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18 Sep 2019
User Conferences (Part 2): Make the Most of your Time
Amy Nelson; Learning Experience Principal; CounselLink: So, you are going to a User Conference! Let's chat about making the most of your time at the conference. Here are some tips to maximize your time out of the office: Turn on your Out of Office This seems simple doesn't it? We all know that it is not easy to really be OOO. We are all VERY connected, it is hard to be unreachable, so make the extra effort...
10 Sep 2019
Keeping Data Safe: The 3-2-1 Rule for Data Backup in Disaster Recovery
Chris Kennedy; Consultant; Juris Professional Services: Guess what’s next in tech? October is Cyber Security Awareness Month! What better way to prepare than ensuring your bread-and-butter database that you work in every day is backed up properly and can be restored with current, uncorrupted data if disaster strikes. When was your last database backup? If you are searching through emails and contacting your...
30 Aug 2019
Why Do I Need an Expert?
John Drury; Consultant; InterAction Professional Services: If you are like most ambitious people, you might feel like you can tackle any task by yourself, right? Think again. A simple example: I recently went out to the garage and pressed the garage door opener, expecting the door to slide up as it always does. It came up about a foot when the motor started making a horrible sound. I pressed the button again and...
13 Aug 2019
Optimizing Savings through Prompt Pay Discounts in CounselLink Part 2 - A Look at the Law Firm Side
Kris Satkunas; Strategic Consulting Director, and Stephanie Beck; CounselLink Professional Services Manager, LexisNexis: In our last post , we reported on the use of prompt pay discounts by CounselLink customers. We found that 26% of customers take a prompt pay discount with at least one of their law firms, and we made 3 recommendations: Arrange for prompt pay discounts with as many law firms as possible. Negotiate...
2 Aug 2019
User Conferences: Why Should I Go?
Amy Nelson; Learning Experience Principal; CounselLink: I just recorded a video to promote our User Conference. When I sat down to film, my prompt was simple: Why should someone attend a User Conference? After filming the short video, I continued to think about the question. I quickly realized that a 60 second video did not expand on all the benefits of a User Conference. Luckily, we have a blog site, so I have a...
12 Jul 2019
Optimizing Savings through Prompt Pay Discounts in CounselLink
Kris Satkunas; Strategic Consulting Director, and Stephanie Beck; CounselLink Professional Services Manager; LexisNexis: Virtually every legal department is under pressure to reduce and tightly manage costs. And for most legal departments, outside counsel spending represents a very large portion of that cost. In addition to enforcing the billing of approved timekeeper hourly rates or alternative fee arrangements,...
10 May 2019
Adoption, It's More About the End Users than the Product Itself
Danielle Splendore; Project Manager, LexisNexis: What makes new software valuable? It’s a simple answer when you really think about; the usage. You could purchase the most praised and highly sought-after software, but if your users fail to adopt the software, the return on investment can be alarming. Organizations often find themselves in this pitfall – they assume that because the software is widely...
11 Apr 2019
CounselLink Fun in a Virtual World - How to Host your own Virtual Team Scavenger Hunt via WebEx
Kelley Howell, Consultant Manager, LexisNexis: There are pros and cons of being a virtual employee here at LexisNexis CounselLink. You can’t beat having a zero mile commute and working in your pajamas all day, but some of us miss the personal connections made by being in the office. It’s also hard not being able to team build or have lunch meetings on a regular basis – sure, we meet by video conference...
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...