pclaw mobility and · pdf filepclaw mobility and satellite pclaw virtual features november...
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PCLaw Mobility and Satellite PCLaw virtual features
November 15, 2012
Presented by Kim Byers ellwood associates inc. [email protected]
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1 2012 PCLaw User Conference
PCLaw Mobility
What is PCLaw Mobility Service?
• web based service
− through your internet-enabled smartphone or mobile device with no cabling or synching required.
• Capture billable time and expenses as they occur
• Secure access to critical case/matter information and client contacts
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2 2012 PCLaw User Conference
PCLaw Mobility
What are the Benefits of Mobility?
• Capture more billable time
• Respond to clients faster
• Improve productivity
− with the ability to search and filter matters by Client Number, Matter Number, Matter Description or Type of Law
• Direct input to PCLaw
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3 2012 PCLaw User Conference
PCLaw Mobility
How can we get Mobility?
• The mobility service is included in your AMP at no additional cost.
• What if my AMP has lapsed?
− You MUST renew your AMP to use mobility
• If our AMP has lapsed and we have been using mobility what happens?
− You will lose access to mobility and MUST renew your AMP to continue
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4 2012 PCLaw User Conference
PCLaw Mobility
What’s Included with Mobility?
• Time Sheet
• Expense Recoveries
• Calendar
• Contacts
• Notes
• Important to NOTE for using mobility
• Ability to enter new
• Ability to see existing
• No ability to modify
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5 2012 PCLaw User Conference
PCLaw Mobility
Not Included in Mobility
• Cheque Writing
• Billing
• Accounts Payable
• Trust
• Not all reports
• NO ability to modify once entered (ability only in PCLaw)
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6 2012 PCLaw User Conference
PCLaw Mobility
• What does mobility look like?
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7 2012 PCLaw User Conference
PCLaw Mobility
Adding a new time entry in Mobility • First click on time expense
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8 2012 PCLaw User Conference
PCLaw Mobility
• Choose whether it is a time or expense entry
• Choose date
• Enter description
• Enter duration
• Enter or choose task code
• Use the matter lookup to choose the matter
• Click save
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9 2012 PCLaw User Conference
PCLaw Mobility
How do we use/activate Mobility?
• Current AMP
• Download the install file from www.pclaw.com/techpage.asp
• Once downloaded run setup.exe
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10 2012 PCLaw User Conference
PCLaw Mobility
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11 2012 PCLaw User Conference
PCLaw Mobility
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12 2012 PCLaw User Conference
PCLaw Mobility
How do I enable PCLaw as a Link Service?
• See link below
− http://support.lexisnexis.com/timematters11/record.asp?articleid=10792
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13 2012 PCLaw User Conference
PCLaw Mobility
Setting Up the Users
• Requirements
− Each user MUST have a STRONG password
• What is a STRONG password?
• It must be at least eight characters long
• It must include both uppercase and lowercase letters
• It cannot be the same as your User ID
• It must contain at least one numeric or special character
• The last five passwords used are tracked, and may not be used again
− Each user MUST change their password every 90 days max (or sooner)
− Accessible on any internet capable device
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14 2012 PCLaw User Conference
PCLaw Mobility
MUST be logged on as admin to get the security preferences
• Access Security Preferences to enable mobility
• Enable Advanced Security
• Choose Password Expiry
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15 2012 PCLaw User Conference
PCLaw Mobility
• Then highlight your user that you would like to grant access for
• To grant access to each user first access security
• A Strong Password MUST be created for each user
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16 2012 PCLaw User Conference
PCLaw Mobility
• Click the enable access to mobility feature
• Choose the default lawyer for this person
• Set the password
• Now the user should be able to access PCLaw Mobility
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17 2012 PCLaw User Conference
PCLaw Mobility
Accessing Mobility
• The user then must user their username and password for PCLaw
• The user will then be able to use mobility
• You will first need to log into the mobility website
− https://pclawmobility.lexisnexis.com/
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18 2012 PCLaw User Conference
PCLaw Satellite
What is PCLaw Satellite?
• Satellite is another mobility feature for PCLaw
• It is an offline database that you export and import your data from and to
• Do not need to spend any additional money
• Do not require a constant internet connection
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19 2012 PCLaw User Conference
PCLaw Satellite
What’s Included with Satellite?
• Time Sheet / Fee Sheet / Quick Timer
• Expense Recoveries
• Calendar
• Contacts
• Notes
• Reports relating to the above
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20 2012 PCLaw User Conference
PCLaw Satellite
Not Included in Satellite
• Cheque Writing
• Billing
• Accounts Payable
• Trust
• Not every report
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21 2012 PCLaw User Conference
PCLaw Satellite
• Satellite users have the ability to work as though they are at the office with the same screens that they are used to
• All the regular functionality of Calendar, Time Sheets, even the register
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22 2012 PCLaw User Conference
PCLaw Satellite
• Time Sheet functionality is exactly the same.
• If the spell check is activated on the workstation setting tab then it will be available.
• Timer feature is also available
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23 2012 PCLaw User Conference
PCLaw Satellite
How do we use Satellite?
• Download the install file from www.pclaw.com/techpage.asp
• Once downloaded run plrem120sp1.exe on the workstation you wish to install the satellite
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24 2012 PCLaw User Conference
PCLaw Satellite
How do I get the data from PCLaw to the Satellite PCLaw?
• We need to first export the data from PCLaw
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25 2012 PCLaw User Conference
PCLaw Satellite
• When you first open PCLaw Satellite you will be prompted to import the file received PCLawEXP.pla
Using PCLaw Satellite
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26 2012 PCLaw User Conference
PCLaw Satellite
Find the PCLawEXP.PLA file Import it into PCLaw Satellite
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27 2012 PCLaw User Conference
PCLaw Satellite
How do I get my data back to PCLaw?
Exporting From the Satellite station Importing into PCLaw
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28 2012 PCLaw User Conference
PCLaw Mobility and Satellite
PCLaw Mobility
• Pros
• Direct input to PCLaw
• Accessible on any mobile device
PCLaw Satellite
• Pros
• Ability to change or modify entries (if not exported)
• Speed
• Reporting options
• Register availability
• Cons
• Not as fast as expected
• Not always accessible
• MUST change Strong password at least every 90 days
• Cons
• Must import and export data
• Not accessible from any device
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29 2012 PCLaw User Conference
PCLaw Mobility and Satellite
Questions?
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30 2012 PCLaw User Conference
Contact Information
Kim Byers
ellwood associates inc.
416-410-8191 ext. 811
http://www.ellwood.com