LSS Refresher: LSS Made Easy!
Developed and presented by the Legal Liability Team of TASB, Inc.
on behalf of the TASB Risk Management Fund
Legal Solutions Suite (LSS)
Refresher
Introducing the Legal Liability Team
Marcos Mendoza
Asst Division Director
Marcy Barker
Wanda Johnson
Marci O’Brien
Vince Bacho
Housekeeping Items
• Phones will remain muted throughout the Webinar
• Use the “Question and Answer” feature to ask
questions
• Do not use the “raise your hand” feature
• Print out the presentation to follow along and
make notes. Click on the “Handouts” icon in the
upper right hand corner to download
• Technical issues
Objectives
Participants will be provided an overview of the LSS application and
updated on use and functionality. Attendees should understand:
• the significance of the electronic assignments
• the breakdown of Law firm/Adjuster responsibilities
• how to create and update a staffing plan
• reporting requirements and helpful hints
• the use of the document management system and
uploading documents
• the invoice submission process and compliance FAQs
General Information
• Litigation Guidelines
• Compatibility/Log in issues
• Importance of using LSS
Matter Assignments
• Made via Email Notification by adjuster
• Acceptance required by law firm
Responsibilities
Law firm/Adjuster
After the matter as been assigned to the firm by the adjuster:
Law Firm
Adjuster
Accept matter
Submit staffing plan
Review / accept Staffing Plan
Submit Initial Litigation
Report
Review / accept Initial Litigation
Report
Submit invoices
Approve invoices
Upload all documents
Matter Management
Matters Folder
To Do tab
Matters tab
Staffing Plan
Initial
• Due within 90 days of assignment
• Reviewed and approved by adjuster
• Required to invoice
Staffing Plan
Updates
• Submit New Version
• Reviewed and approved by adjuster
Staffing Plan
FAQs
• Where can the firm find the Timekeepers’
Initials and Approved Rates?
• How can the firm check on the status of the
Staffing Plan after it has been submitted?
Reporting
Initial Case Assessment
• Due within 90 days of assignment
• Law firm Submission and adjuster
approval
• Case Assessment tab
• Template vs. Uploaded Document
• Benefits of uploading vs. template
Reporting
Interim/Subsequent
• Due when circumstances warrant
• Law firm Submission
• Document Management tab
• Case Management Reports Tab--DO
NOT USE!!
Reporting
FAQs
• Why won’t LSS allow the firm to upload the Budget
under the Budget icon?
• Where does the firm upload the Budget?
• How about amended/updated Budgets?
• How does the firm know if the initial litigation report was
uploaded and submitted properly under the Initial Case
Assessment icon?
• LSS shows the initial litigation report was uploaded
properly, why hasn’t it been approved?
Document Management
General Information
• Upload all documents
• Size/Format
• Duplicate Submission
Document Management
Training information
• Naming protocol
• Selecting folders
• Adding documents to folders
Document Management
FAQs
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Where should the firm upload vendor invoices requiring direct
payment by the adjuster?
The current matter does not have an “Expenses” folder, what do we
do?
Where does the firm upload copies of receipts in support of travel
expenses?
If the firm pays a vendor (i.e. court reporter) direct and bills as a firm
expenses, do you need a copy of the invoice? If so, where does the
firm upload the invoice copy?
The firm uploaded documents into the wrong matter, can they be
deleted?
Does the firm need to upload documents received in response to
RFPs or Disclosures?
Does the firm need to upload exhibits to a dispositive motion?
Invoice Compliance and
Submission
Compliance codes
Submission errors
• Block Billing
• Case assessment
• Key Phrases
• Timekeeper’s initials
• To/from
• Semi colons
• Vague descriptions
• Expenses
• Travel
• Other
• Matter ID
• Formatting
Invoice Compliance and
Submission
FAQs
• Can the firm block bill an entry if the time increments
are identified for each activity?
• What triggers the GNC compliance codes?
• Were there any changes to the billing of Expenses in
the new Litigation Guidelines of 4/1/11?
• Can the firm submit an invoice after having submitted a
“Final” invoice?
• Why does the firm sometimes receive the error
message “Server Error in ‘/LitAdv’ Application” when
trying to log into LSS?
Conclusion
• Resources
– Download webinar handouts
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Copy of presentation
Law Firm User Guide
Invoice cheat sheet
Internet Explore 8 compatibility instructions
Naming Protocol Examples
Conclusion
• Resources
– Help & Resource Center in LSS
Conclusion
• Resources
– Adjuster—800-467-0222, adjuster ext
– Kirk Jones—800-467-0222 x 6362
– CSC Help Desk—800-529-6760
• Questions