Section: PCLaw Administrator & Office Manager
Samantha is the implementer, responsible for all setup activities in PCLaw, whether it is adding a new user, bank account, or explanation code. She oversees the firm’s contracts, itinerary and documentation. Samantha dictates uniformity within PCLaw, including templates, and firm wide options and settings. PCLaw Administrator & Office Manager walks you through PCLaw Front Office, setup, and software settings.
PCLaw OnDemand Training
This session is one section out of four based on a user’s role in the PCLaw 14 OnDemand Training. The PCLaw 14 OnDemand training sessions will demonstrate fundamental concepts, and techniques to enable the user to perform PCLaw basic user level tasks. Users with a current Annual Maintenance Plan (AMP) have unlimited free access to this training for the length of their subscription. For top to bottom coverage you are welcome to register for all four sections of the training.
Lessons Available in this Suite:
• Adding Lawyers and Rates
• Creating Explanation Codes
• Creating Task Codes
• Creating Bank Accounts
• Applying Types of Law
• Time Entry Advisor
• Creating Email Templates for Billing
• Managing Contacts
• System Settings for Data Entry
• Workstation setting for Calendar
General Setup
• Lawyers and Rates
• Types of Law
• System Settings
• Security
• Explanation Codes
• Task Codes
• Workstation Settings
Accounting Setup
• Bank Accounts
• E-mail Templates
Practice Management
• Calendar
• Phone Call Manager
• Contact Manager
• Time Entry Advisor
Average class length is 2 hours. Recording features interactive components and duration will be different for everyone.
Other Sessions for PCLaw 14 OnDemand training include:
For a more targeted learning path you may concentrate on only one section based on role.