Law Office Technology

Windows Mobile Bliss

After finally playing around with different programs and settings I have finally configured my windows mobile device so it is complete efficient and effective. 

My first big project was to clear up the Today Screen to avoid the clutter  and just show important information.  I hid the look up field which save a line(Menu --> Preferences --> Hide Lookup Field).  When I start typing a name in, the line comes back to search for the contacts names.  I download hidelogocab11.cab which allows me hide the bluetooth icon and the AT&T Symbol.  I installed Spb Mobile Shell which adds a most used programs shortcut, my speed dial for work and pleasure, weather updates, and an alarm clock

To top it off I added my email, text messages and calendar to complete my Today Screen View.

New: Lexis® Back Office Powered by PCLaw™

Features

With Lexis® Back Office Powered by PCLaw™, you get time billing and legal accounting software to meet a range of legal-specific needs:

• Flexible, easy time tracking
  Use Lexis Back Office time sheets or pop-up timers—or track time directly from Microsoft® Outlook® or Microsoft® Word. Automatic spell-checking, user-defined explanation codes and custom matter billing rates ensure greater accuracy.
  
• Billing and accounts receivable
  You can bill matters individually or en masse. Lexis Back Office supports flat-fee, task-based, split, contingency, retainer and electronic billing. Invoices support allocation of fees between multiple attorneys and can be customized. Lexis Back Office also helps you identify outstanding balances and generate collection memos.
  
• Integrated credit card processing
  Use Lexis Back Office integrated credit card processing to conveniently accept client payments and improve cash flow. (Requires high speed Internet service.) More info..
  
• Trust accounting made easy
  Lexis Back Office takes the anxiety out of fulfilling your local trust regulations. Manage your disbursement and receipt transactions for all of your clients and thousands of trust bank accounts.
  
• Check writing and banking
  Write and print checks from your trust or general bank accounts and use Lexis Back Office bank reconciliation tools. Write checks for your firm and client expenses. Every entry updates journals, client ledger and general ledger.
  
• Accounts payable
  Print 1099s for your vendors and manage your vendors and payables with integrated accounts payable.
  
• General ledger and financial statements
  Lexis Back Office general ledger and financial statements provide quick access to up-to-date financial information.
  
• Productivity reports
  Key productivity reports help you easily identify your most profitable staff and practice area by time, billing and collections.
  
• Free conversion of QuickBooks® or Timeslips® data
  Easily convert your QuickBooks accounting system or Timeslips billing data to Lexis Back Office legal billing and accounting software. We offer free conversion of data, including customer and job information, unbilled time and expenses, accounts receivable details and client trust details.
  
• Practice mobility
  Lexis Back Office includes a module that provides time tracking from laptops and remote computers. Optional modules integrate with your Palm® OS handheld, Pocket PC or Windows Mobile® device or BlackBerry® wireless handheld device.
  
• Integrated online payroll
  LexisNexis has joined forces with ADP® to offer easy-to-use, secure, integrated online payroll designed to save you time and effort. (Requires high speed Internet service and comes at an additional charge beyond the cost of Lexis Back Office software).

Lexis Back Office Payroll powered by ADP®

LexisNexis has partnered with ADP, Inc. to provide customers of Lexis Back Office powered by PCLaw Version 9 a secure and easy method for processing their firm’s payroll in-house.  ADP is a leading provider of global payroll services so you know your payroll will be accurate, safe and secure.
 
The new Lexis Back Office Payroll service is easy to use and integrates with PCLaw.
 
With a few mouse clicks users can:

• Process the firm’s payroll in seconds 
• Print checks from PCLaw or initiate an employee’s direct deposit
• Electronically file and pay your federal payroll taxes
• Print payroll reports or export them to Excel
• Create payroll journal entries to import into PCLaw 
• Print W2’s and 1099s
• Print signature-ready federal and state tax forms

Lexis Back Office—Payroll Powered by ADP simplifies firm payroll and offers these unique benefits:

• Setup wizards simplify startup
  Unlimited toll-free support and online help are available from payroll professionals
• Federal, state and local taxes and liabilities are calculated using the latest tax updates for greater payroll accuracy
• Online reminders to file and pay taxes minimize the risk of penalties
• Signature-ready and prefilled federal and state tax forms can reduce errors

You can start with Lexis Back Office—Payroll at any time. You make no commitment, and you have no software or tax tables to download and install.

View a Demo or Try It Online Now

View a demo— www.lexisnexis.com/adp_payroll
Try it online—www.lexisnexis.com/adp_try

WORLDOX GX Service Release 1 (SR-1) is Available Now

Download is available on 8/10/07.  If you need help on the install, please feel free to contact us.

 

A list of new features is available here.

Application that I use on my Windows Mobile Phone

I have had my Windows Mobile Treo 750 for a little over two months now and have gotten pretty used to it.  The first thing that sold me on this device over the Palm's, is the Push Synchronization, which has already improved my productivity.  When someone in my office creates an appointment, contact, or task, it automatically updates on my phone.  (This feature can be setup on Palm OS using Versamail). 

SPB Mobile Shell is a product that allows me to customize my Windows Mobile Desktop.  This way I can add my most used programs to my start menu.

SPB Diary is a feature-rich Today plug-in for your Calendar, Tasks, Contacts, Notes and Messages. It enhances Pocket Outlook by gathering all of your PIM information in one place. With Spb Diary, the Today screen will soon become your favorite since you will need to leave it less and less.

Airtime automatically captures time associated with wireless calls and emails and delivers billable hours directly to the accounting system. Our related application, A4P-TimeNote provides the mobile user with a simple data entry form. These applications are designed for BlackBerry, Windows Mobile and some Palm devices.  I have it export into PCLaw.

Spb Backup is an application for creating reserve copies of data on your Pocket PC. It creates self-extracting compressed executables, thus making backup and restore processes very simple and intuitive. Backup scheduling supported.  Palm would automatically backup when you did a hotsync.  Have not been able to do this with Windows mobile, so I had to go to a separate application.

Pocket Quicken places your financial activity at your fingertips making it easy to keep your financial information complete, accurate and up-to-date wherever you go.
Effortless data entry coupled with instant access to account balances, transactions, credit limits, budgets and more, adds up to financial clarity in the palm of your hand.

PDANET - Get Wireless Internet on your laptop through the Treo phone - The PdaNet software allows your computer to go online by connecting to your Treo smartphone through the Hotsync USB cable or Bluetooth. If you own a Treo phone with a data plan subscription from any carriers, PdaNet will make it your wireless Internet Connection for your laptop/desktop computer instantly - no extra hardware or setup necessary.

Worldox GX Service Release 1

Worldox will be putting out a Service Release soon with some added features.  Look for a notification from Worldox in the immediate future.  Anyone with Worldox Maintenance will get the release free and since Worldox has the best tech support I have ever dealt with, you should definitely have it.