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How do you run a report in Time matters?

Admin

How do you run a report in Time matters?

Creating an ad hoc report from the record list

  1. Open the record list.
  2. Right-click the column header and select Edit Columns to open the Edit [Record Type] List Fields window.
  3. Add the columns in the record list that you want on the report.
  4. Click OK to return to the record list.

Is PCLaw part of LexisNexis?

November 15, 2018 — NEW YORK – LexisNexis®, a leading global provider of information and analytics, has announced the release of its newest mobile timekeeping application, PCLaw® Go, for its PCLaw® billing, accounting, and matter management software.

What is PCLaw used for?

PCLaw® enables them to easily manage matter information, track calendar appointments and tasks, capture time and expenses, bill and collect payments from clients, pay vendors, reconcile bank statements and manage trust accounts — all from an integrated system.

How do you print a case list from time matters?

Do either of the following:

  1. Open the Contacts, Matters, Documents, Phone, or Web record list, then click the Print Records icon on the list toolbar.
  2. On the Reports menu, select a Database, Mail, Billing, or Standard report. The Report Specifications dialog box opens.

How do I export data from Time matters?

Exporting Matters

  1. Open Time Matters.
  2. Click File.
  3. Click Export.
  4. Click Custom Export.
  5. Select the third option Create a new Export Template.
  6. Click Next.
  7. On the page Select Export File Format:
  8. On the page Specify Time Matters Record Type with the Export the following Record Type drop down menu choose Cases.

Does Clio integrate with PCLaw?

Can Clio assist me with data migration? Yes. Our Migrations Specialists can assist in bringing over your data from PCLaw to Clio so that you don’t have to manually do it yourself.

What is the latest version of PCLaw?

PCLaw 16.1 continues to build on the enhancements released in PCLaw 16.0. It also builds on the technology refresh introduced in version 15 by migrating the core database to Microsoft SQL Server.

How do I export emails from time matters?

Click File> Import/Export> Export Records. Select Use an existing Export Template, and then click Next. Select the export template you want to use, and then click Next. Select a file format.

Does Clio work in Canada?

Does Clio have servers in Canada? Yes. Clio’s Canadian Server is separate to those in the U.S. Canadian firms have the option to store their data on servers located in Canada.

What does PC mean in a lawyer’s title?

Professional Corporations
Growing a Law Firm: Professional Corporations A professional corporation is organized under the laws of the state in which it is formed. Unlike a regular corporation, a PC for lawyers requires that each director, shareholder and officer be licensed to practice law.

How do I delete a matter in PCLaw?

PCLaw provides two tools for closing matters and preparing matters to be closed.

  1. Close Matter command allows you to deactivate, archive, or purge eligible matters. File > Matter > Close Matter.
  2. Closed Matter Register lets you reactivate, further archive, or purge closed matters. File > Matter > Closed Matter Register.

How do I add the time matter in Outlook?

Answer

  1. Open Microsoft Outlook.
  2. Click File and select Options.
  3. Click Add-ins.
  4. Click Add-in Options.
  5. Select the Time Matters tab.
  6. Select from the options outlined in the table below.

How to log in to LexisNexis in training mode?

 lTo log in to the application in Normal Mode, on the Windows Start menu select All Programs > LexisNexis > Time Matters.  lTo log in to the application in Training Mode, on the Windows Start menu select All Programs > LexisNexis > Training Mode – Time Matters.

What is the LexisNexis timematters andbillingmatters 16 user guide?

LexisNexis®TimeMattersandBillingMatters16 UserGuide ©2016LexisNexis Allrightsreserved. 2 About this Guide The User Guide provides instructions for performing common, daily tasks  in LexisNexis Time Matters® and Billing Matters® Practice Management Software.

How do I send a message using LexisNexis timematters?

LexisNexis®TimeMattersandBillingMatters16 UserGuide ©2016LexisNexis Allrightsreserved. 36  3.  Click the lookup button beside the To box to select a Time Matters user as the recipient of the message. 4.  Type your message in the Message area.

How do I contact LexisNexis?

Call 1-888-AT-LEXIS or complete the form below for LexisNexis ® sales. For Customer Service questions, please call us at 1-800-543-6862. For Security Freeze enquiries, please visit consumer.risk.lexisnexis.com/freeze