PCLaw Mobility and Satellite PCLaw virtual features

November 15, 2012

Presented by Kim Byers ellwood associates inc. kbyers@ellwood.com

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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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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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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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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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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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PCLaw Mobility

• What does mobility look like?

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PCLaw Mobility

Adding a new time entry in Mobility • First click on time expense

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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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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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PCLaw Mobility

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PCLaw Mobility

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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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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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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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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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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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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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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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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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PCLaw Satellite

Not Included in Satellite

• Cheque Writing

• Billing

• Accounts Payable

• Trust

• Not every report

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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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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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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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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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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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PCLaw Satellite

Find the PCLawEXP.PLA file Import it into PCLaw Satellite

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PCLaw Satellite

How do I get my data back to PCLaw?

Exporting From the Satellite station Importing into PCLaw

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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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PCLaw Mobility and Satellite

Questions?

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Contact Information

Kim Byers

ellwood associates inc.

416-410-8191 ext. 811

http://www.ellwood.com

kbyers@ellwood.com