Lawman Client Eventx

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Transcript Lawman Client Eventx

Slide 1

Timeslice Ltd
Lawman Client Event - Welcome

AGENDA
 Introduction
 Cashiers Workstation –Dot Net
 Additional Functionality
 Fee Earner workstation Development
 Generic Enhancements
 Document & Email Manager
 Other Modules
 Cloud Development
 Mobile Time Recording
 Virtual Desktop
 Q&A

Introduction
 News
 Technical Operability Update
 Windows Desktop 8
 Microsoft Office 2013
 SqlServer 2012
 Windows Server 2012

Cashiers Workstation
 Phased Time/Disbursement Posting
 Credit Control –letters & statements
 Ledger & Postings
 Potential Client to Office Transfers
 Mixed Client, Disbursement & Office Ledger
 Recurring Nominal Journal e.g. salaries
 Hide from search – base lookup tables
 Staff Budgets & Rates Import feature
 Multi-currency features extended
 Various additions to Reporting Options – Release Notes

Fee Earner Workstation –
Generic Enhancements



Matter Phasing incl Billing Guide
Fee Earner Authorisations







Time Recording







Choose long narrative & editing with clock running
Edit wip entries from ledger

Start up panel – option to display KPI
Client ID – new tab for docs
My Matters
new columns for matter exec and name
Add remove single matter
Forms - Lawman Options Form
 More Re-sizeable Forms
 Grid Font Alternatives
 Ribbon Bar Style
 Search items – key stroke on/off
 Max database items





Draft Bills
Client payment
Client bank transfer
Disbursement Payment

Document & Email Manager





Word 2010 Ribbon
Word Add-in export to DM – all matters
Alternative navigation options in DM
Document Directories
 Multiple drag & drop

 Document passwords
 Secure DM
 Admin option for check-ins
 Amend date available
 More intuitive check-in added incl Excel
 Lawman Outlook
 Documents Panel in Outlook


Also shows attachments

 File Email to Entity
 Drag & drop export options incl directory
 Appending of ID tag to manual emails filed

Other modules
 Lawman Alerts – can be delivered in html format
 Marketing
 Export to CSV option added
 Deeds & Wills
 Delete options added for records
 Preview Button now displays full details of individual
item

Cloud Development
 Document manager now configurable for cloud drive
 Eg Sky Docs, Dropbox
 Virtual desktop from Calligo
 Mobile Time Recording & Pilot
 Exploring opportunities with Partners e.g.
 Nikec Binders
 Workshare
 Calligo

TIMESLICE
 Todays Release Notes downloadable at:
 http://www.timeslice.co.uk/downloads/Lawman Release Notes CSHW Sept

2013.doc

 http://www.timeslice.co.uk/downloads/Lawman Release Notes FEW Sept

2013.doc

 Thank You
 Any Questions?
 Email [email protected]
 Call: 0207 231 0073 or mobile: 0044 (0) 777 1967 306


Slide 2

Timeslice Ltd
Lawman Client Event - Welcome

AGENDA
 Introduction
 Cashiers Workstation –Dot Net
 Additional Functionality
 Fee Earner workstation Development
 Generic Enhancements
 Document & Email Manager
 Other Modules
 Cloud Development
 Mobile Time Recording
 Virtual Desktop
 Q&A

Introduction
 News
 Technical Operability Update
 Windows Desktop 8
 Microsoft Office 2013
 SqlServer 2012
 Windows Server 2012

Cashiers Workstation
 Phased Time/Disbursement Posting
 Credit Control –letters & statements
 Ledger & Postings
 Potential Client to Office Transfers
 Mixed Client, Disbursement & Office Ledger
 Recurring Nominal Journal e.g. salaries
 Hide from search – base lookup tables
 Staff Budgets & Rates Import feature
 Multi-currency features extended
 Various additions to Reporting Options – Release Notes

Fee Earner Workstation –
Generic Enhancements



Matter Phasing incl Billing Guide
Fee Earner Authorisations







Time Recording







Choose long narrative & editing with clock running
Edit wip entries from ledger

Start up panel – option to display KPI
Client ID – new tab for docs
My Matters
new columns for matter exec and name
Add remove single matter
Forms - Lawman Options Form
 More Re-sizeable Forms
 Grid Font Alternatives
 Ribbon Bar Style
 Search items – key stroke on/off
 Max database items





Draft Bills
Client payment
Client bank transfer
Disbursement Payment

Document & Email Manager





Word 2010 Ribbon
Word Add-in export to DM – all matters
Alternative navigation options in DM
Document Directories
 Multiple drag & drop

 Document passwords
 Secure DM
 Admin option for check-ins
 Amend date available
 More intuitive check-in added incl Excel
 Lawman Outlook
 Documents Panel in Outlook


Also shows attachments

 File Email to Entity
 Drag & drop export options incl directory
 Appending of ID tag to manual emails filed

Other modules
 Lawman Alerts – can be delivered in html format
 Marketing
 Export to CSV option added
 Deeds & Wills
 Delete options added for records
 Preview Button now displays full details of individual
item

Cloud Development
 Document manager now configurable for cloud drive
 Eg Sky Docs, Dropbox
 Virtual desktop from Calligo
 Mobile Time Recording & Pilot
 Exploring opportunities with Partners e.g.
 Nikec Binders
 Workshare
 Calligo

TIMESLICE
 Todays Release Notes downloadable at:
 http://www.timeslice.co.uk/downloads/Lawman Release Notes CSHW Sept

2013.doc

 http://www.timeslice.co.uk/downloads/Lawman Release Notes FEW Sept

2013.doc

 Thank You
 Any Questions?
 Email [email protected]
 Call: 0207 231 0073 or mobile: 0044 (0) 777 1967 306


Slide 3

Timeslice Ltd
Lawman Client Event - Welcome

AGENDA
 Introduction
 Cashiers Workstation –Dot Net
 Additional Functionality
 Fee Earner workstation Development
 Generic Enhancements
 Document & Email Manager
 Other Modules
 Cloud Development
 Mobile Time Recording
 Virtual Desktop
 Q&A

Introduction
 News
 Technical Operability Update
 Windows Desktop 8
 Microsoft Office 2013
 SqlServer 2012
 Windows Server 2012

Cashiers Workstation
 Phased Time/Disbursement Posting
 Credit Control –letters & statements
 Ledger & Postings
 Potential Client to Office Transfers
 Mixed Client, Disbursement & Office Ledger
 Recurring Nominal Journal e.g. salaries
 Hide from search – base lookup tables
 Staff Budgets & Rates Import feature
 Multi-currency features extended
 Various additions to Reporting Options – Release Notes

Fee Earner Workstation –
Generic Enhancements



Matter Phasing incl Billing Guide
Fee Earner Authorisations







Time Recording







Choose long narrative & editing with clock running
Edit wip entries from ledger

Start up panel – option to display KPI
Client ID – new tab for docs
My Matters
new columns for matter exec and name
Add remove single matter
Forms - Lawman Options Form
 More Re-sizeable Forms
 Grid Font Alternatives
 Ribbon Bar Style
 Search items – key stroke on/off
 Max database items





Draft Bills
Client payment
Client bank transfer
Disbursement Payment

Document & Email Manager





Word 2010 Ribbon
Word Add-in export to DM – all matters
Alternative navigation options in DM
Document Directories
 Multiple drag & drop

 Document passwords
 Secure DM
 Admin option for check-ins
 Amend date available
 More intuitive check-in added incl Excel
 Lawman Outlook
 Documents Panel in Outlook


Also shows attachments

 File Email to Entity
 Drag & drop export options incl directory
 Appending of ID tag to manual emails filed

Other modules
 Lawman Alerts – can be delivered in html format
 Marketing
 Export to CSV option added
 Deeds & Wills
 Delete options added for records
 Preview Button now displays full details of individual
item

Cloud Development
 Document manager now configurable for cloud drive
 Eg Sky Docs, Dropbox
 Virtual desktop from Calligo
 Mobile Time Recording & Pilot
 Exploring opportunities with Partners e.g.
 Nikec Binders
 Workshare
 Calligo

TIMESLICE
 Todays Release Notes downloadable at:
 http://www.timeslice.co.uk/downloads/Lawman Release Notes CSHW Sept

2013.doc

 http://www.timeslice.co.uk/downloads/Lawman Release Notes FEW Sept

2013.doc

 Thank You
 Any Questions?
 Email [email protected]
 Call: 0207 231 0073 or mobile: 0044 (0) 777 1967 306


Slide 4

Timeslice Ltd
Lawman Client Event - Welcome

AGENDA
 Introduction
 Cashiers Workstation –Dot Net
 Additional Functionality
 Fee Earner workstation Development
 Generic Enhancements
 Document & Email Manager
 Other Modules
 Cloud Development
 Mobile Time Recording
 Virtual Desktop
 Q&A

Introduction
 News
 Technical Operability Update
 Windows Desktop 8
 Microsoft Office 2013
 SqlServer 2012
 Windows Server 2012

Cashiers Workstation
 Phased Time/Disbursement Posting
 Credit Control –letters & statements
 Ledger & Postings
 Potential Client to Office Transfers
 Mixed Client, Disbursement & Office Ledger
 Recurring Nominal Journal e.g. salaries
 Hide from search – base lookup tables
 Staff Budgets & Rates Import feature
 Multi-currency features extended
 Various additions to Reporting Options – Release Notes

Fee Earner Workstation –
Generic Enhancements



Matter Phasing incl Billing Guide
Fee Earner Authorisations







Time Recording







Choose long narrative & editing with clock running
Edit wip entries from ledger

Start up panel – option to display KPI
Client ID – new tab for docs
My Matters
new columns for matter exec and name
Add remove single matter
Forms - Lawman Options Form
 More Re-sizeable Forms
 Grid Font Alternatives
 Ribbon Bar Style
 Search items – key stroke on/off
 Max database items





Draft Bills
Client payment
Client bank transfer
Disbursement Payment

Document & Email Manager





Word 2010 Ribbon
Word Add-in export to DM – all matters
Alternative navigation options in DM
Document Directories
 Multiple drag & drop

 Document passwords
 Secure DM
 Admin option for check-ins
 Amend date available
 More intuitive check-in added incl Excel
 Lawman Outlook
 Documents Panel in Outlook


Also shows attachments

 File Email to Entity
 Drag & drop export options incl directory
 Appending of ID tag to manual emails filed

Other modules
 Lawman Alerts – can be delivered in html format
 Marketing
 Export to CSV option added
 Deeds & Wills
 Delete options added for records
 Preview Button now displays full details of individual
item

Cloud Development
 Document manager now configurable for cloud drive
 Eg Sky Docs, Dropbox
 Virtual desktop from Calligo
 Mobile Time Recording & Pilot
 Exploring opportunities with Partners e.g.
 Nikec Binders
 Workshare
 Calligo

TIMESLICE
 Todays Release Notes downloadable at:
 http://www.timeslice.co.uk/downloads/Lawman Release Notes CSHW Sept

2013.doc

 http://www.timeslice.co.uk/downloads/Lawman Release Notes FEW Sept

2013.doc

 Thank You
 Any Questions?
 Email [email protected]
 Call: 0207 231 0073 or mobile: 0044 (0) 777 1967 306


Slide 5

Timeslice Ltd
Lawman Client Event - Welcome

AGENDA
 Introduction
 Cashiers Workstation –Dot Net
 Additional Functionality
 Fee Earner workstation Development
 Generic Enhancements
 Document & Email Manager
 Other Modules
 Cloud Development
 Mobile Time Recording
 Virtual Desktop
 Q&A

Introduction
 News
 Technical Operability Update
 Windows Desktop 8
 Microsoft Office 2013
 SqlServer 2012
 Windows Server 2012

Cashiers Workstation
 Phased Time/Disbursement Posting
 Credit Control –letters & statements
 Ledger & Postings
 Potential Client to Office Transfers
 Mixed Client, Disbursement & Office Ledger
 Recurring Nominal Journal e.g. salaries
 Hide from search – base lookup tables
 Staff Budgets & Rates Import feature
 Multi-currency features extended
 Various additions to Reporting Options – Release Notes

Fee Earner Workstation –
Generic Enhancements



Matter Phasing incl Billing Guide
Fee Earner Authorisations







Time Recording







Choose long narrative & editing with clock running
Edit wip entries from ledger

Start up panel – option to display KPI
Client ID – new tab for docs
My Matters
new columns for matter exec and name
Add remove single matter
Forms - Lawman Options Form
 More Re-sizeable Forms
 Grid Font Alternatives
 Ribbon Bar Style
 Search items – key stroke on/off
 Max database items





Draft Bills
Client payment
Client bank transfer
Disbursement Payment

Document & Email Manager





Word 2010 Ribbon
Word Add-in export to DM – all matters
Alternative navigation options in DM
Document Directories
 Multiple drag & drop

 Document passwords
 Secure DM
 Admin option for check-ins
 Amend date available
 More intuitive check-in added incl Excel
 Lawman Outlook
 Documents Panel in Outlook


Also shows attachments

 File Email to Entity
 Drag & drop export options incl directory
 Appending of ID tag to manual emails filed

Other modules
 Lawman Alerts – can be delivered in html format
 Marketing
 Export to CSV option added
 Deeds & Wills
 Delete options added for records
 Preview Button now displays full details of individual
item

Cloud Development
 Document manager now configurable for cloud drive
 Eg Sky Docs, Dropbox
 Virtual desktop from Calligo
 Mobile Time Recording & Pilot
 Exploring opportunities with Partners e.g.
 Nikec Binders
 Workshare
 Calligo

TIMESLICE
 Todays Release Notes downloadable at:
 http://www.timeslice.co.uk/downloads/Lawman Release Notes CSHW Sept

2013.doc

 http://www.timeslice.co.uk/downloads/Lawman Release Notes FEW Sept

2013.doc

 Thank You
 Any Questions?
 Email [email protected]
 Call: 0207 231 0073 or mobile: 0044 (0) 777 1967 306


Slide 6

Timeslice Ltd
Lawman Client Event - Welcome

AGENDA
 Introduction
 Cashiers Workstation –Dot Net
 Additional Functionality
 Fee Earner workstation Development
 Generic Enhancements
 Document & Email Manager
 Other Modules
 Cloud Development
 Mobile Time Recording
 Virtual Desktop
 Q&A

Introduction
 News
 Technical Operability Update
 Windows Desktop 8
 Microsoft Office 2013
 SqlServer 2012
 Windows Server 2012

Cashiers Workstation
 Phased Time/Disbursement Posting
 Credit Control –letters & statements
 Ledger & Postings
 Potential Client to Office Transfers
 Mixed Client, Disbursement & Office Ledger
 Recurring Nominal Journal e.g. salaries
 Hide from search – base lookup tables
 Staff Budgets & Rates Import feature
 Multi-currency features extended
 Various additions to Reporting Options – Release Notes

Fee Earner Workstation –
Generic Enhancements



Matter Phasing incl Billing Guide
Fee Earner Authorisations







Time Recording







Choose long narrative & editing with clock running
Edit wip entries from ledger

Start up panel – option to display KPI
Client ID – new tab for docs
My Matters
new columns for matter exec and name
Add remove single matter
Forms - Lawman Options Form
 More Re-sizeable Forms
 Grid Font Alternatives
 Ribbon Bar Style
 Search items – key stroke on/off
 Max database items





Draft Bills
Client payment
Client bank transfer
Disbursement Payment

Document & Email Manager





Word 2010 Ribbon
Word Add-in export to DM – all matters
Alternative navigation options in DM
Document Directories
 Multiple drag & drop

 Document passwords
 Secure DM
 Admin option for check-ins
 Amend date available
 More intuitive check-in added incl Excel
 Lawman Outlook
 Documents Panel in Outlook


Also shows attachments

 File Email to Entity
 Drag & drop export options incl directory
 Appending of ID tag to manual emails filed

Other modules
 Lawman Alerts – can be delivered in html format
 Marketing
 Export to CSV option added
 Deeds & Wills
 Delete options added for records
 Preview Button now displays full details of individual
item

Cloud Development
 Document manager now configurable for cloud drive
 Eg Sky Docs, Dropbox
 Virtual desktop from Calligo
 Mobile Time Recording & Pilot
 Exploring opportunities with Partners e.g.
 Nikec Binders
 Workshare
 Calligo

TIMESLICE
 Todays Release Notes downloadable at:
 http://www.timeslice.co.uk/downloads/Lawman Release Notes CSHW Sept

2013.doc

 http://www.timeslice.co.uk/downloads/Lawman Release Notes FEW Sept

2013.doc

 Thank You
 Any Questions?
 Email [email protected]
 Call: 0207 231 0073 or mobile: 0044 (0) 777 1967 306


Slide 7

Timeslice Ltd
Lawman Client Event - Welcome

AGENDA
 Introduction
 Cashiers Workstation –Dot Net
 Additional Functionality
 Fee Earner workstation Development
 Generic Enhancements
 Document & Email Manager
 Other Modules
 Cloud Development
 Mobile Time Recording
 Virtual Desktop
 Q&A

Introduction
 News
 Technical Operability Update
 Windows Desktop 8
 Microsoft Office 2013
 SqlServer 2012
 Windows Server 2012

Cashiers Workstation
 Phased Time/Disbursement Posting
 Credit Control –letters & statements
 Ledger & Postings
 Potential Client to Office Transfers
 Mixed Client, Disbursement & Office Ledger
 Recurring Nominal Journal e.g. salaries
 Hide from search – base lookup tables
 Staff Budgets & Rates Import feature
 Multi-currency features extended
 Various additions to Reporting Options – Release Notes

Fee Earner Workstation –
Generic Enhancements



Matter Phasing incl Billing Guide
Fee Earner Authorisations







Time Recording







Choose long narrative & editing with clock running
Edit wip entries from ledger

Start up panel – option to display KPI
Client ID – new tab for docs
My Matters
new columns for matter exec and name
Add remove single matter
Forms - Lawman Options Form
 More Re-sizeable Forms
 Grid Font Alternatives
 Ribbon Bar Style
 Search items – key stroke on/off
 Max database items





Draft Bills
Client payment
Client bank transfer
Disbursement Payment

Document & Email Manager





Word 2010 Ribbon
Word Add-in export to DM – all matters
Alternative navigation options in DM
Document Directories
 Multiple drag & drop

 Document passwords
 Secure DM
 Admin option for check-ins
 Amend date available
 More intuitive check-in added incl Excel
 Lawman Outlook
 Documents Panel in Outlook


Also shows attachments

 File Email to Entity
 Drag & drop export options incl directory
 Appending of ID tag to manual emails filed

Other modules
 Lawman Alerts – can be delivered in html format
 Marketing
 Export to CSV option added
 Deeds & Wills
 Delete options added for records
 Preview Button now displays full details of individual
item

Cloud Development
 Document manager now configurable for cloud drive
 Eg Sky Docs, Dropbox
 Virtual desktop from Calligo
 Mobile Time Recording & Pilot
 Exploring opportunities with Partners e.g.
 Nikec Binders
 Workshare
 Calligo

TIMESLICE
 Todays Release Notes downloadable at:
 http://www.timeslice.co.uk/downloads/Lawman Release Notes CSHW Sept

2013.doc

 http://www.timeslice.co.uk/downloads/Lawman Release Notes FEW Sept

2013.doc

 Thank You
 Any Questions?
 Email [email protected]
 Call: 0207 231 0073 or mobile: 0044 (0) 777 1967 306


Slide 8

Timeslice Ltd
Lawman Client Event - Welcome

AGENDA
 Introduction
 Cashiers Workstation –Dot Net
 Additional Functionality
 Fee Earner workstation Development
 Generic Enhancements
 Document & Email Manager
 Other Modules
 Cloud Development
 Mobile Time Recording
 Virtual Desktop
 Q&A

Introduction
 News
 Technical Operability Update
 Windows Desktop 8
 Microsoft Office 2013
 SqlServer 2012
 Windows Server 2012

Cashiers Workstation
 Phased Time/Disbursement Posting
 Credit Control –letters & statements
 Ledger & Postings
 Potential Client to Office Transfers
 Mixed Client, Disbursement & Office Ledger
 Recurring Nominal Journal e.g. salaries
 Hide from search – base lookup tables
 Staff Budgets & Rates Import feature
 Multi-currency features extended
 Various additions to Reporting Options – Release Notes

Fee Earner Workstation –
Generic Enhancements



Matter Phasing incl Billing Guide
Fee Earner Authorisations







Time Recording







Choose long narrative & editing with clock running
Edit wip entries from ledger

Start up panel – option to display KPI
Client ID – new tab for docs
My Matters
new columns for matter exec and name
Add remove single matter
Forms - Lawman Options Form
 More Re-sizeable Forms
 Grid Font Alternatives
 Ribbon Bar Style
 Search items – key stroke on/off
 Max database items





Draft Bills
Client payment
Client bank transfer
Disbursement Payment

Document & Email Manager





Word 2010 Ribbon
Word Add-in export to DM – all matters
Alternative navigation options in DM
Document Directories
 Multiple drag & drop

 Document passwords
 Secure DM
 Admin option for check-ins
 Amend date available
 More intuitive check-in added incl Excel
 Lawman Outlook
 Documents Panel in Outlook


Also shows attachments

 File Email to Entity
 Drag & drop export options incl directory
 Appending of ID tag to manual emails filed

Other modules
 Lawman Alerts – can be delivered in html format
 Marketing
 Export to CSV option added
 Deeds & Wills
 Delete options added for records
 Preview Button now displays full details of individual
item

Cloud Development
 Document manager now configurable for cloud drive
 Eg Sky Docs, Dropbox
 Virtual desktop from Calligo
 Mobile Time Recording & Pilot
 Exploring opportunities with Partners e.g.
 Nikec Binders
 Workshare
 Calligo

TIMESLICE
 Todays Release Notes downloadable at:
 http://www.timeslice.co.uk/downloads/Lawman Release Notes CSHW Sept

2013.doc

 http://www.timeslice.co.uk/downloads/Lawman Release Notes FEW Sept

2013.doc

 Thank You
 Any Questions?
 Email [email protected]
 Call: 0207 231 0073 or mobile: 0044 (0) 777 1967 306


Slide 9

Timeslice Ltd
Lawman Client Event - Welcome

AGENDA
 Introduction
 Cashiers Workstation –Dot Net
 Additional Functionality
 Fee Earner workstation Development
 Generic Enhancements
 Document & Email Manager
 Other Modules
 Cloud Development
 Mobile Time Recording
 Virtual Desktop
 Q&A

Introduction
 News
 Technical Operability Update
 Windows Desktop 8
 Microsoft Office 2013
 SqlServer 2012
 Windows Server 2012

Cashiers Workstation
 Phased Time/Disbursement Posting
 Credit Control –letters & statements
 Ledger & Postings
 Potential Client to Office Transfers
 Mixed Client, Disbursement & Office Ledger
 Recurring Nominal Journal e.g. salaries
 Hide from search – base lookup tables
 Staff Budgets & Rates Import feature
 Multi-currency features extended
 Various additions to Reporting Options – Release Notes

Fee Earner Workstation –
Generic Enhancements



Matter Phasing incl Billing Guide
Fee Earner Authorisations







Time Recording







Choose long narrative & editing with clock running
Edit wip entries from ledger

Start up panel – option to display KPI
Client ID – new tab for docs
My Matters
new columns for matter exec and name
Add remove single matter
Forms - Lawman Options Form
 More Re-sizeable Forms
 Grid Font Alternatives
 Ribbon Bar Style
 Search items – key stroke on/off
 Max database items





Draft Bills
Client payment
Client bank transfer
Disbursement Payment

Document & Email Manager





Word 2010 Ribbon
Word Add-in export to DM – all matters
Alternative navigation options in DM
Document Directories
 Multiple drag & drop

 Document passwords
 Secure DM
 Admin option for check-ins
 Amend date available
 More intuitive check-in added incl Excel
 Lawman Outlook
 Documents Panel in Outlook


Also shows attachments

 File Email to Entity
 Drag & drop export options incl directory
 Appending of ID tag to manual emails filed

Other modules
 Lawman Alerts – can be delivered in html format
 Marketing
 Export to CSV option added
 Deeds & Wills
 Delete options added for records
 Preview Button now displays full details of individual
item

Cloud Development
 Document manager now configurable for cloud drive
 Eg Sky Docs, Dropbox
 Virtual desktop from Calligo
 Mobile Time Recording & Pilot
 Exploring opportunities with Partners e.g.
 Nikec Binders
 Workshare
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TIMESLICE
 Todays Release Notes downloadable at:
 http://www.timeslice.co.uk/downloads/Lawman Release Notes CSHW Sept

2013.doc

 http://www.timeslice.co.uk/downloads/Lawman Release Notes FEW Sept

2013.doc

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