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Presentation on how I use PCLaw and Dropbox to work remotely.
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Feature Friday WebinarUsing PCLaw Mobility Functions
Craig Bayer
1/19/2011
2Business of Law Software Solutions – Practice Management
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
3Business of Law Software Solutions – Practice Management
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
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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.
5Business of Law Software Solutions – Practice Management
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
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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.
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PCLaw Satellite
Features
• Time Sheet / Fee Sheet / Quick Timer• Expense Recoveries• Calendar • Contacts• Notes• Reports Relating to the Above
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PCLaw Satellite
9Business of Law Software Solutions – Practice Management
PCLaw Satellite
Not Included
• No Check Writing• No Billing• No Accounts Payable • No Trust• Not Every Report
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PCLaw Satellite
PCLaw Satellite is for…
• Time Keepers
PCLaw Satellite is not for…
• Bookkeepers / Accounting Staff
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How it Works
Your PCLaw Administrator Sends a PCLaw File to you
• File Satellite Export to…
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How to get New Matters From Your Office
• Choose Email
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How to get New Matters From Your Office
• Choose your Mobile PCLawUsers.
TIP: I created an email accountCalled remote that emails all The mobile users.
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How to get New Matters From Your Office
• PCLaw Prepares the Data
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How to get New Matters From Your Office
•Outlook makes you click allow.
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How to get New Matters From Your Office
The User Gets a New Email
• Just Click on theattachment.
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How to get New Matters From Your Office
• Click Open and Your PCLawwill be updated.
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How to Send Time to Your Office
Posting Time
•Once you have entered yourtime, Click Export to PCLaw.
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How to Send Time to Your Office
• Chose Email
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How to Send Time to Your Office
• Enter the email address ofthe bookkeeper at your office.
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How to Send Time to Your Office
• Click allow on Outlook and thePCLaw file will be sent to your officeThe bookkeeper just needs to clickon the attachment and it will updatePCLaw
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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.
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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
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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.
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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.
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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.
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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 Prebills Ipad/Tablet Friendly. • Print Prebills, hand mark them up, scan them and email back to
the office.
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Contact Information
Craig BayerLaw Office Technology
225-926-2733http://www.lawot.com
http://[email protected]
Lawtopia, LLChttp://www.lawtopiallc.com
