Managing E & D

1. Managing E & D Christina Archbold – Product Manager Fiona Hamilton – Barristers Product Consultant

2. Overview • Interactive Session • Meridian Law Connected – demonstration • Meridian Law - options • Inquisita Law - options • Discussion • Working Practices – getting these right • Analysis of information • Feedback – what do you need?

3. MLC demonstration Christina Archbold – Product Manager

4. Meridian Law Fiona Hamilton – Barristers Product Consultant

5. Meridian Law • Software Configurable • Consideration for: • ‘Unallocated’/’Enquiries‘ Barrister • ‘Enquiry’ case type • Notes on cases of who has been offered • Specific movement types/work codes to identify • Movement status to report • Allocation of Work Report to analyse • Centrally stored spread sheets??

6. Barrister and Case Type/Area of Law

7. Movement Types/Work Codes

8. ‘Monitor’ Barristers

9. Meridian Law – additional needs? • Apparent little appetite from Mlaw customers • Recent poll showed limited interest • Survey open for three weeks • 156 Contacts • Email for survey sent 3 times • Only 10 responses (6%) • 2 of the 10 responses said they did not want the functionality • We will continue to develop and enhance Meridian Law where it adds value for customers and where it is commercially viable for Advanced Legal • Volunteers for workshops • ALUG

10. Inquisita Law Fiona Hamilton – Barristers Product Consultant

11. Recording of E&D Information Entity Groups can be used to record information for adding against Barrister Profiles: Reporting of this is available through the CRM tool:

12. Recording Opportunities • Opportunities can be logged in the CRM module • Record key information known at the point of query • Cases/bookings created directly from Opportunity reducing duplication of effort • Record who offered and why • Record who accepted/rejected and reasons why

13. Reporting on Opportunities Reports can be generated to report on who was offered for cases, why they were offered and what the outcome of the opportunity was:

14. Support • Customer Support: 0845 345 1069 • Consultancy : emma.hatto@advancedcomputersoftware.com • Documentation: http://portal.advanced-legal.co.uk/ • You Tube: http://www.youtube.com/watch?v=MsHfTd1MK5 • ALUG: http://alug.advanced-legal.co.uk/alug.aspx

15. Discussion • Designing and enforcing working practices • What are the key ‘blockers’ to recording this data? • What will help you do it more easily? • Analysis issues • Software can present the data but you need to understand it! • Large number of criteria influence allocation