PCLaw: Setting Up a New Matter- Part II
Last week we looked at the beginning of a process by which a prospective client can be tracked in PCLaw by using the Contact Manager. This week, we'll look at another feature that can help us: the Client Intake form. PCLaw’s automated client intake process allows...
PCLaw: Setting Up A New Matter–Part I
PCLaw is *the* go-to software program by LexisNexis for the time tracking, cost tracking, billing and general ledger accounting needs of law firms. Its strength is that it is matter (case) centric. Therefore, setting up a new case or matter the right way, the first...
NetDocuments and Microsoft—A Powerful Alliance
Last week at the ILTA Conference in Las Vegas, NetDocuments scored a coup by announcing a new partnership with Microsoft that moves this award-winning cloud-based Document Management System (DMS) far ahead of the competition. Here are the key points of the...
Timeslips 2016 Is Here
On the heels of its subscription-based Timeslips Premium, Sage has released version 2016 of its traditional BDE-based, permanent-license edition. Users of previous Timeslips versions will find it very familiar; in fact, they will be hard-pressed to find any...
Make Timeslips Billing Records from Time Matters®
LexisNexis Time Matters is a very powerful, comprehensive case/practice management system. Sage Timeslips is an extremely versatile and powerful billing and accounts receivable system. Each does its own job very well. Harnessed together, they become even more...
LegalAnywhere: An Intelligent Client Portal
Client Portals are web-based storage repositories for sharing documents with clients in a secure environment. Somewhat ubiquitous in large law firms, they have begun to migrate to smaller firms over the past three years, appearing in various guises. Some portals are...
How To: Customize The PCLaw Toolbar
One of the things we hear from our PCLaw clients is that for one reason or another, the program doesn’t “do” what the user thinks it ought to do. This usually comes down to a case of the end-user feeling that the commands they use aren’t close at hand, whereas the...
Windows 10 and Microsoft’s New Policy Concerning Your Privacy
Since its launch on July 29th, Microsoft’s Windows 10 operating system has been deployed to more than 14 million devices worldwide. Like most software programs and applications, the installation process includes a notice informing users of Microsoft’s policy regarding...
Reporting for Duty
I often receive emails and phone calls from clients with questions such as: How many new clients have we added this year? How much revenue has our new practice group generated so far? We need help calculating bonuses. Can we allocate revenue based on who brought in...
Software to let you open the door to clients securely
Clients want to be able to access their documents and understand the next steps on their matters. The challenge, given the news about hacking, is how to provide this information in a secure way. Here we look at three solutions: Amicus Attorney’s Client Portal, Citrix...