PCLaw Cost Recovery
-
Upload
craig-bayer -
Category
Technology
-
view
361 -
download
0
description
Transcript of PCLaw Cost Recovery
![Page 1: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/1.jpg)
Copyright © 2014, Optiable
Craig Bayer
PCLaw Feature Friday WebinarPCLaw Cost Recovery
![Page 2: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/2.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Case Study #1
![Page 3: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/3.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Case Study #2
![Page 4: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/4.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
The Solution
Cost Recovery Module in PCLaw
![Page 5: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/5.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
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
![Page 6: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/6.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
CSV, How this is done
![Page 7: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/7.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
CSV Imported into Excel
![Page 8: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/8.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Step 1: Export Client/Matter List out of PCLaw
![Page 9: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/9.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Matter Export
![Page 10: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/10.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
What to Choose
![Page 11: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/11.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Matter Manager
![Page 12: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/12.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Contact Name
![Page 13: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/13.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Matter Manager
![Page 14: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/14.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Matter Export
![Page 15: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/15.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Demo
Lets review in PCLaw
![Page 16: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/16.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Compare the CSV to the Matter Manager
![Page 17: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/17.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
This is also good for….
![Page 18: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/18.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Step 2: Create a Cost Recovery Template
![Page 19: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/19.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
It might already be done
![Page 20: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/20.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
It might already be done
![Page 21: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/21.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Cost Recovery
![Page 22: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/22.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Define Data Fields
![Page 23: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/23.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Lawyer
![Page 24: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/24.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Date
![Page 25: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/25.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Matter
![Page 26: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/26.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Hours
![Page 27: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/27.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Rate
![Page 28: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/28.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Task Code
![Page 29: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/29.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Amount
![Page 30: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/30.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Explanation
![Page 31: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/31.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
You don’t have the Amount
![Page 32: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/32.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Stamps.com
![Page 33: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/33.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
You can test the process
![Page 34: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/34.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Running the Import
![Page 35: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/35.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Demo
Lets review in PCLaw
![Page 36: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/36.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Programs this works for
![Page 37: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/37.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Find out if your Phone System has cost recoveryFind out if your copier has cost recovery
How can you use this now
![Page 38: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/38.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
VOIP Phones
![Page 39: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/39.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Copy Boxes
![Page 40: PCLaw Cost Recovery](https://reader033.fdocuments.in/reader033/viewer/2022050921/554dbe73b4c905c7488b4b6b/html5/thumbnails/40.jpg)
Copyright © 2014, OptiableCopyright © 2014, Optiable
Additional Resources