ancollaboration /. …the overview… lbclarity delivers a consolidated and clear view of...

an Collaboration/

…the overview…

LBClarity delivers a consolidated and clear view of performance across the legal function.

By utilising colour-coded scorecards, it provides the ability to access a highly visual, real-time view of the present status of a matter, identified against business and legal strategies, objectives and targets.

LBClarity provides the process to deliver case management transparency across the legal team and introduces consistent and efficient practices that provide a capability to manage resources more effectively.

…the overview…Features include:

• Record Matter details – new matter is entered using a simple to use on-screen wizard• Track the status of matter – user can record and report on the status of matter at any time providing real-time assessment of the current status• Activity Analysis – LBClarity is supplied with a fully integrated activity analysis system utilising a range of data capture methodology• Track legal resources – internal and external legal spend can be monitored• Extensive reporting and analysis – the reporting task is achieved effortlessly in LBCarity using the comprehensive management, financial, risk and activity reporting tools

…the overview…

The following slide allows you to navigate to areas of the presentation that describe in more detail the various functions of LBClarity.

Simply click on any of the blue buttons….

…the overview…

Support Staff

Office Based Lawyer

Mobile Lawyer

General Counsel

LBClarity

System – Set-UpSystem – Set-Up

Matter Status Updating

Matter Status Updating

Activity AnalysisActivity AnalysisReports / OutputsReports / Outputs

Matter CreationMatter Creation

…matter creation…


“matter can neither be created or destroyed…”

…we may not be able to change the law of physics but our Wizard makes “matter” creation simple…


1. Identify the instructing department from a drop down list..

2. Identify the contact within the instructing department, from a list of contacts within the chosen department..


3) Describe the Matter, it’s type and specify the due date..


4) Identify the risks attributable to this matter. Your organisation can predetermine all the possible risks that can apply to matter during the set-up of the application..

5) How well the Matter is being handled currently can also be specified I.e. the Status. LBClarity uses a traffic light indicator from Green (Satisfactory) to Red (Problem)..


6) Specify what is currently being done and what you plan to do in connection with the matter..


7) You then Identify the staff working on the matter and who is the leader..


8) ..and that’s it – your newly created “matter” will appear on the home page.

…activity analysis…


“what, when and by whom…”

LBClarity offers 3 ways of recording what activities are being performed by you and your team.


1) LBClarity offers a unique methodology for team members to record what Matter they are working on by scanning barcodes that represent the tasks being performed..


2) Team members that are primarily based in office and work on PCs can record Matter activities via the click of a mouse button.

These recordings update the LBClarity database in “real-Time”.


3) As an alternative to barcode scanning or workstation activity recording manual data entry is also available.


LBClarity offers several ways to analyse the captured data including “Live” on-screen monitoring – more on this in the “Reports” section.

…reports & output…

…reports and outputs…

“the nerve centre…”

At the heart of LBClarity is the Homepage enabling, perhaps for the first time, you to effectively manage your Matter.

Simply by clicking on any Outstanding Matter on your Home Page you have all associated information available at your fingertips.

The Details


The way the status as changed for a matter can easily be observed by clicking on the Status tab..


History of the Risk attributed to this Matter can also be monitored..


You can see which staff have been assigned to the Matter and who is “Leading” it..


LBClarity allows notes to made against a Matter and also for you to attach related documents. They can be accessed from here...


With LBClarity you can record any External resource invoices against a Matter and even attach a copy...


If you are using the Activity Analysis functionality of LBClarity activity details are recorded here..


The home page includes the facility to pass important messages to all or selected team members


..and if LBClarity is being used for activity analysis the home page gives you access to all downloaded data.


Via the navigation buttons in the panel on the left of the home page access is possible to all of other facets of the system including Search / Reports..


You can search for Matter by Name, Description and ID..


..and the results will be listed on Screen where you can run reports or, by clicking on the matter, check and / or amend the details..


..the Advanced search facility allows you to find Matter by matching any data in any of the fields in the database. In addition you can add further filters to a search criteria to focus the results even further..

Group Legal Report

Details of each matter along with any pertinent information.


Activity Analysis

Activity Analysis Reports are also included detailing, if required, exactly what tasks have been performed by your team, when they were performed and for how long.


Monthly Resource Summary

This report summarises concisely where a department’s available time has been allocated – costs can also be added to this report if required.

Contracted Holiday Sickness Training Non Matter AvailableDepartment Hours Absence Absence Related Hours

A B C D ELegal 1 641.33 7.40 0.00 0.00 9.70 624.23 131.09 21% 93.63 15% 399.51 64%

Legal 2 320.66 37.00 0.00 14.80 5.60 263.26 57.92 22% 121.10 46% 84.24 32%

Legal 3 961.99 88.80 14.80 7.40 101.00 749.99 97.50 13% 112.50 15% 539.99 72%

TOTALS 1923.99 133.20 14.80 22.20 116.30 1637.49 286.51 327.23 1023.75

Utilisation Analysis

Material Major Minor


Individual Lawyer Monthly Report

As per the Group Report but designed to give each individual lawyer feedback for each Matter he is associated with.

What We're Doing Adding Value Worthy of Note What We Plan to DoCase: Check Marketing MediaReference: 145789Lead Lawyer Chris GaleInternal Resource Analysis:Current Month Hours 149.00Budget Current Month 120.00Variance -29.00Cumulative Hours 412.50Cumulative Budget 390.00Variance -22.50Planned Completion Date 31.1.08Latest Estimated Completion Date 29.2.08Variance (Days) 29External Law Firm: N/AExternal Law Firm Contact: N/AExternal Law Firm Invoiced £ N/A

We have received all the marketing media for the next campaign and have sent to Advertising Council for comment.

Verbal feedback from Council suggests campaign basically sound

Once feedback received from advertising council we will liaise with Marketing to adjust content accordingly.

Material Risk Matter


…matter status update…


“matter can neither be created nor destroyed, merely altered in state …”

To alter the Matter you have created simply click on it on your home page or on the Search results screen..

From this section you can amend, if you have the appropriate access rights, any of the Matter details. You simply click on the Edit button on each tab..


Status..

Risk..


Staff..

Notes..


..invoices..

..and finally activity..



The ability to update the status of matter at any time facilitates the legal team to have the real-time condition of a matter available at their fingertips.

…system set-up…

…system set-up…

Setting-up the system is usually carried out as part of the training and installation that takes place as part of each LBClarity project.

However, the following section gives a basic overview of the set-up process. This is basically a case of populating the look-up tables, we will describe a few as examples..

…system set-up…

The Activities look-up table is where you define the tasks that your legal team could perform as part of their working day. This is required if you opt to use LBClaritys’ powerful activity analysis capability.

…system set-up…

Activities can be grouped together by Activity Type this grouping can be used for subsequent reporting and analysis.

The Activity Types are stored in this table.

…system set-up…

In-House Resources are the members of the legal team that will be using LBClarity.

…system set-up…..and the final example of a look-up table – Risk Indicators. LBClarity enables you to record the potential risks that can be attributable to a matter, coupled with a score, the more risk categories the higher the score. This table holds your descriptions of risk and your evaluation of their score.

…system set-up…

That’s it for the summary of how LBClarity is set-up but as mentioned at the outset this will be carried out with you during the training phase of the project.

…System Requirements…* Database server - Server running SQL 2000 or 2005.

Database at installation approx. 20MB. Maximum size to date ½ GIG. Installation of the database is usually done by ‘attaching’ the database file and then creating a user to have administrative access to the database.

* Web Server - IIS 6 or 7, MDAC 2.8 or Later (TMS can install this).NET Framework 2.0 (we can install this). We Install 2

components: The main web site application and a web service that handles the barcode scanner communications with the database.

* Legal Team PC’s - .NET Framework 2.0 (TMS can install this)

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