pclaw cost recovery
DESCRIPTION
Using the Cost Recovery Module, you can link PCLaw to your phone system, your copy machine, your web research, stamps.com and a variety of programs with PCLaw to track time and expenses. This program will go over how Cost Recovery Module works, and how to setup with a variety of different products.TRANSCRIPT
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Craig Bayer
PCLaw Feature Friday WebinarPCLaw Cost Recovery
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Case Study #1
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Case Study #2
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The Solution
Cost Recovery Module in PCLaw
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If you create Client / Matter in PCLaw, It can be added to another ProgramIf you track time in another program, it can be imported into PCLawSoft Costs such as Copy Charges, Lexis Searches, and Phone Calls can be imported into PCLaw
We will show you 3 Things
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CSV, How this is done
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CSV Imported into Excel
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Step 1: Export Client/Matter List out of PCLaw
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Matter Export
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What to Choose
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Matter Manager
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Contact Name
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Matter Manager
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Matter Export
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Demo
Lets review in PCLaw
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Compare the CSV to the Matter Manager
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This is also good for….
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Step 2: Create a Cost Recovery Template
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It might already be done
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It might already be done
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Cost Recovery
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Define Data Fields
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Lawyer
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Date
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Matter
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Hours
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Rate
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Task Code
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Amount
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Explanation
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You don’t have the Amount
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Stamps.com
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You can test the process
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Running the Import
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Demo
Lets review in PCLaw
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Programs this works for
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Find out if your Phone System has cost recoveryFind out if your copier has cost recovery
How can you use this now
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VOIP Phones
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Copy Boxes
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Additional Resources