordocument chosen
- 20. Merged to WordProcessor
- 21. Diary and report •User can filter on account numbers, client names, fee earner to select list
- 22. Select action ondiary • A right click on file name brings up action list
- 23. File notes • Typea file note • Print the note only when page is full – saves paper • Debit a fee – consultation, telephone call
- 24. Debtor’s statement • Informationfrom 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
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- 26. Search for debtor’sfile • Search on name of client, name of creditor, name of debtor, case number, ID number, reference number of client etc.
- 27. Accounting enquiries • Alltransactions on client accounts • Non-sensitive information only, business accounts (e.g. salaries) cannot be accessed • Immediately available after being posted in Accounting
- 28. Various options forfee 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. 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
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- 31. Transactions can beexported to Accounting
- 32. Various collection reports •All reports can export to MS Exel
- 33. Help is athand • Free manual provided for the program • Readme – latest additions to program • Frequently asked questions • Support via telephone, fax, e-mail and Internet
- 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