by Jack Schaller | Dec 18, 2015 | Practice Management, Time Matters
Anyone who has used LexisNexis Time Matters® for a while knows that one of its major strengths is its ability to display and filter data in a myriad of ways. Master lists, sub-lists, Power Views, forms, timelines, and calendar views are but a few examples. We have...
by Dana Riel | Oct 6, 2015 | PC Law, Practice Management
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...
by Dana Riel | Sep 29, 2015 | PC Law, Practice Management, Uncategorized
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...
by Dana Riel | Aug 24, 2015 | Practice Management, Time Matters, Timeslips
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...
by Jack Schaller | Jul 27, 2015 | Practice Management
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...
by Jack Schaller | Jul 21, 2015 | Amicus Attorney, Clio, Practice Management
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...
