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A new service which provides probate professionals with the facility to trace and value the shareholdings of deceased estates online has been launched this week.

Asset Checker enables probate professionals to provide their clients with a more effective and efficient service. The website (www.assetchecker.co.uk) allows authorised professionals to directly search the majority of UK listed companies’ share registers.

The fully secure website is a unique service and a first for the UK; providing authorised users with access to around 80% of UK listed companies all in one place, currently representing 15 million shareholdings or 3000 companies.  Ascertaining the shareholdings of a deceased can be a particularly time-consuming and error prone process when winding up an estate. It relies upon, to a large extent, the solicitor or executor having knowledge of companies in which the deceased held shares. In cases where little or no documentation exists, or is out of date, shareholdings may be missed unless numerous, separate enquiries are undertaken.

The range of search options offered by Asset Checker are designed to reduce the risk of non-identification of assets More...

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The Conficker worm is a computer worm that can infect your computer and spread itself to other computers across a network automatically, without human interaction.

It is due to update itself on 1st April and this may cause problem on unprotected PCs. It is also expected to lead to an increase in Internet traffic on the day, potentially creating some bottlenecks and/or making some sites unavailable.

You can protect yourselft by making sure that you have upto date anti-virus software installed and the latest Windows patches from Microsoft.

Full details here

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Guest article from Richard Phillips - Operations Director (www.outsec.co.uk)

The number of Internet support services for legal companies has increased dramatically in recent years. With the worsening economic conditions, all legal firms must now look to re-structure themselves in order to survive and the web offers a veritable smorgasbord of online business partners. Management needs now to concentrate on ‘core competencies’ and most other ancillary functions should be moved off-site. Greater efficiencies derived from using outsourcing will deliver a competitive edge and ensure that the company (or individual) will continue to be financially viable in a rapidly changing and increasingly volatile global market-place.

Automation of manufacturing and application of new technology has been on a steady upward path since Henry Ford came up with the conveyor belt principle, yet the outsourcing of basic office functions such as typing and general clerical work still seems new and unwelcome. The ‘global village’, coined by Marshall McLuhan in the 1960’s,  is open for business but still shunned by many in the legal world. So why are not more people doing it? The resistance to change occurs for a variety of reasons: logistical IT issues and associated costs, perceived de-humanisation and loss of individual control with associated security issues, or a simple unwillingness to adopt new working practices.

The main benefit of outsourcing can be identified in just one word: flexibility. More...

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Thorne Segar Solicitors of Minehead is the latest law firm to switch to SOS Connect for its next generation legal software. The integrated case and practice management system from Solicitors Own Software (SOS) will replace the previous system.

Thorne Segar’s roots in Minehead go back to 1886 when the practice was founded. In the last 20 years IT has been seen as complementary to the personalised service which the firm aims to offer. The philosophy of this LEXCEL accredited practice is one of continuous improvement which SOS facilitates through aiding the modernisation of business processes as well as improving file and document management. More...

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Julian , posted 25 March 2009, 18:47

What is metadata?

Most software applications store information behind the scenes which you are not normally aware of. This information is used to run the application and provide the functionality that you see in day-to-day use.

This hidden information is generally called "metadata".

Although most applications store metadata to some extent, the main concern from the perspective of a lawyer is the wordprocessor; this being Microsoft Word in most modern law firms.

Problems arise when documents are sent outside of the firm by e-mail without the metadata being removed. Metadata that is not removed can be seen by the recipient of the document either in the normal course of working with the document or if the recipient looks specifically for hidden metadata.

Metadata can cause embarrassment and damage the reputation of the sender. More...

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Case management systems can deliver some or all of the following benefits when used in the right circumstances and in the right way:

  • Save time
  • Reduce risk
  • Reduce costs
  • Provide the management information needed to make decisions
  • Enable you to provide a consistently higher level of service
  • Enable to apply best practice and the knowledge of your best experts more widely and to better effect
  • Enable you to meet client imposed time tables and quality or reporting standards
  • Enable you to comply with industry, legislative or other regulatory requirements
  • Enable you to support higher workloads without a corresponding increase in staff.

What types of work are suited to case matter systems?

Traditionally case management systems have been used for the high volume - low value work types such as residential conveyancing, debt collection and defendant PI claims.

These types of work typically have well defined workflows or paths that a given matter will follow and are therefore highly predictable and repetitive. They are therefore ideally suited to automation and to gaining the benefits from case management systems.

There is an increasing trend toward the commoditisation of legal services More...

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Julian , posted 25 March 2009, 18:45

The rise in the use of digital dictation systems has seen a corresponding rise in the number of firms offering to transcribe your digital dictation recordings.

The main benefits of using an outsourced transcription service are:


  • Reduce overheads by reducing the number of secretaries/PAs that you need to employ and house in expensive office space
  • Cope with sudden increases in workload or general busy periods by passing some of your transcription work to the external company
  • Provide evening, weekend and other out-of-hours secretarial cover to your fee earners
  • Reduce reliance on temporary staff

Of course there are risks associated with using another company to undertake your digital transcription with the main ones being:

  • Confidentiality
  • Maintaining quality standards

How do outsourced digital transcription services work?

Typically the fee earner will dictate into their digital dictation machine as normal and a file in an industry standard format will be produced from this. This file will then be sent to the transcription company using email or directly from your digital dictation system if it supports this feature.

When the transcription company receive this file they will allocate it ether manually or automatically to one of their pool of typists who will transcribe the file and send it back to you. You will generally receive the transcribed file as a Word document in your email although more sophisticated systems may receive it back into a digital dictation workflow system.

Some companies will also let you phone in dictations using your mobile phone or a normal office phone.

What to look for when selecting an outsourced digital transcription service

There are a number of things to investigate and be aware of when selecting an outsourced digital transcription agency. Some of the key ones are listed below:

Experience

There is a proliferation of companies offering outsourced digital dictation. Many of them are new and fairly inexperienced. Many may not also have the necessary technical, managerial and financial infrastructure to provide the level of service that you require.

Other have been in the market for a number of years, have considerable experience and have invested significant sums in their infrastructure.

UK or Overseas Typists

Some companies employ only UK staff (generally ex-legal secretaries) to provide transcription services while others employ overseas staff, generally in India or the Philippines. This may or may not affect the quality of the returned transcription but is something that you should be aware of when choosing a provider. There can also be data protection issues with sending information abroad which you may need to make your clients aware of.

Technology

It is important to ensure that not only does the transcription company have the systems and technology necessary to receive, transcribe and return your dictations, but also they have appropriate systems in place to monitor quality, return deadlines and other such factors.

Turnaround times

Most transcription companies offer a rapid return service (usually a few hours) which costs slightly more than their standard service. Standard service is typically around 24 hours although some firms will aim to return all work to you the same day that it is sent to them.

Quality Control

You should expect your transcription company to have appropriate quality control checks in place to ensure the accuracy and quality of work prior to it being returned to you. Some firms do this entirely manually while others use a combination of manual and automatic measures.

Security & Confidentiality

Appropriate security measures should be in place at the transcription provider to protect your confidential documents. These measures should also include confidentiality agreements between yourself and the provider along with similar agreements between the provider and their typists. This is especially critical if the company uses freelance, self employed or overseas typists.

Templates & House Style

Your transcription provider should be able to return transcriptions to you using your standard Word templates and house style for the documents they are transcribing. If you have to re-format documents when you receive them then you are not getting the full benefits of outsourced transcription.

Pricing

Price varies according to vendor. Some charge by the number of words transcribed and others by the number of lines or other similar measures. Price will also depend on whether you use the standard or priority service and whether you use them only on an ad-hoc basis or whether you commit to send a more substantial volume of work on a regular basis.

How to firms start using outsourced transcription?

The answer to this is basically "slowly".

Most lawyers will have an initial fear of using such services and there are also the political issues raised within the firm as the secretaries start to fear for their jobs.

Therefore most firms start off very slowly, just outsourcing a few bits of work on an ad-hoc basis to see how the process works. If successful they will then perhaps pass on more work when they have secretaries absent or during otherwise busy periods. When a secretary leaves they may then decide not to replace the member of staff but to start outsourcing more transcription work to the external company.

Look for companies that will offer you a free trial of their transcription service so that you can try it out before making a commitment.

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How fee earners use and interact with a digital dictation system is critical to the take up and success of your digital dictation system.

Factors To Consider

Device Support

SpeechMike Support

The Philips Speech Mike is a very popular digital dictation device as it resembles very closely a traditional analogue dictation device with which most lawyers are familiar.

The device can also be used as a mouse with a small track ball and button to control the screen pointer and thereby means that the fee earner only needs to keep their hand on one device.

These devices usually have a cable and plug into the USB port.

Support for mobile dictation units

Wire free handheld devices are the most common form of digital dictation device and virtually all systems will work with devices from all major device manufactures. Some systems with offer additional integration and features with certain devices.

Blackberry Support

Digital dictation is just becoming available on Blackberrys although support for this is somewhat limited especially in the UK and is limited to certain devices.

A lot of development and further announcements are expected in this area over the next few months.

Telephone Support Some systems can accept dictation over the telephone either from landlines or mobiles. This usually requires extra hardware to integrate your telephone switch with your digital dictation server. 
PDA Support Cost vary from a few hundred pounds to hundreds of thousands. There are also different ways in which you can pay for your chosen solution and you need to select wisely based on the anticipated benefits of the technology to your firm.
Headset/Mike Support Fee earners who do a lot of dictation and/or need to use the keyboard may prefer a headset and microphone for dictation although this is not a popular approach.

Synchronisation

Automatic synchronisation for handheld units

Some handheld units will have a desktop docking station while cheaper units will simply have a connecting cable.

It is generally better if the process of connecting the device to the computer and upload the dictations is as simple, easy and painless as possible.

Simply plugging in or connecting the device and having the dictation files transfer automatically is the ideal.

Wireless Upload Some systems will now support the upload of dictation files via a wireless connection thereby avoiding the need to dock or connect the device.
Network Docking Network docking stations can be placed at convenient points in the office so that any fee earner can simply walk up to them and dock their handheld device to have the dictation files transferred to the main server.

Job Management

Change priority level at any time

Once a dictation job has been submitted the fee earner should be able to change the priority of it any time.

See progress of job at any time The fee earner should be able to see the progress of all the dictation jobs they have submitted at any time.
Save draft jobs and revert later It is important to be able to save incomplete dictations and to be able to find them easily so that they can be completed at a later stage
Assign which secretary gets the job It may be necessary for the fee earner to be able to decide which secretary of groups of secretaries undertake a particular dictation. Alternatively you may wish to avoid this and have the system allocate the dictation to the most appropriate secretary at the time.

If outsourced transcription is used it may be necessary for the fee earner to be able to stipulate that a particular job should only be transcribed internally.
Insert audio mid sentence Most systems will allow you to insert more speech into the middle of a recording without loosing any of the recording.
Pause, re-wind, jump to start/end etc All systems allow the fee earner to move forwards or backwards in the recording so as to review the recording so far and/or to insert further audio.
Bookmarks Some systems allow bookmarks to be inserted at key stages of the recording so that the fee earner can quickly find a particular portion of the recording or can point the secretary to particular sections of the recording.
Browser based option Depending on the IT infrastructure of the firm used to support mobile working it may be essential that the digital dictation system offers a browser based interface to support remote working.

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Digital dictation has moved from being one of the hot topics in legal IT to being an accepted technology for the modern law firm.

While this is a positive move, it has a downside in that many firms will now simply buy and install digital dictation solutions as they would a word processor or email system. They will go for a safe bet product/supplier and implement it without fully realising and thereby gaining the potential benefits that it can bring to the practice.

What is digital dictation?

What is it?

Digital dictation in its simplest form is merely the recording of your voice using a handheld or other device without the use of tapes. The recording is stored digitally in much the same way that information is stored on a CD.

The recording is electronically transferred to your PC or that of a secretary for transcription, usually over your computer network.

What it is not

Digital dictation is not speech recognition, despite the fact that many of the current digital dictation vendors started off as suppliers of speech recognition technology.

Speech recognition involves the computer trying to understand and automatically transcribe what you have recorded. Digital dictation is merely the process of taking a digital recording and transferring it to the most appropriate person for transcription.

While there is some very good speech recognition software on the market and it can have a role to play in the modern law firm, it is a different technology and currently has less tangible benefits than straightforward digital dictation.

Key elements

There are essentially 2 components to a digital dictation solution:

1) The hardware

This consists of either a portable handheld digital dictation unit, a handset tethered to the PC or a headset and microphone solution. In addition it is often possible to dictate using a telephone.

2) The software

The software records your dictation, allows it to be routed to an appropriate person for transcription, and facilitates the actual transcription by allowing the recording to be started, stopped and wound back and forth etc.

In addition some solutions have powerful reporting and workflow capabilities for managing large or distributed teams of transcriptionists.

Note: Some of the software solutions require servers and specialist software in order to function.

3) Services

Using digital dictation makes it easy to use outsourced transcription services. Such facilities provide you with on-demand secretarial resource often at a fraction of what it would cost to maintain secretarial resource in house.

Some firms are starting to use outsourced transcription as a means to provide cover for staff on holiday or to provide evening and weekend/extra hours cover without having to employ more staff or use expensive agency PAs.

Other firms are simply not replacing secretaries with they leave the firm and are instead opting to use an outsourced transcription service thereby reducing secretarial resource over time.

Sole practitioners and new start-ups are ideal candidates for outsourced transcription as it can eliminate the overhead of employee PAs or using agency resources or at least delay the moment that this overhead needs to be taken onboard.

Outsourced transcription services can be supported by most of the digital dictation systems on the market.

The simpler systems work be emailing the transcription file off and then the finished document is also returned by email. The more sophisticated and expensive systems have more seamless integration often with an tick box or similar on the fee earners screen which lets them determine if a particular dictation is suitable for outsourced transcription. The system will then automatically route the dictation to the transcription agency and manage the tracking of it.

When evaluating digital dictation technology or implementing it within your firm you should be aware of what these services offer and how they can play a part in reducing your costs or enhancing your service offering.

What is available There are many different digital dictation solutions on the market. They are targeted at firms of different sizes, different levels of technical sophistication and different aspirations in terms of the impact that digital dictation is expected to have on the business.
Cost Cost vary from a few hundred pounds to hundreds of thousands. There are also different ways in which you can pay for your chosen solution and you need to select wisely based on the anticipated benefits of the technology to your firm.

Obvious Benefits

No tapes

Having no tapes and therefore no mechanical parts, digital dictation solutions are inherently more robust. There are no tapes to get broken, lost or worn-out.

Sound quality

Being digital, the sound quality is inherently better and there will be less issues with secretaries being unable to hear or miss-hearing key passages etc.

Speed Because files are transferred to the transcriptionist on completion of transcription there is no delay while tapes are collected and delivered. Also it should be clearer as to which jobs need doing when and what the priorities are.
Reduced job size

Traditionally fee earners have sent completed tapes to a secretary which means that one tape may have a significant amount of work/dictation on it. Secretaries have often been reluctant to start tapes at the end of the day or before natural breaks in the working day etc. and this can lead to inefficiency.

With digital dictation, each job is sent to the secretary individually so should only be a maximum of a few minutes long. These smaller jobs are much easier to organise, schedule and fit around the interruptions of the working day.

Workflow & Reporting

The more sophisticated solutions have complex workflow solutions which let dictation jobs be routed around an organisation, between teams, offices and departments etc. according to when and where work needs to be done.


Missed Opportunity

Processes

Digital dictation throws up a whole heap of opportunities for making your business processes more efficient. As a result time savings and productivity efficiencies can be achieved.

Simply implementing digital dictation out-of-the-box will not necessarily give you these benefits.

People

In conjunction with the process opportunities outlined above, opportunities are also presented for reviewing how you make best use of your people in terms of roles, responsibilities, workloads and how they are managed.

Integration

Digital dictation should integrate seamlessly with applications such as case management and document management. You may have to develop some of the integration yourself or persuade your supplier to do it, but the benefits will pay off.

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Julian , posted 22 March 2009, 20:30

If you use Office 2007, especially Outlook 2007, you should consider installing the latest Office 2007 service pack (sp2) from Microsoft.

There are a significant number of performance, responsiveness and usability enhancements  for Outlook in particular which are make this a compelling installation.

Full details here 

 

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