If you’ve been using Juris and Juris Suite to set up clients, record time, post cash receipts and run conflict/client inquiries for any length of time, you will come across tricks and tools that make your daily processing easier. Come to this 2-hour Instructor-led session designed to evoke a tips and tricks discussion among participants. AR best practices will be shared by the Instructor to help improve efficiency, and hands-on practice of those tips also be incorporated. Topics include:
Client/Matter Setup
- Locating Clients and Matters
- Propagate Changes
- Billing and UDF Fields
- Notecard Templates
- Clients for HR and Prospects
Time and Expenses
- Preferences
- “Up One Level” To Post
- Juris Suite- Compliance Rules
- Juris Suite- Customize Grid
- Juris Suite- Active Matters Only
Cash Receipts and Credit Memos
- Enter Only The Bill #
- Cash Wizard
- Zoom
- Deleting Fields vs. Rows
- Recover a Write-Off
Client/Matter and Conflict Inquiries
- Client/Matter- Check # in Payor Field
- Client/Matter- Sort, Export, View Bill and Timekeeper Options
- Conflict Inquiry- Boolean Logic
- Juris Suite Client/Matter- Additional Features
- Juris Suite Conflict- Additional Features