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11 Mar 2019
Plan A, Plan B, Plan C: Do you have a plan in place for your data?
Kris Bochat, Senior Consultant, LexisNexis: “A-B-C, easy as 1-2-3” … at least that’s what the Jackson 5 used to say. Greetings, fellow CRM owners. In today’s CRM environment, we see a lot of clutter within our databases. We have contacts that date back to the first day we started, or we have never talked to, or now have no way of talking to. In my last blog post, I spoke to “ saying...
11 Feb 2019
RAMP up your AMP!
Duane Cary, Senior Trainer for Time Matters, PCLaw, Juris, and CounselLink, LexisNexis: In 2019, LexisNexis® introduced a couple of new add-ons for those Time Matters® and PCLaw® users who have an Annual Maintenance Plan, also known as the AMP. These new programs are called AMP + and Weekend Support. Since many of you may not be aware of these programs, I thought I would use this blog post as an introduction...
9 Jan 2019
InterAction SSRS Reports Q&A
John Leininger, Senior Technical Consultant, LexisNexis: Starting in October 2017, LexisNexis began supplementing InterAction’s out-of-the-box reports with a new collection of specialized reports created with SQL Server Reporting Services. This article discusses some of the questions that have been posed by our customers. The collection of SSRS reports that are available on the InterAction support site are...
20 Sep 2018
How My Social Work Degree Prepared Me for Law Firms
Drew Sammeth, Client Educator, LexisNexis: As happens for so many, I did not stay in the field for which I went to school. While not entirely intentional, my social work career was short as I fell into the corporate world through a ‘temp’ job between gigs. One thing led to another (as also happens for so many), and I landed a CRM job at a law firm administering InterAction. Now almost 12 years later, I’m...
27 Aug 2018
To Purge or Not to Purge
Kathy Baker, Consultant, Juris Professional Services, LexisNexis: That is the Question! And the answer is NO! There’s been a considerable amount of discussion from Juris users about purging transaction batches or not, and what happens if I purge transaction batches. Some users think that if they purge old batches, it will improve the overall system performance and reduce the size of the Juris database, thus...
24 Aug 2018
Why Isn’t My Client Integration Working?
John Leininger, Senior Technical Consultant, LexisNexis: Welcome to the InterAction blog! My name is John Leininger. I’ve worked with firms developing client integrations since I joined LexisNexis in 2007. I also provide other technical services such as reporting and data conversions. For almost two decades, LexisNexis Consulting Services has been helping our clients add valuable information to their InterAction...
30 Jul 2018
"SQL for Beginners" How Juris Users Can Easily Extract Data from the Database
Kathy Baker, Consultant, Juris Professional Services, LexisNexis: SQL (Structured Query Language) is a database management language for relational databases. SQL uses a variety of statements and clauses to get information out of databases; such as: SELECT statements to select the fields of data you want to extract WHERE clauses to filter data ORDER BY clauses to sort data GROUP BY clauses to group data together...
16 Jul 2018
The Role of Billing Timekeeper
Stan Graham, CPA, Juris Senior Consultant, LexisNexis: What does it mean to become a Billing Timekeeper? What is a Billing Timekeeper? How do I or did I become a Billing Timekeeper? While not all law firms use the name Billing Timekeeper, it is a name that Juris and most Juris users use to describe the attorney that is responsible for a Matter and responsible for reviewing the client’s Bill or Invoice. Some...
26 Jun 2018
Saying goodbye to an old friend – Data cleanup in the world of GDPR and data privacy laws.
Kris Bochat, Senior Consultant, LexisNexis: Let’s be honest for a second. When I sit down and think about a CRM system, the first criticism that always comes up is data quality. Why don’t I have good user adoption? Bad data! Why am I not successful reaching new prospects? Data quality!! Where do I spend most of my free time? Maintaining data quality!!! Is data quality really the problem though, or is the...
14 Jun 2018
My computer is talking to me!
Duane Cary, Senior Trainer for Time Matters, PCLaw, Juris, and CounselLink, LexisNexis: This is a true story. Only the names have been changed to protect the embarrassed. A friend of mine, I will call her Betty, was using her computer and doing online research for a client. Suddenly, her computer screamed at her “WARNING! Your computer has contracted a virus! Contact us immediately!” Not just a pop-up...
30 May 2018
White Paper - Protecting Firm Assets
Stan Graham, CPA, Juris Senior Consultant, LexisNexis: Many law firms are unwittingly placing an amazingly low priority on safeguarding their assets. If you were to ask them, they would probably say that it is not so. But the reality is that their behavior is often inconsistent with the Best Practices of Protecting the Firm’s Assets. There are four primary reasons for this: They believe the likelihood of...
15 May 2018
Empowering Legal Marketers to be Technology Thought Leaders
Drew Sammeth, Client Educator, LexisNexis: Legal marketing is a beast… so much so that there are local, regional and national organizations specifically aligned to the legal marketing and technology marketplace. These organizations bring like-minded professionals together, providing atmospheres for networking, brainstorming and collaboration. For many, these gatherings are also a place to see the newest innovations...
7 May 2018
Searching for Time? CounselLink Delivers
Amy Nelson, Learning Experience Principal, LexisNexis: Who doesn't love a tool that fills more than one need? Just like the Swiss Army Knife and the Insta-Pot, CounselLink Search is a multitasker. Of course, you can enter a keyword to find a matter, invoice or law firm, but search can do so much more. Search can speed up your day, increase your efficiency and help you gain perspective on your data. Speed up your...
25 Apr 2018
When It Comes to Enterprise Legal Software, Change Doesn’t Have to Be Hard
Donna McCoy, Director, CounselLink Professional Services, LexisNexis: User adoption with your enterprise legal software got you stumped? In the world of enterprise legal software, many companies evaluate metrics like ROI, process automation and optimization, and reporting capability when making a vendor/software selection. With all of that to consider, the ease of user adoption often takes a backseat during the software...
24 Apr 2018
Making Jaspersoft Ad Hoc Reports Sing and Dance
Terry J. Davis, Sr. Technical Consultant, LexisNexis:
16 Apr 2018
Exploring User Configurable Data Fields
Kelley Howell, Consultant Manager, LexisNexis: We have many training sessions, online videos and help and of course conferences and they all include the ever popular topic of gathering data, creating custom data fields and reporting on it all. Let’s start off from the beginning; how do you know or decide what custom fields to add to your matter screen? The best advice we can give is to begin with the end in...
30 Mar 2018
Is Your Firm on the Road to Readiness for GDPR? This 10-Step Action Plan Will Help
Maggie Hepburn, Learning Experience Principal, LexisNexis: Ready or not the May 25th General Data Protection Regulations deadline is right around the corner. Whether you’re just scratching the surface on a plan to tackle requirements or putting final touches on your strategy, there are 10 key steps your firm can take to simplify GDPR compliance efforts . These steps are proven successful across many organizations—including...
26 Mar 2018
Time/Expense Entry Note Field
Kathy Baker, Consultant, Juris Professional Services, LexisNexis: While inputting your time do you ever need to add an internal note on the entry as a reminder to yourself, the Billing attorney or the Billing staff? For example, “Bill at ½ Rate”, “Include travel expense receipts “, “Mark down to x hours”, “Split with Matter XYZ”, “Bill at No Charge”...
22 Mar 2018
Top 5 Areas Mid-Sized Firms Should Prioritize 2018 Marketing Budgets
Meghan Frank, Senior Marketing Manager, Enterprise Software Solutions, LexisNexis: Last year was filled with economic uncertainty for those in the legal field. Legal consultancy firm Major, Lindsey & Africa published a study that forecasts this uncertainty will carry over to 2018, along with increased pressure for firms to drive down costs and boost productivity. While the study focuses primarily on large law...
27 Feb 2018
Learn Some, Think Some & Flush Often
Lauren Davis, Education Services Coordinator, LexisNexis: For the first 5 years of my career I was an elementary school teacher. I taught my students more than just reading, writing, and math. My students learned life lessons that also apply to adults in the business world. The book All I Really Need to Know I Learned in Kindergarten highlights simple life lessons that maybe some of us forget from time to time. Such...
1 Aug 2017
Juris “Matter Status/Lock”
Kathy Baker, Professional Solutions Consultant, Juris, LexisNexis: On the Matter Code tab there are two options for Status and Lock. Both fields can be used to limit the ability of users to enter new transactions on the Matter. Both fields are self-...
25 Jul 2017
The Newly Implemented PMO at LexisNexis
Briley Hussey, Associate Project Manager, LexisNexis: As LexisNexis experiences growth, and an intake in higher caliber clients – implementing a successful Project Management Office is imperative to the success of the business and onboarding of...
20 Jul 2017
InterAction IQ and Data Minder: a Revolution in Data Quality
Maggie Hepburn, Learning Experience Principal, LexisNexis: So I was reading this article called, “ The Price You Pay for Bad Data ” by Leslie Nienaber. Though her focus is on waste and inefficiencies in direct mail (I get it….how man...
10 Jul 2017
The Power of Owners & Target Dates
Dave Stalsbroten, Senior Project Manager, LexisNexis: “Shoot for the moon – even if you miss, you’ll land among the stars.” – Norman Vincent Peale We’ve all heard about the power of goal setting, yet it’s eas...
14 Jun 2017
Elena Cutri, Director, Education Services, LexisNexis: Organizations plod through a range of intense changes, from corporate reorganizations to new software implementations to quality-improvement projects. Most rely on strong project managers to stee...