LexisNexis Total Practice Advantage 9.0 - Litigation Solutions
LexisNexis Total Practice Advantage 9.0 - Litigation Solutions
LexisNexis Total Practice Advantage 9.0 - Litigation Solutions
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<strong>LexisNexis</strong> <strong>Total</strong> <strong>Practice</strong> <strong>Advantage</strong> <strong>9.0</strong><br />
Estates <strong>Practice</strong><br />
<strong>LexisNexis</strong> <strong>Total</strong> <strong>Practice</strong> <strong>Advantage</strong> for Estates <strong>Practice</strong> includes a set of customized features,<br />
packaged to provide unique functionality through customization of:<br />
• Contact and Matter Forms, with associated Classification Codes for each form type<br />
• An Estates <strong>Practice</strong> Power View<br />
• AutoEntry Forms and Triggers<br />
• Chain Templates<br />
• Custom Links and a customized toolbar<br />
Each feature is summarized as follows:<br />
Estates <strong>Practice</strong> Contact and Matter Forms<br />
Form Type<br />
Contact<br />
Matter<br />
Customized Classification Code(s)<br />
ACCT—Accountant; ATTY—Attorney; BENE—Estates Beneficiary; BNKR—<br />
Banker; DCTR—Doctor; ESTC—Estates Contact; ECL—Estates <strong>Practice</strong><br />
Client; EXEC—Estates Executor; HEIR—Heir; FIN—Financial Advisor;<br />
GUA—Guardian; INS—Insurance Agent; PETG—Guardianship Petitioner;<br />
PROX—Healthcare Proxy; REAG—Real Estate Agent; TRST—Estates Admin<br />
Trustee<br />
CNSV—Conservator; ESTP—Estates Planning; ELD—Elder Law and<br />
Guardianship; GRD—Guardianship; PROA—Probate and Administration<br />
Appendix E—<br />
<strong>Practice</strong> Area<br />
Appendix E—<br />
<strong>Practice</strong> Area<br />
Appendix E—<br />
<strong>Practice</strong> Area<br />
Customized Power View—<strong>LexisNexis</strong> <strong>Total</strong> <strong>Practice</strong> <strong>Advantage</strong> for Estates <strong>Practice</strong> include a<br />
single customized Power View.<br />
AutoEntry Forms and Triggers—With <strong>LexisNexis</strong> <strong>Total</strong> <strong>Practice</strong> <strong>Advantage</strong> for Estates <strong>Practice</strong>,<br />
an Event AutoEntry Form is created when a new potential client is added using the PCLI<br />
Classification Code.<br />
Chain Templates—<strong>LexisNexis</strong> <strong>Total</strong> <strong>Practice</strong> <strong>Advantage</strong> for Estates <strong>Practice</strong> provides Estates<br />
practitioners with three Chain Templates that guide them through completing:<br />
• A new Estate Planning Matter; a new Medicaid Planning Matter; or a new Probate/<br />
Administration Matter<br />
Custom Links—Estates practitioners have other applications and Web sites that they frequently<br />
use. <strong>LexisNexis</strong> <strong>Total</strong> <strong>Practice</strong> <strong>Advantage</strong> for Estates <strong>Practice</strong> makes it easy to access and open<br />
these resources through a custom navigator or a custom link.<br />
Toolbar—A custom main toolbar includes Chain Template and other buttons, making it easier to<br />
access Estates practitioner’s custom features.<br />
Appendix E—<br />
<strong>Practice</strong> Area<br />
Appendix E—<br />
<strong>Practice</strong> Area<br />
Estates <strong>Practice</strong> 91