Feature Friday Webinar<br />Using PCLaw Mobility Functions<br />Craig Bayer<br />1/19/2011<br />
No Servers Needed<br />With PCLaw Satellite<br />Don’t Need a Terminal Server<br />Don’t Need a GoToMyPC<br />Don’t Need C...
Case Study – Real Example<br />3 Attorney Law Firm<br />One Attorney, Paralegal, and Bookkeeper in Lafayette<br />One Atto...
Case Study – Real Example<br />2 Years Ago, they would had to:<br />Buy a Terminal Server (Around $5,000, including setup ...
Case Study – Real Example<br />Now They Can:<br />Setup PCLaw in Lafayette for the attorney, paralegal and bookkeeper<br /...
Case Study – Real Example<br />This way is Superior<br />If Internet goes down in Lafayette, everyone can still work.<br /...
PCLaw Satellite<br />Features<br />Time Sheet / Fee Sheet / Quick Timer<br />Expense Recoveries<br />Calendar <br />Contac...
PCLaw Satellite<br />
PCLaw Satellite<br />Not Included <br />No Check Writing<br />No Billing<br />No Accounts Payable <br />No Trust<br />Not ...
PCLaw Satellite<br />PCLaw Satellite is for…<br />Time Keepers<br />PCLaw Satellite is not for…<br />Bookkeepers / Account...
How it Works <br />Your PCLaw Administrator Sends a PCLaw File to you<br />File  Satellite  Export to…<br />
How to get New Matters From Your Office<br />Choose Email<br />
How to get New Matters From Your Office<br />Choose your Mobile PCLaw<br />Users.<br />TIP:  I created an email account<br...
How to get New Matters From Your Office<br />PCLaw Prepares the Data<br />
How to get New Matters From Your Office<br />Outlook makes you click <br />allow.  <br />
How to get New Matters From Your Office<br />The User Gets a New Email<br />Just Click on the<br />attachment.<br />
How to get New Matters From Your Office<br />Click Open and Your PCLaw<br />will be updated.<br />
How to Send Time to Your Office<br />Posting Time<br />Once you have entered your<br />time, Click Export to PCLaw.<br />
How to Send Time to Your Office<br />Chose Email<br />
How to Send Time to Your Office<br />Enter the email address of<br />the bookkeeper at your office.<br />
How to Send Time to Your Office<br />Click allow on Outlook and the<br />PCLaw file will be sent to your office<br />The b...
Tips<br />Create a No Matter in PCLaw Matter<br />This way if there if the Matters are not up to date,  your Timekeeper ca...
Tips<br />Schedule Imports Exports<br />Everyone should send their Time at the end of the Business Day<br />The Firm shoul...
Tips<br />User Should Export their Time In Excel<br />This way if an email gets lost,  the time is not lost.  Save the Exc...
The Next Level - DropBox<br />Dropbox -  www.dropbox.com<br />2GB of Storage is Free<br />When you add a File to DropBox, ...
The Next Level - DropBox<br />PCLaw Automatic Backups<br />You can set PCLaw to Automatically Backup at Night<br />Have th...
The Next Level - PreBills<br />Send Pre-Bills to Timekeepers as PDFS<br />Tablet PCs / Ipads can be used to Markup PreBill...
Contact Information<br />Craig Bayer<br />Law Office Technology<br />225-926-2733<br />http://www.lawot.com<br />http://ww...
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Lexis Feature Friday: How to use PCLaw Remotely

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Presentation on how I use PCLaw and Dropbox to work remotely.

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Lexis Feature Friday: How to use PCLaw Remotely

  1. 1. Feature Friday Webinar<br />Using PCLaw Mobility Functions<br />Craig Bayer<br />1/19/2011<br />
  2. 2. No Servers Needed<br />With PCLaw Satellite<br />Don’t Need a Terminal Server<br />Don’t Need a GoToMyPC<br />Don’t Need Constant Internet Access<br />Don’t Need to Spend any additonal Money<br />
  3. 3. Case Study – Real Example<br />3 Attorney Law Firm<br />One Attorney, Paralegal, and Bookkeeper in Lafayette<br />One Attorney in Baton Rouge<br />One Attorney in New Orleans<br />
  4. 4. Case Study – Real Example<br />2 Years Ago, they would had to:<br />Buy a Terminal Server (Around $5,000, including setup and cost)<br />Pay someone to maintain it<br />If the Internet goes down and the one location, no one at any location can work<br />If the Terminal Server goes down no one can work.<br />
  5. 5. Case Study – Real Example<br />Now They Can:<br />Setup PCLaw in Lafayette for the attorney, paralegal and bookkeeper<br />Setup PCLaw Satellite on Laptop In New Orleans<br />Setup PCLaw Satellite on Laptop in Baton Rouge<br />
  6. 6. Case Study – Real Example<br />This way is Superior<br />If Internet goes down in Lafayette, everyone can still work.<br />If the computer goes down with PCLaw in Lafayette, New Orleans and Baton Rouge can still work.<br />Can use existing equipment with no need to buy servers.<br />
  7. 7. PCLaw Satellite<br />Features<br />Time Sheet / Fee Sheet / Quick Timer<br />Expense Recoveries<br />Calendar <br />Contacts<br />Notes<br />Reports Relating to the Above<br />
  8. 8. PCLaw Satellite<br />
  9. 9. PCLaw Satellite<br />Not Included <br />No Check Writing<br />No Billing<br />No Accounts Payable <br />No Trust<br />Not Every Report<br />
  10. 10. PCLaw Satellite<br />PCLaw Satellite is for…<br />Time Keepers<br />PCLaw Satellite is not for…<br />Bookkeepers / Accounting Staff<br />
  11. 11. How it Works <br />Your PCLaw Administrator Sends a PCLaw File to you<br />File  Satellite  Export to…<br />
  12. 12. How to get New Matters From Your Office<br />Choose Email<br />
  13. 13. How to get New Matters From Your Office<br />Choose your Mobile PCLaw<br />Users.<br />TIP: I created an email account<br />Called remote that emails all <br />The mobile users. <br />
  14. 14. How to get New Matters From Your Office<br />PCLaw Prepares the Data<br />
  15. 15. How to get New Matters From Your Office<br />Outlook makes you click <br />allow. <br />
  16. 16. How to get New Matters From Your Office<br />The User Gets a New Email<br />Just Click on the<br />attachment.<br />
  17. 17. How to get New Matters From Your Office<br />Click Open and Your PCLaw<br />will be updated.<br />
  18. 18. How to Send Time to Your Office<br />Posting Time<br />Once you have entered your<br />time, Click Export to PCLaw.<br />
  19. 19. How to Send Time to Your Office<br />Chose Email<br />
  20. 20. How to Send Time to Your Office<br />Enter the email address of<br />the bookkeeper at your office.<br />
  21. 21. How to Send Time to Your Office<br />Click allow on Outlook and the<br />PCLaw file will be sent to your office<br />The bookkeeper just needs to click<br />on the attachment and it will update<br />PCLaw<br />
  22. 22. Tips<br />Create a No Matter in PCLaw Matter<br />This way if there if the Matters are not up to date, your Timekeeper can still chose a Matter to record time. <br />
  23. 23. Tips<br />Schedule Imports Exports<br />Everyone should send their Time at the end of the Business Day<br />The Firm should send new Matters at the beginning of the Business Day<br />
  24. 24. Tips<br />User Should Export their Time In Excel<br />This way if an email gets lost, the time is not lost. Save the Excel in the My Documents Folder.<br />
  25. 25. The Next Level - DropBox<br />Dropbox - www.dropbox.com<br />2GB of Storage is Free<br />When you add a File to DropBox, it adds it to all other computers you are shared to.<br />You can have your Time Exports and Imports go into DropBox so you don’t have to use email.<br />DropBox’s stores versions and deleted copies of documents for up to 30 days. <br />
  26. 26. The Next Level - DropBox<br />PCLaw Automatic Backups<br />You can set PCLaw to Automatically Backup at Night<br />Have these Backups go into Dropbox and you have an online backup strategy.<br />
  27. 27. The Next Level - PreBills<br />Send Pre-Bills to Timekeepers as PDFS<br />Tablet PCs / Ipads can be used to Markup PreBills and send them back. Make your PrebillsIpad/Tablet Friendly. <br />Print Prebills, hand mark them up, scan them and email back to the office. <br />
  28. 28. Contact Information<br />Craig Bayer<br />Law Office Technology<br />225-926-2733<br />http://www.lawot.com<br />http://www.lawotblog.com<br />cbayer@lawot.com<br />Lawtopia, LLC<br />http://www.lawtopiallc.com<br />

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