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2011 Practice Management Annual Conference

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Presentation on theme: "2011 Practice Management Annual Conference"— Presentation transcript:

1 2011 Practice Management Annual Conference
Bring Your PCLaw Innovative Ideas Kenya Oduor Manager, User Experience Doug Dagworthy Manager, Product Development September 24, 2011

2 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

3 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

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

5 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

6 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

7 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

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

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

10 Thank You!


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