C2Axis

One of my favorite methods of extracting cascade information from ProLaw is using the XML PATH() function in SQL. The XML Path function can extract multiple rows of data and transpose the data into a list in a single column. Inside the code below, the highlighted yellow text is how I have been using this function for the last several years. The yellow subselect looks at all the contacts assigned to a matter and returns all the results that match oppos in their contact title

If you've tried to write an SSRS report for ProLaw, and just wanted it to export directly to Excel and have the right column mapping, this blog post is for you! It's actually really simple. No header or footers. If you try and add a header or footer and include a text box such as report name, then Excel has to account for that box on export, and will try and adjust the columns to the header and not the pivot data. So no header footer. Make the report match the matrix or t

If you are an up to date ProLaw back office client , I would recommend scheduling an install of the new Journals Import Data utility. Here are a few of my notes after reading the 2018.1 Data Portal User Guide, KB 143321: 1. Cash postings only as this time, accrual posting functionality later. 2. User security setup needs; change WIP (transactions), Checks (Journals), Add (Journals). This shouldn’t be a problem for accounting, but make sure troubleshooters have it, including