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GullySystem

Role Views for Advocates and Law Office Staff

Partners, juniors, clerks and accounts staff each open the same matters and see the part they work on. Access to a matter is decided by the firm, down to a single advocate.

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Who uses it

The system is used by litigation practices where juniors appear before several courts on the same morning. Two and three partner firms use it, as do advocates on bank and NBFC panels and corporate practices that bill on time spent. Everyone reads from one record per matter. The first screen differs.

What each role sees

Senior partners and proprietors

The week’s hearings, what is pending with each junior, unbilled time and outstanding fees, all on one screen without waiting for a prepared sheet. They decide fee arrangements and sign off bills.

Junior advocates

The day’s list, with a place to record what happened in court and the next date. They also upload drafts and log time, mostly from a phone.

Clerks

The morning cause list to print, the papers to file, and the court and process fees to pay. Each fee is recorded against the matter.

Office managers and accounts

Fee bills to raise, receipts to record, balances to follow and the expense record the auditor reads.

Clients

A read-only view of their own matters, with stage, next date and bills. It is switched on client by client.

Who may see a matter

Matters can be made visible only to the advocates and staff the firm names. This matters when partners act on opposing sides, and a conflict needs one advocate to see a file and nobody else. The conflict search reads the firm’s own records, before a brief is accepted. Accepting a brief stays with the advocate.

What the firm sets

Roles, matter visibility and the client view are set up with the firm before go-live. The clerk is trained first on a real week of listings, and juniors need about an afternoon. What a client sees is limited to what the firm chooses to show. Papers are sent separately.

FAQ

Frequently asked questions

Can a partner see only some matters?

Yes. Visibility is set matter by matter, so a partner can be kept out of a file where the firm decides it is needed.

Do clients log in to the system?

Only where the firm switches that on. The client sees their own matters and nothing belonging to another client.

Can the clerk see fee bills?

That depends on the role the firm gives the clerk. Role access is agreed during implementation.

Is a separate login needed for each junior?

Yes. Each person has their own login, so every entry carries the name of whoever made it.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

  1. A senior engineer reads your answers. Nobody phones first.
  2. Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
  3. If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
  4. No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.

Share your requirements