PCLaw Mobility and Satellite

Transcription

1 and Satellite PCLaw virtual features November 15, 2012 Presented by Kim Byers ellwood associates inc.

2 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 1

3 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 2

4 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 3

5 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 4

6 Not Included in Mobility Cheque Writing Billing Accounts Payable Trust Not all reports NO ability to modify once entered (ability only in PCLaw) 5

7 What does mobility look like? 6

8 Adding a new time entry in Mobility First click on time expense 7

9 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 8

10 How do we use/activate Mobility? Current AMP Download the install file from Once downloaded run setup.exe 9

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13 How do I enable PCLaw as a Link Service? See link below

14 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 13

15 Access Security Preferences to enable mobility Enable Advanced Security Choose Password Expiry MUST be logged on as admin to get the security preferences 14

16 To grant access to each user first access security Then highlight your user that you would like to grant access for A Strong Password MUST be created for each user 15

17 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 16

18 Accessing Mobility You will first need to log into the mobility website The user then must user their username and password for PCLaw The user will then be able to use mobility 17

19 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 18

20 PCLaw Satellite What s Included with Satellite? Time Sheet / Fee Sheet / Quick Timer Expense Recoveries Calendar Contacts Notes Reports relating to the above 19

21 PCLaw Satellite Not Included in Satellite Cheque Writing Billing Accounts Payable Trust Not every report 20

22 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 21

23 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 22

24 PCLaw Satellite How do we use Satellite? Download the install file from Once downloaded run plrem120sp1.exe on the workstation you wish to install the satellite 23

25 PCLaw Satellite How do I get the data from PCLaw to the Satellite PCLaw? We need to first export the data from PCLaw 24

26 PCLaw Satellite Using PCLaw Satellite When you first open PCLaw Satellite you will be prompted to import the file received PCLawEXP.pla 25

27 PCLaw Satellite Find the PCLawEXP.PLA file Import it into PCLaw Satellite 26

28 PCLaw Satellite How do I get my data back to PCLaw? Exporting From the Satellite station Importing into PCLaw 27

29 and Satellite PCLaw Mobility Pros Direct input to PCLaw Accessible on any mobile device Cons Not as fast as expected Not always accessible MUST change Strong password at least every 90 days PCLaw Satellite Pros Ability to change or modify entries (if not exported) Speed Reporting options Register availability Cons Must import and export data Not accessible from any device 28

30 and Satellite Questions? 29

31 Contact Information Kim Byers ellwood associates inc ext