Insurance Support Solution

Presented By: Suhasini Sakhare
Phone: +91-712-2249801
Email: [email protected]
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LPO – How Its Done
Arbitration Legal Support Tasks Which Can Be Outsourced
General Legal Support Tasks Which Can Be Outsourced
People Who Will Deliver
How Will They Deliver – Legal Research Example
Minimum Technology Requirements At The _ Law Firm
Additional Technology Requirements Depending On Arbitration Legal Support
Tasks Outsourced
Additional Technology Requirements Depending On General Legal Support
Tasks Outsourced
Concerns
How To Share Information
How To Manage Assignments
How To Manage Communication
Next Steps
Contacts
Work Received
By Law Firm In
Host Country
Allocation Of
Work
LPO Staff Work
Assessment
Based On Set
Rules
Classification &
Categorization
Internal
Escalations To
Supervising Staff
Scanning If
Offshorable
Work Received
In Shared Drive
Work Returned
To Host Country
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Maintaining And Managing Databases Of Disputes
Overall Case File Maintenance Online
Responding To Administrative Requests
› Emails
› Standard Letters
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Retrieving Documents In Response To Discovery Requests
Preparing Documents/Exhibits For Administrative
Hearings/Mediations
› Legal Research
› Transcription, Classification & Indexing Of Input Documentation
› Drafting First Cuts
› Marking Up Under Supervision
Document Transcription
 Document Management
 Legal Research
 Drafting Standard Letters
 File Reviews
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 Completeness
 Obvious Exceptional Complications
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First Drafts Of Non Standard Documents
 Team Of Indian Lawyers
› Top Tier With __ Experience
› Middle Tier Experienced In LPO
› Entry Tier Experienced In Immigration &
Litigation
 Excellent With Maintaining Data & Documents
 Work As Per Process
 Trainable In ____ Immigration Basics
 Excellent Communication Skills
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How To Share Information Between:
› Your Firm
› Us
› The Client
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How To Assign And Manage Assignments
› Scheduling
› Quality
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How To Ensure Good Communication
› Consistency In Style
› Nuance
Networked Secure Servers
 Co-ordinate Communication Using Outlook
 Pre-marked File Folders In Shared Drives
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› Expected Responses Set Initially
› Monitored From Both Sides
› Monitored At Set Frequency
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Microsoft Access
› Assign Tasks
› Set Deadlines
› Keep An On-going Record Of The Immigration Case
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_ Law Firm
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Offshore Service Provider
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Creates A New Client Folder In The Shared Drive
Assigns A Task
Explains In The Client Log
Sets A Deadline
Logs In
Retrieves Work
Carries Out The Tasks
Escalates Exceptions
Receives Exception Solutions
Completes The Task
Submits For Review
Informs
_ Law Firm
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Resolves Escalations
Reviews
Coordinates With The Client
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Set Templates To Ensures Consistency
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Memos,
Email Messages,
Letters,
Other Communication With The Client.
A Shared Flowchart Of Work
› Training Offshore Staff
› Ensuring They Work Appropriately
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Case Maps
› Communication Logs
› Instructions Around Exceptions
Networked PC For Each Lawyer
 Office Network Technology
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› Networked Printers
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Common Electronic Format
› Easy Digitization
› Easy Transmission
› Compatibility Issues Reduce
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Responding To Administrative Requests
› No Additional IT Requirements
› Better Supported If Case Management Software Is Used
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Retrieving Documents In Response To Discovery Requests
› Standard e Discovery Tools & Platforms
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Preparing Documents/Exhibits For Administrative Hearings/Mediations
› No Additional IT Requirements
› Better Supported If An Off The Shelf Dictation Software Is Used
› Still Better Supported If Case Management Software Is Used
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Maintaining And Managing Databases Of Disputes
› Data On New Cases Would Need To Be Online
› Case Management Software Is Optional
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Overall Case File Maintenance Online
› Requires Case Documents To Be Routinely Scanned
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First Drafts Of Non Standard Documents
› No Additional IT Requirement
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Legal Research
› No Additional IT Requirement
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Document Transcription
› No Additional IT Requirement
› Is Better Supported If Any Off The Shelf Dictation Software Is Used
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Document Management
› Requires Documents To Be Routinely Scanned
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Drafting Standard Letters
› Requires Documents To Be Routinely Scanned
› Requires A Case Management Solution In Place
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File Reviews
› Requires Documents To Be Routinely Scanned
Your Preferences
 Detailed Proposal From Us
 Visit To Your Offices, As Required
 Visit To Our Site, As Required
 Extensive Interaction On Email/Skype/Phone
 Pilot
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Ms. Malathi Swaminath – MD/CEO
[email protected]
Ms. Suhasini Sakhare – Business Unit Head
[email protected]
Mr. Ricky Chopra – Vice President,
International Business Development
[email protected]
Zeta Intelex, A Division Of Zeta Softech Pvt. Ltd.
105, IT Tower, Parsodi,
Nagpur – 440 022 India
Phone: +91-712-2249801/2240594
www.zetaintelex.com