pclaw cost recovery

Copyright © 2014, Optiable

Craig Bayer

PCLaw Feature Friday WebinarPCLaw Cost Recovery

Copyright © 2014, OptiableCopyright © 2014, Optiable

Case Study #1


Case Study #2


The Solution

Cost Recovery Module in PCLaw


If you create Client / Matter in PCLaw, It can be added to another ProgramIf you track time in another program, it can be imported into PCLawSoft Costs such as Copy Charges, Lexis Searches, and Phone Calls can be imported into PCLaw

We will show you 3 Things


CSV, How this is done


CSV Imported into Excel


Step 1: Export Client/Matter List out of PCLaw


Matter Export


What to Choose


Matter Manager


Contact Name


Matter Manager


Matter Export


Demo

Lets review in PCLaw


Compare the CSV to the Matter Manager


This is also good for….


Step 2: Create a Cost Recovery Template


It might already be done


Cost Recovery


Define Data Fields


Lawyer


Date


Matter


Hours


Rate


Task Code


Amount


Explanation


You don’t have the Amount


Stamps.com


You can test the process


Running the Import


Demo

Lets review in PCLaw


Programs this works for


Find out if your Phone System has cost recoveryFind out if your copier has cost recovery

How can you use this now


VOIP Phones


Copy Boxes


Additional Resources


Craig BayerEmail: [email protected]

Thank You!

mailto:[email protected]



pclaw cost recovery

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