LexisNexis®
University

Session 7 - PCLaw 301: Pro Certification - Virtual (Sept 2019) (10/04/2019-10/04/2019)

Date
10/04/2019
Time
2:00pm EDT- 4:00pm EDT
Seats Available
12
Class Type
Virtual Training
Registration End
09/16/2019

Price $1,500.00

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Description

*You must register for the bundle and attend all 7 sessions. Individual sessions not available for registration at this time.*

Session Dates & Times
1. September 23, 2019; 1-4pm ET
2. September 25, 2019; 2-4pm ET
3. September 27, 2019; 1-4pm ET
4. September 30, 2019; 1-4pm ET
5. October 1, 2019; 1-4pm ET
6. October 3, 2019; 2-4pm ET
7. October 4, 2019; 2-4pm ET

Pre-class work
PCLaw Basics online instruction

Session 1: Admin topics
September 23, 2019: 1-4pm ET (3 hours)
• Groups and Users
• GL Accounts
• Backups
• Matter Tools
• Template Editor
• End of Month and Year
• Closing Matters

Session 2: Matters and Time Entry
September 25, 2019: 2-4pm ET (2 hours)
• Matter Settings
• Matters
• Matter Manager
• Client Reports
• Time and Fees
• Importing Time

Session 3: Costs, Receipts, and Deposits
September 27, 2019 1-4pm ET (3 hours)
• Hard Costs
• Accounts Payable
• Trust Banking
• Receipts and Transfers
• Recurring Entries
• Deposit Slips

Session 4: Billing
September 30, 2019: 1-4pm ET (3 hours)
• Getting Ready to Bill
• Billing
• Invoice Email Queue
• Additional Billing
• Receiving Payments
• Past Due and Interest

Session 5: Accounting
October 1, 2019: 1-4pm ET (3 hours)
• Accounting
• Financial Statements
• Budgeting
• Bank Rec
• Month End reporting
• Adjusting Entries
• Payments and 1099

Session 6: Documents
October 3, 2019: 2-4pm ET (2 hours)
• Document Settings
• Documents Manager
• Adding Docs
• Precedents
• Email

Session 7: Calendar and Clients
October 4, 2019: 2-4pm ET (2 hours)
• Calendar Settings
• Calendar
• Client Intake
• Time Entry Advisor

Post Class
Private follow up Q&A with trainer.