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Welcome

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Introduction to PCLaw
Lesson Length (mm:ss)
Navigating PCLaw V8 10:57
PCLaw: Matter Overview 5:39
PCLaw: Client Overview 4:41
PCLaw: Responsible Lawyer Overview 6:00
New Matter Defaults 7:13

Working with Clients
Lesson Length (mm:ss)
Creating a New Client 6:53
Major Clients & Conflict Checking 7:59

Working with Matters
Lesson Length (mm:ss)
Types of Law 5:08
Default Task 6:20
Default Hourly Billing Rate 5:59
Referral Type 7:37
Matter Description 5:41
Matter Addresses 7:33
Introducing, Responsible & Assigned Lawyer 11:53
Other Staff on Matter: Timekeeper vs User 12:16
Associating with a Major Client 4:54
Matter Manager Tabs 20:40

Time and Fees
Lesson Length (mm:ss)
PCLaw: Time/Fees 2:47
Quick Timer 5:32
Time Sheet & Delay Post 9:31
Fee Sheet 3:38
Register: Time Tab 10:00
Time/Fees Reports 1:59

Client Costs
Lesson Length (mm:ss)
PCLaw: Client Costs 3:05
Client Costs: Check (General) 7:57
Client Costs: Check (General) | Recurring Entries 9:40
Expense Recovery 4:22
Register: Expense Tab 7:42
Client Costs Reports 1:59

Client Ledger
Lesson Length (mm:ss)
PCLaw: Client Ledger 10:45
Client Ledger: Common Tab 10:18
Client Ledger: Matters Tab 7:06
Client Ledger: Other Tab 4:43
Client Ledger: Layout Tab 3:26

Firm Bank Accounts
Lesson Length (mm:ss)
Overview: Firm Bank Accounts 4:45
Writing a Firm Check (General) 9:24
Firm Check: Recurring Entries 7:30
Firm Check: Printing 10:41
Firm Receipt (General) 7:35
(General) Bank-to-Bank Transfer 3:45
Register: Bank (General) Tab 5:35
Firm Reports 1:41
Bank (General) Deposit Slips 8:34
Bank (General) Reconciliation 16:48
Firm Check: Request Check* 6:35

Trust Bank Accounts
Lesson Length (mm:ss)
Overview: Trust Bank Accounts 8:49
Receipt (Trust) 11:05
Writing a Trust Check 6:01
Trust Check: Recurring Entries 5:28
Trust Check: Printing 14:28
Trust-to-General Transfer 21:43
Matter-to-Matter Transfer 5:20
Bank-to-Bank Transfer 3:54
Register Trust Tab 5:28
Trust Reports 1:54
Trust Check: Request Check* 7:05

Billing Clients
Lesson Length (mm:ss)
MM: Billing Tab | Frequency 9:18
MM: Billing Tab | Billing Template 6:33
MM: Billing Tab | Past Due Notices 5:06
MM: Billing Tab | Task-Based Billing 5:58
MM: Billing Tab | Quoted Type 18:57
MM: Billing Tab | Budget Fees* 3:32
MM: Billing Tab | Interest, Taxes & Misc Settings 10:53
MM: Billing Tab | Fee Discounts & Retainers 4:52
MM: Billing Tab | Split Lawyer Charges & Split Matters 9:08
MM: Summary Tab 2:34
Create Pre-Bill 2:38
Billing: Main Tab 18:42
Billing: Matter Tab 7:36
Billing: Fees, Disbs, Rcpts & Trust Tab 4:10
Billing: Options Tab 13:46
Create Bill 23:35
Recreate Bill & Undo Bill 12:05
Change / Write Off Bill 7:23
Past Due Notice 14:52
Quick Bill 10:23
Edit Disk Image 10:32
Register: Invoice Tab 4:09
Billing Reports 2:10

Receiving Payments
Lesson Length (mm:ss)
PCLaw: Client Receipts 7:12
Receive Payment 18.40
Receive Payment: Recurring Entries 5:18
General Retainer 7:28
General Retainer: Recurring Entries 6:12
Register: General Bank Tab 7:19
Client Receipts Reports 2:23

Accounts Payable
Lesson Length (mm:ss)
PCLaw: Accounts Payable 4:55
New Vendor: Vendor Tab | Vendor Info 4:51
New Vendor: Vendor Tab | Accounting Defaults 5:28
New Vendor: Vendor Tab | 1099 Info 4:22
New Vendor: Opening Balances Tab 3:07
Open Vendor 5:13
New Payable 10:28
New Payable: Recurring Entries 4:28
Open Payable 3:09
Process Payable 8:54
Accounts Payable Reports 1:52

End of Month/Year
Lesson Length (mm:ss)
PCLaw: End of Month/Year 5:58
End of Month 8:13
End of Year 2:34
G/L Statements: Common Tab | Statement Selection 4:53
G/L Statements: Common Tab | G/L Account Selection 5:10
G/L Statements: Common Tab | Current Report Period 4:42
G/L Statements: Other Tab 5:39
G/L Adjustment 4:55
Correct G/L Adjustment 3:17
End of Month/Year Reports 1:46

Utilities
Lesson Length (mm:ss)
PCLaw: Utilities 1:15
Rate Categories: Add, Change & Print 3:01
Lawyers and Rates: Add, Change, Remove & Print 9:36
Customize Quick Step Window 7:34

Template Editor V8
Lesson Length (mm:ss)
PCLaw: Template Editor 8:43
Templates: Working with Elements I 21:34
Templates: Working with Elements II 8:43
Templates: Sections & Tokens 19:36
Templates: Initial Setup 9:02
Checks, Deposit Slips & Labels 21:32
Reports 9:21
Client Summary Type; Disk Output Format 11:36

Security
Lesson Length (mm:ss)
PCLaw: Security 4:58
Users Tab 9:27
Groups Tab 5:15
Advanced Settings 17:01
Security in Modules 14:42

PCLaw Codes
Lesson Length (mm:ss)
Explanation Codes: Add, Change, Remove & Print 13:48
Task Codes: Add, Change, Remove & Print 9:28
Types of Law: Add, Change, Remove & Print 6:47
Electronic Billing & UTBMS Codes V8 22:25

Reports
Lesson Length (mm:ss)
Customizing Layouts vs Custom Reports V8 13:00
Journals V8 13:52
Client V8 20:28
Accounts Receivable V8 8:36
Accounts Payable V8 15:25
Productivity: PCLaw only V8 15:20
Productivity: PCLawPro 22:33
Custom Productivity Reports 11:29

Menu Bar:
Lesson Length (mm:ss)
Options | Workstation Settings | Data Entry 12:59
Options | Workstation Settings | Calendar 5:01
Options | Workstation Settings | Other - Terminology 2:44
Options | Workstation Settings | Other - Data Copy 4:41
Options | Workstation Settings | Other - Format Report Output 3:53
Options | Workstation Settings | Color 3:38
Options: Terminology and Industry 2:44
Help 4:16
Test

 
 

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