Product Overview
CostsMaster Draftsman is an intuitive software tool that lets you create accurately calculated, high quality costs budgets, bills of costs including electronic bills and LAA forms (including CCMS online billing).
It can help you record work accurately and conveniently, with the ability to produce several different types of bills including the electronic bill, along with all the relevant schedules.
Work can be imported from a time recording system and then amended or excluded by the draftsman as appropriate.
Budgets can be monitored and the value of newly recorded work compared to the anticipated value of that work.
The program has been written and extensively tested by experienced and currently practising costs draftsmen. It therefore allows you to record work with no more effort than would be required with pencil and paper.
The documents are produced without the need to dictate, calculate figures or check a typist’s work. It is however versatile enough to allow you to record work, and a typist to produce long narratives for you.
For those without fast typing speeds a list of abbreviations negates the need for a lot of repetitive entry of words and phrases.
It is extremely versatile and allows bills to be produced to reflect your individual preferred style in many areas.
The software has been in use for many years and bills produced with it have been assessed in the SCCO and County Courts.
The program lets you create Precedent S and COP-E electronic bills; 3, 4 & 6 column bills containing either LAA work, inter partes work or both, Costs Budgets, Breakdowns and Statements, Bulk Upload XML for CCMS, Claim1/Claim1A’s, Notices of Commencement, Disbursement reports as well as high quality LAA High Cost Case Plans in a variety of formats including Events Case Plans.
Detailed Features
Budgets
Produce budgets quickly in both Word & Excel with optional supporting documentation for the advocate at the hearing
Import opponents’ budget and produce a comparison (in both Word & Excel)
Manage Budgets simply and effectively and produce a report of how the current costs stack up against the budget
Import Work
Import work from time recording systems in XML, CSV or Excel format
Easily map CSV files not in the prescribed format and save the mapping for future use
Quickly split bulk work into individual elements, add any missing work and exclude non-recoverable items
Import work from other CostsMaster files
Bills
Wide choice of bills in Precedent S and COP-E electronic formats plus 3, 4, and 6 column formats
Fast creation of documents – even the largest bills take less than half a minute to produce
Prepare bills by phase for budgeted cases
Get a fast indication of your likely recovery on assessment to assist in negotiations
Prepare breakdowns and Statements of Costs including Form N260
Support for Court of Protection bills in both long and short forms
Produce Notices of Commencement of Detailed Assessment
Legal Aid
Support for CCMS for solicitors costs (with continued support for CLAIM1 & CLAIM1A for cases not migrated to CCMS)
Prepare standard and events based case plans
Support for all PFLRS and CPGFS fixed fees and FAS.
Comprehensive facilities for recording enhancement
Schedules of inter partes costs at Legal Aid rates calculated automatically
Productivity
Preview any document instantly
Display running totals for the bill or current part with options regarding the level of detail shown
With a few keystrokes, the rates used in a bill or budget can be changed and the bill recalculated in a matter of seconds.
A range of searches allow you to locate items that are blank or that have unassigned phases, estimated time or are excluded.
Create templates with frequently entered data to save you time when starting a new file.
Abbreviations can be defined for frequently used words and phrases which are immediately expanded to their full text – a huge time saver.
Record notes which can optionally appear as annotations in exported documents
Program functions can be accessed by mouse or by keyboard shortcut for speed when costing a file.
Safety features include timed auto saves and incremental backups to preserve data in the event of a system crash.
Use the History window to instantly revert to any point in the current session or any saved backup.
Save the contents of any grid to a CSV file for loading into Excel
Quickly locate items in grids using the comprehensive filter and sort options.
View attendances and disbursements from all parts in a single window
Customisation
Extensive options determine the layout, content and wording of bills and other documents.
The finished bill is automatically calculated and assembled in your choice of word processor. There are over 100 common phrases that are used in the finished bill all of which are user definable to allow you to create a bill that is as personal to you as if you had dictated it.
The finished bill is produced either with lines embedded or on blank paper for draftsmen who have their paper printed. The line colour can be customised and there is an option for high quality lines which closely match that of printed paper.
You have the option for documents and long attendances to be included entirely in the bill, entirely in a schedule or in a schedule where they exceed a definable number.
The settings for documents and long attendances can be different.
Choose which columns you want displayed in each grid (and the order in which they appear) whilst still being able to access lesser used fields via the edit window.
Recording Work
Claim attendances as time or a lump sum figure. Time can be entered interchangeably as minutes, units or hours and minutes and the program will automatically interpret the time you have recorded.
Claim VAT at different rates for each part
Easily aggregate work recorded against fee earners into a category or grade for the exported document. The draftsman has the flexibility to break down the work in any manner he wishes and to decide at any time how to present the work in the finished bill. All work can be reassigned to different fee earners at will.
Enhancement can be defined globally, for one or more defined periods, for all work done by a particular fee earner, for attendances on a particular party or for any other item you wish. Each attendance can be excluded as can all attendances on a particular party or all work by a particular fee earner. Separate enhancement can be defined for preparation items and procedural steps. Items which never attract enhancement are automatically excluded.
Costs of Assessment can be claimed and provision is made for fixed prescribed rate costs. The costs draftsman’s fee can be claimed as a percentage and is calculated automatically. The fee can be claimed as a disbursement, lump sum or pseudo-hourly rate profit cost, part by part or for the entire bill.
System Requirements
Operating System
- Windows 7 onwards (including Windows Server)
Office Software for Bill Generation
- Word 2007 onwards
- Excel 2007 onwards (for Costs Budgets and Electronic Bills only)
Note
CostsMaster will create exported documents with any version of Office 365, but with online copies of Office 365 the ability to automatically view documents after export is dependent on Windows’ ability to launch the apps based on the relevant file extensions (.rtf, .xlsx). Should this not be possible to do automatically, it is always possible to view the files by launching the online application manually.
Display
- 1024 x 768 Screen Resolution. Multiple Displays supported.
CPU
- No special requirements. Any machine capable of running the supported operating systems should suffice. As with everything, the faster the machine, the better.
Memory
- 512MB – 1GB Ram (1 – 2GB recommended) >
Hard Drive Space
- 100 MB free space on your hard drive