Matters that haven't been touched in 2 years
One of the challenges many firms face is how to accurately get active professional case counts for assigned attorneys. Matters go...
Matters Waiting Closeout - No Attorney Time
I love helping accounting folks and billing reviewers too. This was a recent request from one of my favorite firms. Can we flag all the...
ProLaw Podcast Back Office with Colleen
Check your favorite podcast site, or the widget below to listen the latest podcast with special guest Colleen Walsh. Colleen has been a...
Partner Leaving the Firm? Payments This Year on Fees Billed Last Year
QUESTION: I want to see payments or write-offs posted this year for statements run last year. PROBLEM: Ledger Query for "Statement...
Math Operators with Fields in Query
Did you know that you can use math operations inside of a query in ProLaw? Example: (Budget Fees > 0) and having ((Total Billed Fees +...
Statement formats in use (open matters)
If you need to ensure control of your billing process and statement formats, I highly recommend a monthly report review of open matter...
Adding "code" to SSRS Reports, I finally get it....
I finally figured out how and when to use the code portion of SSRS reports. Basically, we need to write code when there is not a default...
Year End Vendor Contact Cleanup
One of my favorite firm leaders recently asked me for a ProLaw report she could run to identify which vendors have become inactive in the...
Journals Import Data Utility Is Here!
If you are an up to date ProLaw back office client , I would recommend scheduling an install of the new Journals Import Data utility. ...
