Clinical Connexx will walk you through the lifecycle of a clinical negligence case with easy to use and intelligent workflows alongside CPR and PAP Protocols. Lawyers have the ability to create and modify new workflows with ease.

The following workflows are a built-in feature of Clinical Connexx:

• New Enquiry
• New Enquiry for a Deceased Claimant
• New Enquiry for a Minor Claimant
• New Enquiry for a Claimant Lacking Capacity
• New Enquiry for Someone other than the Caller
• Vetting a New Claim
• Vetting a New Claim: Obtaining further information
• Risk Assessment
• Contacting the client Post Risk Assessment
• Producing the CFA/Funding the Claim
• Discussing CFA with Client
• Obtaining signed copies of the CFA
• Allocation of Claim to Fee Earner
• Initial File Review by Fee Earner
• Initial Call to Client by Fee Earner
• Arranging Insurance/Funding
• Requesting Medical Records
• Receiving Medical Records
• Initial Review of Medical Records
• Pagination
• Preliminary Enquiries to a Medical Expert
• Full Review of Medical Records
• Letter of Instruction to a Medical Expert
• Receiving Medical Expert Report
• Reviewing Medical Expert Report
• Arranging a Conference
• Arranging Conferences/Hearings with Counsel
• Instructing Counsel for Drafting
• Requesting an Opinion From Counsel
• Conference with Counsel
• Letter of Claim
• Letter of Response
• Commencing Proceedings
• Particulars of Claim
• Defence
• Directions Questionnaire
• Allocation
• Directions
• Case Management Conference (CCMC)
• Disclosure: Receiving Documents
• Disclosure: Preparing Documents
• Pre-Trial Review
• Trial
• Resolution
• Receiving a Part 36 offer
• Sending a Part 36 offer
• Court Applications
• Interim Hearings
• Arranging Interlocutory Proceedings
• Instructing Cost Lawyers
• Completing Costs Questionnaire
• Creating Precedent H
• Receiving a Cost Budget and applying Warnings
• Adding Disbursements
• Instructing Financial Advisors
• Diarising Tasks
• Creating New Appointments
• Recording time and notes against Telephone Calls
• Recording time and notes against Emails
• Creating Letters
• Creating Attendance Notes/File
• Notes/Memorandums/Exhibits/Preparation Note
• Uploading Documents
• Adding New Templates
• Creating Bespoke Workflows
• Importing Previous Case Data
• Closing a Case

Clinical Connexx contains over 150 document templates required during the lifecycle of a Clinical Negligence and Serious Personal Injury case. The templates are placed in easy to use workflows to ensure the appropriate letters are drafted at the correct time.

These templates have been drafted by senior clinical negligence and serious personal injury solicitors, barristers, cost lawyers who are experts in their respective fields. Some of the templates within Clinical Connexx include:

Precedent H
Risk Assessment
CFA Pack (Including Rule 15 Letter)
Consent Orders
Draft Directions
Instruction Letters (Including Counsel, Experts and more)
Memorandums, File Notes, Attendance Notes, Exhibits, Preparation Notes
Releasing Medical Records Templates
Forms of Authority
Letter of Claim
Letter to Court for Issue and Service
Letter to Court filing N215
Letter to Defendant serving N265
Letter to Defendant Solicitors enclosing Draft Index to Trial Bundle
Letter to Defendant Solicitors enclosing Skeleton Argument
Part 36
Questionnaires
Checklists

The beauty of Clinical Connexx is that it can work within Microsoft Outlook or a browser and synchronise with individual diaries and/or team diaries. Additionally, and if required, the function can automatically synchronise to handheld devices such as mobiles and tablets for when you’re on the move.

Also, Clinical Connexx can automatically or manually assign emails to a client file (dependent on client requirements). This allows firms to easily and securely view all emails related to a file within Clinical Connexx.

The cost budgeting and WIP monitoring functions built into Clinical Connexx allow users to:

• Automate the process of time recording within Precedent H
• Track WIP in conjunction with the overall Cost Budget
• Customise warnings and filters to remain within Cost Budgets
• Review, report and analyse all costs related information with a click of a button

These features will provide users with the ability to work on files in line with their overall cost budget, ensuring fee earners work confidently within the budget at all times.

Furthermore, Clinical Connexx automates the process of recording time within Precedent H as you work on a file.

Whether you want management information about your fee earners, department, caseload or even a specific client file, Clinical Connexx allows users to easily create MI reports, charts and pivot tables viewable on a dashboard. This allows productivity and profitability to be monitored in real-time.

Clinical Connexx provides an all-encompassing software suite reinforced by:

• State-of-the-Art Microsoft technologies including Microsoft SharePoint, Microsoft Dynamics CRM
• Microsoft Office 365
• Microsoft secure cloud platform with ISO/27001
• Remote access providing all your files and documents at your fingertips
• J-Code Set ready Software
• Time record using phases & apply Precedent H billing to pre-set or custom workflows & documents
• Set warning filters, track WIP with smart cost budgeting wizards
• Create or import documents into custom or pre-set workflows & integrate diarised tasks alongside
• time recording
• Microsoft Outlook integration auto-synchronises diaries and tracks emails against cases
• Work from anywhere using your PC, laptop or tablet and also have access on a smart phone
• Full management suite to customise reports and track progress
• Compatible with the upcoming fixed fee regime
• Transfer casework effortlessly to a fixed fee model with our seamless software
• Easy Low Cost Set-up