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Lgal one user training - overview and matter management
- 1. Lgal.One Legal Practice solution for Law Firm User Training for Staff
- 2. USER TRAINING - AGENDA 1. Overview of Lgal.One 2. Login to Lgal.One and Introduction to Human Resources 3. How to add a New Staff 4. Matter Opening 5. Matter Management (Matter Info)
- 3. USER TRAINING - AGENDA 6. Matter Management (Matter Financial) 7. Managing an Intellectual Property (IP) Matter 8. Matter Monitoring via Dashboard 9. Matter Closing 10. Matter Configuration
- 5. 1. OVERVIEW OF LGAL.ONE Accounting HR/PayrollDashboard Matter Management
- 7. 2. LOGIN TO LGAL.ONE AND INTRODUCTION TO HR/PAYROLL • Login to Lgal.One • HR/Payroll • How to apply/cancel/update Leave
- 8. 2.1 Login to Lgal.One
- 9. 2.1 Login to Lgal.One
- 10. 2.2 How to apply/cancel/update Leave?
- 11. 2.2 How to apply/cancel/update Leave?
- 12. LESSON 2 – HANDS-ON • Login (your email and default password) • Review your personal information and leave balance • Apply approved leave from 1 Jan 2015
- 13. How to add a new Staff3
- 14. 3. HOW TO ADD A NEW STAFF • Create/Update/Delete User • Create/Update/Delete Employee • How to change password
- 19. 3.3 How to change password
- 20. LESSON 3 – HANDS-ON • Create a new user by HR Manager’s account • Create a new employee • Change your password
- 21. Matter Opening4
- 22. 4. MATTER OPENING • Different States of a matter • Creating a draft matter • File Opening Compliance Check • Printing Datasheet • Deleting a draft matter • Searching matter
- 23. Matter states: Draft, Open, Closed – List of functionalities DRAFT OPEN CLOSED - Create Pro-forma Invoice - Create Time log but can not be transferred to Cost Recoveries - Like Draft state - Generate Matter Slip Summary - Create Invoice for the matter - Nil 4.1 Different states of a matter
- 24. 4.2 Creating a Draft Matter
- 25. 4.3 File Opening Compliance Check
- 27. 4.5 Deleting a Draft Matter
- 29. LESSON 4 – QUIZ AND HANDS-ON • Can a draft matter be deleted? • What are the functions that you can do with draft matter? Hands-on • Creating a draft matter • File Opening Compliance Check • Printing Datasheet • Deleting a draft matter • Searching matter
- 31. 5. MATTER MANAGEMENT (MATTER INFO) • Update Matter information + Managing Contacts + Managing Team Members and budget • Create Timesheets and print timesheet • Create Tasks and Events • Create Auto-generated Letters/Notes • Issues Tracking
- 32. 5.1 Update Matter info. - Contacts
- 33. What are the possible contact types and how it is used? Matter Contact Types How it is used 1. Bill to When entered will be printed on invoices 2. Applicant Is for the case when the client is not applicant 3. Adverse Party When entered will be printed on datasheet 4. Registry When entered will be printed on letters to the registry 5. IPOS Contact Person When entered will be printed on letters to the IPOS 6. Opposing Counsel When entered will be printed on letters to the Opposing Counsel
- 34. 5.2 Update matter info. – Team members & budget
- 35. How to transfer from Lawyer A to Lawyer B Step 1: Update the Lawyer in charge field Step 2: Team and Budget: Update the Lawyer A’s end date Step 3: Team and Budget: Add Lawyer B and update the start date
- 36. TIMESHEETS - Timelog can be chargeable, non-chargeable - Non-chargeable can change to chargeable (chargeable timesheet cannot revert to non chargeable) - If set as chargeable, it becomes unbilled PS - More than 1 lawyer can charge time for the same tasks (eg: attending the same meeting with the client) - Can timelog when the matter is in Draft mode
- 37. Professional Fees - Standard fees defined at the firm’s level - Can be changed at the matter’s level
- 38. How to set standard fee
- 39. 5.3.1 Creating new Timesheets
- 40. 5.3.1 Creating new Timesheets
- 43. 5.4.1 Creating new Tasks
- 44. 5.4.1 Creating new Tasks
- 45. QUICK TASK ? • Custom Action that is added to “Task” tab of Matter and lets user quickly add a task. • Quick task is set in Configuration menu ( Matter > Configuration > Quick Task)
- 46. QUICK TASK ? • Custom Action that is added to “Task” tab of Matter and lets user quickly add a task. • Quick task is set in Configuration menu ( Matter > Configuration > Quick Task)
- 47. 5.4.2 Creating new Events
- 48. 5.4.2 Creating new Events
- 49. 5.5.1 Creating Auto-generated Letters
- 50. 5.5.2 Creating Auto-generated Notes
- 51. 5.5.2 Creating Auto-generated Notes
- 53. LESSON 5 – QUIZ AND HANDS-ON • What are the functions that you can perform a draft matter? Hands-on • Update Matter information + Managing Contacts + Managing Team Members and budget • Create Timesheets and print timesheet • Create Tasks and Events • Create Auto-generated Letters/Notes • Issues Tracking
- 55. 6. MATTER MANAGEMENT (MATTER FINANCIAL) • Create Pro-forma Invoice(PI) and the states of a PI • Create Matter Summary Slips and Draft Invoice • Matter Financial Summary • Professional Fees, Cost Recoveries & Disbursement
- 56. 6.1.1 The states of a Pro-forma Invoice
- 57. 6.1.1 The states of a Pro-forma Invoice
- 58. 6.1.2 Creating a Pro-forma Invoice (PI)
- 59. 6.2 Creating Matter Slip Summary and Draft Invoice
- 60. 1. The MSS allow to change the state in draft mode 2. If the MSS has approved, the reference invoice should be cancelled first. After that, the MSS will be set to draft (refer to section 1) 3. The MSS state cannot be changed if the invoice is opened. Any changes should be in the invoice level or issue the Credit Note to make the discount / adjustment. 6.2.1 The states of a MSS
- 61. 6.2.2 Creating Matter Slip Summary
- 62. 6.2.3 Creating Draft Invoice from MSS
- 63. 6.3 Matter Financial Summary When selecting Matter Financial Summary, you can see all information of this matter. It include all datas as Aging Report, Trust Fund Balance, Payment, Billed and Unbilled.
- 64. 6.4 Professional fees, Cost Recoveries & Disbursement
- 65. LESSON 6 – QUIZ AND HANDS-ON • Create Pro-forma Invoice (PI) and the states of a PI • Create Matter Summary Slips and Draft Invoice • Review Matter Financial Summary
- 66. Managing an Intellectual Property (IP) Matter 7
- 67. 7. MANAGING AN INTELLECTUAL PROPERTY (IP) MATTER • IP Sub-Types • Managing a Trademark matter • Managing a Patent matter • Managing a Design matter • Managing a Copyright matter
- 68. 7.1 Managing an Intellectual Property (IP) Sub-Types Matter types (IP) Matter Sub types Status 1. Trade Mark TM Application Abandoned Field Published TM Assignment TM Searches TM Renewal Renewal Filed Renewal Pending Renewal Granted TM Respond to OA Response Completed Response Pending Response Withdrawn 2. Design Design Application Abandoned Filed Expired Registered Design Assignment Design Searches Design Maintenance 3. Patent Patent Application Abandoned Filed Expired Published Registered Patent Searches Patent Annuities Renewal Filed Renewal Pending Renewal Granted 4. Copyright Copyright Abandoned Filed Published Registered
- 69. 7.2 The IP Sub-Types
- 70. LESSON 7 - QUIZ AND HANDS-ON • What are the different status of an IP matter • Key in renewal dates from the Excel tracking sheet
- 72. 8.1 MATTER MONITORING VIA DASHBOARD
- 73. 8.1 MATTER MONITORING VIA DASHBOARD
- 74. 8.2 MATTER MONITORING VIA DASHBOARD
- 75. Matter Closing9
- 79. 10. MATTER CONFIGURATION - Quick Tasks - Reminders - Letters/Notes - Timesheets What can be set by Matter Manager ?
- 80. 10.1 Quick Task
- 82. 10.3 Timesheets
- 83. Lgal.One Legal Practice solution for Law Firm