P4W National User Group Conference 2017 Agenda

You will find below the agenda for this year’s P4W National User Group conference.

Where there are workshops running at the same time you will need to state you preferences by emailing enquiries@tikit.com.

The P4W enhancements session on day one also requires you to let us know what enhancements you would like to see in P4W in the mid to long term, again please let us know in advance of the conference by emailing enquiries@tikit.com.

Day one

09:15

Registration (BT Centre Reception)

09:45

Opening address (Auditorium)

Jane Pritchard, User Group Chair and Simon Hill, COO at Tikit

10:00

New features and existing functionality of P4W (Auditorium)

Richard Higgs, Sales Director at Tikit

Part one: 30 minutes looking at the new functionality of P4W

Part two: 30 minutes refreshing the knowledge of users on existing functionality of P4W – the functionality covered will have been requested by users.

11:00

7 Steps to GDPR Compliance (Auditorium)

Jane Pritchard, User Group Chair and Adrian Jones, Product Director at Tikit

The introduction of the GDPR in the European Union is now only a few short months away. The GDPR is an evolution of existing data protection legislation. It does, however, bring some major changes. The regulations were developed partly in response to the privacy challenges of an increasingly digital world. They are intended to provide more stringent protection of individuals’ right to privacy.

Tikit P4W has been equipped with new functionality to help you manage the GDPR legislation set to come into play in May next year.  Whether it’s consent, data minimisation or data protection measures, we’ve got you covered.    

11:45

Tea and coffee break

12:00

Tikit Workshops

Case: File Audits: Building a Business Process (Media Suite) – Josh Lewis, Training Manager at Tikit

Using new File Audit features made available in P4W version 3.02.22 alongside existing Case Management, FormShare and Task Centre tools we will look at how combining these technologies can help your firm to manage its File Audits.

Senior Leadership (Green Room) – Jane Pritchard, P4W User Group Chair, Simon Hill, COO at Tikit and Alex Williams, P4W Product Manager

This workshop is aimed at law firm leaders whose firms are using P4W.  In this session, Jane Pritchard will chair a discussion with clients on how they are using P4W to manage their firms and facilitate questions to the panel in enhancements that the attendees would like to see in P4W in the context of the challenges faced by law firm leaders.   It will also afford delegates an open discussion with peers on best practice in law firm leadership.

Accounts (Auditorium) – Samantha Crosby, Accounts Trainer at Tikit

This workshop is aimed at finance professionals using P4W.  In this session you will see the latest and greatest P4W accounting functionality including; Compliance Centre and other registers, BACS and personal client data page including permissions and encrypted data, setting up and making the most out of dashboard reports, bulk billing approvals, bulk slip processing (now includes DSO/DSP and O/N, not just CDR), Bulk CTO postings, nominal ledger reversals and Private Bulk Reconciliation, data mining (now includes reference and payee), accounts rejection emails, integrity checks and SOI vs Referrals Register.

Marketing (Foyer) – Reuben Manning, Support Manager at Tikit

This workshop is aimed at marketing and business development professionals who are already using or have an interest in using Tikit Connect and Tikit eMarketing at their firm.  In this session you will learn how to use our marketing applications to build the marketing data you want to capture, activities and how to track client and prospect interactions, using Tikit Connect data in Tikit eMarketing for maximum impact and success in developing client relationships and using saved data searches for auto-list building.

13:00

Lunch

13:45

Sponsor Workshops

These sessions are reserved for this year’s gold sponsors (see sponsor pack for more information).  These sessions should be practical workshops and should look at how to configure the third-party software in preparation for GDPR.

NetDocuments

Mimecast

InfoTrack

14:30

Maintaining compliance whilst using mobile technologies (Auditorium)

Richard Roebuck, Managing Director at Accesspoint

GDPR is a business issue, not a technology problem especially in the world of mobile working. Organisations need to consider how to handle data held on mobile devices, specifically smart phones and laptops. This requires a security policy which is enforceable, realistic, unambiguous and acceptable to users. One key element is to minimise the amount of data transferred to or held on the device. We explore several methods of achieving this, allowing access, but implementing a policy to prevent users downloading sensitive organisational data and mandating Mobile Device Management (MDM) on all mobile devices to remove corporate data if the device is lost or stolen.

15:00

What really matters when keeping clients secure?

Vijay Thampy, Product Manager at Workshare

With GDPR regulations, and increasingly complex client demands, how can you really ensure all your matter conversations and documents are really secure? Workshare is injecting security into practice and case management flow to help you track and reduce the chance of potential data breaches.

15:45

Tea and coffee break

16:00

Interactive P4W enhancements session (Auditorium)

Jane Pritchard, P4W User Group Chair and Adrian Jones, Product Director at Tikit

This session will look at the enhancements proposed by users ahead of the conference and allow users to vote interactively and discuss P4W enhancements they want to see in the product in the mid to long term.

16:45

Tikit User AGM (Auditorium)

Jane Pritchard, User Group Chair

Closed session for users.

17:15

CLOSE

17:30

Coach pick up

19:00

Drinks Reception (Rumpus Room at the Mondrian Hotel)

20:00

Dinner (Mondrian Hotel)

23:00

Late night drinks (Rumpus Room at the Mondrian Hotel)

 

 

Day two

09:30

Breakfast (BT Centre)

10:00

Tikit Workshops

These workshops should be Tikit run.  They will be split into the following groups.  This should be a follow up from day one and more of an open discussion.

Case: File Audits: Building a Business Process (Media Suite) – Josh Lewis, Training Manager at Tikit

Using new File Audit features made available in P4W version 3.02.22 alongside existing Case Management, FormShare and Task Centre tools we will look at how combining these technologies can help your firm to manage its File Audits.

Senior Leadership (Green Room) – Jane Pritchard, P4W User Group Chair, Simon Hill, COO at Tikit and Alex Williams, P4W Product Manager

This workshop is aimed at law firm leaders whose firms are using P4W.  In this session, Jane Pritchard will chair a discussion with clients on how they are using P4W to manage their firms and facilitate questions to the panel in enhancements that the attendees would like to see in P4W in the context of the challenges faced by law firm leaders.   It will also afford delegates an open discussion with peers on best practice in law firm leadership.

Accounts (Auditorium) – Samantha Crosby, Accounts Trainer at Tikit

This workshop is aimed at finance professionals using P4W.  In this session you will see the latest and greatest P4W accounting functionality including; Compliance Centre and other registers, BACS and personal client data page including permissions and encrypted data, setting up and making the most out of dashboard reports, bulk billing approvals, bulk slip processing (now includes DSO/DSP and O/N, not just CDR), Bulk CTO postings, nominal ledger reversals and Private Bulk Reconciliation, data mining (now includes reference and payee), accounts rejection emails, integrity checks and SOI vs Referrals Register.

Marketing (Foyer) – Reuben Manning, Support Manager at Tikit

This workshop is aimed at marketing and business development professionals who are already using or have an interest in using Tikit Connect and Tikit eMarketing at their firm.  In this session you will learn how to use our marketing applications to build the marketing data you want to capture, activities and how to track client and prospect interactions, using Tikit Connect data in Tikit eMarketing for maximum impact and success in developing client relationships and using saved data searches for auto-list building.

10:45

Tea and coffee break

11:00

GDPR doesn’t mean the end for marketing!

Rich Dibbins, Head of Sales at Conscious Solutions

So GDPR means I cannot email anyone anything, right? Wrong. There is still a lot you can do with email marketing. A lot. Conscious Solutions will show you what you can do.

11:45

Prizes for Partner Bingo and closing comments from Jane Pritchard, P4W User Group Chair

12:15

Lunch and CLOSE

*Please note the agenda is subject to change at anytime.

This year’s NUG sponsors:

Workshare is dedicated to helping professionals compare, protect and share their high stakes documents. First established in 1999 with the advent of DeltaView, Workshare continues its heritage of developing and releasing intelligent technology focused on the comparison, protection and sharing of high stakes documents.

Headquartered in London, in the UK, Workshare also operates offices in the US and Australia. More than two million professionals in 70 countries now use Workshare on their desktop, mobile or tablet. For more information visit http://www.workshare.com or follow @Workshare on twitter.

NetDocuments, is the document and email management platform built exclusively in the Cloud for law firms. With close to 20 years’ experience and offices globally, NetDocuments offers world-class, enterprise level security, up-time reliability and unmatched usability. Firms of all sizes leverage the power of a single service and version, benefiting from ubiquitous access to a modern application regardless of firm size or location.

NetDocuments’ customers have reduced cost and increased their productivity and efficiency with built-in business continuity, client and matter centricity, enterprise search, mobility and collaboration tools.

The NetDocuments platform integrates seamlessly with Microsoft Office, Adobe and many third-party applications for an enhanced user experience and increased user adoption. Cutting edge technology offers Entropic Cryptography, Object Store Redundancy and Deep Learning Search so you can rely on NetDocuments; the trusted cloud platform. Click here for more information or follow @netdocuments on twitter.

Mimecast’s security, archiving and continuity cloud services protect business email and deliver comprehensive email risk management in one fully-integrated subscription service.

Mimecast reduces the risk, complexity and cost traditionally associated with protecting email. You no longer have to manage an array of disjointed point solutions from multiple vendors. And you mitigate single vendor exposure if you have moved your primary email server to the cloud with services like Microsoft Office 365. Our best-of-breed services protect the email of over 24,900 customers and millions of users worldwide against targeted attacks, data leaks, malware and spam. We give employees fast and secure access to sensitive business information, and ensure email keeps running in the event of a primary service outage.

InfoTrack provide award‐winning technology that challenges the legal market and evolves the way law firms access and utilise data from a range of sources including Land Registry, Companies House and HMRC. Employing technology that is smart, simple and enjoyable to use, InfoTrack offer a range of services and online workflow tools to ensure legal professionals are efficient and reliably informed wherever information is concerned. InfoTrack’s services cater to the needs of both corporate solicitors and conveyancers alike. With all information contained within a single platform, it’s easy to access and easy to review.  Click here for more information

Conscious Solutions are the UK’s leading provider of digital marketing services to law firms.  After working with them, clients say they :-

  • get positive comments from clients on the design of their new responsive website
  • generate more enquiries via Google using SEO. A 48% uplift for one client and a 73% increase in organic traffic for another
  • generate more visits to their site, and increased instructions, through improved used of social media
  • drive more traffic & leads to their website via PPC campaigns in. One client made a 345% return on their ad spend of £32,000
  • cross sell more effectively through email marketing
  • benefit from our Digital Marketing Support that ensures once your new website is live, you get the best out of it
  • implement chatbots to engage website visitors in conversation

Conscious Solutions also work with clients to improve their intranets and their approach to CRM via open source software. Click here for more information

Oyez Professional Services provide specialist products and services to legal and professional organisations, including more than 70 of the UK’s top 200 law firms. Their objective is to deliver real value by using innovative technologies to develop solutions that transform the way legal practitioners capture, share and submit information. Focusing on the challenges associated with the efficient and compliant completion of legal documents has allowed Oyez to develop specific expertise in the fields of legal forms software, the digital submission of data, dictation & transcription technologies and professional document reproduction.
Forms: www.oyezforms.co.uk
Digital: www.oyezgateway.co.uk
Speech: www.oyezspeech.co.uk
Document Production: www.oyezdocumentproduction.co.uk

Click here for more information.

Bidwell Henderson Costs Consultants Ltd are an award winning firm of Costs Lawyers and Costs Draftsmen who specialise in billing through the Tikit P4W platform. They have a 30 strong, hand-picked team who offer specialist inter partes and legal aid costs drafting, billing and advice services. They are obsessed with quality, excellence and adapting to suit their client’s bespoke needs. Their unique and streamlined business model, knowledge, experience and quality control systems allows them to produce quality work for a sensible price.

For more information about what Bidwell Henderson Costs Consultants can do for you, visit www.bidwellhenderson.co.uk