Fee Earner Desktop
Priority Action List
Sometimes, with so many things happening it is difficult to keep on top of the really important things. That is when you need a Priority Action List (PAL). The PAL constantly probes the LAWFUSION Accounts/PMS, FED and Case Management systems to provide all staff with an up to date list of priority actions.
It is up to you which actions you want it to alert you about. Amongst a host of business-critical issues the PAL can automatically warn you about are impending limitation dates, files approaching their credit limit, files that are due for billing, overdue bill payments and anti-money laundering compliance issues.
- Comprehensive 'fee earner control centre' which monitors all business critical activities and reports these back to the fee earner reducing level of risk.
- Saves fee earner having to use various different systems, displays and reports in order to find out 'what needs my attention today'.
- Identifies all matters with overdue debts.
- Identifies all matters that are approaching their credit limit. This can be based on WIP, disbursement or total credit limit.
- Identifies all urgent tasks outstanding from within case management system, e.g. Limitation date in PI case.
- Identifies all matters with a 'document' action imminent such as a will review, lease expiry or file destroy date.
- Identifies all matters due for billing. This can be based on pre-defined date or a regular billing frequency, e.g. every 3 months.
- Identifies all files than need to be 'signed-off' for money laundering check purposes.
- Reminds fee earner to either allocate LAFQAS file reviews (if allocator) or perform LAFQAS file reviews (if reviewer).
- List is maintained by the system as it constantly 'probes' the entire PMS and can be 'forced to be displayed' each time the fee earner logs into the system as well as on demand.