How to Upgrade PCLaw to the Newest Version

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Presentation on how to upgrade PCLaw to the newest version. This was done for version 10 but should work on any vers

Presentation on how to upgrade PCLaw to the newest version. This was done for version 10 but should work on any vers

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  • This ensures that your firm can still work and you can easily make sure that upgrade went well. If you want to do this, it is advised to engage with a PCLaw Certified Independent Consultant who has experience with test environments or have your IT person work with a PCLaw Certified Independent Consultant to ensure the test environment is properly set up and doesn’t interfere with your live environment or data.

Transcript

  • 1. PCLaw v10 Upgrading Tips and Tricks webinar Craig Bayer Law Office Technology
  • 2. Why Should you Upgrade?- Technology
    • Windows 7
    • Windows Vista
    • Office 2007
    • Server 2008
    • 64byte Systems
  • 3. Why Should you Upgrade?- New Features
    • Refresh pre-bill
    • Exclude accounts receivable balance from billing
    • Invoice number on billing summary page
    • Option to select all general ledger accounts when running financial statements
    • General ledger adjustments into a bank account reflected on the General Bank Journal report
  • 4. Why Should you Upgrade?- New Features
    • Improved searchability in general ledger account listing (Options  Workstation Settings  Use Tree Pop Up)
    • Grid font overrides for Data Entry (Options  Workstation Settings  Other)
    • Increased client check number capacity (19 Characters)
    • Explanation code column added to Matter Manager and Register
    • Trust ledger threshold (Trust Level Report) http://www.lexisnexis.com/law-firms/practice-management/specialized-law/pclaw.aspx?content=enhancements
  • 5. Why Should you Upgrade?- Bug Fixes / Support
    • Bug Fixes - Bug fixes occur in current code. Bug fixes and compliancy to the latest technology will not occur in older versions of the software like versions 7, 8 or 9.
    • Support - If you use a consultant or you use Tech Support, they are going to be better supporting a newer version then an older version. Some of the issues you may be experiencing in an older version have been fixed in the latest release.
  • 6. Tips to Ensure a Smooth PCLaw Upgrade
    • Upgrade after your billing cycle.
      • Regardless if you bill weekly, monthly, or quarterly, do not upgrade PCLaw before you need to do bills. That way you are not under pressure to create bills and upgrade the software at the same time.
    • Run the upgrade on the Main Server Machine.
      • This needs to be done before upgrading any workstations.
      • Running the upgrade from the server can minimize the time it takes to install the upgrade and decrease potential network connection issues.
  • 7. Tips to Ensure a Smooth PCLaw Upgrade
    • Make sure no one is in PCLaw
      • From the main menu, select Tools  User Monitor is a great PCLaw feature that lets you know if anyone is in the system.
      • From the main menu, select Tools  User Message is a great to send a message through PCLaw to let users know they must exist.
      • Lock the System (Live Demo)
    • Run a Verify Data Integrity before you upgrade
      • The Verify Date Integrity checks your PCLaw database for any problems and fixes them. Again, all users must be logged out to do this . (Live Demo)
  • 8. Tips to Ensure a Smooth PCLaw Upgrade
    • Make a Backup
      • Backup before you upgrade. PCLaw makes this extremely easy to do. Run a backup and if the upgrade is a total failure, like the power fails in the middle and the program becomes corrupt, you can easily restore your previous version.
    • Schedule the Upgrade
      • Schedule the upgrade for the right time of day. Recommend towards the end of the day, like at 3-4pm, but not too late, that way if there are any issues, you can resolve them with PCLaw tech support and have the program up and running with minimal downtime.
      • To remove the updated version, and download and reinstall your old version will take about 30-45 minutes, dependent on bandwidth. Lexis keeps all of the older versions of PCLaw on their website for download.
  • 9. Test Environment
    • If you are concerned about the upgrade, we recommend running the upgrade in the test environment.
      • Copy your set of books to a standalone computer
      • Install the old version
      • Restore the latest backup of PCLaw
      • Install the upgrade
      • Review the data carefully
      • Use a checklist of reports to view (see next slide for details)
      • It is advised to engage with a PCLaw Certified Independent Consultant who has experience with test environments or have your IT person work with a PCLaw Certified Independent Consultant to ensure the test environment is properly set up and doesn’t interfere with your live environment or data.
  • 10. Additional Steps
    • User Workstations - Log into each workstation to ensure your users can access PCLaw
    • External Links - Check all of the external links from PCLaw, i.e. Outlook, Excel, Word
      • Verify Reports - There are 9 reports that you should run before and after the upgrade to make sure everything is on the up and up.
        • General Bank and Trust Bank Journal will let you know that nothing changed with your main bank and client trust accounts. Run the Client Summary, Client Ledger (with Totals only checked) & Billing Fees Journals to compare A/R before and after the upgrade. And finally, run all four GL statements verifying everything upgraded accurately on the accounting side.
        • General Bank Journal
        • Trust Bank Journal
        • Client Summary
        • Client Ledger (with Totals Only checked)
        • Billing Fees Journal
        • Balance Sheet
        • Income Statement
        • GL Journal
        • General Ledger
  • 11. For your Staff
    • Print out and distribute the What’s New in Version 10 document or save the pdf on everyone’s desktop
    • http://support.lexisnexis.com/pmpdfs/pclaw/pclawsettings/whatsnew/whatsnew10.pdf
    • Visit LexisNexis University and take advantage of basic overviews and training with Anytime Training www.lexisnexis.com/university
    • If you are upgrading from more than one or several versions or you prefer on site training, engage with a CIC to optimize the benefits of many new features and enhancements PCLaw has to offer
  • 12. Still Worried?
    • Use a CIC: If you don’t have a CIC in your area, most of us can work and support you remotely. If you already have a CIC, they likely also offer this service. To find a CIC visit here: http://law.lexisnexis.com/spn/findcic
    • Law Office Technology offers remote installation, implementation and training. We can also schedule a time that meets your needs i.e. late at night and on weekends to minimize your time away from billing.
    • Craig Bayer
    • Law Office Technology
    • A Proud Member of Lawtopia
    • Web: www.lawot.com
    • Blog: www.lawotblog.com
    • Phone: (866) 903-2733