Juris Core Fundamentals - Virtual (November 2019)


CLASS: Juris Fundamentals—Firm Administration
November 4, 2019: 1-4pm ET

Everyone needs a place to start. You are now responsible for the setup and maintenance of firm settings and in Juris Core. As an administrator or accounting manager, the firm relies on you to maintain accurate records, set up new accounts, and complete bank reconciliations. This live, instructor led session will cover aspects of Juris Core that help streamline administration tasks while maintaining 100% accuracy.

Topics Include:

Firm Setup (1 hour/30 minutes)
• Maintaining User IDs and Passwords
• Forwarding Accounting Years/Periods
• Overview of Firm Settings

Accounting Setup (30 minutes)
• Creating G/L Accounts and Subaccounts
• Setup of Bank Accounts

General Ledger Transactions (1 hour)
• Creating Journal Entries
• Completing Bank Reconciliations
• Understanding the Client Trust Account Workflow

Juris Administrators and Accounting Managers who are responsible for the maintenance of firm and accounting settings

CLASS: Juris Fundamentals—Organization Management
November 5, 2019: 1-4pm ET

As they say—“You reap what you sow.” This is especially true in Juris. Your firm relies on you to report on important metrics like Practice Classes, Personnel Types and Offices. And your clients rely on you to create accurate fee and expense schedules for billing. This live, instructor led session will give you the power to setup the right data in Juris and accurately report on it.

Topics Include:

Organization Setup (1 hour)
• Maintaining Offices
• Personnel Types and Timekeepers
• Practice Classes

Juris Codes and Schedules (1 hour/10 minutes)
• Creating Juris Codes
• Setup of Fee and Expense Schedules

Reporting Overview (50 minutes)
• Overview of Reporting in Juris
• Overview of Reporting in Juris Suite

Juris Administrators and Accounting Managers who are responsible for the maintenance of data tables and reporting

CLASS: Juris Fundamentals – Accounts Payable
November 6, 2019: 1-4pm ET

Your firm just hired a new supply company, and you are in charge of managing their invoices and payments. Juris makes adding and managing vendors simple by allowing for easy payment of invoices that are received by the firm no matter if the payment is ad-hoc or scheduled. Vendor inquiries can be run to identify resolutions for vendor discrepancies. And finally, Juris allows for easy check management no matter what the reason, even impromptu payments. This live, instructor led session will give you the knowledge necessary to easily manage all functions around A/P.

Topics Include:

Vendor Setup (1 hour)
• Creating Vendor records
• Vendor Inquiry

Payment Vouchers (1 hour)
• Firm Expense and Client Cost Advance Vouchers
• Scheduling Recurring Vouchers

Check Management (1 hour)
• Printing and Posting Checks
• Voiding Checks

Accounting Managers and A/P Clerks who are responsible for vendor setup and check management

CLASS: Juris Fundamentals – Accounts Receivable
November 7, 2019: 1-5pm ET

Your firm just took a case for a new client, and you need to manage their accounts receivable activity. Juris makes this process streamlined by easily performing conflict inquiries before creating new client/matter records. Once the work begins, Juris allows time and expenses to be tracked and cash receipts to be recorded in order to create accurate bills. This live, instructor led session will cover the functionality available to take the pain out of managing A/R.

Topics Include:

Client/Matter Intake (1 hour/30 minutes)
• Conflict and Client/Matter Inquiry
• Creating Clients, Matters and Billing Addresses

Time and Expense Management (1 hour/15 minutes)
• Creating Time Entries in Juris Core (not Juris Suite)
• Creating and Importing Expense Entries in Juris Core (not Juris Suite)
• Finding and Posting Time and Expense Entries for Billing

Cash Receipts and Credit Memos (1 hour/15 minutes)
• Recording Cash Receipts
• Creating Credit Memos

Accounting Managers and A/R Clerks who are responsible for client/matter intakes, time and expense management and cash receipts

CLASS: Juris Fundamentals – Billing
November 8, 2019: 1-4pm ET

Do you want to streamline your bill editing and distribution? Juris can help you organize the process by gathering posted transactions that fall within a defined range and then allowing the user to make edits. From there; printing, generating e-billing export files and posting the bills is easily accomplished using the sequential options available from Juris. Participants will leave this live, instructor led session confident in their ability to manage the billing process for their firm using the Juris tool.

Topics include:

Prebill Editing (1 hour/30 minutes)
• Selecting and Printing Prebills
• Editing Prebills

Bill Processing (1 hour/30 minutes)
• Emailing and Saving Copies of Bills
• Overview of JurisBX for Electronic Billing
• Printing and Posting Bills
• Printing A/R Statements

Accounting Managers and Billing Clerks who are responsible for prebill editing and bill processing Juris
*CLE hours may be available based on state and timeframe. Please contact LNTraining@lexisnexis.com if you are interested.