Conditions of Supply. Turnkey Workflows and Precedent Documents Our Turnkey workflows are designed to enable you to get your case management off to a flying start by giving you a suite of dossier fields and pages, precedent letter templates, and workflows across a number of areas of legal work. The areas of law available at present are as detailed below, and we are currently working to increase the range offered. The Turnkey workflows do provide a fully automated process for your case management, but are not a fully customised case management configuration. Training on editing the precedent documents, workflows etc, and creating new precedents is included within the basic package to enable you to fine tune the case management to meet your specific requirements. In view of the highly automated and complex nature of the Turnkey case management, we would stress the importance of your chosen trainee(s) being fully conversant with Word functionality. While we endeavour to ensure that the content is as up to date as possible, Pracctice Limited and our partner companies can take no responsibility for the legal content of the precedent documents supplied as part of a workflow package. Turnkey case management can only be used with the standard set of worktypes developed by Pracctice Limited and cannot be imported onto your existing worktypes. CASE MANAGEMENT OPTIONS Case Management Custom Built Package A case management bespoke package consists of one on site specification day, three off site development days and two on line training sessions. During the morning of the on site specification day a member of our training team will demonstrate and discuss the functionality offered by OspreyTM that you can use in your case management package. During the afternoon we shall help you build your case management system using our standard forms. Once you have completed these they will then be submitted to Pracctice so that the 3 days of development can begin. You are limited to providing us with 75 standard letters/forms (each day we expect to create 25 letters) however you may purchase additional case management development days should your requirement exceed this. Whilst we would encourage you to make full use of all of the case management functionalities within OspreyTM you may only choose to use certain facilities such as dossier pages, keydates or standard letters initially. You can of course decide to start by using the basics of the system and then build on your use of the application as you become more and more familiar with OspreyTM. We can tailor our training to ensure you get what you require. Once the case management package has been completed we will return the package to you by way of two on line case management supervisor training sessions. The delegate taking these training sessions will be taught how to create and maintain all aspects of your case management package. Case Management Turnkey Package A case management turnkey package will consist of the package itself as detail under conditions of supply above. Pracctice Limited will install the case management package on to your live data and then train the chosen delegate on maintaining and updating your case management package as part of your free online training agreement. No Turnkey Packages are Required Schedule H Opening Balance Data Entry Your client and matter data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Import spreadsheet. Your client financial data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Import spreadsheet. All data must be legible and properly cross referenced to the Opening Balances pack which will be supplied to you during your Opening Balance training.
Appears in 2 contracts
Conditions of Supply. Turnkey Workflows and Precedent Documents Our Turnkey workflows are designed to enable you to get your case management off to a flying start by giving you a suite of dossier fields and pages, precedent letter templates, and workflows across a number of areas of legal work. The areas of law available at present are as detailed below, and we are currently working to increase the range offered. The Turnkey workflows do provide a fully automated process for your case management, but are not a fully customised case management configuration. Training on editing the precedent documents, workflows etc, and creating new precedents is included within the basic package to enable you to fine tune the case management to meet your specific requirements. In view of the highly automated and complex nature of the Turnkey case management, we would stress the importance of your chosen trainee(s) being fully conversant with Word functionality. While we endeavour to ensure that the content is as up to date as possible, Pracctice Limited and our partner companies can take no responsibility for the legal content of the precedent documents supplied as part of a workflow package. Turnkey case management can only be used with the standard set of worktypes developed by Pracctice Limited and cannot be imported onto your existing worktypes. CASE MANAGEMENT OPTIONS Case Management Custom Built Package A case management bespoke package consists of one on site specification day, three off site development days and two on line training sessions. During the morning of the on site specification day a member of our training team will demonstrate and discuss the functionality offered by OspreyTM Osprey Approach that you can use in your case management package. During the afternoon we shall help you build your case management system using our standard forms. Once you have completed these they will then be submitted to Pracctice so that the 3 days of development can begin. You are limited to providing us with 75 standard letters/forms (each day we expect to create 25 letters) however you may purchase additional case management development days should your requirement exceed this. Whilst we would encourage you to make full use of all of the case management functionalities within OspreyTM Osprey Approach you may only choose to use certain facilities such as dossier pages, keydates or standard letters initially. You can of course decide to start by using the basics of the system and then build on your use of the application as you become more and more familiar with OspreyTMOsprey Approach. We can tailor our training to ensure you get what you require. Once the case management package has been completed we will return the package to you by way of two on line case management supervisor training sessions. The delegate taking these training sessions will be taught how to create and maintain all aspects of your case management package. Case Management Turnkey Package A case management turnkey package will consist of the package itself as detail under conditions of supply above. Pracctice Limited will install the case management package on to your live data and then train the chosen delegate on maintaining and updating your case management package as part of your free online training agreement. No Turnkey Packages are Required Residential Conveyancing Probate Lasting Power of Attorney Schedule H Opening Balance Data Entry Your client and matter data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Osprey Approach Import spreadsheet. Your client financial data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Osprey Approach Import spreadsheet. All data must be legible and properly cross referenced to the Opening Balances pack which will be supplied to you during your Opening Balance training.
Appears in 1 contract
Samples: support.ospreyapproach.com
Conditions of Supply. Turnkey Workflows and Precedent Documents Our Turnkey workflows are designed to enable you to get your case management off to a flying start by giving you a suite of dossier fields and pages, precedent letter templates, and workflows across a number of areas of legal work. The areas of law available at present are as detailed below, and we are currently working to increase the range offered. The Turnkey workflows do provide a fully automated process for your case management, but are not a fully customised case management configuration. Training on editing the precedent documents, workflows etc, and creating new precedents is included within the basic package to enable you to fine tune the case management to meet your specific requirements. In view of the highly automated and complex nature of the Turnkey case management, we would stress the importance of your chosen trainee(s) being fully conversant with Word functionality. While we endeavour to ensure that the content is as up to date as possible, Pracctice Limited and our partner companies can take no responsibility for the legal content of the precedent documents supplied as part of a workflow package. Turnkey case management can only be used with the standard set of worktypes developed by Pracctice Limited and cannot be imported onto your existing worktypes. CASE MANAGEMENT OPTIONS Case Management Custom Built Package A case management bespoke package consists of one on site specification day, three off site development days and two on line training sessions. During the morning of the on site specification day a member of our training team will demonstrate and discuss the functionality offered by OspreyTM Osprey Approach that you can use in your case management package. During the afternoon we shall help you build your case management system using our standard forms. Once you have completed these they will then be submitted to Pracctice so that the 3 days of development can begin. You are limited to providing us with 75 standard letters/forms (each day we expect to create 25 letters) however you may purchase additional case management development days should your requirement exceed this. Whilst we would encourage you to make full use of all of the case management functionalities within OspreyTM Osprey Approach you may only choose to use certain facilities such as dossier pages, keydates or standard letters initially. You can of course decide to start by using the basics of the system and then build on your use of the application as you become more and more familiar with OspreyTMOsprey Approach. We can tailor our training to ensure you get what you require. Once the case management package has been completed we will return the package to you by way of two on line case management supervisor training sessions. The delegate taking these training sessions will be taught how to create and maintain all aspects of your case management package. Case Management Turnkey Package A case management turnkey package will consist of the package itself as detail under conditions of supply above. Pracctice Limited will install the case management package on to your live data and then train the chosen delegate on maintaining and updating your case management package as part of your free online training agreement. No Turnkey Packages are Required Turnkeys Schedule H Opening Balance Data Entry Your client and matter data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Osprey Approach Import spreadsheet. Your client financial data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Osprey Approach Import spreadsheet. All data must be legible and properly cross referenced to the Opening Balances pack which will be supplied to you during your Opening Balance training.
Appears in 1 contract
Samples: support.ospreyapproach.com
Conditions of Supply. Turnkey Workflows and Precedent Documents Our Turnkey workflows are designed to enable you to get your case management off to a flying start by giving you a suite of dossier fields and pages, precedent letter templates, and workflows across a number of areas of legal work. The areas of law available at present are as detailed below, and we are currently working to increase the range offered. The Turnkey workflows do provide a fully automated process for your case management, but are not a fully customised case management configuration. Training on editing the precedent documents, workflows etc, and creating new precedents is included within the basic package to enable you to fine tune the case management to meet your specific requirements. In view of the highly automated and complex nature of the Turnkey case management, we would stress the importance of your chosen trainee(s) being fully conversant with Word functionality. While we endeavour to ensure that the content is as up to date as possible, Pracctice Limited and our partner companies can take no responsibility for the legal content of the precedent documents supplied as part of a workflow package. Turnkey case management can only be used with the standard set of worktypes developed by Pracctice Limited and cannot be imported onto your existing worktypes. CASE MANAGEMENT OPTIONS Case Management Custom Built Package A case management bespoke package consists of one on site specification day, three off site development days and two on line training sessions. During the morning of the on site specification day a member of our training team will demonstrate and discuss the functionality offered by OspreyTM Osprey Approach that you can use in your case management package. During the afternoon we shall help you build your case management system using our standard forms. Once you have completed these they will then be submitted to Pracctice so that the 3 days of development can begin. You are limited to providing us with 75 standard letters/forms (each day we expect to create 25 letters) however you may purchase additional case management development days should your requirement exceed this. Whilst we would encourage you to make full use of all of the case management functionalities within OspreyTM Osprey Approach you may only choose to use certain facilities such as dossier pages, keydates or standard letters initially. You can of course decide to start by using the basics of the system and then build on your use of the application as you become more and more familiar with OspreyTMOsprey Approach. We can tailor our training to ensure you get what you require. Once the case management package has been completed we will return the package to you by way of two on line case management supervisor training sessions. The delegate taking these training sessions will be taught how to create and maintain all aspects of your case management package. Case Management Turnkey Package A case management turnkey package will consist of the package itself as detail under conditions of supply above. Pracctice Limited will install the case management package on to your live data and then train the chosen delegate on maintaining and updating your case management package as part of your free online training agreement. No Turnkey Packages are Required Schedule H Opening Balance Electronic Data Entry Conversion Converting data from your existing system to a format that acceptable to Osprey Approach is a complex process. The advantage of using a data conversion as opposed to entry of opening balance is that it can provide a full history for all matters and potentially, depending on your requirements, include archived matters. The disadvantages is that any errors within your currently system will be replicated within Osprey Approach and only a limited amount of information may be converted. For many firms changing systems provides an ideal opportunity for a fresh start as the opening balance process can be used to tidy up your accounts. Should you decide that the benefits of a data conversion outweigh its disadvantages Pracctice Limited has developed a quality control scheme in order to ensure that the process can take place with the minimum amount of disruption to your company. The process starts with a visit by your Project Manager. Your project manager will explain in further detail the exact process that will be gone through and what information will be required from your firm. The next stage is that following an agreed month-end a copy of your data will be taken. This will need to be accompanied by a number of key reports including some sample client ledger cards. The quality of your data will then be assessed as to what information can be extracted. The information converted will be the standard client and matter data must fields with Osprey Approach, together with accounts and time recording information. The exact details of these fields are listed below. Client Details Client Number Client Name Individual client Comprising of Surname, Forename, Title, Initials, email address A maximum of 5 client names per client can be supplied in Microsoft Excel Spreadsheet template added comprising of the above named fields. Company clients Name, email address Client Address House Area Postal Town County Post Code Client Telephone Numbers Comprising of details and must follow the convention set out by the OspreyTM Import spreadsheet. Your client financial data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Import spreadsheet. All data must be legible and properly cross referenced to the Opening Balances pack which will be supplied to you during your Opening Balance training.information i.e. Home 01234 567890
Appears in 1 contract
Samples: Agreement
Conditions of Supply. Turnkey Workflows and Precedent Documents Our Turnkey workflows are designed to enable you to get your case management off to a flying start by giving you a suite of dossier fields and pages, precedent letter templates, and workflows across a number of areas of legal work. The areas of law available at present are as detailed below, and we are currently working to increase the range offered. The Turnkey workflows do provide a fully automated process for your case management, but are not a fully customised case management configuration. Training on editing the precedent documents, workflows etc, and creating new precedents is included within the basic package to enable you to fine tune the case management to meet your specific requirements. In view of the highly automated and complex nature of the Turnkey case management, we would stress the importance of your chosen trainee(s) being fully conversant with Word functionality. While we endeavour to ensure that the content is as up to date as possible, Pracctice Limited and our partner companies can take no responsibility for the legal content of the precedent documents supplied as part of a workflow package. Turnkey case management can only be used with the standard set of worktypes developed by Pracctice Limited and cannot be imported onto your existing worktypes. CASE MANAGEMENT OPTIONS Case Management Custom Built Package A case management bespoke package consists of one on site specification day, three off site development days and two on line training sessions. During the morning of the on site specification day a member of our training team will demonstrate and discuss the functionality offered by OspreyTM Osprey Approach that you can use in your case management package. During the afternoon we shall help you build your case management system using our standard forms. Once you have completed these they will then be submitted to Pracctice so that the 3 days of development can begin. You are limited to providing us with 75 standard letters/forms (each day we expect to create 25 letters) however you may purchase additional case management development days should your requirement exceed this. Whilst we would encourage you to make full use of all of the case management functionalities within OspreyTM Osprey Approach you may only choose to use certain facilities such as dossier pages, keydates or standard letters initially. You can of course decide to start by using the basics of the system and then build on your use of the application as you become more and more familiar with OspreyTMOsprey Approach. We can tailor our training to ensure you get what you require. Once the case management package has been completed we will return the package to you by way of two on line case management supervisor training sessions. The delegate taking these training sessions will be taught how to create and maintain all aspects of your case management package. Case Management Turnkey Package A case management turnkey package will consist of the package itself as detail under conditions of supply above. Pracctice Limited will install the case management package on to your live data and then train the chosen delegate on maintaining and updating your case management package as part of your free online training agreement. No Turnkey Packages are Required Error! Reference source not found. Schedule H Opening Balance Electronic Data Entry Conversion Converting data from your existing system to a format that acceptable to Osprey Approach is a complex process. The advantage of using a data conversion as opposed to entry of opening balance is that it can provide a full history for all matters and potentially, depending on your requirements, include archived matters. The disadvantages is that any errors within your currently system will be replicated within Osprey Approach and only a limited amount of information may be converted. For many firms changing systems provides an ideal opportunity for a fresh start as the opening balance process can be used to tidy up your accounts. Should you decide that the benefits of a data conversion outweigh its disadvantages Pracctice Limited has developed a quality control scheme in order to ensure that the process can take place with the minimum amount of disruption to your company. The process starts with a visit by your Project Manager. Your project manager will explain in further detail the exact process that will be gone through and what information will be required from your firm. The next stage is that following an agreed month-end a copy of your data will be taken. This will need to be accompanied by a number of key reports including some sample client ledger cards. The quality of your data will then be assessed as to what information can be extracted. The information converted will be the standard client and matter data must fields with Osprey Approach, together with accounts and time recording information. The exact details of these fields are listed below. Client Details Client Number Client Name Individual client Comprising of Surname, Forename, Title, Initials, email address A maximum of 5 client names per client can be supplied in Microsoft Excel Spreadsheet template added comprising of the above named fields. Company clients Name, email address Client Address House Area Postal Town County Post Code Client Telephone Numbers Comprising of details and must follow the convention set out by the OspreyTM Import spreadsheet. Your client financial data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Import spreadsheet. All data must be legible and properly cross referenced to the Opening Balances pack which will be supplied to you during your Opening Balance training.information i.e. Home 01234 567890
Appears in 1 contract
Samples: Agreement
Conditions of Supply. Turnkey Workflows and Precedent Documents Our Turnkey workflows are designed to enable you to get your case management off to a flying start by giving you a suite of dossier fields and pages, precedent letter templates, and workflows across a number of areas of legal work. The areas of law available at present are as detailed below, and we are currently working to increase the range offered. The Turnkey workflows do provide a fully automated process for your case management, but are not a fully customised case management configuration. Training on editing the precedent documents, workflows etc, and creating new precedents is included within the basic package to enable you to fine tune the case management to meet your specific requirements. In view of the highly automated and complex nature of the Turnkey case management, we would stress the importance of your chosen trainee(s) being fully conversant with Word functionality. While we endeavour to ensure that the content is as up to date as possible, Pracctice Limited and our partner companies can take no responsibility for the legal content of the precedent documents supplied as part of a workflow package. Turnkey case management can only be used with the standard set of worktypes developed by Pracctice Limited and cannot be imported onto your existing worktypes. CASE MANAGEMENT OPTIONS Case Management Custom Built Package A case management bespoke package consists of one on site specification day, three off site development days and two on line training sessions. During the morning of the on site specification day a member of our training team will demonstrate and discuss the functionality offered by OspreyTM Osprey Approach that you can use in your case management package. During the afternoon we shall help you build your case management system using our standard forms. Once you have completed these they will then be submitted to Pracctice so that the 3 days of development can begin. You are limited to providing us with 75 standard letters/forms (each day we expect to create 25 letters) however you may purchase additional case management development days should your requirement exceed this. Whilst we would encourage you to make full use of all of the case management functionalities within OspreyTM Osprey Approach you may only choose to use certain facilities such as dossier pages, keydates or standard letters initially. You can of course decide to start by using the basics of the system and then build on your use of the application as you become more and more familiar with OspreyTMOsprey Approach. We can tailor our training to ensure you get what you require. Once the case management package has been completed we will return the package to you by way of two on line case management supervisor training sessions. The delegate taking these training sessions will be taught how to create and maintain all aspects of your case management package. Case Management Turnkey Package A case management turnkey package will consist of the package itself as detail under conditions of supply above. Pracctice Limited will install the case management package on to your live data and then train the chosen delegate on maintaining and updating your case management package as part of your free online training agreement. No Turnkey Packages are Required Turnkeys Schedule H Opening Balance Electronic Data Entry Conversion Converting data from your existing system to a format that acceptable to Osprey Approach is a complex process. The advantage of using a data conversion as opposed to entry of opening balance is that it can provide a full history for all matters and potentially, depending on your requirements, include archived matters. The disadvantages is that any errors within your currently system will be replicated within Osprey Approach and only a limited amount of information may be converted. For many firms changing systems provides an ideal opportunity for a fresh start as the opening balance process can be used to tidy up your accounts. Should you decide that the benefits of a data conversion outweigh its disadvantages Pracctice Limited has developed a quality control scheme in order to ensure that the process can take place with the minimum amount of disruption to your company. The process starts with a visit by your Project Manager. Your project manager will explain in further detail the exact process that will be gone through and what information will be required from your firm. The next stage is that following an agreed month-end a copy of your data will be taken. This will need to be accompanied by a number of key reports including some sample client ledger cards. The quality of your data will then be assessed as to what information can be extracted. The information converted will be the standard client and matter data must fields with Osprey Approach, together with accounts and time recording information. The exact details of these fields are listed below. Client Details Client Number Client Name Individual client Comprising of Surname, Forename, Title, Initials, email address A maximum of 5 client names per client can be supplied in Microsoft Excel Spreadsheet template added comprising of the above named fields. Company clients Name, email address Client Address House Area Postal Town County Post Code Client Telephone Numbers Comprising of details and must follow the convention set out by the OspreyTM Import spreadsheet. Your client financial data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Import spreadsheet. All data must be legible and properly cross referenced to the Opening Balances pack which will be supplied to you during your Opening Balance training.information i.e. Home 01234 567890
Appears in 1 contract
Samples: support.ospreyapproach.com
Conditions of Supply. Turnkey Workflows and Precedent Documents Our Turnkey workflows are designed to enable you to get your case management off to a flying start by giving you a suite of dossier fields and pages, precedent letter templates, and workflows across a number of areas of legal work. The areas of law available at present are as detailed below, and we are currently working to increase the range offered. The Turnkey workflows do provide a fully automated process for your case management, but are not a fully customised case management configuration. Training on editing the precedent documents, workflows etc, and creating new precedents is included within the basic package to enable you to fine tune the case management to meet your specific requirements. In view of the highly automated and complex nature of the Turnkey case management, we would stress the importance of your chosen trainee(s) being fully conversant with Word functionality. While we endeavour to ensure that the content is as up to date as possible, Pracctice Limited and our partner companies can take no responsibility for the legal content of the precedent documents supplied as part of a workflow package. Turnkey case management can only be used with the standard set of worktypes developed by Pracctice Limited and cannot be imported onto your existing worktypes. CASE MANAGEMENT OPTIONS Case Management Custom Built Package A case management bespoke package consists of one on site specification day, three off site development days and two on line training sessions. During the morning of the on site specification day a member of our training team will demonstrate and discuss the functionality offered by OspreyTM that you can use in your case management package. During the afternoon we shall help you build your case management system using our standard forms. Once you have completed these they will then be submitted to Pracctice so that the 3 days of development can begin. You are limited to providing us with 75 standard letters/forms (each day we expect to create 25 letters) however you may purchase additional case management development days should your requirement exceed this. Whilst we would encourage you to make full use of all of the case management functionalities within OspreyTM you may only choose to use certain facilities such as dossier pages, keydates or standard letters initially. You can of course decide to start by using the basics of the system and then build on your use of the application as you become more and more familiar with OspreyTM. We can tailor our training to ensure you get what you require. Once the case management package has been completed we will return the package to you by way of two on line case management supervisor training sessions. The delegate taking these training sessions will be taught how to create and maintain all aspects of your case management package. Case Management Turnkey Package A case management turnkey package will consist of the package itself as detail under conditions of supply above. Pracctice Limited will install the case management package on to your live data and then train the chosen delegate on maintaining and updating your case management package as part of your free online training agreement. No Turnkey Packages are Required Conveyancing & PI 01/04/2016 Version 6.0 Schedule H Opening Balance Data Entry Your client and matter data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Import spreadsheet. Your client financial data must be supplied in Microsoft Excel Spreadsheet template and must follow the convention set out by the OspreyTM Import spreadsheet. All data must be legible and properly cross referenced to the Opening Balances pack which will be supplied to you during your Opening Balance training.
Appears in 1 contract
Samples: support.ospreyapproach.com
