2010 Practice Management Annual Conference Tackle Complex Billing Requirements with advanced Compliance Rules Presented by: Gail Henderson Juris ®

2010 Practice Management Annual Conference Gail Henderson Education: –BBA in Computer Information Systems –Currently pursuing M.Ed. in Adult Education Experience: –11 years experience supporting law firms using Juris ® solutions –2 years experience as a legal assistant Contact me: –Toll Free: x2356 –Connect with me on LinkedIn: –Follow me for Juris tips on Twitter:

2010 Practice Management Annual Conference Objectives Create Rule Sets Address your rule challenges

2010 Practice Management Annual Conference Rule Sets ANY –Multiple rules that have something in common; such as: Each rule in the set applies to same client or timekeeper; or Each rule in the set enforces a specific firm policy and applies to all time entries –Each rule is independent of the other rules in the set –Typically used for organizational purposes and/or scope enforcement ALL –Multiple rules that depend on each other –Each rule condition in the set must occur on the entry to cause a (failure) task –Typically used for creation of complex error criteria

2010 Practice Management Annual Conference Examples: Rule Set/ANY Set of rules that prevent any timekeeper from recording an entry under another user’s timekeeper I.D One rule for each timekeeper will be needed Use of Rule Set keeps these rules together (organizational purposes) A specific client has the following general firm policy items Several rules will be needed for this client: Time entry narrative cannot be blank Time entry narratives should be less than 255 characters in length Block billing is not permitted All time must be entered in 6 minute increments (.1,.2,.3, etc.) Only approved timekeepers may bill time Use of Rule Set keeps these rules together (for scope management)

2010 Practice Management Annual Conference Example: Rule Set/ALL A few specific clients do not allow Partners or Associates to charge against select task codes unless those tasks have been approved by the client in advance. The entry must contain the name of the approver as follows: (Approved by: Name) Several Rules are needed: Task Code = B100; B200; C100; L100; L200; L400 Personnel Type = Partner or Associate Text Rule: Narrative must include “Approved by:” All 3 of the above conditions must be met for the entry to be in violation. The rule set applies only to specific clients (scope)

2010 Practice Management Annual Conference Let’s Make Rules

2010 Practice Management Annual Conference Additional Training Opportunities For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings. The Juris® Client Services Team offers on-site training, workflow analysis, and consulting to optimize your Juris software systems. Contact your local Juris representative for more information.

2010 Practice Management Annual Conference Who is your representative?