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2011 Practice Management Annual Conference Time Matters/PCLaw Link In-depth Review Mark McCray, LexisNexis September 23, 2011.

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Presentation on theme: "2011 Practice Management Annual Conference Time Matters/PCLaw Link In-depth Review Mark McCray, LexisNexis September 23, 2011."— Presentation transcript:

1 2011 Practice Management Annual Conference Time Matters/PCLaw Link In-depth Review Mark McCray, LexisNexis September 23, 2011

2 Practice Management Annual CIC Conference Agenda Introduction Concepts Technical Discussion Troubleshooting Upcoming Enhancements Questions

3 Practice Management Annual CIC Conference Introduction Mark McCray Consulting Software Engineer

4 Practice Management Annual CIC Conference Introduction Mark McCray Consulting Software Engineer Lead Developer/Architect/????? For Time Matters and Billing Matters Started in April of 1999 Recent projects include − Mobility − Exchange Synchronization Rewrite − Upcoming PCLaw enhancements

5 Practice Management Annual CIC Conference Concepts

6 Practice Management Annual CIC Conference Concepts

7 Practice Management Annual CIC Conference Concepts The primary goal of the PCLaw link is to end the duplication of entries inherent in using separate Billing and Calendar/ Matter Management. TM and PCLaw are designed to operate as two systems − Time Matters Sends and Gets information to PCLaw − PCLaw tells Time Matters if something has changed Time Matters is the primary Contact (Client) and Matter System − You must decide which system controls matter/contact numbering − We recommend you use PCLaw for numbering PCLaw is the primary Billing system − Initial Time and Expense information is sent from TM − Billing (Rates, Discounts, A/R, A/P) is handled by PCLaw

8 Practice Management Annual CIC Conference Concepts What is linked? Time Matters PCLaw Matter    Contact    Client Billing Item (Time)  Time Billing Item (Expense)  Expense Billing Item (Matter Payable)  Accounts Payable

9 Practice Management Annual CIC Conference Concepts Basic Setup Process 1.Setup the Link a)Turn it on! (Both user and program level) b)Connect to the set of PCLaw books c)Set Options d)Match Codes e)Setup Matching Templates 2.Run a first time synchronization 3.Cleanup the startup data if needed

10 Practice Management Annual CIC Conference Concepts Required Contact Mapping PCLawTime Matters First Name Last Name Client NumberArea 5, Field 1

11 Practice Management Annual CIC Conference Concepts Required Matter Mapping PCLawTime Matters Responsible LawyerStaff or Selected Type of LawClass Code or Selected Date OpenedSelected (Not kept in TM) Default RateSelected (Not kept in TM) Client NumberArea 5, Field 1 of the Contact in Regarding Line Matter NumberArea 5, Field 1

12 Practice Management Annual CIC Conference Concepts PCLawTime Matters DateBilling Date MatterMatched Matter [ext_con] LawyerMatched Lawyer [ext_staff] Task CodeMatched Task [ext_ccode] HoursHours [bil_dur] RatePrice [price] (unless def checked) AmountAmount [gross] DescriptionDescription [desc] and/or Memo [memo] Activity CodeActivity Code [reference] Use DefaultsCheckbox [ext_default] Time Entry Mapping

13 Practice Management Annual CIC Conference Concepts PCLawTime Matters DateBilling Date MatterMatched Matter [ext_con] LawyerMatched Lawyer [ext_staff] Explanation CodeMatched Code [ext_ccode] QuantityHours [bil_dur] RatePrice [price] (unless def checked) AmountAmount [gross] DescriptionDescription [desc] and/or Memo [memo] VendorVendor [reference] Use DefaultsCheckbox [ext_default] Expense Entry Mapping

14 Practice Management Annual CIC Conference Technical Discussion

15 Practice Management Annual CIC Conference Basic Architecture

16 Practice Management Annual CIC Conference PCLaw Link Major Services PLSVCLnk.exeLink Server; essentially the PCLaw link PLSVCLog.exeLogging Server PLDocLnk.exeLog maintenance and debug tracing enabler PLSvcTM.exeTime Matters interface to PLSVCLnk

17 Practice Management Annual CIC Conference High Level Sync Flow

18 Practice Management Annual CIC Conference Other Tables PCMATTER Used to quickly determine if a PCLaw Client/Matter is linked to a PCLaw Record. This file should never be modified outside of Time Matters. If this file gets corrupted, rebuilding the link will attempt to reconstruct it. PLCACHE This table is used to cache values from PCLaw and reduce the number of times they must be retrieved from PCLaw

19 Practice Management Annual CIC Conference Troubleshooting

20 Practice Management Annual CIC Conference Troubleshooting PCLaw changes not going to Time Matters PCLaw must know where the location of the TM Program Directory This is currently obtained by reading the TMW.INI file for the necessary information But wait! These settings are really in the registry! TM9 introduced INI Redirection. A windows feature that would redirect any writes to TMW.INI to the following registry entry: HKLM\Software\LexisNexis\Time Matters 9 PCLaw still relies on this key

21 Practice Management Annual CIC Conference Troubleshooting Registry Keys - Today HKLM\Software\LexisNexis\Time Matters 9\BackOffice − LastActive Enterprise or Professional. Should now be only “E” − ProgDir_E Time Matters Program Directory containing TMWE.EXE − TM10Linked Should be “YES” if PCLaw should send information to Time Matters

22 Practice Management Annual CIC Conference Troubleshooting Registry Keys – PCLaw SP2 We are creating a common registry key for PCLaw and future applications to use HKCU\Software\LexisNexis\PMCommon\TimeMatters\LastRun − Will be updated each time TM is run, if values have changed − Use caution when running multiple versions of TM (not recommended) Values will be − ProgDir:Location of Time Matters Program Directory − Version:Last version of Time Matters run − PCLawLink:“Y” or “N” value to indicate if PCLaw link is enabled

23 Practice Management Annual CIC Conference Troubleshooting PLDOCLINK – Located in the PCLaw Program directory. Enables low level logging of transactions Time Matters changes not going into PCLaw

24 Practice Management Annual CIC Conference PCLaw Link Debug Log

25 Practice Management Annual CIC Conference Questions?

26 Practice Management Annual CIC Conference Chief, I think we need the “cone of silence” Upcoming Enhancements

27 Practice Management Annual CIC Conference Upcoming Enhancements The following enhancements are in the design stage, so your input is valuable. Please remember our usual caveats: These are targeted enhancements, not promises We are not announcing an availability date Since we have not made the changes, the actual result may be different than what we show today Please do not tweet/blog about these until we have announced firm details

28 Practice Management Annual CIC Conference Upcoming Enhancements The #1 requested PCLaw Link Enhancement? Area 5 will no longer be required!

29 Practice Management Annual CIC Conference PCLaw New Client and Matter Wireframes

30 Practice Management Annual CIC Conference Upcoming Enhancements

31 Practice Management Annual CIC Conference Upcoming Enhancements

32 Practice Management Annual CIC Conference Upcoming Enhancements

33 Practice Management Annual CIC Conference Upcoming Enhancements

34 Practice Management Annual CIC Conference Upcoming Enhancements Redesigned Setup Screens New Field Matching Wizard

35 Practice Management Annual CIC Conference Questions?


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