Loading Pre-defined Data:
Reviews the option of populating tables with pre-defined data.
Reviews the setup and modification of your Firm.
Reviews the modification and creation of Attorneys or Timekeepers.
Demonstrates the process of creating new Clients.
Demonstrates the creation of new Matters, or Jobs, associated with existing Clients.
Certain data must be initially entered into LAWS/Pro
which is then referred to many times. For example, an attorney or client
will be physically entered once, then referenced many times when posting
time, calendar entries, receipts, etc.
Setup provides the means of originally entering the data which is
then referred to repeatedly throughout the application as described below:
Defines information unique pertaining to your firm such as your firm name,
address, default billing options, fiscal start date, and custom settings allowing LAWS/Pro to be tailored to your firms unique needs.
Much firm information is automatically captured during the initial new firm sign up process.
All individuals utilizing LAWS/Pro
including attorneys, paralegals, clerks, administrative support, etc.,
must be defined within Attorney Setup prior to being accessed within the LAWS/Pro.
Client refers to a specific company, individual or
other entity for whom the firm renders services. Client information,
such as their name, address, etc, is entered once into LAWS/Pro through
Client Setup, then referred to thereafter as needed throughout the application.
A Matter represents a file or case associated with a specific client.
Matters are always associated with Clients. For example, Client "ABC" may have two Matters, "ABC vs Walker" and "ABC vs Smith".
Matter Setup provides the means of entering specific data such as the matters caption, claim number, etc.
Bill Code's are abbreviated codes that reference functions regularly performed.
They streamline the recording of billable services rendered. For example: the
Bill Code "TC" may reference and insert into the time entry description "Telephone call to client".
LAWS/Pro provides standard bill codes which may be utilized by subscribing firms.
Defines the general ledger numbers utilized by the firm.
LAWS/Pro provides standard general numbers which may be utilized by subscribing firms.