PCLaw 11.0 Administration Guide - Support - LexisNexis

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Create a New Template To create a new template that can be used by the various staff in the firm: 1. Open the PCLaw application. 2. Go to Tools > Template Editor. The PCLaw Template Editor window opens. 3. Click File > New. The New Template window opens. 4. Select the type of template from the list of templates and click OK. An untitled template for the selected template type opens. 5. Select the applicable options/elements to complete the template design. 6. Save and close the template. 122 PCLaw 11.0 Administration Guide
Bank Account Setup The default bank accounts provided with PCLaw includes one General bank account, one Trust bank account, and one Petty Cash account, although other accounts may be added. NOTE: Default bank accounts (G/L 1000 and 1100) supplied with the PCLaw application cannot be removed, deactivated or deleted. 123 PCLaw 11.0 Administration Guide
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PCLaw® 11.0 Administration Guide
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Contents How to Use this Guide ....
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Change an Existing Task Code ......
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Intended Audience This guide is int
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Backup and Restore Data PCLaw allow
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6. Click OK to continue. The PCLaw
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Restore Data 1. Open the PCLaw appl
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9. Click Yes. The Import Progress s
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Create a New User in PCLaw 1. Open
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Setting Up Groups All users in PCLa
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Add a User to a Group 1. Go to Opti
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User Selection and Restrictions 1.
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Matter Manager Access and Setup for
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Time/Fees Access and Setup for User
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View User Rights To determine the r
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Remove a User From a Group To remov
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Change User Password To change a pa
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Create a New Credit Card User To cr
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Configure a Credit Card User’s Ac
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Security Preferences Enabling Advan
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PCLaw Application Updates The PCLaw
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PCLaw Manual Updates PCLaw software
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Upgrade the Server Take the followi
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6. Click OK to close the User Monit
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13. Click Go for either option, to
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22. Locate your Data folder and cli
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System Settings and Setup It is imp
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Data Entry System Settings To compl
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Banking Quick Check Layout To setup
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9. Enter the appropriate data for e
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5. Enter settings as appropriate fo
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Matter System Settings To establish
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Billing System Settings To enter th
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6. Select a phrase from the list or
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5. Select a phrase from the list an
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6. Click Yes to confirm the deletio
Page 73 and 74: 4. Select the appropriate checkboxe
Page 75 and 76: Check Pattern System Settings To es
Page 77 and 78: 4. Click the Change button for the
Page 79 and 80: Other System Settings Setup To esta
Page 81 and 82: Configure Remote Client Server Sett
Page 83 and 84: Outlook Connection Settings Via the
Page 85 and 86: 8. Select a timekeeper from the lis
Page 87 and 88: Workstation Settings and Setup Work
Page 89 and 90: Calendar Setup for Individual Works
Page 91 and 92: Miscellaneous Settings and Setup Op
Page 93 and 94: 4. Click the associated Change butt
Page 95 and 96: Lawyers and Rates To track the time
Page 97 and 98: 4. Enter the new lawyer’s nicknam
Page 99 and 100: 4. Change the lawyer information as
Page 101 and 102: 4. Click the Yes button to continue
Page 103 and 104: 4. Click the Accounting tab. The Ch
Page 105 and 106: 4. Click the Special Fields tab. Th
Page 107 and 108: 4. Click the Budget Figures tab. Th
Page 109 and 110: Types of Law To classify Matters, a
Page 111 and 112: Change a Type of Law Information To
Page 113 and 114: Explanation Codes Explanation codes
Page 115 and 116: 4. Enter a nickname for the code in
Page 117 and 118: 5. Select the fields to change and
Page 119 and 120: Task Codes Task codes can be used b
Page 121 and 122: Change an Existing Task Code To cha
Page 123: Template Editor To modify the appea
Page 127 and 128: 4. Select the account type to be ad
Page 129 and 130: 4. Change the information in the fi
Page 131 and 132: 4. Click Yes to continue. The Bank
Page 133 and 134: Reactivate a Bank Account To reacti
Page 135 and 136: 4. Click the Configure Merchant Acc
Page 137 and 138: Add a G/L Account Use the following
Page 139 and 140: Change G/L Account Information Use
Page 141 and 142: Delete a G/L Account Use the follow
Page 143 and 144: Department Codes Department codes c
Page 145 and 146: Change an Existing Department Code
Page 147 and 148: 4. Highlight the Department Code to
Page 149 and 150: Add a New Vendor Use the following
Page 151 and 152: Change Vendor Information Use the f
Page 153 and 154: Vendor Deactivation Use the followi
Page 155 and 156: Verify Data Integrity Data integrit
Page 157 and 158: PCLaw Mobility PCLaw ® Mobility is
Page 159 and 160: PCLaw Mobility Installation Checkli
Page 161 and 162: 3. Click Configure to continue. The
Page 163 and 164: 5. On the Connections Settings tab,
Page 165: 3. On the Users tab, select a user
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