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4 PCLaw User Tips from Legal Tech Consultants  

4 PCLaw User Tips from Legal Tech Consultants

One of the good fortunes among the law firm practice management business at LexisNexis is an ecosystem of technology consultants.

Many of these people have years of specialized knowledge and experience designing and implementing technology solutions for law firms – and have completed a certification process for LexisNexis software.  In some cases, many of them are also lawyers and have paid dues in a law firm, which provides an implicit level of understanding.

Many of these consultants speak at industry conferences, pen contributed articles for trade publications, or maintain their own blogs:

We recently reviewed a long list of contributions from our consulting community and have listed four solid technology tips specific to the LexisNexis® PCLaw® practice management software.

1. How to email invoices in the PCLaw program. 

“As firms try to save money and get paid more quickly, emailing invoices is becoming more common. A smooth process for emailing invoices is critical,” writes Caren Schwartz | 35-45 Consulting Group, LLC. “With PCLaw v14, the process has been significantly improved, in fact this is the main focus of the new version.”

Source:  PCLaw v14 – Save time in Emailing Invoices and more from Time & Cents. Browse her PCLaw category for additional tips.

2.  How to use the PCLaw phone manager.

“PCLaw is well-known for its comprehensive matter-centric approach to time and cost tracking, billing, and accounting. But if you’re using it for all that, why stop there?” asks Dana Reil “Recent versions of the program have seen improvements in what are called “Front Office” functions.  In future articles about PCLaw, we plan to reveal some of the not-so-hidden gems. One of them is the Phone Call Manager.”

Source:  Using the Phone Call Manager in PCLaw from Eastern Legal Systems.  Ms. Reil has also provided “Feature Friday” webinars with LexisNexis on the PCLaw program; recordings and slides can be found here.  She also maintains a PCLaw category with additional tips.

3.  How to void a check after closing a month or matter.

“Here is the scenario: You cut a check in PCLaw that is attached to a matter. You then close the case, close the matter, and close the month. 3 months later as you are doing your Bank Reconciliation, you realize that the check was never cashed and you need to void it. However, you have already closed the matter and the month and don’t want to reopen them.”

Craig Bayer of Optiable provides a wealth of “how to” content on his Obtiable blog – and he uses a healthy dose of screenshots to, as in this case, show you how to “create a GL Account to deal with situations like that.

Source:  How to Void a Check in PCLaw that is attached to a Matter from Optiable.  Mr. Bayer also maintains a PCLaw category and has participated in interviews for this blog: Legal Tech Briefs:  Law Firm Practice Management Tools.

4. Using the PCLaw “quick timer” to enter time.

“For most new installs, finding the Quick Timer maybe tricky. From your Start menu, navigate to the LexisNexis > PCLaw folder and select Quick Timer… Better yet, for windows 7 users, right-click on that icon and pin it to your taskbar or send it to your desktop for easy access.”

Consultant Colleen Heine also use screenshots to demonstrate how to use this feature.

Source:  Entering Time in PCLaw Using the Quick Timer from Accellis Technology Group.  The group also maintains a PCLaw category amid a range of other content categories.

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Law firms interested in tapping consultant can easily find one nearby by searching our database of Certified Independent Consultants.

The LexisNexis professional services group also provides PCLaw tips on the LexisNexis University Blog and additional online resources include product literature, case studies and webinar recordings.

Those new to the product but interested in a closer look can schedule a live product demonstration at a time of your choosing.

If you enjoyed this post, you might also like:
8 Legal Tech Tips for Small Law to Level the Playing Field 

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About Frank Strong

Frank Strong
Frank Strong is the communications director for the LexisNexis software division located on NC State’s Centennial Campus in Raleigh. In this capacity, he leads communications efforts in support of software products for law practice and law department management and also litigation tools – across large law, small law and corporate counsel segments. With more than 15 years of experience in the high-tech sector, Strong previously served as director of public relations for Vocus, which developed marketing, PR and media monitoring software. He has held multiple roles both in-house with corporations, ranging from startups to global organizations, and has also endured the rigors of billable hours, having completed gigs at PR firms including the top 10 global firm Hill & Knowlton. A veteran of two year-long deployments, Strong has concurrently served in uniform in reserve components of the military for more than 20 years, initially as an enlisted Marine and later as an infantry officer in the Army National Guard. Strong holds a BA in Film and TV production from Worcester State University, an M.A. in Public Communication from American University, and an M.B.A. from Marymount University. He is a PADI-certified Master Scuba Diver and holds a USPA "B" skydiving license.

Yes it is true that technology has given new height to law firms. Since keeping a track of cases or any loose end is no longer a tedious of hectic task to be handled. Also financial factor is also closely scrutinized through usage of modern technologies.