Timeslice Ltd Lawman Client Event - Welcome. AGENDA Introduction Cashiers Workstation –Dot Net Additional Functionality Fee Earner workstation Development.

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Presentation transcript:

Timeslice Ltd Lawman Client Event - Welcome

AGENDA Introduction Cashiers Workstation –Dot Net Additional Functionality Fee Earner workstation Development Generic Enhancements Document & 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 Draft Bills Client payment Client bank transfer Disbursement Payment 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

Document & 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 to Entity Drag & drop export options incl directory Appending of ID tag to manual s 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: Release Notes CSHW Sept 2013.doc Release Notes FEW Sept 2013.doc Thank You Any Questions? Call: or mobile: 0044 (0)