2010 Practice Management Annual Conference Juris Electronic Billing Workflow Presented by: Gail...

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

Juris Electronic Billing Workflow

Presented by:

Gail Henderson

Juris®

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceGail 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:– Gail.Henderson@LexisNexis.com– Toll Free: 866-654-2381 x2356 – Connect with me on LinkedIn: http://www.linkedin.com/in/gailhenderson– Follow me for Juris tips on Twitter: http://twitter.com/gailhend

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceObjectives

• How to generate an electronic bill in Juris

• Best practices for:– Generating electronic bills– Uploading electronic bills– Managing electronic bills

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceE-billing Types

• Easy E-Billing– Few or no requirements– Like a paper bill (PDF)– Environmentally friendly– Resource-saving alternative

• Mandated E-Billing– Detailed requirements– Data is generally uploaded to a website– Layouts that that do not conform to guidelines may be rejected– Line items that do not conform to guidelines may be rejected

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceEasy E-billing

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceSetup for Easy E-Billing

• Requires MAPI-compliant email w/CDO installed– Outlook is MAPI-compliant, Outlook Express is not– CDO = Collaborative Data Objects, optional component

• Billing Address in Juris– Address must include an email address

• Matter or Consolidation in Juris– Send copy to line will require a format for the e-mail attachment – Bill will be generated in selected format, attached to message and sent

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceSetup for Easy E-Billing

• Billing Address • Send Copy (Matter or Consolidation)

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceTips for Easy E-Billing

• Use your email first– To test: enter your email address on their billing address– Run Export-Email bills - bills will be sent to yourself

• Try sending from a group mailbox– Billing@MyLawFirm.Com (multiple staff can monitor rejects and replies)– Use signature line for short message embedded in each bill sent

• Transition into full E-Billing– Follow electronic run with paper run for 2-3 bill cycles– Reduce or eliminate paper billing

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceMandated E-billing

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceSetup for Mandated E-Billing

• Requires JurisBX– Download JurisBX from Support Center website– Simple setup, to be performed on each billing person’s workstation

• Requires import of correct mandated format(s) – Formats folder within JurisBX download from Support Center website– New formats may be requested from Support– Request a File Format Specification from your client

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceIntro Tips for Mandated E-Billing

• Ask for a test– Ask your client or intermediary how you can upload a test submission– Do this before an actual invoice is due to allow for corrections as needed

• Archive exported bills– Save items into a temporary folder until submission is accepted– After acceptance move the bill into an archive (such as 2010_09)

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceMore Tips for Mandated E-Billing

• Check your notecards– Additional BX information is stored on a Matter Notecard

• Ask for support– If your submissions are being rejected check with Juris support, you may be

using the wrong format– Ask your client for a file format specification before calling support

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceE-Billing Hub

• Integrates with Juris– Upload prebill or final bill– Upload to all vendors in one convenient portal

• Manages Billing– Uploads– Acceptance/rejections

• Feasible– User-friendly interface– Sliding fee allows for small and large volume e-billing

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceAdditional 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 2010 Practice Management

Annual ConferenceAnnual ConferenceWho is your representative?