You may register for an individual class or the Bundle to take the entire curriculum.
Please click here to view the Bundle.
What’s The Matter? Case Management Simplified
Are you being asked to enter matters into PCLaw but are unsure where to begin? This first step is critical to make sure your matters are setup correctly regarding the difference between clients and matters, how lawyers fit into the process, and verifying key information.
“What’s The Matter? Case Management Simplified” will focus on laying the foundation for maximizing the use of PCLaw by answering these questions and more, using the following topic areas:
• Navigating PCLaw
• Preparing settings pertaining to matters
• Adding lawyers and their rates
• Creating Clients
• Adding Matters
• Managing Matters
• Producing the Matter List
Note: The Matter Manager > Billing tab is covered in the All Bills, Great and Small lesson.
PCLaw Accounting Made Easy
For those that are not CPAs, accounting can make one’s head hurt from just the mention of financial statements. However, you must decide on what Accounting Method you should be using, organize all the General Ledger accounts, create budgets, oversee credit cards, and manage payroll. In addition, what happens if the reports in PCLaw are not enough?
“PCLaw Accounting Made Easy” will teach you how to manage these issues and answer your questions using the following topic areas:
• Explaining Accounting in PCLaw
• Amortizing Mortgages
• What to do in Payroll
• Processing Credit Cards.
The Super Administrator
The buck stops at the Administrators desk! As a result, there is quite a lot of information firm administrators must know. This session will cover all the tasks administrators will be charged with on a regular basis including: setting the rules of security, creating users and defining their permissions, making external and internal backups, and making sure PCLaw is configured appropriately to suit firm needs. Participants will walk away from “The Super Administrator” with a complete understanding of these procedures using the following topic areas:
• Creating Custom Tabs
• Working With Template Editor
• Setting Security
• System Backup
• Data Management
• Cost Recovery