2011 practice management annual conference time matters/pclaw link in-depth review mark mccray,...
TRANSCRIPT
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2011 Practice Management Annual Conference
Time Matters/PCLaw Link In-depth Review
Mark McCray, LexisNexis
September 23, 2011
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22011 Practice Management Annual CIC Conference
Agenda
Introduction
Concepts
Technical Discussion
Troubleshooting
Upcoming Enhancements
Questions
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32011 Practice Management Annual CIC Conference
Introduction
Mark McCrayConsulting Software Engineer
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42011 Practice Management Annual CIC Conference
Introduction
Mark McCrayConsulting Software Engineer
•Lead Developer/Architect/????? For Time Matters and Billing Matters
•Started in April of 1999 •Recent projects include
− Mobility− Exchange Synchronization Rewrite− Upcoming PCLaw enhancements
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52011 Practice Management Annual CIC Conference
Concepts
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62011 Practice Management Annual CIC Conference
Concepts
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72011 Practice Management Annual CIC Conference
Concepts
The primary goal of the PCLaw link is to end the duplication of entries inherent in using separate Billing and Calendar/ Matter Management.
•TM and PCLaw are designed to operate as two systems− Time Matters Sends and Gets information to PCLaw− PCLaw tells Time Matters if something has changed
•Time Matters is the primary Contact (Client) and Matter System− You must decide which system controls matter/contact numbering− We recommend you use PCLaw for numbering
•PCLaw is the primary Billing system− Initial Time and Expense information is sent from TM− Billing (Rates, Discounts, A/R, A/P) is handled by PCLaw
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82011 Practice Management Annual CIC Conference
Concepts
What is linked?
Time Matters PCLaw
Matter Matter
Contact Client
Billing Item (Time) Time
Billing Item (Expense) Expense
Billing Item (Matter Payable) Accounts Payable
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92011 Practice Management Annual CIC Conference
Concepts
Basic Setup Process
1. Setup the Linka) Turn it on! (Both user and program level)b) Connect to the set of PCLaw booksc) Set Optionsd) Match Codese) Setup Matching Templates
2. Run a first time synchronization3. Cleanup the startup data if needed
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102011 Practice Management Annual CIC Conference
Concepts
Required Contact Mapping
PCLaw Time Matters
First Name First Name
Last Name Last Name
Client Number Area 5, Field 1
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112011 Practice Management Annual CIC Conference
Concepts
Required Matter Mapping
PCLaw Time Matters
Responsible Lawyer Staff or Selected
Type of Law Class Code or Selected
Date Opened Selected (Not kept in TM)
Default Rate Selected (Not kept in TM)
Client Number Area 5, Field 1 of the Contact in Regarding Line
Matter Number Area 5, Field 1
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122011 Practice Management Annual CIC Conference
Concepts
PCLaw Time Matters
Date Billing Date
Matter Matched Matter [ext_con]
Lawyer Matched Lawyer [ext_staff]
Task Code Matched Task [ext_ccode]
Hours Hours [bil_dur]
Rate Price [price] (unless def checked)
Amount Amount [gross]
Description Description [desc] and/or Memo [memo]
Activity Code Activity Code [reference]
Use Defaults Checkbox [ext_default]
Time Entry Mapping
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132011 Practice Management Annual CIC Conference
Concepts
PCLaw Time Matters
Date Billing Date
Matter Matched Matter [ext_con]
Lawyer Matched Lawyer [ext_staff]
Explanation Code Matched Code [ext_ccode]
Quantity Hours [bil_dur]
Rate Price [price] (unless def checked)
Amount Amount [gross]
Description Description [desc] and/or Memo [memo]
Vendor Vendor [reference]
Use Defaults Checkbox [ext_default]
Expense Entry Mapping
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142011 Practice Management Annual CIC Conference
Technical Discussion
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152011 Practice Management Annual CIC Conference
Basic Architecture
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162011 Practice Management Annual CIC Conference
PCLaw Link Major Services
•PLSVCLnk.exe Link Server; essentially the PCLaw link•PLSVCLog.exe Logging Server •PLDocLnk.exe Log maintenance and debug tracing
enabler•PLSvcTM.exe Time Matters interface to PLSVCLnk
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172011 Practice Management Annual CIC Conference
High Level Sync Flow
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182011 Practice Management Annual CIC Conference
Other Tables
PCMATTER•Used to quickly determine if a PCLaw Client/Matter is linked to a PCLaw Record. This file should never be modified outside of Time Matters. If this file gets corrupted, rebuilding the link will attempt to reconstruct it.
PLCACHE•This table is used to cache values from PCLaw and reduce the number of times they must be retrieved from PCLaw
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192011 Practice Management Annual CIC Conference
Troubleshooting
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202011 Practice Management Annual CIC Conference
Troubleshooting
PCLaw changes not going to Time Matters
•PCLaw must know where the location of the TM Program Directory
•This is currently obtained by reading the TMW.INI file for the necessary information
•But wait! These settings are really in the registry!•TM9 introduced INI Redirection. A windows feature that would
redirect any writes to TMW.INI to the following registry entry:HKLM\Software\LexisNexis\Time Matters 9
•PCLaw still relies on this key
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212011 Practice Management Annual CIC Conference
Troubleshooting
Registry Keys - Today
•HKLM\Software\LexisNexis\Time Matters 9\BackOffice− LastActive
• Enterprise or Professional. Should now be only “E”
− ProgDir_E• Time Matters Program Directory containing TMWE.EXE
− TM10Linked• Should be “YES” if PCLaw should send information to Time Matters
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222011 Practice Management Annual CIC Conference
Troubleshooting
Registry Keys – PCLaw SP2•We are creating a common registry key for PCLaw and future
applications to use•HKCU\Software\LexisNexis\PMCommon\TimeMatters\LastRun
− Will be updated each time TM is run, if values have changed− Use caution when running multiple versions of TM (not
recommended)•Values will be
− ProgDir: Location of Time Matters Program Directory− Version: Last version of Time Matters run − PCLawLink: “Y” or “N” value to indicate if PCLaw link is enabled
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232011 Practice Management Annual CIC Conference
Troubleshooting
PLDOCLINK – Located in the PCLaw Program directory. Enables low level logging of transactions
Time Matters changes not going into PCLaw
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242011 Practice Management Annual CIC Conference
PCLaw Link Debug Log
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262011 Practice Management Annual CIC Conference
Chief, I think we need the “cone of silence”
Upcoming Enhancements
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272011 Practice Management Annual CIC Conference
Upcoming Enhancements
The following enhancements are in the design stage, so your input is valuable. Please remember our usual caveats:
• These are targeted enhancements, not promises • We are not announcing an availability date• Since we have not made the changes, the actual result may be
different than what we show today• Please do not tweet/blog about these until we have
announced firm details
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282011 Practice Management Annual CIC Conference
Upcoming Enhancements
The #1 requested PCLaw Link Enhancement?
Area 5 will no longer be required!
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292011 Practice Management Annual CIC Conference
PCLaw New Client and Matter Wireframes
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302011 Practice Management Annual CIC Conference
Upcoming Enhancements
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Upcoming Enhancements
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322011 Practice Management Annual CIC Conference
Upcoming Enhancements
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Upcoming Enhancements
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342011 Practice Management Annual CIC Conference
Upcoming Enhancements
•Redesigned Setup Screens•New Field Matching Wizard