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Feature Friday Webinar Using PCLaw Mobility Functions Craig Bayer 1/19/2011
No Servers Needed With PCLaw Satellite Don’t Need a Terminal Server Don’t Need a GoToMyPC Don’t Need Constant Internet Access Don’t Need to Spend any additonal Money
Case Study – Real Example 3 Attorney Law Firm One Attorney, Paralegal, and Bookkeeper in Lafayette One Attorney in Baton Rouge One Attorney in New Orleans
Case Study – Real Example 2 Years Ago, they would had to: Buy a Terminal Server (Around $5,000, including setup and cost) Pay someone to maintain it If the Internet goes down and the one location, no one at any location can work If the Terminal Server goes down no one can work.
Case Study – Real Example Now They Can: Setup PCLaw in Lafayette for the attorney, paralegal and bookkeeper Setup PCLaw Satellite on Laptop In New Orleans Setup PCLaw Satellite on Laptop in Baton Rouge
Case Study – Real Example This way is Superior If Internet goes down in Lafayette, everyone can still work. If the computer goes down with PCLaw in Lafayette, New Orleans and Baton Rouge can still work. Can use existing equipment with no need to buy servers.
PCLaw Satellite Features Time Sheet / Fee Sheet / Quick Timer Expense Recoveries Calendar  Contacts Notes Reports Relating to the Above
PCLaw Satellite
PCLaw Satellite Not Included  No Check Writing No Billing No Accounts Payable  No Trust Not Every Report
PCLaw Satellite PCLaw Satellite is for… Time Keepers PCLaw Satellite is not for… Bookkeepers / Accounting Staff
How it Works  Your PCLaw Administrator Sends a PCLaw File to you File  Satellite  Export to…
How to get New Matters From Your Office Choose Email
How to get New Matters From Your Office Choose your Mobile PCLaw Users. TIP:  I created an email account Called remote that emails all  The mobile users.
How to get New Matters From Your Office PCLaw Prepares the Data
How to get New Matters From Your Office Outlook makes you click  allow.
How to get New Matters From Your Office The User Gets a New Email Just Click on the attachment.
How to get New Matters From Your Office Click Open and Your PCLaw will be updated.
How to Send Time to Your Office Posting Time Once you have entered your time, Click Export to PCLaw.
How to Send Time to Your Office Chose Email
How to Send Time to Your Office Enter the email address of the bookkeeper at your office.
How to Send Time to Your Office Click allow on Outlook and the PCLaw file will be sent to your office The bookkeeper just needs to click on the attachment and it will update PCLaw
Tips Create a No Matter in PCLaw Matter This way if there if the Matters are not up to date,  your Timekeeper can still chose a Matter to record time.
Tips Schedule Imports Exports Everyone should send their Time at the end of the Business Day The Firm should send new Matters at the beginning of the Business Day
Tips User Should Export their Time In Excel This way if an email gets lost,  the time is not lost.  Save the Excel in the My Documents Folder.
The Next Level - DropBox Dropbox -  www.dropbox.com 2GB of Storage is Free When you add a File to DropBox, it adds it to all other computers you are shared to. You can have your Time Exports and Imports go into DropBox so you don’t have to use email. DropBox’s stores versions and deleted copies of documents for up to 30 days.
The Next Level - DropBox PCLaw Automatic Backups You can set PCLaw to Automatically Backup at Night Have these Backups go into Dropbox and you have an online backup strategy.
The Next Level - PreBills Send Pre-Bills to Timekeepers as PDFS Tablet PCs / Ipads can be used to Markup PreBills and send them back.  Make your PrebillsIpad/Tablet Friendly.   Print Prebills, hand mark them up, scan them and email back to the office.
Contact Information Craig Bayer Law Office Technology 225-926-2733 http://www.lawot.com http://www.lawotblog.com cbayer@lawot.com Lawtopia, LLC http://www.lawtopiallc.com

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Lexis Feature Friday: How to use PCLaw Remotely

  • 1. Feature Friday Webinar Using PCLaw Mobility Functions Craig Bayer 1/19/2011
  • 2. No Servers Needed With PCLaw Satellite Don’t Need a Terminal Server Don’t Need a GoToMyPC Don’t Need Constant Internet Access Don’t Need to Spend any additonal Money
  • 3. Case Study – Real Example 3 Attorney Law Firm One Attorney, Paralegal, and Bookkeeper in Lafayette One Attorney in Baton Rouge One Attorney in New Orleans
  • 4. Case Study – Real Example 2 Years Ago, they would had to: Buy a Terminal Server (Around $5,000, including setup and cost) Pay someone to maintain it If the Internet goes down and the one location, no one at any location can work If the Terminal Server goes down no one can work.
  • 5. Case Study – Real Example Now They Can: Setup PCLaw in Lafayette for the attorney, paralegal and bookkeeper Setup PCLaw Satellite on Laptop In New Orleans Setup PCLaw Satellite on Laptop in Baton Rouge
  • 6. Case Study – Real Example This way is Superior If Internet goes down in Lafayette, everyone can still work. If the computer goes down with PCLaw in Lafayette, New Orleans and Baton Rouge can still work. Can use existing equipment with no need to buy servers.
  • 7. PCLaw Satellite Features Time Sheet / Fee Sheet / Quick Timer Expense Recoveries Calendar Contacts Notes Reports Relating to the Above
  • 9. PCLaw Satellite Not Included No Check Writing No Billing No Accounts Payable No Trust Not Every Report
  • 10. PCLaw Satellite PCLaw Satellite is for… Time Keepers PCLaw Satellite is not for… Bookkeepers / Accounting Staff
  • 11. How it Works Your PCLaw Administrator Sends a PCLaw File to you File  Satellite  Export to…
  • 12. How to get New Matters From Your Office Choose Email
  • 13. How to get New Matters From Your Office Choose your Mobile PCLaw Users. TIP: I created an email account Called remote that emails all The mobile users.
  • 14. How to get New Matters From Your Office PCLaw Prepares the Data
  • 15. How to get New Matters From Your Office Outlook makes you click allow.
  • 16. How to get New Matters From Your Office The User Gets a New Email Just Click on the attachment.
  • 17. How to get New Matters From Your Office Click Open and Your PCLaw will be updated.
  • 18. How to Send Time to Your Office Posting Time Once you have entered your time, Click Export to PCLaw.
  • 19. How to Send Time to Your Office Chose Email
  • 20. How to Send Time to Your Office Enter the email address of the bookkeeper at your office.
  • 21. How to Send Time to Your Office Click allow on Outlook and the PCLaw file will be sent to your office The bookkeeper just needs to click on the attachment and it will update PCLaw
  • 22. Tips Create a No Matter in PCLaw Matter This way if there if the Matters are not up to date, your Timekeeper can still chose a Matter to record time.
  • 23. Tips Schedule Imports Exports Everyone should send their Time at the end of the Business Day The Firm should send new Matters at the beginning of the Business Day
  • 24. Tips User Should Export their Time In Excel This way if an email gets lost, the time is not lost. Save the Excel in the My Documents Folder.
  • 25. The Next Level - DropBox Dropbox - www.dropbox.com 2GB of Storage is Free When you add a File to DropBox, it adds it to all other computers you are shared to. You can have your Time Exports and Imports go into DropBox so you don’t have to use email. DropBox’s stores versions and deleted copies of documents for up to 30 days.
  • 26. The Next Level - DropBox PCLaw Automatic Backups You can set PCLaw to Automatically Backup at Night Have these Backups go into Dropbox and you have an online backup strategy.
  • 27. The Next Level - PreBills Send Pre-Bills to Timekeepers as PDFS Tablet PCs / Ipads can be used to Markup PreBills and send them back. Make your PrebillsIpad/Tablet Friendly. Print Prebills, hand mark them up, scan them and email back to the office.
  • 28. Contact Information Craig Bayer Law Office Technology 225-926-2733 http://www.lawot.com http://www.lawotblog.com cbayer@lawot.com Lawtopia, LLC http://www.lawtopiallc.com