Transcript What’s New With PCLaw

2010 Practice Management
Annual Conference
What’s New With PCLaw
Alan Tuback
September 15th 2010
Las Vegas, NV
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Agenda
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•
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Introduction and Session Objectives
Practice Management Product Strategy
PCLaw 10
PCLaw Roadmap
Additional Resources
Wrap Up
Q&A
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Introduction and Session Objectives
Presenter
Alan Tuback
– Product Manager
LexisNexis
Session
Objectives
• Provide you with an update on
– LexisNexis Strategy for PCLaw
– Overview of PCLaw 10
– Share PCLaw Product Roadmap
– Update on Available Resources
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Agenda
• Introduction and Session Objectives
• Practice Management Product Strategy
– Different Solutions for Different Problems
– Where does PCLaw fit?
• PCLaw 10
• PCLaw Roadmap
• Additional Resources
• Wrap Up
• Q&A
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Practice Management Strategy
There are different kinds of customers, with different needs
– that we will serve with different solutions/products
• Many of our competitors are trying to solve
everyone’s problems with a single product
• We will drive business growth and improved customer
delight by finely targeting different solutions for different
kinds of customers
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2010 Practice Management
Annual Conference
PCLaw Strategy
Make PCLaw the software product that best solves
problems for law firms who need a single solution for their
time, billing, accounting and matter management needs
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2010 Practice Management
Annual Conference
PCLaw Annual Maintenance Plan
What do I get with my AMP?
Why is LexisNexis doing this now?
• New feature based software releases
and regularly scheduled Service
Packs
• No more version upgrade fees
at times dictated by LexisNexis
• More predictable costs
• Anytime Training
• Train staff with on-demand,
interactive web-based training,
available 24/7
• Telephonic Technical Support
• Get questions answered
through access to technical
specialists and documentation
• To better match software
development costs versus revenues
• Improve planning and investment in
future releases
• Reduce need to push out releases
on specific dates to drive revenues
• To be consistent with software
industry best practices
Speak to one of the
Practice Management
Sales Specialists today
about getting an AMP
pm.lexisnexis.com/store/home/
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Agenda
•
•
•
•
•
•
•
Introduction and Session Objectives
Practice Management Product Strategy
PCLaw 10
PCLaw Roadmap
Additional Resources
Wrap Up
Q&A
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Available Now – PCLaw 10
Release Date
• August 2009
Key Features
• Prescheduled back up; protect your data with automatic
backup, schedule backups outside of work hours
• Safe Custody Manager; reduce your risk by using safe
custody records management to track physical closed files
and documents in safe custody at the firm
• Expanded rate exception capabilities; apply rate exceptions
at the matter level based on explanation codes
• Refresh Pre-Bills; reload pre-bill with original settings to
reflect your changes made during pre-billing
• Grid font overrides; set the default fonts used on the
PCLaw grid screens to suit your needs
Feedback
• “Auto backup feature is a step in the right direction”
• “General Journal entry to bank account is fabulous”
• “Expense Rate exception is a great addition”
(1)
Additional fees apply
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Agenda
•
•
•
•
•
•
•
Introduction and Session Objectives
Practice Management Product Strategy
PCLaw 10
PCLaw Roadmap
Additional Resources
Wrap Up
Q&A
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
What’s Coming Soon; Mobility
• Mobile Web based
– Not device specific
• Release 1 functionality
– Time and Expense Entry
– Client Lookup/Search,
View, Entry
– Matter Lookup/Search,
View, Entry
– Calendar view, Entry
• Developed with Microsoft®
• Target PCLaw 11 release 2Q
2011
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2010 Practice Management
Annual Conference
PCLaw Roadmap; QuickBooks Integration
• Target Market Segments
• Current QuickBooks Customers
• Current PCLaw Customers
• Enable your Accountant with integration of key
accounting data
• Client Expense, Accounts Payable, General
Checks, General Receipts, Trust Checks,
Trust Receipts, General Journal, Invoices,
Write Ups/Write Downs
• Enact utility to transfer info from QuickBooks
to PCLaw
• Static Lists, e.g. Chart of Accounts, Codes;
Clients (Customers), Matters (Jobs), etc.
• Match accounts, clients, matters, etc. by
name (so to not duplicate them in
QuickBooks)
• Target release 2Q 2011
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
PCLaw Roadmap; Three Year View
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Time Matters®
Optimize your business outcomes
through process excellence
• Centrally manage client
information
• Keep all vital case information
at your fingertips; notes,
documents, events
• Stay on top of deadlines,
meetings and other tasks
• Store and associate critical
documents and emails with
matter records
• Manage all types of
communications and link to
matter files
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Agenda
•
•
•
•
•
•
•
Introduction and Session Objectives
Practice Management Product Strategy
PCLaw 10
PCLaw Roadmap
Additional Resources
Wrap Up
Q&A
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
PCLaw Product Web Site
• Navigate information about
PCLaw from here
– Contact information
– Support center
– Training
– Brochures
– Credit card processing
– Payroll
– FAQ
www.pclaw.com
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Certified Independent Consultants
• LexisNexis CICs can meet
your firm’s individual needs
and address specific issues
to help you maximize your
investment in Time Matters
– Practice area expertise
– Software customization
to your workflow
– Value added software
applications
– Training
– Technical consulting
law.lexisnexis.com/spn/findcic
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Customer Support Center
• Locate support and technical
information related to
– Software downloads
– Help guides
– Documentation
– Report guides
– Technical articles
– Year end materials
• Call 800.387.9785 for liveanswer support
– Real time warm transfer
to senior technicians
support.lexisnexis.com/pclaw10/
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
LexisNexis University
• Take training to meet your
firm’s needs
– eLearning
– Just-In-Time
– Anytime Training
– Classroom
• Benefit from CLE credit
lexisnexis.com/university
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Agenda
•
•
•
•
•
•
•
Introduction and Session Objectives
Practice Management Product Strategy
PCLaw 10
PCLaw Roadmap
Additional Resources
Wrap Up
Q&A
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Wrap Up
• PCLaw is a Key Component of Practice Management Strategy
• Satisfy needs for law firms looking for an all-in-one
solution; time, billing, accounting, matter management
• PCLaw 10 Available Now
• Product Roadmap
• Mobility
• QuickBooks
• Additional Resources
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Agenda
•
•
•
•
•
•
•
Introduction and Session Objectives
Practice Management Product Strategy
PCLaw 10
PCLaw Roadmap
Additional Resources
Wrap Up
Q&A
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
PMACC Attendee Appreciation Offers
• Waiver of AMP Reinstatement Fee
• 20% off any PCLaw software purchase
• See the Sales Team for Details
- LexisNexis Confidential -
2010 Practice Management
Annual Conference
Thank You!
What Questions Do You Have?
- LexisNexis Confidential -