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2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference
PCLaw® Office Efficiency Tools –Calendaring, Phone Call &
Document Management
Presented by:
Deborah SchaeferDJSCPA@optonline.net
(203)915-0950
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Practice Management
• Matter Manager• Calendar• Phone Call Manager• Document Manager
– Documents– Email
• Contact Manager• Outlook Integration
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferenceObjectives
• Setup Calendar for timekeepers and staff to use
• Schedule appointments and to dos
• Display day, week, or monthly views for specific timekeepers
• Set up recurring appointments that occur on a regular basis
• Utilize Phone Call Manager to track phone calls and messages taken, as well as notify PCLaw® users that messages are waiting
• Transform received messages into to do’s on the Calendar, and post these items as billable time entries on the Client Ledger
• Navigate the different tabs of Document Manager, and add or modify documents in PCLaw®
• Manage documents associated with matters and contacts
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Set-Up
System Settings, Front Office Tab
Turn On Calendar, Phone Call Manager, Document Manager
Document Type Default Settings
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Set-Up
Workstation Settings – Calendar and DocumentBe sure indexer is running on Server
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Set-Up
Connection SettingsStore Password Enable Connection to Windows Explorer, Internet Explorer and Microsoft Word, WordPerfect (if installed)
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Set-Up
Lawyers and Rate List. Use Calendar must be checked for timekeeper using calendar
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Set-Up
Appointment Codes, Holidays, Location Codes should be customized
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Calendar
• Appointments, To Dos• Linked Dates• Recurring Entries• Convert Calendar entry into a time entry• Interface with Outlook• Time Tab• Calendar entry associated to matter• Appointment Type and Location Codes
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Calendar
Whose calendar is being shown
Different views
Current Month
Appointments, ToDos or Both
Open Calendar
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Calendar
A
B C D E
F G
H I J K
L M
N
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Calendar• A - Description • B - Matter• C - Timekeeper• D – Appointment Code• E - Location• F - Contact• G - Task• H – Due Date• I – Reminder Date• J – Start Time• K – Duration, All Day• L – To Do, Appointment, Private• M – Priority• N – Create Time Entry
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference CalendarRecurring Calendar Entries
Linked Dates- Series of appointments and/or to dos with a common theme. -Appointments can automatically be entered into the calendar based only on one appointment.- Create template for each type of linked events.
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference CalendarAll appointments and to dos associated to a matter will be shown on the Events tab of Matter Manager
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferencePhone Call Manager
• Phone Messages– Alert User when they have a message
• Phone Calls– Receive– Originate– Notes– Contact/Person– Duration– Convert to Time Entry
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferencePhone Call Manager
• Centrally track phone calls and messages• Messages are associated with a user or users within PCLaw,
notifications of new messages appear on the user’s workstation.• Messages include the following details: Notes, Associated Matters,
Related Contacts, Call Duration and Status.• Create Time Entry from Phone call.• Phone Calls include the following details: Matter, Contact(s)• Create To Do from Phone Call.
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferencePhone Call Manager
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferencePhone Call Manager
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferencePhone Call Manager
All phone calls associated with a matter will be shown on the Calls tab of Matter Manager.
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Document Manager
• Interface with Word or Word Perfect– Tool Bar Added
• Directory Hierarchy• Documents are linked to matter• Indexer
– Workstation Settings– Location – PLIDXR32
• Saving Documents• Link Document to Contact• Saving from other applications – Explorer• Searching Capabilities
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Document Manager
Document Manager is accessed on Practice Management Quick Step or from Pull down menu File, Document Manager
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Document Manager
• Saving documents to PCLaw– In Word or WordPerfect
– Explorer
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Document Manager
• Any type of file can be saved through Windows Explorer• Multiple Documents can be saved to PCLaw in one step
– Highlight multiple documents – Right Click
• Documents can be added from Matter Manager, Document Tab or Document Manager – Add Doc
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Document Manager
Screen used to save documents in PCLaw
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Document Manager
Searching all documents saved in PCLaw – Content, Title, Document Type
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Document Manager
Searching from Documents Tab in Matter Manager
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Document Manager
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Contact Manager
• Main Types – Client, Vendor, Contact• Reports• Export report to Excel• Assign type• Link to matter(s)• Associate to Document, Email, Appointment• Export to Handheld• Labels
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference Outlook Integration
• What is linked• Configuration
– Options, Connection Settings, Outlook
• Entry in Outlook Tasks folder• Registry Entries• Outlook Connection Manager• Hand Held Devices
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual ConferenceAdditional Training Opportunities
• For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings.
• Also available are an extensive network of LexisNexis® Certified Independent Consultants (CICs) who offer on-site training, installation, and maintenance of Practice Management software systems.
2010 Practice Management 2010 Practice Management
Annual ConferenceAnnual Conference
Deborah J. Schaefer, CPA
One Bradley Road, Suite 201
Woodbridge, Connecticut 06525
203-915-0950
djscpa@optonline.net
www.deborahjschaefer.com
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