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					2010 Practice Management
Annual Conference




        PCLaw® Office Efficiency Tools –
          Calendaring, Phone Call &
           Document Management
                       Presented by:
                      Deborah Schaefer
                           DJSCPA@optonline.net
                              (203)915-0950
2010 Practice Management
Annual Conference
                           Practice Management

   • Matter Manager
   • Calendar
   • Phone Call Manager
   • Document Manager
     – Documents
     – Email
   • Contact Manager
   • Outlook Integration
2010 Practice Management
Annual Conference

                                                         Objectives
   • Setup Calendar for timekeepers and staff to use
   • Schedule appointments and to dos
   • Display day, week, or monthly views for specific timekeepers
   • Set up recurring appointments that occur on a regular basis
   • Utilize Phone Call Manager to track phone calls and messages
     taken, as well as notify PCLaw® users that messages are waiting
   • Transform received messages into to do’s on the Calendar, and post
     these items as billable time entries on the Client Ledger
   • Navigate the different tabs of Document Manager, and add or
     modify documents in PCLaw®
   • Manage documents associated with matters and contacts
2010 Practice Management
Annual Conference
                                                     Set-Up


                           System Settings, Front
                           Office Tab

                           Turn On Calendar, Phone
                           Call Manager, Document
                           Manager

                           Document Type
                           Default Settings
2010 Practice Management
Annual Conference
                                                      Set-Up
                    Workstation Settings – Calendar
                    and Document
                    Be sure indexer is running on
                    Server
2010 Practice Management
Annual Conference
                                              Set-Up



                           Connection Settings
                           Store Password
                           Enable Connection to
                           Windows Explorer,
                           Internet Explorer and
                           Microsoft Word,
                           WordPerfect (if
                           installed)
2010 Practice Management
Annual Conference
                                                   Set-Up

                    Lawyers and Rate List. Use
                    Calendar must be checked for
                    timekeeper using calendar
2010 Practice Management
Annual Conference
                                                                Set-Up
                  Appointment Codes, Holidays, Location Codes
                  should be customized
2010 Practice Management
Annual Conference
                                              Calendar

   •   Appointments, To Dos
   •   Linked Dates
   •   Recurring Entries
   •   Convert Calendar entry into a time entry
   •   Interface with Outlook
   •   Time Tab
   •   Calendar entry associated to matter
   •   Appointment Type and Location Codes
2010 Practice Management
Annual Conference
                           Calendar

   Whose                    Current
   calendar is              Month
   being shown



  Different
  views                    Appointments,
                           ToDos or Both




                            Open
                            Calendar
2010 Practice Management
Annual Conference
                                                   Calendar

                                   A




                   B       C               D   E
                           F               G

                    H          I   J       K

                                       L       M




                        N
2010 Practice Management
Annual Conference
                                         Calendar
   •   A - Description
   •   B - Matter
   •   C - Timekeeper
   •   D – Appointment Code
   •   E - Location
   •   F - Contact
   •   G - Task
   •   H – Due Date
   •   I – Reminder Date
   •   J – Start Time
   •   K – Duration, All Day
   •   L – To Do, Appointment, Private
   •   M – Priority
   •   N – Create Time Entry
2010 Practice Management
Annual Conference
                                                                 Calendar
      Recurring Calendar Entries




       Linked Dates
       - Series of appointments and/or to dos with a common theme.
       -Appointments can automatically be entered into the calendar
       based only on one appointment.
       - Create template for each type of linked events.
2010 Practice Management
Annual Conference
                                                             Calendar
               All appointments and to dos associated to a
               matter will be shown on the Events tab of
               Matter Manager
2010 Practice Management
Annual Conference

                                         Phone Call Manager

   • Phone Messages
      – Alert User when they have a message
   • Phone Calls
      – Receive
      – Originate
      – Notes
      – Contact/Person
      – Duration
      – Convert to Time Entry
2010 Practice Management
Annual Conference

                                            Phone Call Manager


  • Centrally track phone calls and messages
  • Messages are associated with a user or users within PCLaw,
    notifications of new messages appear on the user’s workstation.
  • Messages include the following details: Notes, Associated Matters,
    Related Contacts, Call Duration and Status.
  • Create Time Entry from Phone call.
  • Phone Calls include the following details: Matter, Contact(s)
  • Create To Do from Phone Call.
2010 Practice Management
Annual Conference

                           Phone Call Manager
2010 Practice Management
Annual Conference

                           Phone Call Manager
2010 Practice Management
Annual Conference

                                               Phone Call Manager
          All phone calls associated with a matter will
          be shown on the Calls tab of Matter Manager.
2010 Practice Management
Annual Conference
                                        Document Manager

   • Interface with Word or Word Perfect
       – Tool Bar Added
   • Directory Hierarchy
   • Documents are linked to matter
   • Indexer
       – Workstation Settings
       – Location – PLIDXR32
   •   Saving Documents
   •   Link Document to Contact
   •   Saving from other applications – Explorer
   •   Searching Capabilities
2010 Practice Management
Annual Conference
                                              Document Manager
        Document Manager is accessed on Practice
        Management Quick Step or from Pull down menu
        File, Document Manager
2010 Practice Management
Annual Conference
                                 Document Manager

   • Saving documents to PCLaw
      – In Word or WordPerfect




      – Explorer
2010 Practice Management
Annual Conference
                                             Document Manager




   • Any type of file can be saved through Windows Explorer
   • Multiple Documents can be saved to PCLaw in one step
      – Highlight multiple documents – Right Click
   • Documents can be added from Matter Manager,
     Document Tab or Document Manager – Add Doc
2010 Practice Management
Annual Conference
                           Document Manager




                            Screen used to save
                            documents in PCLaw
2010 Practice Management
Annual Conference
                                            Document Manager


   Searching all documents saved in PCLaw – Content, Title, Document
     Type
2010 Practice Management
Annual Conference
                                          Document Manager

   Searching from Documents Tab in Matter Manager
2010 Practice Management
Annual Conference
                           Document Manager
2010 Practice Management
Annual Conference
                                    Contact Manager

   •   Main Types – Client, Vendor, Contact
   •   Reports
   •   Export report to Excel
   •   Assign type
   •   Link to matter(s)
   •   Associate to Document, Email, Appointment
   •   Export to Handheld
   •   Labels
2010 Practice Management
Annual Conference
                                       Outlook Integration


   • What is linked
   • Configuration
       – Options, Connection Settings, Outlook
   •   Entry in Outlook Tasks folder
   •   Registry Entries
   •   Outlook Connection Manager
   •   Hand Held Devices
2010 Practice Management
Annual Conference

                        Additional Training Opportunities

   • For additional training opportunities, visit LexisNexis® University,
     where you may learn more about eLearning, eConsulting,
     Classroom, Anytime, and Just in Time Training class offerings.

   • Also available are an extensive network of LexisNexis® Certified
     Independent Consultants (CICs) who offer on-site training,
     installation, and maintenance of Practice Management software
     systems.
2010 Practice Management
Annual Conference




             Deborah J. Schaefer, CPA
            One Bradley Road, Suite 201
           Woodbridge, Connecticut 06525
                   203-915-0950
               djscpa@optonline.net
            www.deborahjschaefer.com

				
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