You have been tasked with getting your firm’s collections under control and are a bit overwhelmed. Did you know that the Juris Suite Collections Module was designed to make the collections process flow smoothly? The Juris Suite Collections Module helps professionals quickly identify past due clients, track and document all communication with said clients, as well as produce communications for all past due clients simultaneously using defined filters. Participants will leave this live, instructor led, session with actionable knowledge around what the Juris Suite Collections Module can do for your firm collections process.
Topics Include:
Why Juris Collections? (10 minutes)
• Discussion on how the Collections module will manage A/R issues
Setup (20 minutes)
• Juris Setup
• Juris Suite Admin Setup
• Juris Suite Collections Module Setup
Analysis (30 minutes)
• Accessing the Analysis Tab
• Opening Collections Details
• Generating Pending Communications
Communication (45 minutes)
• Emailing Collection Letters to the Client or Billing Timekeeper
• Printing Collection Letters
Reports (15 minutes)
• New Collection Reports
• Copying and Editing a Collection Letter Template
Audience:
Juris Administrators, Accounting Managers and A/R Clerks responsible for collecting outstanding client balances
*CLE hours may be available based on state and timeframe. Please contact LNTraining@lexisnexis.com if you are interested.