{"id":11537,"date":"2021-11-16T18:39:03","date_gmt":"2021-11-16T18:39:03","guid":{"rendered":"http:\/\/www.csihelsinki.fi\/legal-matter-process\/"},"modified":"2026-04-09T08:23:59","modified_gmt":"2026-04-09T08:23:59","slug":"arendehantering","status":"publish","type":"page","link":"https:\/\/www.csihelsinki.fi\/sv\/funktioner\/arendehantering\/","title":{"rendered":"\u00c4rendehantering"},"content":{"rendered":"\n
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\u00c4rendehantering<\/h1>\n<\/div><\/div>\n\n\n\n
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Vill ni optimera \u00e4rendehanteringen i ert team? Med CSI Lawyer hanterar ni hela processen \u2013 fr\u00e5n b\u00f6rjan till slut \u2013 i ett system.<\/h2>\n\n\n\n
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S\u00e5 skapas nya \u00e4renden<\/h3>\n\n\n\n

\u00c4rendeprocessen i CSI:s advokatsystem s\u00e4kerst\u00e4ller ett smidigt intag av nya juridiska \u00e4renden.<\/p>\n\n\n\n

Med hj\u00e4lp av \u00e4rendef\u00f6rfr\u00e5gningar g\u00e5r det enkelt att starta nya juridiska \u00e4renden i CSI Lawyer<\/a>. F\u00f6rfr\u00e5gningsprocessen inleds n\u00e4r en jurist, utifr\u00e5n den information som finns tillg\u00e4nglig, anger informationen om det nya \u00e4rendet i programvaran. F\u00f6rfr\u00e5gan g\u00e5r sedan vidare genom att olika parter f\u00e5r m\u00f6jlighet att kontrollera \u00e4rende- och klientinformation, uppt\u00e4cka eventuella risker f\u00f6r j\u00e4v och inleda de processer f\u00f6r klientk\u00e4nnedom som kr\u00e4vs f\u00f6r att uppfylla kraven i penningtv\u00e4ttslagen. Den smidiga startprocessen g\u00f6r teamet v\u00e4l f\u00f6rberett f\u00f6r de senare faserna i \u00e4rendet.<\/p>\n\n\n\n

Medan ni v\u00e4ntar p\u00e5 att de n\u00f6dv\u00e4ndiga inledande \u00e5tg\u00e4rderna ska utf\u00f6ras kan programvaran anv\u00e4ndas f\u00f6r att hantera \u00e4rendef\u00f6rfr\u00e5gan, definiera \u00e4rendets priss\u00e4ttning som \u00f6verenskommits med klienten, arbeta med \u00e4rendets uppgifter och registrera arbetstid i \u00e4rendet. N\u00e4r \u00e4rendef\u00f6rfr\u00e5gan \u00e4r redo att omvandlas till ett verkligt \u00e4rende \u00f6verf\u00f6rs \u00e4ven redan registrerade tider, prisuppgifter osv.<\/p>\n\n\n\n

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J\u00e4vskontroller<\/h3>\n\n\n\n

Det finns flera s\u00e4tt att utf\u00f6ra j\u00e4vskontroller i CSI Lawyer. Det mest effectiva s\u00e4ttet \u00e4r att g\u00f6ra en j\u00e4vss\u00f6kning, vilket visar om klienten har varit medpart, motpart eller haft n\u00e5gon annan roll i n\u00e5got av de \u00e4renden som har sparats i programvaran.<\/p>\n\n\n\n

Ett mer omfattande alternativ \u00e4r j\u00e4vskontrollen som ocks\u00e5 sparas i programvaran. Den inneb\u00e4r att potentiella intressekonflikter identifieras s\u00e5v\u00e4l f\u00f6r den ansvariga juristen som f\u00f6r andra parter inom \u00e4rendet. Kontrollen kan ocks\u00e5 kompletteras genom att skicka en j\u00e4vsf\u00f6rfr\u00e5gan om potentiella konflikter via e-post till t.ex. partners eller samtliga anst\u00e4llda f\u00f6r att s\u00e4kerst\u00e4lla att det inte finns n\u00e5gra andra hinder f\u00f6r byr\u00e5n att \u00e5ta sig \u00e4rendet. Om det finns andra \u00e4n j\u00e4vsrelaterade hinder f\u00f6r att ta emot \u00e4renden av en viss klient kan man l\u00e4gga till klienten p\u00e5 en svart lista.<\/p>\n\n\n\n

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Uppfylla KYC-\u00e5taganden <\/h3>\n\n\n\n

Enligt penningtv\u00e4ttslagen m\u00e5ste advokatbyr\u00e5er inh\u00e4mta tillr\u00e4cklig klientk\u00e4nnedom (KYC) och bekr\u00e4fta detta f\u00f6r varje \u00e4rende. I CSI Lawyer anger ni identifieringsniv\u00e5 och identifieringsintervall f\u00f6r varje klient. Systemet meddelar automatiskt n\u00e4r en ny identifiering kr\u00e4vs vid \u00f6ppnande av nya \u00e4rende.<\/p>\n\n\n\n

Den faktiska identifieringsprocessen genomf\u00f6rs utanf\u00f6r CSI Lawyer, men f\u00f6rloppet kan f\u00f6ljas i programvaran och uppdraget kan ocks\u00e5 hanteras d\u00e4r under tiden. Programvaran kan integreras med KYC-tj\u00e4nsterna Lundify Compliance och DOKS.<\/p>\n\n\n\n

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Priss\u00e4ttning<\/h3>\n\n\n\n

Systemet inneh\u00e5ller flera olika funktioner f\u00f6r att hantera priss\u00e4ttning. Timpriser kan anges p\u00e5 flera olika niv\u00e5er, och priset f\u00f6r en enskild transaktion avg\u00f6rs sedan av timprishierarkin i programvaran. Baspriset f\u00f6r en viss anv\u00e4ndare eller \u00e4tg\u00e5rdstyp kan \u00f6verskrivas p\u00e5 klient- eller \u00e4rendeniv\u00e5.<\/p>\n\n\n\n

Ytterligare priss\u00e4ttningsalternativ f\u00e5s genom att anv\u00e4nda en anv\u00e4ndar- eller rollspecifik priss\u00e4ttningsmodell som f\u00f6r\u00e4ndrar prishierarkin. F\u00f6r att underl\u00e4tta priss\u00e4ttning f\u00f6r olika klientgrupper kan separata roll- och personbaserade prislistor skapas och kopplas till klienter.<\/p>\n\n\n\n

Ut\u00f6ver timbaserad priss\u00e4ttning kan man \u00e4ven anv\u00e4nda enhetspriser och fasta priser i programvaran. Vid behov kan \u00e4ven pristak eller fast pris anges f\u00f6r \u00e4rendet.<\/p>\n\n\n\n

F\u00f6r klienter som regelbundet beh\u00f6ver juridiska tj\u00e4nster kan man anv\u00e4nda sig av prenumerationspriss\u00e4ttning. Det inneb\u00e4r att en fakturerbar transaktion skapas automatiskt f\u00f6r \u00e4rendet med \u00f6verenskommet pris och intervall, till exempel en g\u00e5ng per m\u00e5nad. Det faktiska arbete som utf\u00f6rts inom tj\u00e4nsten kan fortfarande registreras i programvaran och bifogas prenumerationsavgiften som nollprissatta registreringar.<\/p>\n\n\n\n

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Hantera anv\u00e4ndarr\u00e4ttigheter<\/h3>\n\n\n\n

\u00c5tkomstr\u00e4ttigheter f\u00f6r \u00e4renden kan definieras p\u00e5 flera s\u00e4tt, med hj\u00e4lp av anv\u00e4ndartyper, anv\u00e4ndargrupper, medarbetarroller och relaterade parametrar. Anv\u00e4ndare som beh\u00f6ver \u00e5tkomst till ett \u00e4rende kan tilldelas en relevant ansvarsroll eller l\u00e4ggas till som teammedlem i \u00e4rendet. \u00c5tkomst till ett \u00e4rende kan begr\u00e4nsas genom att definiera det som ett insider\u00e4rende eller genom att begr\u00e4nsa \u00e4rendets synlighet till specifika grupper via anv\u00e4nderr\u00e4ttigheter.<\/p>\n\n\n\n

Om CSI Lawyer har integrerats med ett dokumenthanteringssystem g\u00e4ller definierade \u00e5tkomstr\u00e4ttigheter \u00e4ven f\u00f6r alla relaterade dokument.<\/p>\n\n\n\n

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Avsluta \u00e4renden<\/h3>\n\n\n\n

N\u00e4r \u00e4rendet har slutf\u00f6rts \u00e4r det bra att avsluta det i CSI Lawyer s\u00e5 att det inte ligger kvar i listan \u00f6ver aktiva \u00e4renden. Informationen fr\u00e5n ett v\u00e4l genomf\u00f6rt \u00e4rende kan \u00e5teranv\u00e4ndas senare, till exempel f\u00f6r utv\u00e4rdering av arbetsbelastningen i nya \u00e4renden eller f\u00f6r marknadsf\u00f6ring.<\/p>\n\n\n\n

N\u00e4r ett \u00e4rende har avslutats kan det \u00e4ven arkiveras, vilket inneb\u00e4r att information om var de \u00e4renderelaterade dokumenten har lagrats, fysiskt eller digitalt, sparas i programvaran.<\/p>\n\n\n\n

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L\u00e4s ocks\u00e5 om <\/h2>\n<\/div>\n\n\n\n
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Tidregistrering<\/strong><\/a><\/p>\n\n\n\n

Fakturering<\/strong><\/a><\/p>\n\n\n\n

Dokumenthantering<\/a><\/strong><\/p>\n<\/div>\n\n\n\n

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Rapportering<\/a><\/strong><\/p>\n\n\n\n

In<\/strong><\/a>tegrationer<\/a><\/strong><\/p>\n\n\n\n

F\u00f6rdelar<\/strong><\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n

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