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Lexpro Systems Litigation
Written by Attorneys for Attorneys
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
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
MAIN SCREEN LITIGATION
MAIN SCREEN “FILES”
MAIN SCREEN “Document/Letters”
MAIN SCREEN “Report/Searches”
MAIN SCREEN “Accounts”
MAIN SCREEN “Fees”
DIARY FUNCTION SCREEN
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
Imported from Accounting
File details – general details
Debtor’s information
• Debtor’s personal info
• Employer’s info
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
Documents menu
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
Merging of documents
Extra detail for document chosen
Merged to Word Processor
Diary and report
• User can filter on account numbers, client names, fee
earner to select list
Select action on diary
• A right click on file name brings up action list
File notes
• Type a file note
• Print the note only when page is full – saves paper
• Debit a fee – consultation, telephone call
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
Debtor’s statement
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.
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
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
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
Various fee reports
Transactions can be exported to
Accounting
Various collection reports
• All reports can export to MS Exel
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
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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Lexpro presentation

  • 1. Lexpro Systems Litigation Written by Attorneys for Attorneys
  • 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. 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
  • 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
  • 13. File details – general details
  • 14. Debtor’s information • Debtor’s personal info • Employer’s info
  • 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
  • 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
  • 19. Extra detail for document chosen
  • 20. Merged to Word Processor
  • 21. Diary and report • User can filter on account numbers, client names, fee earner to select list
  • 22. Select action on diary • A right click on file name brings up action list
  • 23. File notes • Type a file note • Print the note only when page is full – saves paper • Debit a fee – consultation, telephone call
  • 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
  • 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. 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. 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. 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
  • 31. Transactions can be exported to Accounting
  • 32. Various collection reports • All reports can export to MS Exel
  • 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. 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