Legal Practice Management Software Products for Ireland

Improving Productivity Given the current economic climate, Irish Law firms are under increasing pressure to provide a better service for their clients whilst reducing costs. Implementing a leading practice management system is key to achieving this. The productivity gains that such a system brings will give your firm a substantial return on its investment:-

• Increasing volumes of work using less/the same number of staff via customised workflows.
• Enhancing your secretarial staff performance - reducing routine typing/filing by 70%.
• Improving overall management of your case load through centralised diary, task management and document production.
• Enabling support staff to undertake more routine work under appropriate supervision resulting in fee earners being freed up to concentrate on higher revenue work and a subsequent improvement in billing per fee earner.

OPSIS Ireland Products

OPSIS Ireland range of software solutions comply with the governing bodies of Ireland for your legal jurisdiction, and in accordance with the Law Society of Ireland's rules.

Core Products

At the core of OPSIS Ireland's solutions our two flagship products are;

• Solicitor Case Manager, which provides Legal Case Management, and
• Millennium Accounts specialises in the provision of comprehensive Legal Accounting & Time Recording.

We then combine these two products to provide a total practice management solution with PMS (Practice Management Solution), or SPS (Small Practice System).

Licensing based on Number of Users

OPSIS products are licensed according to the number of Users who will login to the system, and are intended for;

• Small firms with 1 to 10 Users
• Large firms with more than 10 Users

Modules and 3rd Party Products

There are a number of optional modules which enhance the core products, and some additional third party products that complement the overall solution for your practice:-

• Online (Internet-enabled) Case Information
• Anti-Money Laundering - AML
• Integrated Third-Party products (Fax & Scanning)

A Technical Specification is available giving an overview of the requirements for OPSIS products as a whole. Please refer to relevant product pages for more detailed technical specifications.

To request Brochures or arrange a Demonstration for any of our products please use our Brochure Request form.

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1 to 10 Users

For small legal practices and start-up firms we recommend the following solutions:-

Sole Practitioners - Millennium Solo (1 User)

Single-user Legal Accounting & Time Recording only

Millennium Solo is a stand-alone single-user legal accounts and time -recording package specifically tailored to meet the needs of sole practitioners and start up firms, to which the case management solution can be added at a later date. Based on our Millennium Accounts system, it offers all the functionality of a comprehensive system, at a price you can afford, paid for in 12 monthly instalments by Direct Debit to help spread the cost. Please scroll down to read the Millennium Accounts description below for differences related to Millennium Solo customers in Ireland. >> Full description and options for Millennium Solo can be found at our UK Sales website

Small Practice System (Up to 10 Users)

Legal Accounts, Time Recording & Case Management combined

SPS is a combined Legal Case Management and Accounts system designed specifically for smaller legal firms and start-up practices (up to 10 users) who do not have the resources available to implement and manage more expensive and complex systems. SPS includes the 1st Cashier/Administrator User License, plus the required number of additional users. The Accounts has provision for licensing options based upon 3 main types of users; Cashier, Assistants and Fee Earners, each of which has different tools for their daily work. Please scroll down to read the Millennium Accounts and Solicitor Case Manager descriptions below for differences related to SPS customers in Ireland. >> Full description and options for Small Practice System can be found at our UK Sales website

Solicitor Case Manager (Up to 10 Users)

Case Management only

Solicitor Case Manager is a comprehensive Legal Case Management System that can be used either standalone, or added at a later stage for those clients already using our Millennium accounts package so as to provide a fully compatible solution. Solicitor is integrated with the functionality of Microsoft Word and Outlook ® which ensures familiarity and ease of usability for automated document preparation and management based on Precedent sets prepared for the legal work types of your practice.

The Solicitor Case Manager software is provided with system configuration, legal precedent sets and training as appropriate for your region, again in accordance with the Law Society for your jurisdiction.

Northern Ireland

• Legal Precedent sets used by Solicitor Case Manager are distributed as a standard set of documents specifically relating to work in Northern Ireland. These can be tailored further to your needs.
  • Legal Aid
  • Anti-Money Laundering
  • Property Development
  • Legal Precedents:
    • Conveyancing Purchase / Sale
    • Employment
    • Litigation Plaintiff
    • Family Law / Matrimonial
    • Probate
  • LMS
• Solicitor Case Manager provides the flexibility required to label items of information in the terminology appropriate to your region.
• Handles region-specific Forms used for the purposes of Anti-Money Laundering processes.

Republic of Ireland

• Precedent sets used by Solicitor Case Manager are distributed as a standard set of documents specifically relating to work in the Republic of Ireland. These can then be tailored to your needs.
  • Anti-Money Laundering
  • Property Development
  • Precedents:
    • Conveyance Purchase / Sale
    • Debt Recovery
    • Family Law
    • Litigation Defendant
    • Litigation Plaintiff
    • Probate
    • General
    • and others
• Solicitor Case Manager provides the flexibility required to label items of information in the terminology appropriate to your region.
• Handles region-specific Forms used for the purposes of Anti-Money Laundering processes.

>> Full description and options for Solicitor Case Manager can be found at our UK Sales website

Millennium Accounts (Up to 10 Users)

Legal Accounting & Time Recording only

Millennium Accounts is regarded as one of the best bookkeeping Legal Accounting solutions available to the Legal Profession, offering key performance and work in progress reports, together with an analysis of fee-earner time records, fee earner time gaps, time written-off, target reports, un-billed time and critical tasks, dates and cashflow forecasting. Millennium is a powerful multi-user system fully compliant with both the Law Society rules, and the Legal Aid Franchising Quality Assurance Standards.

Millennium Accounts is available as a stand-alone system for those firms that either do not yet require or already have a case management system in place.

Of course Millennium can be complemented by the addition of Solicitor Case Manager at a later stage, effectively giving you the equivalent of our SPS (up to 10 users) system.

Millennium has provision for licensing options based upon 3 main types of users; Cashier, Assistants and Fee Earners, each of which has different tools for their daily work.

The Millennium Accounts and Millennium Solo software can be set to operate specifically in accordance with the accounting regulations as set out by the Law Society of Ireland, to ensure that your business operates in line with these regional differences.

For example:-

Northern Ireland

• complies with the Law Society of Ireland or the Law Society of the Isle of Man,
• complies with the Northern Ireland Legal Services Commission (NILSC) in particular catering for the region specific fee charging rates and terms which are updated in our software to cater for relevant changes published by these groups.
• Millennium Accounts allows multiple VAT rates to be configured.

Republic of Ireland

• Regarding Time Recording the Millennium Accounts software is completely flexible and allows configuration to cater for the charging rates used in Ireland (which are different to those specified by Northern Ireland, England & Wales).
• Currency is set to Euros(€).
• Millennium Accounts allows VAT Returns to be prepared/submitted Bi-Monthly.
• Millennium Accounts allows multiple VAT rates to be configured.
• The Revenue Commissioners department require the annual submission of Third Party payments details (Revenue Form 46G). Millennium Accounts has a facility to record such payments, and then prepare Yearly Third-Party Returns relating to any money paid to third-parties exceeding (typically) €3000 accumulated over the year. This feature allows individual Third-Party records to be set up, including the appropriate County and Service Code. For the annual return the system has the ability to create a Return Disk conforming to the Revenue specification for returns submissions in electronic form (Section 898A Taxes Consolidation Act 1997).

>> Full description and options for Millennium Accounts can be found at our UK Sales website

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More Than 10 Users

For larger-sized Legal Practices we recommend the following OPSIS solutions aimed at single office firms from 10 users, to multi-site practices with hundreds of staff:-

Practice Management System (10+ Users)

PMS is a comprehensive integrated Legal Case Management and Accounts System offering productivity enhancing software for larger practices. PMS is designed to provide a solution the key features of which are the flexibility of both the case management module Solicitor Case Manager, and the accounts solution Millennium Accounts. This Enterprise-level product integrates throughout with industry standard Microsoft Word and Outlook ® which ensure familiarity and ease of usability for automated task and document (Precedent Set) management.

Additional modules can be enabled such as the sophisticated AML (Anti Money Laundering) module including automated SOCA form production.

Please scroll down to read the Millennium Accounts and Solicitor Case Manager descriptions below for differences related to PMS customers in Ireland.

>> Full description and options for PMS can be found at our UK Sales website

Solicitor Case Manager (10+ Users)

Case Management only

Solicitor Case Manager is a comprehensive Legal Case Management System that can be used either standalone, or added at a later stage for those clients already using our Millennium accounts package so as to provide a fully compatible solution. Solicitor is integrated with the functionality of Microsoft Word and Outlook ® which ensures familiarity and ease of usability for automated document preparation and management based on Precedent sets prepared for the legal work types of your practice.

The Solicitor Case Manager software is provided with system configuration, legal precedent sets and training as appropriate for your region, again in accordance with the Law Society for your jurisdiction.

Northern Ireland

• Legal Precedent sets used by Solicitor Case Manager are distributed as a standard set of documents specifically relating to work in Northern Ireland. These can then be furthered tailored to your needs.
  • Legal Aid
  • Anti-Money Laundering
  • Property Development
  • Legal Precedents:
    • Conveyancing Purchase / Sale
    • Employment
    • Litigation Plaintiff
    • Family Law / Matrimonial
    • Probate
  • LMS
• Solicitor Case Manager provides the flexibility required to label items of information in the terminology appropriate to your region.
• Handles region-specific Forms used for the purposes of Anti-Money Laundering processes.

Republic of Ireland

• Precedent sets used by Solicitor Case Manager are distributed as a standard set of documents specifically relating to work in the Republic of Ireland. These can then be tailored to your needs.
  • Anti-Money Laundering
  • Property Development
  • Precedents:
    • Conveyance Purchase / Sale
    • Debt Recovery
    • Family Law
    • Litigation Defendant
    • Litigation Plaintiff
    • Probate
    • General
    • and others
• Solicitor Case Manager provides the flexibility required to label items of information in the terminology appropriate to your region.
• Handles region-specific Forms used for the purposes of Anti-Money Laundering processes.

>> Full description and options for Solicitor Case Manager can be found at our UK Sales website

Millennium Accounts (10+ Users)

Legal Accounting & Time Recording only

Millennium Accounts is regarded as one of the best bookkeeping Legal Accounting solutions available to the Legal Profession, offering key performance and work in progress reports, together with an analysis of fee-earner time records, fee earner time gaps, time written-off, target reports, un-billed time and critical tasks, dates and cashflow forecasting. Millennium is a powerful multi-user system fully compliant with both the Law Society rules, and the Legal Aid Franchising Quality Assurance Standards.

Millennium Accounts is available as a stand-alone system for those firms that either do not yet require or already have a case management system in place.

Of course Millennium can be complemented by the addition of Solicitor Case Manager at a later stage, effectively giving you the equivalent of our PMS (10+ users) system.

Millennium has provision for licensing options based upon 3 main types of users; Cashier, Assistants and Fee Earners, each of which has different tools for their daily work.

The Millennium Accounts software can be set to operate specifically in accordance with the accounting regulations as set out by the Law Society of Ireland, to ensure that your business operates in line with these regional differences.

For example:-

Northern Ireland

• complies with the Law Society of Ireland or the Law Society of the Isle of Man,
• complies with the Northern Ireland Legal Services Commission (NILSC) in particular catering for the region specific fee charging rates and terms which are updated in our software to cater for relevant changes published by these groups.
• Millennium Accounts allows multiple VAT rates to be configured.

Republic of Ireland

• Regarding Time Recording the Millennium Accounts software is completely flexible and allows configuration to cater for the charging rates used in Ireland (which are different to those specified by Northern Ireland, England & Wales).
• Currency is set to Euros(€).
• Millennium Accounts allows VAT Returns to be prepared/submitted Bi-Monthly.
• Millennium Accounts allows multiple VAT rates to be configured.
• The Revenue Commissioners department require the annual submission of Third Party payments details (Revenue Form 46G). Millennium Accounts has a facility to record such payments, and then prepare Yearly Third-Party Returns relating to any money paid to third-parties exceeding (typically) €3000 accumulated over the year. This feature allows individual Third-Party records to be set up, including the appropriate County and Service Code. For the annual return the system has the ability to create a Return Disk conforming to the Revenue specification for returns submissions in electronic form (Section 898A Taxes Consolidation Act 1997).

>> Full description and options for Millennium Accounts can be found at our UK Sales website

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Online (Internet-enabled) Case Information

OPSIS Weblink

OPSIS Weblink is the innovative service from OPSIS that enables you to support your clients 24 hours a day, 7 days a week, 365 days a year without lifting a finger.... Learn how your company's web site can use Weblink to provide Online Case Information services to your Clients or partners such as Estate Agents, branded with your practice details and corporate logo. You choose which Clients can enquire on their Case using the Internet-enabled website interface, where they can login securely and check progress, request documents, see stages and other information pertinent to their case type.

Whether you charge your Client's or provide it as a complementary service is up to you.

Weblink is a safe, highly secure system with several levels of encryption and data protection.

>> Full description and options for OPSIS Weblink can be found at our UK Sales website

Anti Money Laundering

Protect your firm from money laundering

Additional modules can be enabled in our Practice Management System, Small Practice System and Solicitor Case Manager such as the sophisticated AML (Anti Money Laundering) module including automated SOCA form production. Automatic production of the SOCA form, email alerts to Nominated officer when a fee earner raises a suspicion and a record of all trained staff are just a few of its features. You can of course write your own procedure into the system workflows but we think Anti Money Laundering is one of the extra modules you can't really afford to be without.   >> Full description and options for Solicitor Case Manager can be found at our UK Sales website

Integrated Third-Party Products

Document Management

Legal Document Faxing Solutions OPSIS has teamed up with Equisys to provide a streamlined integration which enables Solicitor Case Manager users to quickly and efficiently send legal documents electronically using the Zetafax FAX Software. >>> Learn more about Equisys Zetafax at our UK Sales website

Legal Document Scanning Solutions OPSIS has partnered with the leading brand of Xerox Scanners, to provide a more stream lined integration into our Document Management solution. This enables users to efficiently and quickly scan all incoming documents and attach them directly to the appropriate matter or client at the point of scanning. >>> Learn more about our Xerox Document Scanning Solutions at our UK Sales website

Technical Specification Overview

The following Adobe PDF document provides an overview technical specification and system requirements for the MS Access and MS SQL Server versions of our main products.

Click here to download the combined Overview Technical Specification 140Kb

For full system recommendations of a particular OPSIS product please download its specific Technical Specification document from the relevant pages of the UK Sales website using the following links:-

• Millennium Accounts Technical Spec
• PMS/SPS Technical Spec
• Solicitor Case Manager Technical Spec
• Millennium Solo Technical Spec
• Weblink Online Case Information Technical Spec

If you have any questions or concerns about the suitability of your hardware or networks for use with our products please call our Support team for further information.

We have provided these documents in PDF format (indicated by the image), for you to download and view or print on your computer. To view Adobe Portable Document Format (PDF) files you will need to download Adobe Acrobat PDF Reader, click here to go Adobe's download pages. You will only need to do this once.

Additional Setup, Services and User Training

To ensure you get the best value out of your investment in OPSIS products, we provide the following after-sales services:-

• Additional User Training
• Additional Letter Head Configuration
• Transfer of existing MS Outlook Contacts
• Additional Bill Templates
• User Defined Reports
• Labels Configuration
• Cheque Printing Configuration
• Statements Configuration

Please contact us to request further information and for pricing details.

Don't forget that for some procedures you may find that a Helpsheet or Tutorial is already available in the relevant resources section of our Support website.

Additional User Training

Our main systems include a number of days allocated which covers both installation and training, typically with the following format;

• 1 day for installation, followed by a Project Implementation meeting
• 3 days cashier/accounts training
• 2 days customisation/case management user training (this may increase if two or more Starter Packs are taken).

Thereafter we offer additional user training on-site. Please contact us to book extra days.

Additional Letterhead Configuration

The precedent documents in the Case Management systems will utilise your practice's letterhead corporate branded logo, and address details.

This could affect many different precedent documents and therefore since this is a labour-intensive process can be performed on your behalf to ensure a consistent layout.

Transfer of existing Microsoft Outlook Contacts

Any contacts that you have listed within Microsoft Outlook can be transferred directly into the Solicitor Case Manager software with our Contacts import service.

Additional Bill Templates

The Millennium Accounts / Millennium Solo system comes with a range of standard bill templates but if you wish to have your own bespoke bill template or add an additional template to the system at a later date, then we can design and create this for you.

User Defined Reports

If within our extensive range of Millennium reports you can not find the one you are looking for we will be pleased to design and create a bespoke User Defined Report report for you. We will discuss the layout and information required on the report with you, then create and submit it for your approval.

Label Configuration

Using samples provided by you we will design a Label template and configure it so that your Millennium Accounts / Millennium Solo system will automatically print client/matter information onto labels of your choice, ready for use on case folders, etc.

Cheque Printing Configuration

Using samples provided by your Bank, we will design a template, configure and test-print from your Millennium Accounts / Millennium Solo system to automatically print cheques, laid out in the correct format, from either the Office or Client account. The process involves testing that the various parts of the cheque, payee, date, amounts in words and values all print consistently within the correct parts of the paper cheque, and that the printer aligns each cheque properly for the next cheque to be printed.

Statements

Using samples provided by you we will design a Statement template and configure it so that your Millennium Accounts / Millennium Solo system will automatically print statements to your specification.

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