Creating ProLaw Reports using Excel
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Would it not be great to have an Excel Report that directly connects and reads from your ProLaw database? Well, you can now tremendously simplify that process by creating an Excel Report that connects to your ProLaw database.
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Did you know that your decision to implement a mobile time entry solution could impact virtually every aspect of the firm? One of the biggest mistakes firms make today is undervaluing the role of timekeeping in the success of the firm. Timekeeping effectiveness touches every function from revenue generation to client happiness and attorney/staff productivity.
In this presentation, you will discover:
•Top 10 must-haves when choosing a timekeeping solution
•New regulations that could make evaluating product alternatives more challenging
•How iTimeKeep can help your firm achieve its goals in 2017
Pitt & startup
Bellefield Systems Inc Founders Gabriela Isturiz and Daniel Garcia share their experiences (both success and failures - it's not all pretty) founding two successful startups in legal technology with the University of Pittsburgh community at the Blast Furnace Accelerator.
iTimeKeep Datasheet
Mobile time entry is like email – it needs to be running and working all of the time anywhere you are. If your mobile time entry is not working 24/7 then your attorneys cannot do the right thing: enter their time contemporaneously. Not doing so can cost you accuracy that your firm can’t afford. While many time entry systems demand significant resources to pull this off, iTimeKeep does the heavy lifting to provide you with security, scalability and end-user support.
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Right now is perhaps one of the most exciting times to be part of the legal industry. The great transformation taking place is affecting how we work, where we work, what we work with and the roles that we play as professionals in the firm. Much of the shift taking place can be attributed to technology, specifically, mobility.
Attorneys & eBilling: ALA 2014 Presentation
Breakthrough eBilling technology allows accounting and finance departments to work directly with attorneys to ensure billing guidelines are met. By validating attorneys' timecards in real-time against client billing rules at the moment of time entry, firms can reduce rejected invoices, resubmissions, and delays in collections. This helps educate attorneys and streamlines the billing process for faster cycles and less wasted man-hours.
Why Mobile Time Entry
Mobile technology has significantly impacted the legal field by allowing law firms and attorneys to utilize mobility solutions to increase efficiency and profitability. Firms can now leverage mobile apps to streamline operations such as time entry and management. This presentation discusses how mobile technology is transforming the legal industry and demonstrates a time entry app in a three minute demo followed by a question and answer session.
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[Webinar] Stop Killing Time on Your Time Entry Policy
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- 1. pg. 1 CREATING PROLAW REPORTS USING MS EXCEL Wouldn’t it be great to have an Excel Report that directly connects and reads from your ProLaw database in real-time? Something that can eliminate the many steps and hours it now takes to create a custom report for your firm that should be quick and easy to accomplish. Currently it is likely that you have to take the following steps in order to generate a report that your firm has asked you to create: Run the ProLaw report you want Export it to CSV Open it from Excel Massage and format the data to your needs And, you need to do this “each time” you need the same report for a different period or matters. A lot of work/time involved right? Well, you can now tremendously simplify that task by creating an Excel report that connects to your ProLaw database in real-time and you can refresh it any time you want and always have the most recent information.
- 2. pg. 2 What you need to know to get started Server Name ProLaw database name Some SQL basics Know the SQL for the report you want to create How do we do that, then? Let’s get started with a practical example. We are going to create a new report that lists the Matters Opened in February - Top 10 Clients. Below I give a detailed explanation, step by step, how to do this. 1. Open Excel, Go To Data and Click on Connections 2. Click on Add Connection and the “Existing Connections” window will come up
- 3. pg. 3 3. Click on Browse for More 4. Click on New Source
- 4. pg. 4 5. Select SQL Server and click next 6. Enter server name, leave Windows Authentication and click on next
- 5. pg. 5 7. Select the Database you want. Select the first table listed and click on FINISH
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- 7. pg. 7 11. You will get a prompt like this one below. Just click on Yes
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- 9. pg. 9 14. It will ask where to place the results. Click on Ok 15. You will get your report to look something like the following 16. Each time you want to refresh the report go to Data Menu and click Refresh All
- 10. pg. 10 CONCLUSION You can create any type of ProLaw report in Excel for as long you know the SQL Statement. In ProLaw, after you pull a query, you can always click on Show SQL Statement and it will give you the SQL used. Some time you will be able to use that query, if it is something simple. For more complex reports as Aging WIP, Aging AR, Billing Analysis, Revenue Realization, etc, the SQL query you read from ProLaw will NOT work because they are using temporary tables in SQL that are not available in your SQL Server. Therefore you will need to create those queries yourself.