lexpro litigation presentation
TRANSCRIPT
![Page 1: Lexpro Litigation Presentation](https://reader035.vdocuments.us/reader035/viewer/2022062503/589b893f1a28abc0098b4e29/html5/thumbnails/1.jpg)
Lexpro Systems Litigation
Written by Attorneys for Attorneys
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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
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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
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MAIN SCREEN LITIGATION
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MAIN SCREEN “FILES”
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MAIN SCREEN “Document/Letters”
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MAIN SCREEN “Report/Searches”
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MAIN SCREEN “Accounts”
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MAIN SCREEN “Fees”
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DIARY FUNCTION SCREEN
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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
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Imported from Accounting
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File details – general details
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Debtor’s information• Debtor’s personal info• Employer’s info
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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
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Documents menu
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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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Merging of documents
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Extra detail for document chosen
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Merged to Word Processor
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Diary and report• User can filter on account numbers, client
names, fee earner to select list
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Select action on diary• A right click on file name brings up action
list
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File notes
• Type a file note• Print the note only when page is full –
saves paper• Debit a fee – consultation, telephone call
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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
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Debtor’s statement
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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.
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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
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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
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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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Various fee reports
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Transactions can be exported to Accounting
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Various collection reports
• All reports can export to MS Exel
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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
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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, Pretoria Arcadia, Pretoria Tel: (012) 342-3096
Nicolise du Preez | Carl Holiday• Somerset West Somerset West Tel: (021) 851-0761
Hein Low | Monique Pretorius | Stefan Swanepoel• Welgemoed, Bellville Welgemoed, Bellville Tel: (021) 913-5816
Anneke Schulz [email protected]• Garden Route, Mosselbay Garden Route, Mosselbay Tel: (044) 695-0993
Elainne Bouwer [email protected]• Free State & KZN, Bethlehem Free State & KZN, Bethlehem Tel: (058) 303-2016
Ronel Schulz [email protected]