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Who: |
All Operational Users |
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Why: |
The Matter Details topic enables users to produce reports about Matters that have been raised in the LPG. |
Overview
The Matter Details topic contains all relevant information about Matters that have been raised by Claims Service Providers (CSPs) in the LPG. Once an engagement has been issued to a Legal Service Providers (LSPs), the Matter that the engagement was issued for will be included in the Matter Details topic for the LSP.
This topic can be used to generate different types of reports to meet operational and analytical needs, putting the power in the hands out individual user to define their own requirements and then schedule these reports to be automatically processed and delivered.
At the simplest level, lists of Matters that satisfy user-defined criteria can be produced (ie Matters for a particular Area of Law that were created over five years ago but are still active).
Crosstabs can also be defined that allow users to look at interactions of different variables (eg How many Matters are being managed by each Matter Manager)
Charts can provide a visual representation of results (eg How many matters started in last two years have active engagements)
Topic Definition
Fields
The topic contains the following fields for inclusion in user defined reports
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COLUMN NAME |
DESCRIPTION |
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CSP |
The Claim Service Provider responsible for managing the Matter |
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CSP Workgroup |
The CSP work group responsible for managing the Matter |
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Claim Number |
The Claim Number of the Claim that the Matter was raised for |
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Client |
Identifies whether the Matter is being managed under the NI or the TMF scheme |
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Employer_Name |
The party defined as the ‘employer’ on NI matter3 |
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LSP |
The Legal Service Provider engaged to work on the Matter |
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Matter_ID |
The LPG Matter Id |
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Matter Manager |
The CSP user responsible for managing the Matter |
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Matter Name |
The name/description of the Matter |
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Matter Start Date |
The date that work on the Matter commenced in the LPG |
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Matter End Date |
The date that the Matter should be completed by |
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Matter_Status |
The current status of the Matter |
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Member Agency |
The party defined as the ‘Agency’ on TMF matters |
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SLM |
Whether the Matter has been defined as a Significant Legal Matter or not |
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SLM Category |
If the Matter is a Significant Legal Matter, what category of risk does it represent |
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Worker_Name |
The party defined as the ‘worker’ on the Matter |
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Active Engagements |
The number of currently active Engagements (not completed or cancelled) raised against the Matter |
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Active Deliverables |
The number of currently active Deliverable orders (not completed or cancelled) raised against the Matter |
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Active Invoices |
The number of currently active Invoices (not completed or cancelled) raised against the Matter |
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Matter Budget * |
The current Matter Budget |
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Number of COIs * |
The number of Engagement where a Conflict of Interest was identified |
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Refused Engagements * |
The number of Engagement offers that were refused for the Matter |
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Total Deliverables |
The total number of Deliverable orders raised against the Matter |
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Total Engagements |
The total number of Engagements raised against the Matter |
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Total Invoices |
The total number of Invoices raised against the Matter |
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Total Invoiced |
The total amount invoiced for all Engagements on the Matter |
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Unreviewed Docs |
The number of documents flagged as requiring review that have not been reviewed |
* Field in CSP topic only
Filters
The Matter Details topic contains all Matters that have been raised in the LPG but only allows access to Matter details that the user are permissioned to view through the LPG.
When using the topic to create an Ad Hoc view, users have the ability to restrict the data that will be retrieved via the following input controls (filters):
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INPUT CONTROL |
DESCRIPTION |
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Date Option |
Enable user to determine whether they wish to specify an ‘Matter Creation Date’ range OR they can select for Matters created in the ‘Last Week’ (Matter with a Create date in the previous week) Or ‘Last Month’ (Matter with a Create date in the previous calendar month) Or Matter created in the ‘Last Year’ – (Matters with a Create date in the previous calendar year). |
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Date From |
If ‘Date option’ is set to ‘Matter Creation Date’ OR ‘Matter Start Date’ OR ‘Matter Created Date or Matter Start Date’, ‘Date From’ must be specified to retrieve results. All Matters with a Matter Creation date or Matter Start Date (depending on date option choice) after this date will be included. Please select from the calendar icon to ensure date format is correct. |
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Invoice Issued To |
If ‘Date option’ is set to ‘Matter Creation Date’ OR ‘Matter Start Date’ OR ‘Matter Created Date or Matter Start Date’, all Matters with a Creation date OR Start date (depending on date option choice) prior to this date will be included. Please select from the calendar icon to ensure date format is correct. |
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Client |
Select one or more of the listed Clients – all invoices raised against Engagements issued by the selected Clients will be included. |
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Panel Type |
Select one or more of the listed Panel Types – all Matters containing Engagements issued for the selected Panel Types will be included. |
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Area of Law |
Select one or more of the listed Areas of Law – all Matters containing Engagements issued for the selected Areas of Law will be included. |
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Matter Status |
Select one or more of the listed Matter Statuses – all Matters with the selected statuses will be included. |
Note:
- Where selection lists are presented to filter by, if no selections are made, the system will assume all available choices are required.
- If multiple input criteria are selected, only Matters satisfying all selections will be listed.
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