You may register for an individual class or the Bundle to take the entire curriculum.
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.
Making the Most of Time and Expenses
Unsure where to start with entering your time and expenses? How can one accurately enter time when lawyers use timers, submit paper dockets, or worse yet, never come in the office at all?
“Making the Most of Time and Expenses” will address those concerns so the next time someone asks for reports on expenses, what to bill, and what the mobile lawyer has been doing with his time, the results can be produced fluently. This session will cover the following topic areas:
• Preparing settings pertaining to time and expenses
• Modifying Explanation and Task codes
• Posting Time & Fees
• Importing Time From Third Party Applications
• Recording Expense Entries
• Correcting Time Using the Register
• Establishing Recurring Entries
• On the Fly with Mobility
I’m Off to the Bank
Handling the finances is more than just writing checks and cashing receipts. From setting up accounts, following multiple sets of procedures, creating deposits, and making sure all vendors are paid on time: If you are new to this process, finding out what you have to do and maintaining accuracy is critical.
“I’m Off to the Bank” provides structure around these scenarios, using the following topic areas:
• Preparing for Banking
• Making General Bank Transactions
• Making Trust Bank Transactions
• Creating Deposit Slips
• Tracking Accounts Payables
Note: Receive Payment is covered in the All Bills, Great and Small lesson
All Bills, Great and Small
Billing in law firms is a multistep process that can involve countless adjustments before bills even leave the office. Just some of these actions include: marking expenses up, marking fees down, moving trust over, anticipating disbursements, and creating split bills, contingency bills, and quick bills. Additionally, when dockets are submitted late, you have to Undo Bill and start all over again. Finally, once the bill is issued, you have to manage collecting the amount owed. “All Bills, Great and Small” provides solutions to these issues using the following topic areas:
• Preparing for Billing
• Creating Pre-bills and Bills
• Undoing Bills
• Examining BillFlow Manager
• Receiving Payment
• Past Due Notices
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
Which Report Do I Look At First?
With over 80 standard reports available in PCLaw to view and modify, it’s possible to become so overwhelmed by the deluge of metrics that you lose track of what you were looking for in the first place. Knowing where to start, how to organize your options, and seeing the big picture is essential in maximizing your use of any product.
"Which Report do I look at First" will give you a more holistic view or the reporting functionality in PCLaw using the following topic areas:
• Breaking down the reports in PCLaw
• Common Report Features
• Examining the Primary Journals in PCLaw
• What are the Main Client Based Reports
• The Best Accounts Receivables and Productivity Reports