CAPABILITY OVERVIEW
legal
|legal
NEIL CAMERON TRACKER REVIEW
“ “Neil CameronNeil Cameron Consulting Group
I am not sure that I have ever seen such a functionally rich, graphically
striking, seamlessly integrated and yet intuitive legal production and
management capability.
I feel that I may have just caught a glimpse of the
future of law firm technology.
http://www.nccg.it/blog-17-
keoghs-k2-slicedbread-tracker/
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| KEY LEGAL CAPABILITIES
LEGAL DOMAIN MODELCore legal domain domain model capable of supporting the most complex litigated cases and fully extensible.
LEGAL PERSONA THEMESSupport for role specific user interfaces driving productivity and use across service providers and clients from a single interface.
DISAGGREGATIONDesigned for disaggregation to support staff, service providers and self service with all the necessary checks and balances designed into the solution.
CONFLICT & DUPLICATE SEARCHReal-time event driven SRA compliant conflict and duplicate search with full audit and records management.
STRATEGY & PROSPECTSDelivery of key strategic information to case workers, support better decision choices, case tactics & knowledge.
LEGAL OPERATIONAL INTELLIGENCELegal multi-dimensional model and data mining
strategies for real-time and strategic forecasting.
ROADMAP ITEMS
SMART TIME CAPTUREDefine execution plans to fulfil goals and milestones. Driving case worker efficiencies through assistive workflows & apps
PROCEEDINGS ENGINEEngine room for litigated legal cases to ensure compliance and mitigate financial and reputational risk.
LEGAL ACTIONSAccelerator Library of pre-built prescriptive and assistive actions to fast track your case management implementation.
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LEGAL DOMAIN MODEL
PRODUCTSManage work, protocols and fees according
to configurable product structures
CLAIMS & RESERVESManage claims and reserves through the
lifecycle of the case. Understand key trends..
OPERATIONAL DATA STOREKey operational data such People, Organisations,
Locations, Vehicles can optionally be retrieved
from external systems such as CRM solutions
COMPETENCIESManage and monitor competencies across
all case participants.
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ORG STRUCTURESDefine your organisation hierarchy in terms of stakeholders, teams, locations, functions, businessunits and departments.
ROLES & PARTICIPANTSDefine flexible role definitions for all
participants and users of the solution.
GOALS, STRATEGIES & EVENTSModel matter and organisational goals, the strategies required to achieve them andhow they are achieved.
DYNAMIC MATTER DATAData Model is completely extensible and support dynamic fields
INCIDENTSIncidents can be independently case
managed.
ASSESSMENTSManage risk and competency assessments through defined business rules ensuring quality and compliance.
PROCEEDINGSManage courts, proceedings, orders and
directions through the litigation engine.
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| STRATEGY & PROSPECTS
Delivery of key strategic information to case workers, support
better decision choices, case tactics & knowledge.
StrategyStrategic positioning for each case• Decision support and milestone tracking
• Strategy vs. Prospects (successful outcome)
• Key visual indicators at case level
Behaviours & OutcomesAggregated involvement profiling• Key opponent indicators and behaviour profiles utilising
performance data and knowledge base
• Key insights to understand your opponents
IntelAggregated view of intelligence• Delivery of business intelligence to support strategy and
handling
• Tactical guidance based on case circumstances and case stage
• Integration with multiple data sources
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| PROCEEDINGS & DIRECTIONS
Engine room for litigated legal cases to ensure compliance and
mitigate financial and reputational risk.
Court OrdersManagement of court orders• Quick set up of orders
• Single view of all orders, proceedings and claims for a single case
ProceedingsManagement of proceedings• Flexible UI to manage proceedings and roles
• Integrated court forms and core track processes
• Tools to enable the consolidation of multiple proceedings and
directions into a single master
DirectionsCore task engine to ensure compliance• Automated generation of critical tasks, documents and reminders for
all direction types (e.g. AOS, Defence Due)
• Automated alerting and escalation to ensure compliance
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| CONFLICT SEARCH
Compliance with SRA code for conflict search analysis and
management including full audit and records management.
ComplianceVital controls to identify and
assess potential conflicts• Automated conflict search on
key triggers
• Own interest conflict
• Client interest conflict
Risk RankingConflict ranking engine• Risk significance and
complexity
• Profiled by size, proximity,
nature, and circumstances
• Risk vs. Benefits – best
interests
Conflict ManagementAssignment of conflict
management actions• Controlled gateways for
acceptance
• Guidance to determine best
outcome
• Capture of key decisions
• Guidance to ensure independence
TransparencyFull Audit Log • Searchable audit log
• Result sets
• Outcome tracking
Search
Rank
ManageAudit
Trigger Real-time
monitoring &
management
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| LEGAL PERSONA THEMES
Persona: Consumer View
Conveyancing
Persona: Case Worker
Actions View
Support interactions with case workers, support staff, service
providers and consumers from a single personalized portal..
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| DISAGGREGATION
only 5% of lawyer’s total workload is exclusively dependent
on having a legal qualification
Outsourced Service Providers
Self Service
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| DISAGGREGATION
Goal Modelling
Define Goals for the completion of work by support staff.
Smart Plans
Dynamically allocate work to roles based on competencies.
Persona Engine
Serve role specific portals to self service and service providers
Competency Matrix
Define competencies for work items and progress staff.
Reviews
Build review processes based on monitoring goals and competencies
sharedo is designed to actively support disaggregation
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| LEGAL ACTIONS
Highly tuned adaptable productivity tools for case workers.
File Note
Telephone Note
Memo
Ad Hoc Letter to Client
Ad Hoc Letter to Counsel
Ad Hoc Letter to Court
Ad Hoc Letter to Insured
Ad Hoc Letter to Opponent
Ad Hoc Letter to Others
Ad Hoc Letter to Witness/Experts/Investigators
Ad Hoc Letter to Client
Letter Acknowledging Instructions
Letter Advising Initial Reserve
Letter Advsing of Change of Reserve
Letter enc Amended Defence for Signing
Letter Enc Defence to Sign
Letter Enc List of Documents to Sign
Letter Informing Client of Court Order
Letter Informing Client of Hearing
Letter Informing Client of Trial
Letter Informing Client of Trial Window
Post Trial Review
Letter Advising of Change of Fee Earner
Letter Advising of Change of Fee Earner and Supervisor
Letter Advising of Change of Supervisor
Letter Advising We Are Closing Our File
Solicitor Feedback Form
Costs Instruction Form
Costs Persuasion Points
Costs Summary Document
Costs Strategy
Ad Hoc Letter
Letter Enc Instructions to Counsel with TOB
Letter to Counsel with Further Instructions
Instructions/Brief to Counsel
Ad Hoc Court Document
Application to Join - Application
Application to Join - Draft Order
Application to Join - Statement
Defence (Ad Hoc)
Defence and Counterclaim (Ad Hoc)
Application to Set Aside - Draft Order
Application to Set Judgment Aside - Application
Casey v Cartwright Statement
Consent Order
Tomlin Order
Draft Credit Hire Multi-Track Directions
Draft Fast Track Directions
Draft Multi-Track Directions
Part 18 Request
Acknowledgement of Service Part 20 (N213)
Acknowledgement of Service Part 7 (N9)
Acknowledgement of Service Part 8 (N210)
Notice of Application (N244)
Directions Questionnaire (N181)
Small Claims Directions Questionnaire (N180)
List Of Documents (Standard)
Prepare Pre-trial Checklist (N170)
Prepare Post Trial Outcome Report
Form H Costs
Statement of Costs (N260)
Notice of Acting
Notice of Change (N434)
General Form of Affidavit (N285)
Prepare NOA/NOC
Notice to Admit (N266)
Witness Summons (N20)
Certificate of Cancellation or Satisfaction (N443)
Payment In (CFO 100 )
Payment into Court (N242)
Application for Charging Order (N379)
Application for Third Party Debt Order (N349)
Request for Attachments of Earnings Order (N337)
Request for Search of Attachment of Earnings (N336)
Request for Warrant of Execution (N323)
Certificate of Service (N215)
Claim Form (Part 20) (N211)
Costs Acknowledgement of Service Part 8 (N210a)
Notice to prove documents at trial (N268)
Ad Hoc Letter to Court
Letter to Court Filling Documents
Letter Enc Application for Issue
Letter Notifying Extension of Time for the Defence
Letter Enc Certificate of Satisfaction (N443)
Letter Enc Default Costs Certificate
Letter Enc Part 20 For Issue
Ad Hoc Letter to Insured
Engagement Letter with TOB
Initial Letter (Indemnity Not Granted)
Letter Advising to Admit
Letter Chasing Response/Instructions
Letter Enc Defence to Sign
Letter Enc Amended Defence to Sign
Letter Enc Amended List of Documents for Signing
Letter Enc List of Documents to Sign
Letter Enc Amended Witness Statement for Signing
Letter Enc Witness Statement to Sign
Letter Informing Insured of Trial Window
Letter Informing Insured of Trial Date
Letter Advising of Change of Fee Earner
Letter Advising of Change of Fee Earner and Supervisor
Letter Advising of Change of Supervisor
Letter Confirming Conference Details
Letter Advising File Now Closed
Letter Informing Insured Judgment Removed from Register
Instruction to Intel
Intel DPA Request
INTEL Complex Analysis Report
INTEL Linked Claims Intelligence Synopsis
INTEL Tactical Review Report
Disbursement Justification Form
Ad Hoc Letter to Opponent
Letter Accepting Service
Part 36 Offer (N242a)
Letter Chasing Information
Letter Confirming Agreed Extension
Letter Enc Payment (Interim)
Letter Serving Defence
Letter Serving Other Document(s)
Letter With Contact Details for Telephone Hearing
Letter Enc Payment (Final Settlement)
Letter Enc Copy Application for Information Purposes
Letter Enc Document for Information Only
Letter Enc Mandates for Signing
Offer Letter - Calderbank Letter
Ad Hoc Letter to Others
Letter Chasing Information
File and Serve
Letter Notifying Broker of Involvement
Letter to Credit Agencies enc Certificate of Satisfaction
External Witness Statement
Internal Witness Statement
Ad Hoc Letter to Witness/Experts/Investigators
Letter Chasing Information (Witness/Experts/Investigators)
Letter to Witness Requesting Initial Contact
Instruction to Investigator
Instruction to Medical Expert
Instruction to Non-Medical Expert
Instruction to Surveillance Agent with TOB
Letter Enc Amended Witness Statement for Signing
Letter Enc Witness Statement for Signing
Letter Informing Witness/Expert of Trial
Letter Informing Witness/Expert of Trial Window
Ad Hoc Task
Send Document to be Signed
Where is instruct Counsel?
Prepare AOS
Where is Prepare NOA/NOC
Prepare Defence
Prepare Directions Questionnaire
Prepare Costs Budget
Receive Other Sides Costs Budget
Prepare Analysis of Opponents Costs Budget
Capture Costs Budget MI
Where is File and Serve?
Prepare Application
Prepare For Disclosure
Prepare Witness Evidence
And 100s more
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| CASE REVIEWS & GOVERNANCE
Critical
Strategic
Economics
Review
Pre Trial
Audit &
Compliance
Initial
File Review
Automated Review FrameworkSystematic review points to ensure handlers are
up-to-date on all aspects of each case within a
portfolio.
• At-a-glance view of progress, tactics and
decisions.
• Integrated review documentation to support
development.– Economics (Reserving)
– Strategic
– Operational Tactics
– Decisions
• Guidance and strategic advice to ensure
consistency (e.g., reserving philosophy)
• Automated touch points to reduce case drift.
Automated review framework to ensure stakeholders are fully
informed of progress at every stage of the case life cycle.
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| SMART PLAN VIEW
Run time view of Smart Plan providing insight into the progress
of a case; aligning case worker activities to goals & milestones
Case status
Dynamic view of execution plan to fulfil goals
and milestones• Assess progress in a snapshot
• Key visual indicators at case level
• Decision support and milestone tracking
• Visibility into call to actions
Maintain Organisation
Optimal governance and control• Easily plan and manage case workers
• Filter by action and case worker
• Invoke actions to accelerate completion
• Understanding dependencies to completing actions
Collaboration• Work seamlessly with others to effectively track status and
manage changes
• Facilitate communication to engender co-ordination &
teamwork
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| LEGAL OPERATIONAL INTELLIGENCE
TransformOptimiseRun
Real Time
Intelligence
Your Business
Predictive &
Prescriptive Analysis
Disruptive
Insights
Your Business Your Business
Fee Earner Dashboards Power BI Reporting Data Mining Models