PCLaw® User Guide - LexisNexis

1 pclaw User GuideVersion About this guideThis Guide provides a list of tasks for installing pclaw Practice Management software . If you need additional infor-mation, refer to the pclaw Support and TrademarkLexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. pclaw is a registered trademark of LexisNexis Practice Management Systems Inc. Other products and services may be trademarks or registered trademarks of their respective 2012 LexisNexis . All rights Date: LexisNexis Practice Management Systems, Commerce Valley Drive EastSuite 310 Markham, On L3T 7W8 CanadaNorth America: North America: : pclaw User Guide1 pclaw User GuideTable of ContentsUsing This Manual18 Getting Started19 Adding a New Matter20 New Matter - Main Tab20 Opening and Correcting a Matter23 Adding the Opening Balance for a Matter24 Applying a General Retainer to the Accounts Receivable Balance of a Bill26 Calculate Interest Window28 The Invoices Tab29G/L Allocations Tab29 Completing the Payment30 Verifying Retainer Information31 Displaying Retainer Balances Using the General Bank Journal31 Adding an Opening Balance for the General Bank Account32 Adding an Opening Balance for the General Ledger Account33 Adding a New General Ledger Account34 Changing a General Ledger Account35 Deleting a General Ledger Account36 Setting Up Your Firm s Books39 Login and Password Assistance42 Start the pclaw Application42 EXPERIMENTAL BOOKS44Re-Login46 Obtain a Forgotten

2 Password46 Change a Password46 Navigating Through the Application48 Quick Step: An Alternative to Pull-down Menus48To Access Quick Step Group Buttons49 Quick Step Reports51To Access the Quick Step Reports512 pclaw User GuidePCLaw Toolbar52 pclaw Menu Bar52 Selecting Items from the Menu Bar53 Pop Up Help53 The File Menu Bar Features55 Client Tasks Accessible from the File Menu Bar56 Add a New Client56 Renumber a Client59 Close Client61 Conflict Search62 Global Search64 Matter Tasks Accessible from the File Menu Bar66 Add a New Matter66 Renumbering a Matter66 Close a Matter68 Reactivating a Matter Using the Closed Matter Register71Re-opening a Matter Using the Closed Matter Register72 Summarizing a Matter73 Printing Labels75 Exporting Matters77 Global Changes80 Vendor Tasks Accessible from the File Menu Bar85 Add a New Vendor85 Open Vendor87 Close Vendor90 Export Vendor91 Accessing Document Tasks from the File Menu Bar93 Add a

3 New Document93 Open a Document94 Accessing the Calendar from the File Menu Bar96 Accessing the Calendar963 pclaw User GuideDay Calendar View97 Week Calendar View97 Month Calendar View98 Time Tab98 Calendar Options98 Accessing the Client Manager from the File Menu Bar105 Adding a New Client from the Client Manager105 Accessing the Matter Manager from the File Menu Bar108 Accessing the Matter Manager108 Addresses and Other Information110To enter and/update information on the Client tab:111 Matter Billing and Second Matter Billing Address Information113 Accessing the Matter List from the File Menu Bar116 Accessing the Phone Call Manager From the File Menu Bar117 Accessing the Document Manager120 Accessing the Safe Custody Manager123 Creating a Packet in the Safe Custody Manager123 Creating a Record in the Safe Custody Manager125 Accessing Satellite Station Manager Tasks from the File Menu Bar128 Accessing the Satellite Station Manager128 Exporting to a Satellite Station from the Satellite Station Manager128 Importing Data for Use with the Satellite Module131 Deactivating a Satellite Station from the Satellite Station Manager131 Reactivating a Satellite Station from the Satellite Station Manager132 Removing All Satellite Stations from the Satellite Station Manager132 Accessing Express Station Manager Tasks from the File Menu Bar133

4 Accessing the Express Station Manager from the File Menu Bar133 Deactivating Licenses in the Express Station Manager133 Reactivating Licenses in the Express Station Manager134 Removing Licenses in the Express Station Manager134 Accessing Cost Recovery Tasks from the File Menu Bar1354 pclaw User GuideCost Recovery135 Accessing Printer Setup Tasks from the File Menu Bar138 Billing Printer Setup138 Pre-Bills Printer Setup139 General Check Printer Setup139 Backup and Restore Data141 Backup Data141 Restore Data142 Data Entry144 General Bank145 General Check145 Receive Payment148 The Receipt Area148 Calculate Interest Window149 The Invoice Tab149G/L Allocations Tab150 Completing the Payment151 General Retainer152 Firm Receipt154 Matter-to-Matter Transfers156 Bank-to-Bank Transfers157 General-to-Trust Transfers158 Request Check - General160 Release Check - General162 Trust Bank164 Trust Check164 Trust Receipts166 Trust Matter-to-Matter Transfers168 Trust Bank-to-Bank Transfers169 Trust-to-General Transfers171 Request Check - Trust1735 pclaw User GuideRelease Check175 Accounts Payable177 Adding a New Payable177 Open a Payable178 Process a Payable181 Recurring Entries185 Quick Timer187 Quick Charge189 Time Sheet191 Fee Sheet193 Expense Recoveries195 Time Entry Advisor197 Create a Time Entry using the Time Entry Advisor197To Make Time Entries from the Calendar198 Unbilled Time Entries199To Print or Export the Time Entry Advisor199 Global Change Time200 Transfer Expense202 Appointment Sheet203 Notes205 Phone Calls206 Phone Messages208 Safe Custody Records210 Enabling Safe Custody210 Creating a Packet in the Safe Custody Manager210 Safe Custody Records212 Registers215 Viewing Registers215 Viewing the

5 Time Register216 Viewing the General Register217 Viewing the Trust Register2196 pclaw User GuideViewing the Expense Register220 Viewing the Invoice Register222 Viewing the Ledger Register224 Viewing the Accounts Payable Register226 Viewing the Matter Register227 Viewing the Appointment Register229 Journal Reports231 General Bank Journal Reports232 General Bank Journal - Common Tab232 General Bank Journal - Matters Tab233 General Bank Journal - Other Tab235 Trust Bank Journal Reports238 Trust Bank Journal - Common Tab238 Trust Bank Journal - Other Tab239 Trust Bank Matter-to-Matter Transfer Journal - Common Tab242 Billing (Fees) Journal Reports244 Billing (Fees) Journal - Common Tab244 Billing (Fees) Journal - Matters Tab245 Billing (Fees) Journal - Other Tab248 Invoice Journal Reports251 Invoice Journal - Common Tab251 Invoice Journal - Matters Tab252 Invoice Journal - Other Tab254 Write Up/Down Journal Reports257 Write Up/Down Journal - Common Tab257 Write Up/Down Journal - Matters Tab258 Client Costs Journal Reports262 Client Cost Journal - Common Tab262 Client Costs Journal - Matters Tab263 Client Costs - Other Tab265 Client Costs - Layout Tab2677 pclaw User GuideGeneral Journal Reports269 General Journal - Common Tab269 General Journal - Layout Tab270 Missing Check Reports272 General Bank Missing Checks272 Trust Bank Missing Checks273 Client Reports275 Client Ledger Reports276 Client Ledger - Common Tab276 Client Ledger - Matters Tab277 Client Ledger - Other Tab279 Client Accounting Ledger Reports282 Client Accounting Ledger - Common Tab282 Client Accounting Ledger - Matters

6 Tab283 Client Accounting Ledger - Layout Tab286 Client Summary Reports288 Client Summary - Common Tab288 Client Summary - Matters Tab289 Client Summary - Other Tab291 Client Fees Listing Reports294 Client Fees Listing - Common Tab294 Client Fees Listing - Matters Tab295 Client Fees Listing - Other Tab298 Client Trust Listing Reports300 Client Trust Listing - Common Tab300 Client Trust Listing - Matters Tab301 Client Trust Listing - Other Tab303 Client Trust Ledger Reports306 Client Trust Ledger - Common Tab306 Client Trust Ledger - Matters Tab307 Client Trust Ledger - Other Tab3108 pclaw User GuideWork-in-Progress Reports312 Work-in-Progress - Common Tab312 Work-in-Progress - Matters Tab313 Work-in-Progress - Other Tab316 Work-in-Progress - Layout Tab318 WIP Summary by Responsible Lawyer Reports320 WIP Summary by Responsible Lawyer - Common Tab320 WIP Summary by Responsible Lawyer - Matters Tab321 WIP Summary by Responsible Lawyer - Other Tab324 WIP Summary by Responsible Lawyer - Layout Tab326 Closed File Reports328 Closed File - Common Tab328 Closed File - Matters Tab329 Closed File - Other Tab331 Closed File - Layout Tab333 File Location Reports335 File Location - Common Tab335 File Location - Matters Tab336 File Location - Other Tab338 File Location - Layout Tab340 List of Clients Reports342 List of Clients - Common Tab342 List of Clients - Matter Tab343 List of Clients - Other Tab345 Matter Status Reports348 Matter Status - Common Tab348 Matter Status - Matters Tab349 Matter Status - Layout Tab351 Client and Matter Change Log353 Client and Matter Change Log - Common Tab353 Client and Matter Change Log - Matters Tab3549 pclaw User GuideClient and Matter Change Log - Layout Tab356

7 Disbursement Analysis and Interest Reports359 Disbursement Analysis and Interest - Common Tab359 Disbursement Analysis and Interest - Matters Tab361 Disbursement Analysis and Interest - Layout Tab363 Partner Alert366 Partner Alert Criteria Tab366 Partner Alert - Layout Tab368 Accounts Receivable Reports370 Receivables by Client Reports371 Receivables by Client - Common Tab371 Receivables by Client - Matters Tab372 Receivables by Client - Other Tab375 Receivables by Lawyer Reports378 Receivables by Lawyer - Common Tab378 Receivables by Lawyer - Other Tab379 Payment Allocation Listing Reports381 Payment Allocation Listing - Common Tab381 Payment Allocation Listing - Matters Tab382 Payment Allocation Listing - Other Tab385 Interest Calculation Reports387 Interest Calculation - Common Tab387 Interest Calculation - Matters Tab388 Interest Calculation - Other Tab391 Accounts Payable Reports393 Allocation Listing Reports394 Allocation Listing - Common Tab394 Allocation Listing - Matters Tab395 Allocation Listing - Other Tab397 Discount Listing Report400 Discount Listing - Common Tab40010 pclaw User GuidePayable Listing Report402 Payable Listing - Common Tab402 Payment Listing Report404 Payment Listing - Common Tab404 Purchases Journal Report406 Purchases Journal - Common Tab406 Vendor Ledger Report408 Vendor Ledger - Common Tab408 Vendor Listing Report410 Vendor Listing - Common Tab4101099 Forms4121099 Forms - Common Tab4121099 Forms - Firm Information Tab4131099 Listing4151099 Listing - Common Tab4151099 Listing - Layout Tab416 Productivity Reports418 Collection Summary Reports419 Collection Summary - Common Tab419 Collection Summary - Layout Tab420 Fees Collected Summary Reports422 Fees Collected

8 Summary - Common Tab422 Fees Collected Summary - Layout Tab423 Client WIP, Billing and Collection Summary Reports425 Client WIP, Billing and Collection Summary - Common Tab425 Client WIP, Billing and Collection Summary - Matters Tab426 Client WIP, Billing and Collection Summary - Other Tab429 Client WIP, Billing and Collection Summary - Layout Tab430 Lawyer WIP, Billing and Collection Summary Reports433 Lawyer WIP, Billing and Collection Summary - Common Tab433 Lawyer WIP, Billing and Collection Summary - Layout Tab43411 pclaw User GuideBilling By Lawyer Reports436 Billing By Lawyer - Common Tab436 Billing By Lawyer - Layout Tab437 Fee Adjustments Reports439 Fee Adjustments - Common Tab439 Fee Adjustments - Matters Tab440 Fee Adjustments - Layout Tab442 Fee Allocation Summary Reports445 Fee Allocation Summary - Common Tab445 Fee Allocation Summary - Matters Tab446 Fee Allocation Summary - Layout Tab448 Fees Due by Lawyer Reports451 Fees Due by Lawyer - Common Tab451 Fees Due by Lawyer - Layout Tab452 Firm Cash & Fee Summary Reports454 Firm Cash & Fee Summary - Common Tab454 Firm Cash & Fee Summary - Layout Tab455 Billable Time Summary by Working Lawyer Reports457 Billable Time Summary by Working Lawyer - Common Tab457 Billable Time Summary by Working Lawyer - Matters Tab458 Billable Time Summary by Working Lawyer.

9 Other Tab461 Billable Time Summary by Working Lawyer - Layout Tab462 Billing Realization Reports465 Billing Realization - Common Tab465 Billing Realization - Matters Tab466 Billing Realization - Layout Tab469 Comparative Time Analysis Reports471 Comparative Time Analysis - Common Tab471 Comparative Time Analysis - Other Tab472 Comparative Time Analysis - Layout Tab474 Daily Time Summary Reports47612 pclaw User GuideDaily Time Summary - Common Tab476 Daily Time Summary - Layout Tab477 Time Listing Reports480 Time Listing - Common Tab480 Time Listing - Matters Tab481 Time Listing - Other Tab484 Time Entry Advisor486 Time Entry Advisor Report Group Tab486 Create a Time Entry Report for Lawyers in the Firm486 Time Entry Advisor Listing Report Group Common Tab487 Create a Report for the Working Lawyer487 Time Entry Advisor Listing Report Group Matters Tab488 Create a Report Using Selected Options488 Time Entry Advisor Listing Report Group Other Tab490 Create a Sort