2011 Practice Management Annual Conference

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Presentation transcript:

2011 Practice Management Annual Conference Bring Your PCLaw Innovative Ideas Kenya Oduor Manager, User Experience Doug Dagworthy Manager, Product Development September 24, 2011

We’ve Listened PCLaw mobility – released March 2011 Calendaring for Mobility coming soon Will be continually making improvements & adding new features Improved integration with Time Matters – release date 1Q2012 Addressed a number of Split Billing between 10.5 and 11.0 Fixed a few sales tax issues in 11.0 Provide ability to drill down into most reports

We Asked Compiled survey of Survey sent to 239 CICs Product and documentation challenges Overall needs Survey sent to 239 CICs 70 surveys returned and completed Average of 8 years supporting PCLaw

You Want – General Themes Integration with Time Matters Reporting Billing, Bill Flow & Layouts General Ledger Accounting & Trust Case/client management Contact management Mobility

You Want - Features Improve reliability Alternative to Area 5 in TM Integration with Time Matters Report customization Extend functionality Reporting Scheduled billing Bill formatting Billing, Bill Flow & Layouts Accuracy General Ledger

Accounting & Trust Case/matter Mgmt Contact/client Mgmt Mobility You Want - Features Chart of Accounts Accounting workflow Accounting & Trust Extend functionality Improve ease of use Case/matter Mgmt Contact/client Mgmt Time and contact entry Calendar mgmt Mobility

Calendar Mgmt Time & Expense Entry Contact Mgmt Matter Mgmt You Want - Mobility View appointments Add appointments Calendar Mgmt Turn phone calls into time entry Time & Expense Entry Add new contacts Locate PCLaw contact info Contact Mgmt View matter details Matter Mgmt

Dot Time Why three dots? Add to the lists around the room Vote for your top three You have 15 minutes

Let’s Discuss What issues are you facing? What can we do to help you? What else would you like to talk about?

Thank You! Kenya.oduor@lexisnexis.com Doug.dagworthy@lexisnexis.com