Introduction and Summary

Transcription

1 Intrductin and Summary Service Pack 33 includes key inclusins t bth the Crime and Family mdules. The reprting prcess fr the Immigratin CMRF has als been updated after recent clarificatin cncerning Detentin Travel and Waiting csts. The Crime Mdule nw includes a reprt fr all Litigatrs and Advcates Crwn Curt Graduated Fee Scheme claims. If yu have nt purchased the GradFees mdule fr prducing the advcates claim then nly the Litigatrs Fee Claims will shw. The Family mdule has been revised t let yu create and print the CLSPOA1 fr payments n Accunt fr Claim 1 and Claim 1A prfit csts and disbursements. SP33 Cntents Crime Mdule: The Crwn Curt Reprt Family Mdule: CLSPOA1 Claims Immigratin Mdule: Detentin Travel fr nn Graduated fee Claims Frm Changes Civil: EC Civil Claim 1 Immigratin: Immigratin Frm update Crime Mdule 1. The Crwn Curt Reprt The Crwn Curt reprt is the essential tl fr cllating details f Crwn Curt Litigatr and Advcate claims and btaining the prfitability ttals fr claims made by Fee Earners. The reprt Anya Designs 2010 Page 1

2 cntrl itself is very flexible and will allw yu t reprt n numerus aspects f the Crwn Curt wrk reprted. The reprt is accessed frm the CC Summary link in the Billing Tasks menu and frm the Claim Summary link in the Litigatrs Fee Billing Screen. Yu can change the perid reprted n using the Start and Finish dates in the navigatin bar. Each time a new selectin is made fr the start and end date, click n the Refresh buttn in the Crwn Curt Claims menu. The reprt default is Advcates and Litigatrs claims gruped separately. Yu can remve r include bth Claim Types by using the Filters menu n the navigatin bar. The reprt will always shw the last billed csts, s if a claim is unbilled and billed again with new ttals; it is the new claim ttals that will be reprted. The Date clumn is the date when the Anya Designs 2010 Page 2

3 matter was billed. The next clumn is the Case N. r Crwn Curt T Number which will help when referring t the payment details fr LF1 claims prvided by the LSC. Recrding hw much yu are paid: Remuneratin and Difference The Remuneratin clumn requires the actual ttal paid t the firm fr the claim submitted. When payment is received, enter the amunt in this clumn and if these figures d nt match, the Difference is autmatically calculated in the final clumn. Crwn Curt Prfitability Each clumn can be alpha r numerically srted by clicking n the clumn header. The reprt can als be gruped by Curt r by Fee Earner fr example. One imprtant reprt yu can prduce is a mnthly r yearly ttal fr individual fee earners. T prduce this reprt, select the required Start and End date and then click the Refresh buttn. Click n the Wh clumn header with the left muse key held dwn, and mve it int the area situated abve. The grid will then divide int separate headings fr each Fee Earner with the csts ttals being shwn fr each persn in bld. The grid can be gruped n multiple headings by fllwing the same prcess f dragging clumn headers int the area abve the grid. With the grid gruped by multiple clumns yu can then determine which rder the clumns r grups will be srted by placing ne befre r after anther. Anya Designs 2010 Page 3

4 The reprt can be printed r exprted t MS Excel. Remember that the data will be exprted in the arrangement f the grid yu have created. Family Mdule Family CLSPOA1 Claims Overview The Claim fr Payments n Accunt (CLS POA 1) screen has been added t the Family mdule fr requesting mney n accunt fr Claim 1 r Claim 1A wrk. Payments n accunt can be made fr prfit csts and /r disbursements time recrded t date. A claim fr prfit csts can result in 75% f csts being paid befre the final Claim 1 r Claim 1A is submitted whereas ne r mre disbursements can be claimed in full. Nte: Befre making any claims n the CLSPOA1 yu shuld read the guidance frm the Legal Services Cmmissin available here: The new screens fllw a similar methd t billing matters n the Cntrlled Matter Reprt Frm. When a Family file has reached a stage where a payment n accunt is required the type f claim needs t be determined and any disbursements selected befre adding these csts t the CLSPOA1 screen which cllates all claims. There are fur claim types (a d) with ptin b used fr claiming disbursements. Disbursement claims (Optin b) can be claimed in tandem with ptins a, c and d. The claim types will relate t the matter and time recrds recrded which breakdwn like this: a) Prfit Csts incurred t date (MC/CC and High Curt) Anya Designs 2010 Page 4

5 Family Private: Magistrates and Cunty Curt Family Private: High Curt b) Claim fr Disbursements Family Private: Cunty and Magistrates Disbursements Family Private: High Curt Disbursements Care Level 3 s31: Cunty and Magistrates Curt Disbursements Care Level 3 s31: High Curt Disbursements c) Prfit Csts (excluding advcacy) Care Level 3 s31 claims: Cunty and Magistrates Curt Care Level 3 s31 claims: High Curt d) Advcacy csts (nn FGF) Care Level 3 s31 Advcacy claims: Cunty and Magistrates Curt Care Level 3 s31 Advcacy claims: High Curt Making a Payment n Accunt claim All yur wrk recrded t date shuld be entered in Time Recrds fr the client befre making a payment n accunt claim. It might be wrth checking that this is the case befre starting. Nte: It is imprtant that yu have sme key infrmatin required by the CLSPOA1 entered befre making a claim. Client Details Screen: Client s Date f Birth LAO Number (Shwn n the CLSPOA1 frm as the LSC Reference) Setup Office Cntract Details: Supplier Number Supra regin Anya Designs 2010 Page 5

6 When yu are happy with the infrmatin in Client Details and Setup and all the crrect time is recrded, select the file reference and client in the Family billing ptins screen. Click n the Claim fr Payment n Accunt (CLS POA1) link. Nte: Fr all disbursement claims n the CLAPOA1 yu shuld enter a descriptin f the disbursement in the reasn bx befre adding the Time Recrd. This will be used in the Ntes field n the CLSPOA1 frm itself. When the screen pens, yu are presented with the ptin f the type f payment n accunt being made in sectin 1. This is largely dependant n whether the matter will be claimed n the Claim 1 r Claim 1A. There are fur payment ptins (a d) including a claim fr disbursements, ptin b, which can be claimed in tandem with ptins a, c and d. Prfit Csts incurred t date (MC/CC& High Curt) Optin a. is used fr a 75% payment n accunt fr current csts that will be claimed n the Claim 1. Anya Designs 2010 Page 6

7 Claim fr Disbursements Optin b. is used fr claiming the full amunt fr Certificated Family Private r Care Level 3 disbursements. Prfit Csts (excluding advcacy) incurred t date Care Level 3 Optin c. is used fr a 75% payment n accunt fr current prfit csts excluding advcacy that will be claimed n the Claim 1A. Advcacy Csts (nn FGF) incurred t date Care Level 3 Optin d. is used fr a 75% payment n accunt fr current prfit csts fr advcacy nly that will be claimed n the Claim 1A. Disbursement claims (Optin b) can be claimed with ptins a, c and d which will result in tw entries, ne fr the prfit csts ttal and ne fr selected disbursement ttal, shwing n the CLSPOA1. The selectin made in sectin 1 f this screen will allw sectin 2 t ttal the csts invlved fr prfit csts and disbursements. These are cmbined in the Expected claim Ttal. The ttal f any previus claims, n accunt is shwn in sectin 2 and will be subtracted frm the expected claim ttal. Nte: If yu are making a POA claim fr Care Level 3 wrk yu will need t cmplete the required fixed fee selectrs in the Claim 1A screen, Actual Csts Incurred which is the pening screen. It is imprtant that yu cmplete the fllwing: Client Status Hw many clients acted fr Which Curt the case finished Anya Designs 2010 Page 7

8 Including rws n the CLSPOA1 Click n the Add items t POA1 Claim buttn t include the csts and/ r disbursements n the CLSPOA1 frm. If yu are claiming prfit csts and disbursements, a rw fr each will shw in sectin 3, Previus Applicatin fr Payment n Accunt made n this Matter. This grid shws bth the Incurred Csts NET and the Claimed Csts NET fr each submissin. When the CLSPOA1 has been printed then yu will see the date this was dne in the Submitted t LSC? Clumn. Anya Designs 2010 Page 8

9 Recrding yur Received Payments When payment is received frm the LSC yu can enter the date, the payment figure NET and VAT in sectin 3. It is imprtant yu d this prir t making the final claim fr either a Claim 1 r Claim 1A matter s that the POA Details menu can infrm yu crrectly f the utstanding figure. Deleting Items Entries added t the CLSPOA1 screen can be remved by selecting them in sectin 3 and clicking n the Delete Selected Item buttn. If the cst entry r disbursement has been included n a CLSPOA1 then yu will see the message shwn belw prmpting yu t delete the actual CLSPOA1 befre this deletin can be dne. Yu then need t delete the cmpleted POA claim frm and this is discussed later in these ntes. The CLSPOA1 creatin screen is where POA claims added are pled fr the printing f the CLSPOA1 frm. Access the link, Gt CLSPOA1 Creatin in the CLSPOA1 Tasks menu. Checking the CLSPOA1 Creatin Screen and printing the frm Anya Designs 2010 Page 9

10 The Prepare CLSPOA1 sectin cntains a grid that pls all POA claims added. The clumns represent the infrmatin required by the CLSPOA1 frm. Each claim has a line number shwn in the Line N. clumn. Rws which shw a reasn f C r D will autmatically ppulate a further rw n the Fixed Fee Table 2 which is n the secnd page f the frm and will autmatically reference the line number n the main grid. Nte: If yu have included claims which are Reasn C r D yu must check the rw f details in the Fixed Fee Table 2 grid. The first clumn is a checkbx that enables a rw t shw, when checked, n the printed CLSPOA1. If unchecked, the rw will nt be included and will remain there unless remved. Click n the Create CLSPOA1 buttn t generate the claims included n the frm. MS Wrd will pen the frm and yu shuld check it thrughly befre printing. Adding a descriptin f the claims t the Cmments bx can be imprtant if yu shuld need t lcate a CLSPOA1 t delete. Printed frms will shw belw as a rw in the Cmpleted POA Claim Frms sectin. Yu will see the date that the frm was printed, wh by and any ntes that were added in the Cmment bx. View and Re-Print cmpleted POA frms Previus CLSPOA1 claims can be viewed and re-printed by using the links in the Claim Tasks menu n the navigatin with a rw in the Cmpleted POA Claim Frms grid selected. Anya Designs 2010 Page 10

11 Deleting Cmpleted POA frms If yu need t delete a raised claim then select the rw in the Cmpleted POA Claim Frms grid. Cmments entered at the time f printing may help yu t select the crrect frm. Click n the Delete Claim link in the Claim Tasks menu will have becme active. Billing and printing the final Claim 1 r Claim 1A After receiving a payment n accunt yu can cntinue t bill the wrk n the Claim 1 r Claim 1A as nrmal. In the billing screens fr bth claims there is a new menu windw shwing POA Details. This shws the Case Ttal, the payment n accunt mney claimed and what the utstanding difference is. CLSPOA1 Payments n Accunt and ilaw Accunts If yu have ilaw Accunts yu will need t fllw the required steps needed t psting the payment n accunt and using it t pay the final claim. Nte: Yu will be able t allcate any disbursements at any part f the prcess. Step 1. Recrd the payment n Accunt received in Payments Wizard Optin 1.4 Pay in Office Mnies n Accunt f a Client matter. Step 2. Raise the final claim in the Claim 1 r Claim 1A screen. Yu can als use Invices Wizard Optin 2. Raise Office Invice against a client Anya Designs 2010 Page 11

12 Step 3. Use the mney received n accunt t pay r part pay the Claim 1 r Claim 1A invice Use the Payments Wizard Optin 3.5 Use ffice mnies received n accunt t pay utstanding prfit csts bill Select the Client. The raised invice fr the Claim 1 r Claim 1A will shw in the Invices t be settled grid. Any payment n accunt received will shw in the bx belw this. Select the payment n Accunt. Click in the Pay clumn and then enter the mnies received n accunt in the Pay Amunt clumn. Enter the details f the payment and then click Add. Step 4.There may still be part f the final bill t be paid. Use Payments Wizard Optin 4.1 Pay in Office Mney against a client bill fr prfit csts raised by yu Chse the Accunt frm the Pay int which drpdwn Select the client and file frm the In respect f wh drpdwn. The remainder f the Claim 1 r Claim 1A invice will shw in the grid. Select the Pay clumn. The Pay amunt clumn will have the mnies remaining after the payment n accunt was used. Using Separate Accunts Sftware If yu use a separate accunts system yu can use the POA claimed ttal as the mney t pst n accunt but please check t see if there have been any previus claims. The Difference field will be the ttal t be psted when the Claim 1 r Claim 1A is raised. Anya Designs 2010 Page 12

13 Immigratin Mdule Detentin Travel Detentin Travel will be included and claimed n the CMRF as Prfit Csts fr Immigratin Fast Track cases nt subject t the Graduated Fee Scheme. It will nt shw in the Detentin Travel clumn. This is als applies t Bail applicatin and Detentin Duty Advice Surgery matters. Where the matter type 2 cde selected is IFST, IDAS r IBAI and the case is nt subject t the graduated fee scheme (the matter type 1 cde selected is ne f the fllwing IALH, IMLH, IAAP, IMAP, IAXL, IMXL, IAXC r IMXC) and detentin travel has been recrded the value will be included in the Net Prfit cst. Travel Detentin will be included in prfit csts with the fllwing Matter Type 1 and 2 cdes selected. Matter Type 1 Cdes IALH IMLH IAAP IMAP IAXL IMXL IAXC IMXC Asylum Legal Help: Pre Oct 07 Cases ONLY Immigratin Legal Help: Pre Oct 07 Cases ONLY Appeals - Asylum (CLR): Pre Oct 07 Cases ONLY Appeals - Immigratin (CLR): Pre Oct 07 Cases ONLY Asylum LH wrk: nt subject t GFS Immigratin LH wrk: nt subject t GFS Asylum CLR wrk: nt subject t GFS Immigratin CLR wrk: nt subject t GFS Matter Type 2 Cdes IBAI IDAS IFST Bail Detentin Duty Advice Surgery Fast Track Case Anya Designs 2010 Page 13

14 There is explanatin text t help make yur claims and this appears in Additinal Infrmatin sectin f bth Immigratin billing screens fr Legal Help and Cntrlled Legal Representatin. When detentin travel will be included in the Prfit Csts ttal this will be stated after the exceptinal case assessment. The Travel/Waiting Csts Exc VAT field n the CMRF will reprt the additinal travel and waiting time claimable in relatin t attending n a detained client when the case is subject t the GFS. The ttal in this field will be paid n tp f the graduated fees and additinal payments due where the GFS Matter Type 1 cde IALB, IMLB, IACA, IMCA, IACB r IMCB have been used with Matter Type 2 cde IIRC, IRVL r IFST. Travel Detentin can nly be claimed with the fllwing Matter Type 1 and 2 cdes Matter Type 1 Cdes IALB Asylum LH stage 1 IMLB Immigratin LH stage 1 IACA Asylum LH stage 2a claim IAMA Immigratin LH stage 2a claim IACB Asylum LH stage 2b claim IACB Immigratin LH stage 2b claim Matter Type 2 Cdes Anya Designs 2010 Page 14

15 IIRC IRVL IFST Immigratin Remval centre Wrk Remval/Deprtatin Fast Track Case Immigratin Frms The immigratin frms have been updated and are accessible frm the Dcument Prcessing screen. AN.pdf FLR(BID).pdf FLR(BUS).pdf FLR(IED).dc FLR(M).pdf HPDL.pdf NTL TOC.pdf PBS Appendix 1 General Migrant self assessment frm.pdf PBS Appendix 2 Investr self assessment frm.pdf PBS Appendix 3 Entrepreneur self assessmentfrm.pdf PBS Appendix 4 Pst-Study Wrk self assessment frm.pdf PBS Appendix 5 Skilled Wrker self assessment frm.pdf PBS Appendix 6 Temprary Wrker assessment frm.pdf PBS Appendix 7 Yuth Mbility Scheme assessment frm.pdf PBS Appendix 8 General Student self assessment frm.pdf PBS Appendix 9 Child Student self assessment frm.pdf SET(BUS).pdf SET(O).pdf IER4 (general).pdf TOC.pdf Anya Designs 2010 Page 15

16 VAF9 - PBS Migrant.pdf VAF10 - PBS Dependant.pdf Anya Designs 2010 Page 16