Protect and build your practice with the #1 name in rules-based calendaring.

Transcription

1 The Leading Calendar and Matter Management System Protect and build your practice with the #1 name in rules-based calendaring. Malpractice exposure from calendar related errors is a significant risk for every lawyer and every firm. You can greatly reduce that risk with Compu- Law Vision, the most powerful legal calendar and matter management system available today. CompuLaw Vision enables users to automatically schedule critical dates in accordance with court rules applicable to their case. The actual rules of court and court holidays are built into the software, eliminating errorprone and time-consuming docket calculations. Furthermore, when the rules change, Vision will automatically adjust any deadlines on calendar to conform to the changed rules. Using Vision is the most accurate and reliable way to manage your calendar and matter information. When it comes to accessing calendar information throughout your firm, Vision offers unparalleled choices. Whatever works best for your firm, however your firm wants to work, Vision will comply. Vision is a Comprehensive Calendar and Matter Management Solution. Vision is much more than the most accurate legal calendaring system available it s also a detailed matter management solution. Vision is incredibly flexible, allowing you to customize and filter information, track parties and documents and streamline results, giving you just the information you need to see, when you want to see it. SM Protect your clients. Protect your firm. Use CompuLaw. CompuLaw 3

2 CompuLaw Vision Includes: Rules-Based Calendaring With numerous time-saving data entry shortcuts, detailed data validation tables, automatic reminders and customizable screens, Vision is the standard for legal calendaring. You can simultaneously display multiple screens and lists. Input screens automatically adjust based on rule set needs and areas of practice, such as for Patent and Trademark options. And the Quick Dates feature allows you to try what if calculations with your critical dates without actually scheduling them. Matter Database Management Vision maintains necessary records of your key matter information, event details and other related data that instantly links with documents, case notes and other matter information. Vision supports the most sophisticated firm and case structures, including the creation and consolidation of virtually unlimited submatters helpful for instances when matters move to other jurisdictions. With Vision, you can directly and quickly access your events, case notes, documents, jurisdictional and rule set information from the Matter Information screen with a single mouse click. Rules Database Library The most complete, comprehensive and detailed library of rules databases available, with more than 2,000 jurisdictions and new jurisdictions added regularly. All edited by qualified attorneys, and scrupulously maintained and closely monitored for changes. CompuLaw s databases are fully customizable you can edit the description of any rule to suit your firm s needs. Each rules database includes: Jurisdiction and Event Selection experts allow easy selection of the correct rules databases and specific rules that apply to each matter; Formulas and summaries for virtually every rule related to a date or deadline. The legal authorities used for each database formula; Formulas for every type of allowable service calculation (by hand, by fax, by mail, electronic, and more); Quick Search and Recent Matters Toolbars that help you easily find the matters and information that you need; Practice notes and related information to help you to better manage your cases. Five to twenty-five years of jurisdiction specific holidays for each rule set in the entire library (CompuLaw is the only company to offer this level of detail and accuracy). Documents Database Vision enables you to track all documents and information related to your matters. Also view documents stored on a network or contained in a Vision Integration Partner s document management system. Report Writer Vision includes a comprehensive yet simple to use Report Writer function that allows you to design, filter and print reports in a variety of formats, including options to send reports to individual firm members addresses. You can even customize Vision s textual and graphical Day, Week and Month at-aglance reports. The most complete, comprehensive and detailed library of rules databases available with 2,000 jurisdictions. CompuLaw 2 Protect your clients. Protect your firm. Use CompuLaw ṢM

3 deletion, including the name of the data entry operator, notes related to the reason for each change and the date the change was made. When questions arise about the source of calendar and appointment changes, all the needed information is just a few mouse clicks away. When you make a change to an event, Vision automatically records that change along with your comments. At any point, see the complete history of all changes made to any event. As part of the Audit Trail System, Vision offers multiple management reports that provide that history data. Vision even provides a printed audit report on the fly as you make additions, changes and deletions for your files. Simultaneous display of multiple screens and lists. Case Notes Keep unlimited case notes for every matter. Export your case notes to Microsoft Word or other litigation management applications for case preparation and other management functions. Related Parties Database Track all parties related to every matter, including opposing counsel, judges, witnesses, experts and more. You can easily change the role that any related parties have for any matters. For example, you might have one contact that is an Expert Witness for one matter and a Consultant on another. Easily locate matters assigned to any contact and quickly see for which matters that contact is a related party. Audit Trail System The soul of your critical calendar management. Vision keeps painstaking track of every change and Security/Password Protection Password protection can be as general or granular as you desire. Vision can be set to automatically log you in using your workstation s current Windows login information. Security options allow you to determine who can add or change or delete items. You can even allow some users to change Court Ruled events while others can only affect non-ruled appointments and deadlines. With dozens of security options and dozens of customization options, Vision can work for you the way YOU work. Outlook, GroupWise and Lotus Notes Integration A variety of options to suit every size firm. The Vision Sync for Exchange application transfers dates and tasks from Vision directly into your users Exchange accounts, avoiding the need to synchronize with Outlook clients on each workstation. You control the primary account that has access to your firm s Exchange Data Store and this information is encrypted when stored. Vision Sync also eliminates unnecessary security messages that appear when information is sent to Outlook through external means. Vision includes a variety of PIM Sync and PIM Link options for use with Outlook, GroupWise and Lotus Notes. These include extensive customization and filter options to control CompuLaw 3

4 SharePoint With CompuLaw Collaborate, Web Portal users have a convenient access point for attorney collaboration on all legal calendaring event list information. Collaborate is a web part component that integrates Vision Web Portal with Microsoft Office SharePoint. This Event List Web Part provides law firms with direct access to critical information on all events related to a specific client, matter, attorney, team or department. Centralized or decentralized calendaring Vision handles both simultaneously You have full control over who accesses or changes your data and format information before it appears in your desktop calendar system. Integration software for Lotus Notes is available separately. Vision Web Portal The easiest way to access your Vision calendar data from the office or on the road, 24/7. You can view your data through your browser, anytime, filtering to choose the exact data you need. Screens can be customized for various practice groups or new events, and changes can be sent back to your data entry department for automatic import into Vision. Using both centralized and decentralized data input methods, your firm can customize the use of Vision to best suit your needs. You may wish to establish a central calendaring system, where your attorneys and staff send all pleadings and/or docketed items to a central docket clerk or department for processing by the Vision software system. The docket department can automatically send information to your Outlook, GroupWise or Lotus Notes calendars, can view events through the Vision Web Portal or issue regular reports for each attorney in order to keep them abreast of deadlines and case dates, in printed form or by . Some firms prefer a decentralized calendaring system. Vision will protect your firm by keeping all matters in one central database, but decentralized in terms of who uses Vision. Secretaries, paralegals, attorneys or other staff members can keep core calendars, and then dates can be viewed in the same manner as it would be in a centralized system. CompuLaw 4 Protect your clients. Protect your firm. Use CompuLaw ṢM

5 CompuLaw Vision makes customization of your calendaring practices easy and effective for everyone in your firm, regardless of your system preferences. Because you can t afford to miss critical dates When evaluating the reliability and effectiveness of a rules-based software system, the most important factor is the accuracy of the rules. The accuracy, comprehensiveness and depth of the rules that CompuLaw publishes is the foundation of our success. Simply stated, CompuLaw s rules databases are monitored more closely, updated more frequently and utilized more effectively than any other rules-based system on any platform. CompuLaw Rules are the most comprehensive, accurate and reliable rules available. Sets are offered for jurisdictions in all 50 states and for many areas of law including: Appellate Arbitration Bankruptcy Civil Litigation Eminent Domain Family Law FCC Federal FERC Intellectual Property Judges Rules NASD Probate Tax Code Workers Compensation and many more. Vision court calendaring software streamlined Pillsbury Winthrop s dual calendaring system and minimized our risk of exposure to court dates and events malpractice. Access your Vision calendar data from anywhere, anytime. Bill Makinney, Pillsbury Winthrop, LLP, Firm-Wide Calendar Docket Manager CompuLaw 5

6 Specific rules features available with Vision include: Rules Converted to Formulas Court days vs. Calendar days (and even a mix of both), Local vs. State or Federal holidays, counting backwards or forwards for weekends and holidays. Vision takes all these scenarios and more into consideration and delivers the most accurate rulesbased calculations available on any platform. CompuLaw Live Update As soon as new updates are posted by Compu- Law, a pop up from your status bar will alert you. Click on the pop up and you re ready to immediately apply the update (and any others you need) in the correct order. Live Update is an auto-management tool that identifies updates, downloads them from behind the scenes and sends you an notification (in case you re not actively using the software) once they re ready to be installed. Event Selection Templates Hide or unhide events from individual or multiple calendars. Create and save templates to be applied automatically and re-used as needed. Make those decisions based upon classes of events, such as discovery deadlines, motions, appearances, etc. Calendar only what you want or need to see. Rules Authority Because every CompuLaw deadline contains the full citation to the rules authority used in the calculation of that deadline, you can quickly locate the applicable written rules and pertinent sections, saving time and ensuring that all relevant rules are considered. Smart Event Finder This invaluable tool allows users to quickly find any event they need to calendar. You can search for events based on the event description, authority, or even by a related event that may be generated by the key event. For example, if you want to know what event triggers the deadline to appeal, simply enter the term deadline to appeal, and the Smart Event Finder will give you the event trigger as well as the number of days allowed after the event to file the appeal. Quick Dates Feature Generate ruled dates that you do not wish to store in the database. This is useful when you wish to try what if scenarios (e.g., If I file on `X date, when will opposition need to respond? ), or times when you need to generate deadlines that are not associated with a particular Vision matter. When rules change, CompuLaw Vision adjusts your dates as needed. Enhanced Rules Searching and Court Rules Maintenance Module Search through rules easily and effectively for specific authorities, descriptions, categories and more. Review rules and related rules in either an outline or table format. Vision includes the most sophisticated rules database features and functions, as required by the most demanding docketing operators. You can permanently suppress rules and add standing order deadlines to a pre-existing group of rules-based events. Right-click on any item in your calendar Event list or on your Event screen and automatically drill down to the formula that triggered such event (such as 30 court days before trial). CompuLaw 6 Protect your clients. Protect your firm. Use CompuLaw ṢM

7 Vision easily integrates with Microsoft Outlook, Novell GroupWise and Lotus Notes CompuLaw Information Center Vision also includes the CompuLaw Information Center ( CIC ), your online link to information about changing rules, updates to CompuLaw s databases and software, frequently asked questions (FAQ)s about rules usage, court information and more. No other system, on any platform, offers these features Vision will be a daily aid to your use of rules and docket calendaring. And, CompuLaw s support team of attorneys can be an invaluable resource to keep your calendar accurate. Consider Vision today. Vision is the system of choice for the busiest firms with the most complex calendar needs and for all other firms that simply want to manage their calendars in the most accurate, safest and efficient way possible. Rules-based calendaring is now the standard, and firms using CompuLaw Vision are at a competitive advantage over opposing firms that do not use it. Firms that use CompuLaw Vision not only know about all their deadlines comfortably, in advance, they easily know all their opponents deadlines too and take full advantage of that knowledge to advance their clients cases or matters.... and with the leading case management time and billing software systems. Vision can help your firm avoid costly date related errors. Your clients deserve the increased protection and your professional liability insurer may provide a discount to you if you implement a Vision system. Call today and find out more about how CompuLaw Vision can help protect your firm and build your practice. Protect your clients. Protect your firm. Use... (800) CompuLaw 7

8 The Leading Calendar and Matter Management System The rule sets are the greatest benefit. They save our docketing specialists significant time calculating due dates plus they generate due dates we might not have docketed otherwise. Vision is very user friendly. Rebecca Prince, National Litigation Technology Manager, McDermott, Will & Emery Calendar related errors are the leading cause of malpractice claims against attorneys. Protect your clients and your firm with a calendar and matter management system from CompuLaw. CompuLaw Vision has built-in court rules databases for automatic and accurate date calculations. When rules change, Vision adjusts your dates as needed. Nearly 2,000 databases available new jurisdictions added regularly. With Vision, your attorneys calendars are organized in one central location and can be synchronized to Outlook, GroupWise or LotusNotes. CompuLaw Vision Web Portal and SharePoint allow access to your calendar via your browser, 24/7 from the office, desktop or on the road. CompuLaw Vision is the most widely used calendar and matter management system for ILTA and AmLaw firms. You can trust that Vision is the most accurate solution available to safeguard your firm too. Contact us today for a web demo. (800) ) According to the recent American Bar Association Study, Profiles in Malpractice Claims. 2.) Limited Report Writer options are available with Vision Basic. Copyright , CompuLaw LLC, West Olympic Blvd, Los Angeles, CA 90067, all rights reserved. All information contained herein is subject to change without prior notice. Protect your clients. Protect your firm. Use CompuLaw ṢM