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• Complywithlegal-specificaccountingrequirements
• Track,monitorandmanageresources
• Determinewhichclientsandmattersaremostprofitable
• Makebetter-informedbusinessdecisions
• Increaserevenue,growpartnerincomeandachieveoptimalfinancialperformance
Asyourfirmaddsnewstaff,increasesworkvolumeorexpandstomorepracticeareas,basicbillingtoolsmaynolongermeetyourneeds.Totrackandbuildstrongerbusinessresults,manyfirmscountonJuris®time,billing,accountingandfinancialmanagementsoftware.
• Legal-specificJurissoftwarehelpsyoumanageyourfirmlikeabusiness.
• WithJuris,yourfirmgainsgreatercontroloverreceivables,payables,trustaccountingandbudgeting.
• Jurisanalyticaltoolsandon-demandperformanceintelligencehelpfirmleadersgaindeeperinsight,makesounddecisionsanddrivestrongerfinancialperformance.
Market-leadingJurissoftwarehelpsfirmbusinessmanagersandpartners:
• Streamlinebillingande-billing
• Improvecashflow
PracticeManagement
Juris®Time,Billing,AccountingandFinancialManagementSoftwareGaindeeperinsight,makesounddecisionsanddrivestrongerfinancialperformanceforyourfirm.
ContentsManageTimekeepingandBilling............................ Page2
IntegrateAccounting,DisbursementsandConflictChecks................................................ Page4
GainMoreInsightintoTimeandExpenseswithJurisSuite........................................ Page5
TakeMoreControlwithBusinessIntelligence,BudgetingandCollections....................................... Page6
BeConfidentwithProfessionalServicesandSupport............................................................. Page8
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BillingthatPaysAcceleratecashflowbyexpeditingbillstailoredforyourclientsandreducingerrors,month-enddisruptions,adjustments,write-offsandbaddebt.TheflexibleJurisbilldesignerenablesyourfirmtoproduceprofessionalbillsthatmeetclient-specificandpractice-areaformattingrequirements,includingappropriaterepresentationoftrustactivity.Byapplyingcompliancerules(client-specific,firmandother)attimeentry,Jurishelpsassurethatyourbillswillbeacceptedbyyourclients.
YoucanminimizeerrorsbymakingthemostofJurisaudit,validation,complianceandspell-checkfeatures.Alsoeliminatetheneedformonth-endprocessingandduplicatedataentrywiththebenefitsofJurisdatesensitivityandtightintegrationbetweenthesoftware’sfinancialcomponents.
Billing compliance features help you minimize errors.
ManageTimekeepingandBilling
Improve Your Billing and Accounting ProcessesMake sure your firm’s billing is comprehensive, timely, compliant and formatted for client needs.
Streamline preparation of bills and ebills to reduce staff fatigue, errors, overtime and contracting costs.
Customize billing cycles to fit your business requirements and maximize staff efficiency.
Keep trust accounts up-to-date, accurate and compliant with regulations.
Jurissoftwaresuccessfullyprovidesthediversetimekeeping,billing,e-billingandaccountingoptionsthatlawfirmsrequire,alongwitheaseofuseandastrongaudittrail.
TimekeepingforYourWorkflowCapturemorebillabletimewithconvenient,easy-to-useJurisfeaturesincluding:
• Convenienttime-entryoptions,whetheryou’reintheofficeoronthemove
• Spellcheckthroughout
• Powerful“GridView”featurethatdisplaystimekeeperorteam-levelbilling/utilization
• Firm-definedtaskcodeswithoptionalhoursand/orflatfeeamounttocharge,plustheabilitytotranslatetaskcodestoclient-specificcodesupto12characterseach
• Firm-definedshorthandabbreviations
• Client-andmatter-specificbillingratesatyourfingertips
• Unlimitedrateschedulesbytimekeeperand/orpersonneltype
• Role-basedviewsfortimeentries
• Abilitytolockmattersfromfurthertimeand/orexpenses
• Electronicbillingande-mailingofbills(standardfeatures)
LearnMore www.juris.com•888-393-1196
Use the Grid View feature to explore timekeeper or team billing/utilizationdata and summarize by status, matter, clients or date.
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PracticeManagement
Benefitfromthesebillingfeaturesandmore:
• Task-andactivity-basedbilling
• On-demand,flatfeeandretainerbilling
• Splitbillingbasedonthresholdamountand/orpercentages
• Expense-only,fee-onlyandsummarybills
• Discountsandsurcharges
• Unlimitedconsolidationofgroupsbyclient
• Supportofcorporate-specificelectronicbillformats
• Visualdesignofbillformatswithimportandexportfeatures
• Abilitytoimportdatafrommostcommoncostcapturesources(copiers,scanners,etc.)
• Matter-leveloptiontoautomaticallysendbillsorbillcopiesbye-mail
• Unpostandcorrect
• Selectionofprebillsindividuallyorbyclient,frequency,cycle,billingortimekeeperforeditingandreview
• Accountsreceivablestatements
ElectronicBillingElectronicbills(e-bills)represent20percentofallbillingbyU.S.legalfilms.ThroughaLexisNexisrelationshipwitheBillingHub,Juriscustomersreducetheheadachesandlosttimeincurredindealingwithrejectedinvoicesandmultipleelectronicbillingvendors.
eBillingHub®*providesonepointofsubmissionwithconformancetoLEDESstandards,enablingyourfirmtovalidateinvoicesbeforesubmittingthemtoe-billingvendors.
*Additionalfeesapply.
BillingReportsJurisoffersall-inclusivedrill-downofclientmatterinquiries.Youcangeneratereportsbybillinglawyer,originatinglawyer,workingtimekeeper,practiceclass,billingagreement,officelocation,etc.Reportingcapabilitiesincludetheseandmore:
• Hoursandfeesworked,billed,adjusted,writtenoffandreceived
• Expensesincurred,billed,adjusted,writtenoffandreceived
• Work-in-processandaccountsreceivableaging
• Working,billingandcollectingrealizationbasedonactual(i.e.,negotiated)ratesandstandardrates
• Trueopen-itemreceivables
• Reportqueuesallowingyoutocatalogsetsofreportsforprintingmultiplereportsinasinglestep
• Alloriginalandadjustingentriesonaudittrails,helpingtopreservedataintegrityandsecurity
Generate billing reports to meet your firm’s specific needs.
JurisIntegrateswithTimeMatters®SoftwareforMatterManagementImprovebusinessoutcomesbyenhancingyourfirm’scaseormatterworkflowwithTimeMatters®practicemanagementsoftware.ByintegratingJuriswithTimeMatters,youaddthebenefitsofcalendaring,contacts,documentmanagementandmatterworkflow.TimeMattershelpsyou:
• Centralizecontactsandmatters• Moreeffectivelyoverseeschedules,deliverablesand
interactionswithkeyparties• Keepandmanagerecordanddocuments
• Accessmatterinformationfromanywhereusingmobiledevices
For more information, contact your mid-law solutions specialist.
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• Firmcontroloverwho,ifanyone,canenterprior-periodinformation
• FullintegrationwithotherJurissoftwarecomponents
Customize your chart of accounts.
Disbursements/AccountsPayableJuriscashmanagementandpayablescapabilitieshelpyou:
• Improvecashflowwithreportingthatshowswhenresourcesareneeded
• Usevendorhistoryreportingandinquiriestosetmaximumpaymentlimits,holdingofselectedorallpaymentsforproblemsuppliers,etc.
• Generatechecksondemandratherthanwaitingforbatchprocessing
• Benefitfromaudittrailsshowingdescriptionsofsourcesanduseoffundsforalloriginalandadjustingentries
• Speedyourcheckreconciliationwithautomatedtools
• Viewcashbalanceson-screenandscrollthroughdepositsanddisbursementsinrealtime
• Makeasingletransactiontowriteacheck,postentriesinyourgeneralledger(GL)andputclientdisbursementsintheclient’swork-in-processfilefolder
• Selectitemstobepaidbydaterange,vendor,voucher,etc.
• Managemultipleoperatingbankaccountsandmultipletrustbankaccounts
• Andmore!
IntegrateAccounting,DisbursementsandConflictChecks
AccountingMeetyourfirm’sspecificaccountingneedsandincreaseoperationalefficiencywithflexibleJurisaccountingtools.
• Jurisdistinguishesbetweenfees,cashexpensesandnon-cashexpenseswhilesupportingaccrual,billedandcashaccountingmethods.
• Juristrustaccountingtoolsallowfirmstomaintainappropriatesegregationofclientandfirm(operational)funds.
• Youcandefineyourchartofaccountsandmulti-levelsub-accountstomatchyourfirm’suniquefinancialandorganizationalneeds.
Planandachieveyourfinancialtargetswithpowerfulmanagementtools:comparativefinancialstatements,budgetversusactual,profitcenterreporting,multi-purposefinancialstatementsandmore.Jurisprovidesdecisionmakerswithup-to-dateinformationonthefinancialprogressofthefirmcomparedtopriorperiodsorbudgets—andenablesthefirmtomeetexternalreportingrequirementsfrombanksandtheIRS.
Inaddition,Jurisprovideseffectiveconflictsearching.Asyoubringonnewclients,Juriswillhelpyouidentifypotentialconflictsofinterestfrompriorrelationships.
Jurisintegratesfinancialinformationfrombilling,generalledger,disbursementsandaccountsreceivable.Thefirmcanchoosetoreportusingacash,accrualorhybridaccountingmethod.Jurisaccountingtoolsalsoofferthesecapabilitiesandmore:
• Costcenter(departments)andmultipleofficecapability
• ProfitandLoss,BalanceSheet,CashFlowandspecialpurposestatements
• Cash,accrualasbilledandfullaccrualoptions
• Budgetingattheprofitcenterortimekeeperlevelbyaccountbymonth
• Unlimitednumberofaccounts,entries,financialstatementformatsandsupportingschedules
• Abilitytoviewindividualaccountsonscreentoanalyzeortodeterminethereasonforanunusualchange
• Toolsthathandlerecurringtransactions,savingyoustepsandreducingerrors
LearnMore www.juris.com•888-393-1196
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PracticeManagement
GainMoreInsightintoTimeandExpenseswithJurisSuite
JurisSuitehelpsmanagingpartners,supervisingattorneysandtheirlegalteamsincreaseproductivityandper-partnerincome.ThesuiteconsistsofTimeandExpenseTransactionsandMySummary,alongwithJurisSuiteReporting,JurisSuiteBusinessIntelligenceandJurisSuiteBudgetingcapabilities.
JurisSuiteTimeandExpenseJurisSuiteincludestimetracking,reportingandmobilityoptionsforworkingattorneys.Italsodeliverssituationalawarenessintheformofacommandcenterthatallowsmanagersandteamstoseeanup-to-the-minute,easilydigestibleviewofcriticalinformation.
TheJurisHeatMappresentsaviewofbillabletimeversusplanatthetimekeeper,groupandfirmlevels,providingan“earlywarningsystem”againstleakageofbillabletime.
TheconfigurableHeatMapviewletseachfeeearnerknowcontinuallywheretheindividualstandsagainsttarget.
Preferacalendarview?Aquickclickandyourcalendardisplaysthehighlightsfortheday.Selectadayanddrilldowntoviewthedetails.Trackingandenteringtimeisasnapwhetheritisenteredonyourdesktopworkstation,enteredonyournotebookcomputer(onoroffthenetwork)orcapturedviayourmobiledevice.JurisSuiteTimeandExpenseTransactionsalsoincludesanautomaticcompliancefeaturethatpre-auditstimeentriesagainstclientmandatedrules.
YoucanuseJurisSuitewhetheryouareintheofficeorworkingremotely.TheCacheModeoptionconvertsdowntimeintoproductivetimebyallowingyoutouseJurisSuitewhendisconnectedfromthenetwork.
Be Ready With a Sound Audit TrailYou can be confident, knowing that Juris financial software securely tracks all transaction activities.
ConflictCheckingTheintegratedJurisdatabaseallowsreal-timeConflictSearchofyourmatterinformation.Setupoptionsletyouselectthespecificinformationtoincludeineachsearch.Yourselectioncanincludeclientandmatternames,addresses,descriptionsandnotecardsattheclientormatterlevelcontainingotherspecialinformationandmore.
Theconflictindexusesreal-timeinformationfromtheJurisdatabase.WhendataisinputtoJuris,itisavailableimmediatelyforuseinyourconflictsearches.Thereisnoneedtomaintaintwoseparatesourcesofinformation.
WhileJurisisonlyonesourceforconflictchecking,itwillplayanimportantroleinhelpingyourfirmavoidcostlyconflictsofinterest.A“singlesearch”searchesallselectedtypesofinformation.
Perform conflict searching in real time.
Juris HeatMap graphically represents billable time versus plan at the timekeeper, group or firm level.
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With just one of the customizable Business Intelligence dashboards, you can view your firm’s key profit drivers and drill down to view underlying reports.
JurisSuiteReporting
Measurement improves performance. Increase partner income with real-time, relevant information tailored for each individual at the firm.
JurisSuiteReportingprovidesalibraryof700+standardreports,includingtimekeeper,clientandfinancialanalysis,andapowerfulreportwriter.Thiscollectionincludesmostofthecommonbusinessmetricsusedbysuccessfullawfirmstoday.Jurisallowseachindividualatthefirmtodecideexactlywhatinformationtoview,howtoviewanduseit,andwhentoreceiveit.
Firmleaderscanviewfinancialperformanceacrossmultipleofficesandpracticeareas,regardlessofwheretheyarelocatedanddrilldowntodetailedinformationunderlyingthemanagementreport.
JurisSuiteisaboutdesigning,distributing,analyzingandmanagingreal-timeinformationforsounddecisionsandtimelyaction.
• Designnewreportsfromexistingreportsbyusinganyreportasastarter-template.
• Linkreportstogethertofacilitatecomplexdrill-downrelationshipsandanalysis.
• Use“Pivot-table”featurestoeasilymanipulatedata,changeparameters,andre-organizeandsortinformation.
• Protectsensitivefinancialinformationbyspecifyingstaffaccesslimitsbasedonfirmneeds.
• ExportcontentintoapplicationslikeMicrosoft®Excel®toallowforquickandeasyanalysis.
• Automaticallydistributereportstopredefinedrecipientsbasedonkeycriteriaorthresholds
TakeMoreControlwithBusinessIntelligence,BudgetingandCollections
JurisSuiteBusinessIntelligenceThedashboardviewprovidesasecurecommandcentergivingyouvisualinsightintofirmfinancialperformance,includingstaffutilization,outstandingreceivablesandfirm-specifickeyperformanceindicators(KPIs).Yougetafull,currentpicture,includingnotonlyinformationinthefirm’saccountingsystem,butalsopendinginformationthathasn’tbeenfinalizedandpassedtotheaccountingdepartment.
Lawfirmleaderstellustheyneedsituationalawareness—factsabouthowthefirmisdoinginrealtime—ratherthanreamsofprintedreportsdocumentingwhathappenedinthepast.Theyhaveaskedforinformationandtoolstohelpthemmaketherightdecisionsandachievefirmgoals.JurisBusinessIntelligencemakesreal-timeinformationeasytointerpretandbuildsuponthecapabilitiesofJurisSuiteReporting.BusinessIntelligenceincludes:
• Acustomdesignerthattransformskeyreportingandbusinessmetricinformationintopowerfulvisualsor“dashboards,”whichcanbemadeupofgraphs,chartsandrange-basedimagesrepresentingfirmgoals.Youcanevenplacereportswithdrill-downonadashboard.DashboardscanbetailoredtopracticegroupsandviewedfromanInternetbrowser.
• Apowerful“alert”featuretriggeredbyrulesorexceptionsthatyouset,creatinganautomaticcall-to-actionrelatedtokeybusinessmetrics.
LearnMore www.juris.com•888-393-1196
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PracticeManagement
Budgeting enables your firm to build more complex budgets and incorporate the details in custom reports, dashboards and key performance indicators/metrics.
JurisBudgetingJurishelpsyouplanfirmperformanceandmovebeyondspreadsheetstoachievefaster,moreaccurateandmorecomplexfinancialbudgetingthat’sorganizedbyclient,matter,timekeeper,GLorsub-account.Firmswithfixedfeesandalternativebillingarrangementscantailorbudgetstomaintainprofitability.Toplanforgrowth,firmscansettargetsforindividualtimekeepers,teams,practiceareasandoffices.
BuildinguponthereportingandalertcapabilitiesprovidedthroughJurisBusinessIntelligence,JurisBudgetingprovidesthesecapabilitiesandmoretohelpyoumakesounddecisions:
• Useaspecializedtoolforintegratedactualstoincreaseyourspeedandaccuracywhilemaintainingflexibility.UseyourGLstructure,aswellasactualdatafrompriorperiods,andthenapplymultiplespreadmethodstoforecastchangesineachGLaccount.
• Importfrommostcommoncostcapturesources(copiers,scanners,etc.)andimportpayrollexpensedatafromADP®andothervendors.
• Createclient/matterandindividualtimekeeperbudgetsandreportonrelatedtasksandexpensesforinsightintoproductivity.
• Createmultiplebudgetversionstoaccountforrevisions.Youcanvieworcustomizebudgetreportsandcreatealertslettingyouknowbeforeyouexceedbudgetedamounts.
• MoveeasilybetweenBudgetingandExcel.
JurisCollections(AvailableSoon)
UseJuristomanagethecollectionprocessinawaythatrespectseachclientrelationshipandstatus.
• Stayontopofclientswithpaymentprograms
• Runreportstohighlightproblemclients
• Createandsendnoticesandlettersconfiguredtodifferentstagesincollectionscycleeitherelectronicallyorbypapercopy.
FindModelResourceswithLexis®OnlineMarketplaceJurissubscribershaveaccesstoLexisOnlineMarketplace,aresourceforadditionalcontentincludingreports,billingformatsandbillingcompliancerules.
Juris Software and Support OptionsThe cost-effective Juris subscription model provides your firm with ongoing product upgrades, technical support and training—all for one monthly payment. You benefit from predictable payments and minimal upfront costs.
Depending on firm needs, you can choose theStandard Subscription Packagefor billing, accounting, disbursements, time and expense entry, marketplace tools and the Gold Support Plan or thePremium Subscription Package,which also provides reporting, business intelligence, budgeting and a collections module (available soon), as well as extra marketplace content.
You can also upgrade to the Platinum Support Plan for technical support with no set limits, plus additional report assistance.
In addition, you can accelerate cashflow and reduce the total cost of e-billing through the Juris relationship with eBillingHub(additional fees apply).
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LexisNexis, Lexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Juris is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Time Matters is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Other products or services may be trademarks or registered trademarks of their respective companies. © 2010 LexisNexis, a division of Reed Elsevier Inc. All rights reserved. LPM00572-0 0910
BeConfidentwithProfessionalServicesandSupport
Get the Services You NeedOur professional services specialists work with you to ensure a smooth transition to Juris.
WithJurisProfessionalServices,youbenefitfromexpertconsultantswithexperiencespecifictothelegalprofessionandacommitmenttoeachcustomer’ssuccess.Ourapproachhelpsspeedyoursmoothimplementationandeasethelearningcurveassociatedwithasoftwarechange.
ImplementationWithyourparticipation,approvalandsupport,wehelpyourfirmcompleteanefficienttransition.
• OurteamworkstounderstandhowyourfirmoperatesandthenhelpsyouconfigureJurisforyourenvironment.
• Wetrainyourstaffonstepstoensureminimallossofproductivityduringthetransitionandsuggestindustrybestpracticestooptimizeyoursuccess.
TrainingThroughLexisNexis®University,youcanrequestJuristrainingdeliveredinawaythatmeetsyourteam’slearningneeds.Self-paced,onlineindividualorgrouptraining,liveclassroomtrainingandone-on-oneconsultingareallavailable.
LexisNexis2000RegencyParkwayCary,NC27518NewCustomersPhone:888-393-1196CurrentCustomersPhone:888-613-0256E-mail:jurisinfo@lexisnexis.comWebsite:www.juris.com
DataConversionThedataconversionteamextractsinformationfromyourcurrentsystemandmovesittoJurisinalogicalandprecisemannersoyouwillbeabletoviewyourhistoricaldatafromJuris.
CustomDesignJurisprofessionalscreatefirm-specificreports,dashboards,alertsandmetricstomeetyourneeds.
AnalysisandStrategicPlanningJurisconsultantsuseprovenprocessesandcustomizedplanningtohelpyourfirmgetupandrunningwithminimaldisruptiontoyourbusiness.
CountontheGoldorPlatinumSupportPlanAfterimplementation,we’llstandbyyouwithongoingsupport.
TheGoldSupportPlanisincludedinyoursubscription.Itincludesfivehoursofaccesstotechnicalsupportorreportmodificationpermonth.Subscribersmaycarryforwarduptofiveunusedhourstothenextmonthforamaximumoftenhoursinanygivenmonth.
Ifyoursupportneedsaregreater,youcanupgradetothePlatinumLevel,whichprovidestechnicalsupportwithnosetlimits,aswellasadditionalreportassistance.
Telephonetechnicalsupportisavailablefrom8a.m.–8p.m.EasternTime,MondaythroughFriday(exceptonLexisNexiscompanyholidays).
To learn more, go to www.juris.com or call 888-393-1196.
PracticeManagement
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