2010 Practice Management Annual Conference - LexisNexis Confidential - What’s New With PCLaw Alan...

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

What’s New With PCLaw

Alan Tuback

September 15th 2010

Las Vegas, NV

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Agenda

• Introduction and Session Objectives• Practice Management Product Strategy• PCLaw 10• PCLaw Roadmap• Additional Resources• Wrap Up• Q&A

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

PresenterAlan Tuback– Product Manager

LexisNexis

Session Objectives

• Provide you with an update on– LexisNexis Strategy for PCLaw– Overview of PCLaw 10– Share PCLaw Product Roadmap– Update on Available Resources

Introduction and Session Objectives

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Agenda

• Introduction and Session Objectives• Practice Management Product Strategy

– Different Solutions for Different Problems– Where does PCLaw fit?

• PCLaw 10• PCLaw Roadmap• Additional Resources• Wrap Up• Q&A

2010 Practice Management 2010 Practice Management

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Practice Management Strategy

There are different kinds of customers, with different needs – that we will serve with different solutions/products

• Many of our competitors are trying to solveeveryone’s problems with a single product

• We will drive business growth and improved customer delight by finely targeting different solutions for different kinds of customers

2010 Practice Management 2010 Practice Management

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- LexisNexis Confidential -

PCLaw Strategy

Make PCLaw the software product that best solves problems for law firms who need a single solution for their time, billing, accounting and matter management needs

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

PCLaw Annual Maintenance Plan

What do I get with my AMP?

• New feature based software releases and regularly scheduled Service Packs

• No more version upgrade fees at times dictated by LexisNexis

• More predictable costs• Anytime Training

• Train staff with on-demand, interactive web-based training, available 24/7

• Telephonic Technical Support• Get questions answered

through access to technical specialists and documentation

Why is LexisNexis doing this now?

• To better match software development costs versus revenues

• Improve planning and investment in future releases

• Reduce need to push out releases on specific dates to drive revenues

• To be consistent with software industry best practices

pm.lexisnexis.com/store/home/

Speak to one of the Practice Management

Sales Specialists today about getting an AMP

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Agenda

• Introduction and Session Objectives• Practice Management Product Strategy• PCLaw 10• PCLaw Roadmap• Additional Resources• Wrap Up• Q&A

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Available Now – PCLaw 10

(1) Additional fees apply

Key Features

• Prescheduled back up; protect your data with automatic backup, schedule backups outside of work hours

• Safe Custody Manager; reduce your risk by using safe custody records management to track physical closed files and documents in safe custody at the firm

• Expanded rate exception capabilities; apply rate exceptions at the matter level based on explanation codes

• Refresh Pre-Bills; reload pre-bill with original settings to reflect your changes made during pre-billing

• Grid font overrides; set the default fonts used on the PCLaw grid screens to suit your needs

Release Date • August 2009

Feedback

• “Auto backup feature is a step in the right direction”• “General Journal entry to bank account is fabulous”• “Expense Rate exception is a great addition”

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Agenda

• Introduction and Session Objectives• Practice Management Product Strategy• PCLaw 10• PCLaw Roadmap• Additional Resources• Wrap Up• Q&A

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

What’s Coming Soon; Mobility

• Mobile Web based

– Not device specific

• Release 1 functionality

– Time and Expense Entry

– Client Lookup/Search, View, Entry

– Matter Lookup/Search, View, Entry

– Calendar view, Entry

• Developed with Microsoft®

• Target PCLaw 11 release 2Q 2011

2010 Practice Management 2010 Practice Management

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PCLaw Roadmap; QuickBooks Integration

• Target Market Segments• Current QuickBooks Customers • Current PCLaw Customers

• Enable your Accountant with integration of key accounting data• Client Expense, Accounts Payable, General

Checks, General Receipts, Trust Checks, Trust Receipts, General Journal, Invoices, Write Ups/Write Downs

• Enact utility to transfer info from QuickBooks to PCLaw• Static Lists, e.g. Chart of Accounts, Codes;

Clients (Customers), Matters (Jobs), etc.• Match accounts, clients, matters, etc. by

name (so to not duplicate them in QuickBooks)

• Target release 2Q 2011

2010 Practice Management 2010 Practice Management

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- LexisNexis Confidential -

PCLaw Roadmap; Three Year View

2010 Practice Management 2010 Practice Management

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- LexisNexis Confidential -

Time Matters®

• Centrally manage client information

• Keep all vital case information at your fingertips; notes, documents, events

• Stay on top of deadlines, meetings and other tasks

• Store and associate critical documents and emails with matter records

• Manage all types of communications and link to matter files

Optimize your business outcomes through process excellence

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Agenda

• Introduction and Session Objectives• Practice Management Product Strategy• PCLaw 10• PCLaw Roadmap• Additional Resources• Wrap Up• Q&A

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

www.pclaw.com

PCLaw Product Web Site

• Navigate information about PCLaw from here

– Contact information

– Support center

– Training

– Brochures

– Credit card processing

– Payroll

– FAQ

2010 Practice Management 2010 Practice Management

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- LexisNexis Confidential -

law.lexisnexis.com/spn/findcic

Certified Independent Consultants

• LexisNexis CICs can meet your firm’s individual needs and address specific issues to help you maximize your investment in Time Matters

– Practice area expertise

– Software customization to your workflow

– Value added software applications

– Training

– Technical consulting

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- LexisNexis Confidential -

support.lexisnexis.com/pclaw10/

Customer Support Center

• Locate support and technical information related to

– Software downloads

– Help guides

– Documentation

– Report guides

– Technical articles

– Year end materials

• Call 800.387.9785 for live-answer support

– Real time warm transfer to senior technicians

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

lexisnexis.com/university

LexisNexis University

• Take training to meet your firm’s needs

– eLearning

– Just-In-Time

– Anytime Training

– Classroom

• Benefit from CLE credit

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Agenda

• Introduction and Session Objectives• Practice Management Product Strategy• PCLaw 10• PCLaw Roadmap• Additional Resources• Wrap Up• Q&A

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Wrap Up

• PCLaw is a Key Component of Practice Management Strategy• Satisfy needs for law firms looking for an all-in-one

solution; time, billing, accounting, matter management• PCLaw 10 Available Now• Product Roadmap

• Mobility• QuickBooks

• Additional Resources

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Agenda

• Introduction and Session Objectives• Practice Management Product Strategy• PCLaw 10• PCLaw Roadmap• Additional Resources• Wrap Up• Q&A

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

PMACC Attendee Appreciation Offers

• Waiver of AMP Reinstatement Fee• 20% off any PCLaw software purchase

• See the Sales Team for Details

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

- LexisNexis Confidential -

Thank You!

What Questions Do You Have?