Productivity, Profitability, Efficiency: Essential Practice Management Software for Barristers

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1 Productivity, Profitability, Efficiency: Essential Practice Management Software for Barristers Continuing Professional Development Seminar Wednesday 27 September 2006

2 Practice Management is about: 1 Organisation 2 Communication 3 Financial Management

3 1 Organisation: Customer Relationship Management Management of all your contacts and parties including all correspondence Organisation of all your matters and how they link to your contacts and parties Time Management Diary Management Capture of time Efficiency Enter information only once Chronologies or Authorities

matters and how they link to your contacts and parties Time Management Diary

4 2 Communication Correspondence Standard Letters, Faxes and UCP forms Disclosures Estimates and Cost Agreements Bulk letter and generation Templates

5 3 Financial Management Accurately capturing all your time and expenses against matters Financial Management Your financial scorecard, this year vs last year KPI s Financial Reporting Billing Debtor Management How much is owed, by whom, part-payments etc. Tax GST and BAS reporting

scorecard, this year vs last year KPI s Financial Reporting Billing

6 SILQ is far more than an Accounting package... Contacts Database Establish and manage matters Generate fee agreements from SILQ Authorities Chronologies Tasks / Reminders Clerk and secretary accessible Diary Customisable correspondance templates Document generation Timer and day book Manage time and expenses BAS Manage debtors Cash receipting Generate invoices Post to MYOB

Authorities Chronologies Tasks / Reminders Clerk and secretary accessible Diary Customisable

7 Profile: Steven Richards Development Manager Silqware Pty Ltd Steven is a graduate of University of New South Wales with a B.Sc (Information Systems) Has over 14 years of software development experience in various industries including Legal Costs Assessing, Internet and Real Estate. Most recently was the MIS manager for the largest pan European ISP (Tiscali), where he was responsible for the development of a Datawarehouse solution for the production of business KPIs and Marketing information. Started SILQware in 2002

8 Profile: Karnig Momdjian CA National Sales Manager Silqware Pty Ltd Karnig is a graduate of University of New South Wales with a B.Comm (Merit) Accounting and Financial Management Started his audit career with deloitte where did his professional year, and later on transfered to internal IT and was promoted to the position of the National Director of IT. Karnig was responsible for developing and managing the Practice Management System for deloittes Upon leaving deloittes, Karnig founded an office automation, training and consulting company that provided technology solutions to legal firm. Karnig then joined Solution 6 as the global VP of Product Strategy and Alliances and was responsible for the directions of the practice management solutions for medium to large legal firms

9 Matter Table All matters are easily accessible Contact details are shown at the bottom Access matters that have unbilled work Access related areas by clicking on the matters on the right

10 Edit Matter Enter the relevant details of the matter, rates, client ref. etc Attach the client and correspondents Enter case details for use with Court forms

11 Estimates Create estimates using the rates of the matter Generate a Fee Agreement simply using the editable word templates

12 Contact Management Enter people, companies or parties See details at the bottom Attach people to companies Track which matters the contact has been involved in

13 Diary Full Diary capabilities Multi user for use with secretaries Matter specific appointments Create time entries from Diary Reminders

14 Tasks Matter specific tasks General tasks Reminders

15 Chronologies Easily enter in any order Search Sort Generate Chronology document Format chono. template

16 Authorities Enter commonly used authorities Easily attach them to a matter for use Link back to original document/ web site Lexis Nexis compatible Generate Authority document

17 Documents Easily Generate letter, or document templates Comes with over 40 standard templates outstanding, history, chaser, cover letters, envelopes, chronologies, authorities, binders, receipts etc Edit existing templates, use your own letterhead, create new templates

letters, envelopes, chronologies, authorities, binders, receipts etc

18 Communications History Easily see what documents have been generated for the matter, invoice, receipt etc Attach phone calls and external documents Easily retrieve documents

19 Multiple documents Quickly generate multiple letters or packs by using tagging Easily chase debts or send out mass greetings

20 Time Costing Day Book time entries for any matter Time & Billing time entries for the selected matter Timer

21 Spend Money General Expenses Matter Expenses go on invoices Duplicate regular expenses

22 Billing Easily create an invoice from the time entries Instant Invoices Draft Invoices

23 Invoices Generate a document pack easily envelope, cover letter, invoice Invoice template editable use your own letterhead

24 Debt Collection Easily see all of your outstanding invoices Use the documents button to generate chaser letters, packs and s Charge interest

25 Receipts Quickly allocate receipts to invoices to track what invoices are paid Enter other income such as interest and dividends

26 Financials Easily track your financial information Prepare your BAS in minutes Snap Shot gives you an overview of your financial performance Various reports

27 Advanced Features Right Click menu Duplicate records Create Reports Sort by any field Filter data Group data Search Export Copy to clipboard Export to MYOB

28 Special Offer - Get 2 Months Free Name: Chambers: Phone: Please: Send me a contract Contact me with more details Help me install SILQ Sign up to SILQ before the 6 th October 2006 and we will give you the first three months for the price of one Either fill in this form and hand it in today, or contact us via our website or phone number (see below)

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