The Engagement Details topic enables users to produce reports about Engagements that have been issued to LSPs in the LPG.
Overview
The Engagement Details topic contains all relevant information about Engagements that have been issued by Claims Service Providers (CSPs) to Legal Service Providers (LSPs) for the management of matters.
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 engagements that satisfy user-defined criteria can be produced (ie engagements for a particular Area of Law, Assigned to a particular Key person, closed within a particular period of time, that have potential or are a Significant Legal matter,etc).
Crosstabs can also be defined that allow users to look at interactions of different variables (eg What is the value of Engagements by Area of Law)
Charts can provide a visual representation of results (eg Has the average duration of Engagements changed in the last year)
Topic Definition
Fields
The topic contains the following fields for inclusion in user defined reports
COLUMN NAME |
DESCRIPTION |
Engagement Area_Of_Law |
The Area of Law specified on the Engagement |
Engagement End Date |
The end date of the Engagement period |
Engagement Finalised_Date |
The date that the Engagement was completed by the LSP |
Engagement Firm_Contact |
This is the Key Person specified on the Engagement order |
Engagement Last Invoiced |
The latest issue date for any invoice raised against the Engagement – this could be a progress payment invoice. |
Engagement LSP |
The Legal Service Provider engaged to work on the engagement |
Engagement Order Id |
The LPG Order Id for the Engagement Order |
Engagement Panel_Type |
The Panel type specified on the Engagement |
Engagement Provider_Ref_No |
This is the optional LSP Reference number for the Engagement |
Engagement Referral_Date |
The date that the Engagement was accepted by the LSP |
Engagement Start Date |
The start date of the Engagement period |
Engagement_Status |
The current status of the Engagement |
Matter Claim_Number |
The Claim Number of the Claim that the Matter was raised for |
Matter Client |
Identifies whether the Matter is being managed under the NI or the TMF scheme |
Matter CSP |
The Claim Service Provider responsible for managing the Matter |
Matter Employer_Name |
The party defined as the ‘employer’ (NI) or ‘Agency’ (TMF) on the Matter |
Matter_ID |
The LPG Matter Id |
Matter_Manager |
The CSP user responsible for managing the Matter |
Matter Name |
The name/description of the Matter |
Matter Referral_Type |
This is the Matter description |
Matter SLM |
Whether the Matter has been defined as a Significant Legal Matter or not |
Matter SLM Category |
If the Matter is a Significant Legal Matter, what category of risk does it represent |
Matter_Status |
The current status of the Matter |
Matter Worker_Name |
The party defined as the ‘worker’ on the Matter |
xx Costs_Type |
Not retrieved from LPG |
xx Court_Type |
Not retrieved from LPG |
xx Dispute_Reason(s) |
Not retrieved from LPG |
xx Event_Type |
Not retrieved from LPG |
xx Key_Date(s) |
Not retrieved from LPG |
xx Outcome_Date |
Not retrieved from LPG |
xx Outcome |
Not retrieved from LPG |
xx Outcome_Stage |
Not retrieved from LPG |
xx Payment_Status |
Not retrieved from LPG |
xx Settlement_Cost |
Not retrieved from LPG |
Engagement Budget_Approved |
The approved budget on the Engagement |
Duration of engagement |
The period of time (in days) between referral and finalised dates for completed engagements and referral and current date for active engagements |
Savings_Achieved |
The difference between the Approved Budget and the Invoiced total exc. GST |
Total_Costs_Invoiced_inc_gst |
The sum of all invoice amounts for invoices raised against the Engagement order including GST |
Filters
The Engagement Details topic contains all Engagement orders in the LPG but only allows access to Engagement details that the user have permissions 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):
INPUT CONTROL |
DESCRIPTION |
Date Option |
Enable user to determine whether they wish to specify:
|
Date From |
Users will specify a Start date for the Date Option they selected. Please select from the calendar icon to ensure date format is correct. |
Date To |
Users will specify an End date for the Date Option they selected. Please select from the calendar icon to ensure date format is correct. |
Client |
Select one or more of the listed Clients – all Engagements issued by the selected Clients will be included. |
Panel Type |
Select one or more of the listed Panel Types – all Engagements issued for the selected Panel Types will be included. |
Area of Law |
Select one or more of the listed Areas of Law – all Engagements issued for the selected Areas of Law 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 Engagements satisfying all selections will be listed.
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