Doyles Solicitors, Wexford Millennium Accounts / Solicitor Case Manager

Below, Anne Kelly, a secretary in Doyles in Wexford, gives her opinion on OPSIS Solicitor Case Manager and Millennium Accounts. There are currently 15 users in the practice and have been using Solicitor for five years and recently converted their Accounts system over to Millennium.

What was the main reason for looking at a Case Management/Accounts system?

Solicitor - As we were an expanding practice, we felt it important to improve our efficiency so that we could offer an efficient service to our clients. We wanted to organise and standardise letters and precedents. We also wanted to have all our client information stored together for easy reference.
Millennium - We felt Solicitor worked well for us, with good back up from the helpdesk, so taking on Millennium was the obvious route to follow.

Did you look at other systems? If so, why did you choose Opsis?

Yes. We looked at other systems. Opsis seemed to have the package we found easier to understand and it also seemed to be more user-friendly. We also felt from our initial meetings that the back up and training we needed would be provided.

How was the initial transition to the system?

Slow to begin - it took nearly two years to adapt Opsis to our current needs. That may have been due to pressure of work that nobody actually had time to really study Opsis and decide what further training was needed. One person needs to be appointed to create and maintain precedents; otherwise it is no better than just using a word processing package individually.

How did the staff adapt to the changeover?

We were slow to change and staff were inclined to use Opsis for a time as a stand-alone system. Eventually, when precedents and letters etc. were set up properly on system, everybody began to see the benefits of using it properly and now would not change back.

Was the time frame for the implementation of the system sufficient?

Yes. Implementation is ongoing - you never really know everything about any package, as they are being continually being modified and improved.

What are the main advantages of the system in comparison to before having it installed?

All letters and documents together in one file on the system. If a client phones, you do not necessarily have to leave them waiting on the phone while you get out the paper file. Precedents are set up and ready to be produced in a very short space of time. Even fee-earners can do this, if necessary.

In what way has it made a difference to the practice?

Opsis has increased output and also using the diary system has made everything more streamlined in the office. It is also quicker and easier to access data and client information.

What have been the main cost savings?

No great cost saving, but what was spent on extra time producing work could now probably be spent on training, but this is more worthwhile.

Have you noticed an increase in productivity, if so in what way?

Yes, but I think this has been covered in earlier questions.

Are you satisfied with the level of ongoing support from Opsis? How could we improve on this service?

I think the support from Opsis is good. I feel the turn around time from when we log a problem is very reasonable.

Would you recommend Opsis, why?

Yes. Once properly set up it is a very good and easy to use system. Ongoing support is good. Everybody, irrelevant of IT skills possessed, can use it and produce documents at speed and correctly.

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For further information on Solicitor Case Manager or Millennium Accounts contact:

Unit 1E
Three Rock Road
Sandyford Industrial Estate
Dublin 18
(T) 01 2942903
(F) 01 2942931
(E) 

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