LexisNexis PCLaw 13.0 Quick Start Guide

1 PCLaw Version Quick Start GuideThis document provides a Quick , printable reference for commonly used features of PCLaw that as accessed from the Main a new matterBegin by adding a matter for each of your cases. 1. Select File > Matter > New Matter from the Main menu. The New Matter screen displays. 2. In the Client box, if not pre-filled, type the client PCLaw application automatically increments subsequent matter numbers by one and assigns the next number in sequence. 3. Select the Type of Law drop-down menu to select a type of law. 4. Select the Responsible Lawyer drop-down menu to select the responsible lawyer. 5. In the Description box, type a matter the Client area, type the client s name, to include the firm name, address, phone numbers, email address and other information as pertinent.

2 6. Complete the Opening Balances tab as applicable: a. In the Date column, type the original date of the invoice. b. In the Inv column, type the pre-assigned number for the invoice. c. In the Fees column, type the original fee value of the invoice. d. Click the Detail button if the fees are allocated to more than one lawyer or a lawyer who is not the responsible lawyer. The Fee Allocation Split window appears. e. In the Disbursements column, type the original disbursement value of the invoice. f. (Optional:) For firms collecting GST or VAT: In the GST/VAT column, type the original calculated GST or VAT PCLaw QuickStartGuide1of12 g. (Optional:) For firms collecting sales tax: In the Sales Tax column, type the original calculated sales tax value.

3 H. If there are partial payments, in the Paid column, type the total value of the payments applied to the invoice. i. (Optional:) If there are unbilled charges for the matter, in the Fees column: n In the Taxable row, type the value of tax eligible unbilled fees. n In the Non-taxable row, type the value of non-tax eligible unbilled fees. j. (Optional:) If there are unbilled charges for the matter, in the Disbs column: n In the Taxable row, type the value of GST/VAT and sales tax eligible unbilled disbursements. n In the Non-taxable row, type the value of non-tax eligible unbilled disbursements. n In the GST Only row, type the value of disbursements eligible to be charged GST only.

4 N In the Sales Tax Only row, type the value of disbursements eligible to be charged sales tax only. k. (Optional:) If the matter has existing trust balances: n In the Account column, type the account number for each trust account in which the matter holds a balance. n In the Amount column, type the balance in the corresponding trust account. 7. Click OK to save the matter. Record timeUse the Time Sheet to record hours and rates. 1. Select Data Entry > Time Sheet from the Main menu. The Time Sheet screen displays. 2. In the Timer column:To Start the timer, click the clock icon. A green clock indicates the timer is pause the timer, click the green clock icon. A red clock icon indicates the timer is restart a paused timer, click the red clock PCLaw QuickStartGuide2of12To Start a timer on another record, click the white clock icon on that line.

5 Any active timer automatically pauses. 3. In the Date box, accept the default entry date or type/select a different date. 4. In the Matter column, type or select the matter. 5. In the Lawyer column, accept the matter's default responsible lawyer, or type/select a different lawyer nickname. 6. In the Task column, accept the matter's default task code, or select a different task code. 7. In the Hours column, type the number of hours if not entered when the clock is stopped. 8. In the Rate column, accept the matter's default billing rate, or type a different rate/rate code. 9. The Amount column displays the sum of Hours x Rate. 10. In the Expl. Code column, select an explanation code or in the Explanation column, type an explanation.

6 11. If Add Notes to Time Entries To is enabled on the Options > System Settings > Data Entry tab, then a Notes column is also displayed in the Time Sheet add a note that's associated with the time entry, enter it in the Notes box or select the drop-down arrow to open the Notes do not show up on bills or reports except reports like the Appointment List report. These notes will show up in other areas where notes are displayed. 12. If Allow Charges To Be Held is enabled on the Options > System Settings > Data Entry tab, then a Hold column is also displayed in the Time Sheet the drop-down arrow to select the preferred hold status for the No Hold to include the charge on any Pre-Bill, Bill, Quick Bill, Request Bill, or Settlement Hold to exclude the charge on any Pre-Bill, Bill, Quick Bill, Request Bill, or Settlement charge is excluded from any bill unless Include Held Charges is selected on the Main tab of the billing window.

7 Held charges cannot be included on a Quick PCLaw QuickStartGuide3of12 Select Show Desc Only to exclude the value of a time or fee entry from appearing on any Pre-Bill, Bill, Release Bill, or Settlement entry description, task code, hours (for time entries), and lawyers appear on the invoice. N/C is shown for the amount. The hours and amount are not included in the total for the the entry is billed, a reversing entry is added to the Client Ledger to negate the transaction Add to Totals Only to include the hours and amount of the charge in the sub-totals and totals for any Pre-Bill, Bill, Request Bill, or Settlement Statement. Select Never Bill to never include the charge on any Pre-Bill, Bill, Quick Bill, Request Bill, or Settlement Statement.

8 An invoice number is not assigned to this entry on the Client Ledger or Register. 13. (Optional:) Click Print to print a Time Listing of the displayed records. 14. (Optional:) Click the Register button to open the Register. 15. (Optional:) Click Delay Post to save the records in a temporary file. The next time Time Sheet is opened, the delayed post time records are displayed. 16. (Optional:) Click Calendar to open the Calendar window. 17. Click OK to save the entry. The record(s) are posted to PCLaw . Record feesUse the Fee Sheet to record fees for a matter. 1. Select Data Entry > Fee Sheet from the Main menu. The Fee Sheet screen displays. 2. In the Date box, accept the default entry date or type/select a different date.

9 3. In the Matter column, type or select the matter. 4. In the Lawyer column, accept the matter's default responsible lawyer, or type/select a different lawyer nickname. 5. In the Task column, accept the matter's default task code, or select a different task code. 6. In the Amount column type the flat fee amount. 7. In the Expl. Code column, select an explanation code or in the Explanation column, type an explanation. 8. If Allow Charges To Be Held is enabled on the Options > System Settings > Data Entry tab, then a Hold column is also displayed in the Fee Sheet PCLaw QuickStartGuide4of12 Use the drop-down arrow to select the preferred hold status for the No Hold to include the charge on any Pre-Bill, Bill, Quick Bill, Request Bill, or Settlement Hold to exclude the charge on any Pre-Bill, Bill, Quick Bill, Request Bill, or Settlement charge is excluded from any bill unless Include Held Charges is selected on the Main tab of the billing window.

10 Held charges cannot be included on a Quick Show Desc Only to exclude the value of the fee entry from appearing on any Pre-Bill, Bill, Release Bill, or Settlement entry description, task code, hours (for time entries), and lawyers appear on the invoice. N/C is shown for the amount. The hours and amount are not included in the total for the the entry is billed, a reversing entry is added to the Client Ledger to negate the transaction value. 9. (Optional:) Click Print to print a Time Listing of the displayed records. 10. (Optional:) Click the Register button to open the Register. 11. Click OK to save the entry. Soft costs recordingSoft costs (or non-cash disbursements), such as photocopy charges, are client expenses where a check is not issued.