Lexis Feature Friday: How to use PCLaw Remotely

Feature Friday WebinarUsing PCLaw Mobility Functions

Craig Bayer

1/19/2011

2Business of Law Software Solutions – Practice Management

No Servers Needed

With PCLaw Satellite

• Don’t Need a Terminal Server

• Don’t Need a GoToMyPC

• Don’t Need Constant Internet Access

• Don’t Need to Spend any additonal Money

3Business of Law Software Solutions – Practice Management

Case Study – Real Example

3 Attorney Law Firm

•One Attorney, Paralegal, and Bookkeeper in Lafayette

•One Attorney in Baton Rouge

•One Attorney in New Orleans

4Business of Law Software Solutions – Practice Management

Case Study – Real Example

2 Years Ago, they would had to:

• Buy a Terminal Server (Around $5,000, including setup and cost)• Pay someone to maintain it• If the Internet goes down and the one location, no one at any

location can work• If the Terminal Server goes down no one can work.

5Business of Law Software Solutions – Practice Management

Case Study – Real Example

Now They Can:

• Setup PCLaw in Lafayette for the attorney, paralegal and bookkeeper

• Setup PCLaw Satellite on Laptop In New Orleans

• Setup PCLaw Satellite on Laptop in Baton Rouge

6Business of Law Software Solutions – Practice Management

Case Study – Real Example

This way is Superior

• If Internet goes down in Lafayette, everyone can still work.

• If the computer goes down with PCLaw in Lafayette, New Orleans and Baton Rouge can still work.

• Can use existing equipment with no need to buy servers.

7Business of Law Software Solutions – Practice Management

PCLaw Satellite

Features

• Time Sheet / Fee Sheet / Quick Timer• Expense Recoveries• Calendar • Contacts• Notes• Reports Relating to the Above

8Business of Law Software Solutions – Practice Management

PCLaw Satellite

9Business of Law Software Solutions – Practice Management

PCLaw Satellite

Not Included

• No Check Writing• No Billing• No Accounts Payable • No Trust• Not Every Report

10Business of Law Software Solutions – Practice Management

PCLaw Satellite

PCLaw Satellite is for…

• Time Keepers

PCLaw Satellite is not for…

• Bookkeepers / Accounting Staff

11Business of Law Software Solutions – Practice Management

How it Works

Your PCLaw Administrator Sends a PCLaw File to you

• File Satellite Export to…

12Business of Law Software Solutions – Practice Management

How to get New Matters From Your Office

• Choose Email

13Business of Law Software Solutions – Practice Management

How to get New Matters From Your Office

• Choose your Mobile PCLawUsers.

TIP: I created an email accountCalled remote that emails all The mobile users.

14Business of Law Software Solutions – Practice Management

How to get New Matters From Your Office

• PCLaw Prepares the Data

15Business of Law Software Solutions – Practice Management

How to get New Matters From Your Office

•Outlook makes you click allow.

16Business of Law Software Solutions – Practice Management

How to get New Matters From Your Office

The User Gets a New Email

• Just Click on theattachment.

17Business of Law Software Solutions – Practice Management

How to get New Matters From Your Office

• Click Open and Your PCLawwill be updated.

18Business of Law Software Solutions – Practice Management

How to Send Time to Your Office

Posting Time

•Once you have entered yourtime, Click Export to PCLaw.

19Business of Law Software Solutions – Practice Management

How to Send Time to Your Office

• Chose Email

20Business of Law Software Solutions – Practice Management

How to Send Time to Your Office

• Enter the email address ofthe bookkeeper at your office.

21Business of Law Software Solutions – Practice Management

How to Send Time to Your Office

• Click allow on Outlook and thePCLaw file will be sent to your officeThe bookkeeper just needs to clickon the attachment and it will updatePCLaw

22Business of Law Software Solutions – Practice Management

Tips

Create a No Matter in PCLaw Matter

• This way if there if the Matters are not up to date, your Timekeeper can still chose a Matter to record time.

23Business of Law Software Solutions – Practice Management

Tips

Schedule Imports Exports

• Everyone should send their Time at the end of the Business Day• The Firm should send new Matters at the beginning of the

Business Day

24Business of Law Software Solutions – Practice Management

Tips

User Should Export their Time In Excel

• This way if an email gets lost, the time is not lost. Save the Excel in the My Documents Folder.

25Business of Law Software Solutions – Practice Management

The Next Level - DropBox

Dropbox - www.dropbox.com

• 2GB of Storage is Free•When you add a File to DropBox, it adds it to all other

computers you are shared to.• You can have your Time Exports and Imports go into DropBox

so you don’t have to use email.• DropBox’s stores versions and deleted copies of documents for

up to 30 days.

26Business of Law Software Solutions – Practice Management

The Next Level - DropBox

PCLaw Automatic Backups

• You can set PCLaw to Automatically Backup at Night• Have these Backups go into Dropbox and you have an online

backup strategy.

27Business of Law Software Solutions – Practice Management

The Next Level - PreBills

Send Pre-Bills to Timekeepers as PDFS

• Tablet PCs / Ipads can be used to Markup PreBills and send them back. Make your Prebills Ipad/Tablet Friendly. • Print Prebills, hand mark them up, scan them and email back to

the office.

28Business of Law Software Solutions – Practice Management

Contact Information

Craig BayerLaw Office Technology

225-926-2733http://www.lawot.com

http://www.lawotblog.comcbayer@lawot.com

Lawtopia, LLChttp://www.lawtopiallc.com