New White Paper on PCLaw Backups in SQL

I have posted some information for those of you that have the PCLaw SQL version and want some information on the backup restore process.  There does not seem to be a lot of documentation on this subject.  View it here.

PCLaw SQL Edition Backup Issues

If you have PCLaw SQL Edition, you can only run the backup from the server where SQL is installed.  I was having issues with the backup not working even though I was running  the back from the correct location.  The reason was that PCLaw thought it was installed on a mapped network drive.  I edited the PCLaw.cfg file in notepad and now everything works. 

 

INCORRECT SETTINGS

a

The T Drive is a mapped network drive.  PCLaw needs to be pointed to a local drive. 

CORRECT SETTINGS

b

Article in Law Technology News

 

I was quoted and one of my clients featured in the March Issue of Law Technology News.

 

http://www.lawtechnews.com/r5/showkiosk.asp?listing_id=1929932

PCLaw ADP Payroll Settings.

You will need to have the following GL Accounts in PCLaw before you setup the new ADP Payroll.

 

If you do not have the General Ledger Accounts setup in your PCLaw, you will need to add them.  

 

Options --> Lists --> GL Accounts

 

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Check Payroll Account.

 

Close the ADP Payroll and re-open it. 

Add a one time fee to all Matters in PCLaw

Some firms do not charge clients for faxing, mail , and photocopies but instead charge the client a one time Administrative Fee. 

In PCLaw go to Option --> System Settings --> Matter Billing

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One Time Amount will show up as a disbursement. 

A Percent of Fees will charge your client a percentage of their fees.  So if you have $100 in Fees for your client, they will get charged an additional 10%.

Amount Every Invoice charges you the same amount every invoice.

This will only effect Matters that are created after you make the selection.  You can however go into Matter --> Global Change and select this for Matters you have already created so the charge will be on their next bill.

PCLaw 9.0 is here

At first glance PCLaw 9 has made drastic changes to the visual appearance of the program.  You can see below how the side bar has changed.

PCLaw 8.0 PCLaw 9.0
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imageIf you are alarmed by the changes, PCLaw has given users the option of switching back to the classic view.  You can right click your mouse in PClaw and select Switch to Quick Step Classic which will bring back the previous version 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

Rounding Time in PCLaw

rounding

Options --> System Settings --> Data Entry.

PCLaw does not have a Minimum Time Entry Setting like other programs.  It does have a Round Time Entries to feature.  In this example we will set it to 0.25.  If the Minimum Time entry at your firm is 0.25, all time entries below 0.25 will round up to 0.25.  Time entries over 0.25 will round up to 0.50.  Time entries over 0.50 will round up to 0.75 and time entries over 0.75 will round up to 1.00. 

Rounding will only occur if you use the timer to record the time entry.  If you manually type in 0.20, it will not round up to 0.25.

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Nodes and Timekeepers in PCLaw

In the old days, PCLaw would let you purchase timekeepers and network access (Nodes) separately.  Once Lexis took over, this changed and you now have to purchase one license which includes a node and a timekeeper.  Since Lexis is trying to get everyone on the same page, you can now upgrade mismatched nodes and timekeepers for free.  Lets say you have 4 timekeepers and 2 nodes.  You can upgrade and have 4 timekeepers and 4 nodes.  If you have PCLaw 8.10 or above, you can just click on Help --> About PCLaw -->  License --> Change and it will upgrade for you. 

Contingency using the Contingency Calculator

In the matter manager you can go into Quoted Type on the billing tab and change it to Contingency.  This is not necessary for billing but it just a helpful reminder when creating a bill. 

 

 

 

 

 

 

When creating the bill, click on Contingency button. 

 

 

 

 

 

 

 

 

The Contingency Calculator will appear.  It is very easy to type in the settlement amount and the percent of fees you will collect.  PCLaw will make all the necessary adjustments.  Once you are finished hit okay and the billing tab will come up.  It might be helpful to have created a specific bill template for contingency.