practice management juris time, billing, …...2 billing that pays accelerate cash flow by...

• Complywithlegal-specificaccountingrequirements

• Track,monitorandmanageresources

• Determinewhichclientsandmattersaremostprofitable

• Makebetter-informedbusinessdecisions

• Increaserevenue,growpartnerincomeandachieveoptimalfinancialperformance

Asyourfirmaddsnewstaff,increasesworkvolumeorexpandstomorepracticeareas,basicbillingtoolsmaynolongermeetyourneeds.Totrackandbuildstrongerbusinessresults,manyfirmscountonJuris®time,billing,accountingandfinancialmanagementsoftware.

• Legal-specificJurissoftwarehelpsyoumanageyourfirmlikeabusiness.

• WithJuris,yourfirmgainsgreatercontroloverreceivables,payables,trustaccountingandbudgeting.

• Jurisanalyticaltoolsandon-demandperformanceintelligencehelpfirmleadersgaindeeperinsight,makesounddecisionsanddrivestrongerfinancialperformance.

Market-leadingJurissoftwarehelpsfirmbusinessmanagersandpartners:

• Streamlinebillingande-billing

• Improvecashflow

PracticeManagement

Juris®Time,Billing,AccountingandFinancialManagementSoftwareGaindeeperinsight,makesounddecisionsanddrivestrongerfinancialperformanceforyourfirm.

ContentsManageTimekeepingandBilling............................ Page2

IntegrateAccounting,DisbursementsandConflictChecks................................................ Page4

GainMoreInsightintoTimeandExpenseswithJurisSuite........................................ Page5

TakeMoreControlwithBusinessIntelligence,BudgetingandCollections....................................... Page6

BeConfidentwithProfessionalServicesandSupport............................................................. Page8

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BillingthatPaysAcceleratecashflowbyexpeditingbillstailoredforyourclientsandreducingerrors,month-enddisruptions,adjustments,write-offsandbaddebt.TheflexibleJurisbilldesignerenablesyourfirmtoproduceprofessionalbillsthatmeetclient-specificandpractice-areaformattingrequirements,includingappropriaterepresentationoftrustactivity.Byapplyingcompliancerules(client-specific,firmandother)attimeentry,Jurishelpsassurethatyourbillswillbeacceptedbyyourclients.

YoucanminimizeerrorsbymakingthemostofJurisaudit,validation,complianceandspell-checkfeatures.Alsoeliminatetheneedformonth-endprocessingandduplicatedataentrywiththebenefitsofJurisdatesensitivityandtightintegrationbetweenthesoftware’sfinancialcomponents.

Billing compliance features help you minimize errors.

ManageTimekeepingandBilling

Improve Your Billing and Accounting ProcessesMake sure your firm’s billing is comprehensive, timely, compliant and formatted for client needs.

Streamline preparation of bills and ebills to reduce staff fatigue, errors, overtime and contracting costs.

Customize billing cycles to fit your business requirements and maximize staff efficiency.

Keep trust accounts up-to-date, accurate and compliant with regulations.

Jurissoftwaresuccessfullyprovidesthediversetimekeeping,billing,e-billingandaccountingoptionsthatlawfirmsrequire,alongwitheaseofuseandastrongaudittrail.

TimekeepingforYourWorkflowCapturemorebillabletimewithconvenient,easy-to-useJurisfeaturesincluding:

• Convenienttime-entryoptions,whetheryou’reintheofficeoronthemove

• Spellcheckthroughout

• Powerful“GridView”featurethatdisplaystimekeeperorteam-levelbilling/utilization

• Firm-definedtaskcodeswithoptionalhoursand/orflatfeeamounttocharge,plustheabilitytotranslatetaskcodestoclient-specificcodesupto12characterseach

• Firm-definedshorthandabbreviations

• Client-andmatter-specificbillingratesatyourfingertips

• Unlimitedrateschedulesbytimekeeperand/orpersonneltype

• Role-basedviewsfortimeentries

• Abilitytolockmattersfromfurthertimeand/orexpenses

• Electronicbillingande-mailingofbills(standardfeatures)

LearnMore www.juris.com•888-393-1196

Use the Grid View feature to explore timekeeper or team billing/utilizationdata and summarize by status, matter, clients or date.

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PracticeManagement

Benefitfromthesebillingfeaturesandmore:

• Task-andactivity-basedbilling

• On-demand,flatfeeandretainerbilling

• Splitbillingbasedonthresholdamountand/orpercentages

• Expense-only,fee-onlyandsummarybills

• Discountsandsurcharges

• Unlimitedconsolidationofgroupsbyclient

• Supportofcorporate-specificelectronicbillformats

• Visualdesignofbillformatswithimportandexportfeatures

• Abilitytoimportdatafrommostcommoncostcapturesources(copiers,scanners,etc.)

• Matter-leveloptiontoautomaticallysendbillsorbillcopiesbye-mail

• Unpostandcorrect

• Selectionofprebillsindividuallyorbyclient,frequency,cycle,billingortimekeeperforeditingandreview

• Accountsreceivablestatements

ElectronicBillingElectronicbills(e-bills)represent20percentofallbillingbyU.S.legalfilms.ThroughaLexisNexisrelationshipwitheBillingHub,Juriscustomersreducetheheadachesandlosttimeincurredindealingwithrejectedinvoicesandmultipleelectronicbillingvendors.

eBillingHub®*providesonepointofsubmissionwithconformancetoLEDESstandards,enablingyourfirmtovalidateinvoicesbeforesubmittingthemtoe-billingvendors.

*Additionalfeesapply.

BillingReportsJurisoffersall-inclusivedrill-downofclientmatterinquiries.Youcangeneratereportsbybillinglawyer,originatinglawyer,workingtimekeeper,practiceclass,billingagreement,officelocation,etc.Reportingcapabilitiesincludetheseandmore:

• Hoursandfeesworked,billed,adjusted,writtenoffandreceived

• Expensesincurred,billed,adjusted,writtenoffandreceived

• Work-in-processandaccountsreceivableaging

• Working,billingandcollectingrealizationbasedonactual(i.e.,negotiated)ratesandstandardrates

• Trueopen-itemreceivables

• Reportqueuesallowingyoutocatalogsetsofreportsforprintingmultiplereportsinasinglestep

• Alloriginalandadjustingentriesonaudittrails,helpingtopreservedataintegrityandsecurity

Generate billing reports to meet your firm’s specific needs.

JurisIntegrateswithTimeMatters®SoftwareforMatterManagementImprovebusinessoutcomesbyenhancingyourfirm’scaseormatterworkflowwithTimeMatters®practicemanagementsoftware.ByintegratingJuriswithTimeMatters,youaddthebenefitsofcalendaring,contacts,documentmanagementandmatterworkflow.TimeMattershelpsyou:

• Centralizecontactsandmatters• Moreeffectivelyoverseeschedules,deliverablesand

interactionswithkeyparties• Keepandmanagerecordanddocuments

• Accessmatterinformationfromanywhereusingmobiledevices

For more information, contact your mid-law solutions specialist.

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• Firmcontroloverwho,ifanyone,canenterprior-periodinformation

• FullintegrationwithotherJurissoftwarecomponents

Customize your chart of accounts.

Disbursements/AccountsPayableJuriscashmanagementandpayablescapabilitieshelpyou:

• Improvecashflowwithreportingthatshowswhenresourcesareneeded

• Usevendorhistoryreportingandinquiriestosetmaximumpaymentlimits,holdingofselectedorallpaymentsforproblemsuppliers,etc.

• Generatechecksondemandratherthanwaitingforbatchprocessing

• Benefitfromaudittrailsshowingdescriptionsofsourcesanduseoffundsforalloriginalandadjustingentries

• Speedyourcheckreconciliationwithautomatedtools

• Viewcashbalanceson-screenandscrollthroughdepositsanddisbursementsinrealtime

• Makeasingletransactiontowriteacheck,postentriesinyourgeneralledger(GL)andputclientdisbursementsintheclient’swork-in-processfilefolder

• Selectitemstobepaidbydaterange,vendor,voucher,etc.

• Managemultipleoperatingbankaccountsandmultipletrustbankaccounts

• Andmore!

IntegrateAccounting,DisbursementsandConflictChecks

AccountingMeetyourfirm’sspecificaccountingneedsandincreaseoperationalefficiencywithflexibleJurisaccountingtools.

• Jurisdistinguishesbetweenfees,cashexpensesandnon-cashexpenseswhilesupportingaccrual,billedandcashaccountingmethods.

• Juristrustaccountingtoolsallowfirmstomaintainappropriatesegregationofclientandfirm(operational)funds.

• Youcandefineyourchartofaccountsandmulti-levelsub-accountstomatchyourfirm’suniquefinancialandorganizationalneeds.

Planandachieveyourfinancialtargetswithpowerfulmanagementtools:comparativefinancialstatements,budgetversusactual,profitcenterreporting,multi-purposefinancialstatementsandmore.Jurisprovidesdecisionmakerswithup-to-dateinformationonthefinancialprogressofthefirmcomparedtopriorperiodsorbudgets—andenablesthefirmtomeetexternalreportingrequirementsfrombanksandtheIRS.

Inaddition,Jurisprovideseffectiveconflictsearching.Asyoubringonnewclients,Juriswillhelpyouidentifypotentialconflictsofinterestfrompriorrelationships.

Jurisintegratesfinancialinformationfrombilling,generalledger,disbursementsandaccountsreceivable.Thefirmcanchoosetoreportusingacash,accrualorhybridaccountingmethod.Jurisaccountingtoolsalsoofferthesecapabilitiesandmore:

• Costcenter(departments)andmultipleofficecapability

• ProfitandLoss,BalanceSheet,CashFlowandspecialpurposestatements

• Cash,accrualasbilledandfullaccrualoptions

• Budgetingattheprofitcenterortimekeeperlevelbyaccountbymonth

• Unlimitednumberofaccounts,entries,financialstatementformatsandsupportingschedules

• Abilitytoviewindividualaccountsonscreentoanalyzeortodeterminethereasonforanunusualchange

• Toolsthathandlerecurringtransactions,savingyoustepsandreducingerrors

LearnMore www.juris.com•888-393-1196

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PracticeManagement

GainMoreInsightintoTimeandExpenseswithJurisSuite

JurisSuitehelpsmanagingpartners,supervisingattorneysandtheirlegalteamsincreaseproductivityandper-partnerincome.ThesuiteconsistsofTimeandExpenseTransactionsandMySummary,alongwithJurisSuiteReporting,JurisSuiteBusinessIntelligenceandJurisSuiteBudgetingcapabilities.

JurisSuiteTimeandExpenseJurisSuiteincludestimetracking,reportingandmobilityoptionsforworkingattorneys.Italsodeliverssituationalawarenessintheformofacommandcenterthatallowsmanagersandteamstoseeanup-to-the-minute,easilydigestibleviewofcriticalinformation.

TheJurisHeatMappresentsaviewofbillabletimeversusplanatthetimekeeper,groupandfirmlevels,providingan“earlywarningsystem”againstleakageofbillabletime.

TheconfigurableHeatMapviewletseachfeeearnerknowcontinuallywheretheindividualstandsagainsttarget.

Preferacalendarview?Aquickclickandyourcalendardisplaysthehighlightsfortheday.Selectadayanddrilldowntoviewthedetails.Trackingandenteringtimeisasnapwhetheritisenteredonyourdesktopworkstation,enteredonyournotebookcomputer(onoroffthenetwork)orcapturedviayourmobiledevice.JurisSuiteTimeandExpenseTransactionsalsoincludesanautomaticcompliancefeaturethatpre-auditstimeentriesagainstclientmandatedrules.

YoucanuseJurisSuitewhetheryouareintheofficeorworkingremotely.TheCacheModeoptionconvertsdowntimeintoproductivetimebyallowingyoutouseJurisSuitewhendisconnectedfromthenetwork.

Be Ready With a Sound Audit TrailYou can be confident, knowing that Juris financial software securely tracks all transaction activities.

ConflictCheckingTheintegratedJurisdatabaseallowsreal-timeConflictSearchofyourmatterinformation.Setupoptionsletyouselectthespecificinformationtoincludeineachsearch.Yourselectioncanincludeclientandmatternames,addresses,descriptionsandnotecardsattheclientormatterlevelcontainingotherspecialinformationandmore.

Theconflictindexusesreal-timeinformationfromtheJurisdatabase.WhendataisinputtoJuris,itisavailableimmediatelyforuseinyourconflictsearches.Thereisnoneedtomaintaintwoseparatesourcesofinformation.

WhileJurisisonlyonesourceforconflictchecking,itwillplayanimportantroleinhelpingyourfirmavoidcostlyconflictsofinterest.A“singlesearch”searchesallselectedtypesofinformation.

Perform conflict searching in real time.

Juris HeatMap graphically represents billable time versus plan at the timekeeper, group or firm level.

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With just one of the customizable Business Intelligence dashboards, you can view your firm’s key profit drivers and drill down to view underlying reports.

JurisSuiteReporting

Measurement improves performance. Increase partner income with real-time, relevant information tailored for each individual at the firm.

JurisSuiteReportingprovidesalibraryof700+standardreports,includingtimekeeper,clientandfinancialanalysis,andapowerfulreportwriter.Thiscollectionincludesmostofthecommonbusinessmetricsusedbysuccessfullawfirmstoday.Jurisallowseachindividualatthefirmtodecideexactlywhatinformationtoview,howtoviewanduseit,andwhentoreceiveit.

Firmleaderscanviewfinancialperformanceacrossmultipleofficesandpracticeareas,regardlessofwheretheyarelocatedanddrilldowntodetailedinformationunderlyingthemanagementreport.

JurisSuiteisaboutdesigning,distributing,analyzingandmanagingreal-timeinformationforsounddecisionsandtimelyaction.

• Designnewreportsfromexistingreportsbyusinganyreportasastarter-template.

• Linkreportstogethertofacilitatecomplexdrill-downrelationshipsandanalysis.

• Use“Pivot-table”featurestoeasilymanipulatedata,changeparameters,andre-organizeandsortinformation.

• Protectsensitivefinancialinformationbyspecifyingstaffaccesslimitsbasedonfirmneeds.

• ExportcontentintoapplicationslikeMicrosoft®Excel®toallowforquickandeasyanalysis.

• Automaticallydistributereportstopredefinedrecipientsbasedonkeycriteriaorthresholds

TakeMoreControlwithBusinessIntelligence,BudgetingandCollections

JurisSuiteBusinessIntelligenceThedashboardviewprovidesasecurecommandcentergivingyouvisualinsightintofirmfinancialperformance,includingstaffutilization,outstandingreceivablesandfirm-specifickeyperformanceindicators(KPIs).Yougetafull,currentpicture,includingnotonlyinformationinthefirm’saccountingsystem,butalsopendinginformationthathasn’tbeenfinalizedandpassedtotheaccountingdepartment.

Lawfirmleaderstellustheyneedsituationalawareness—factsabouthowthefirmisdoinginrealtime—ratherthanreamsofprintedreportsdocumentingwhathappenedinthepast.Theyhaveaskedforinformationandtoolstohelpthemmaketherightdecisionsandachievefirmgoals.JurisBusinessIntelligencemakesreal-timeinformationeasytointerpretandbuildsuponthecapabilitiesofJurisSuiteReporting.BusinessIntelligenceincludes:

• Acustomdesignerthattransformskeyreportingandbusinessmetricinformationintopowerfulvisualsor“dashboards,”whichcanbemadeupofgraphs,chartsandrange-basedimagesrepresentingfirmgoals.Youcanevenplacereportswithdrill-downonadashboard.DashboardscanbetailoredtopracticegroupsandviewedfromanInternetbrowser.

• Apowerful“alert”featuretriggeredbyrulesorexceptionsthatyouset,creatinganautomaticcall-to-actionrelatedtokeybusinessmetrics.

LearnMore www.juris.com•888-393-1196

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PracticeManagement

Budgeting enables your firm to build more complex budgets and incorporate the details in custom reports, dashboards and key performance indicators/metrics.

JurisBudgetingJurishelpsyouplanfirmperformanceandmovebeyondspreadsheetstoachievefaster,moreaccurateandmorecomplexfinancialbudgetingthat’sorganizedbyclient,matter,timekeeper,GLorsub-account.Firmswithfixedfeesandalternativebillingarrangementscantailorbudgetstomaintainprofitability.Toplanforgrowth,firmscansettargetsforindividualtimekeepers,teams,practiceareasandoffices.

BuildinguponthereportingandalertcapabilitiesprovidedthroughJurisBusinessIntelligence,JurisBudgetingprovidesthesecapabilitiesandmoretohelpyoumakesounddecisions:

• Useaspecializedtoolforintegratedactualstoincreaseyourspeedandaccuracywhilemaintainingflexibility.UseyourGLstructure,aswellasactualdatafrompriorperiods,andthenapplymultiplespreadmethodstoforecastchangesineachGLaccount.

• Importfrommostcommoncostcapturesources(copiers,scanners,etc.)andimportpayrollexpensedatafromADP®andothervendors.

• Createclient/matterandindividualtimekeeperbudgetsandreportonrelatedtasksandexpensesforinsightintoproductivity.

• Createmultiplebudgetversionstoaccountforrevisions.Youcanvieworcustomizebudgetreportsandcreatealertslettingyouknowbeforeyouexceedbudgetedamounts.

• MoveeasilybetweenBudgetingandExcel.

JurisCollections(AvailableSoon)

UseJuristomanagethecollectionprocessinawaythatrespectseachclientrelationshipandstatus.

• Stayontopofclientswithpaymentprograms

• Runreportstohighlightproblemclients

• Createandsendnoticesandlettersconfiguredtodifferentstagesincollectionscycleeitherelectronicallyorbypapercopy.

FindModelResourceswithLexis®OnlineMarketplaceJurissubscribershaveaccesstoLexisOnlineMarketplace,aresourceforadditionalcontentincludingreports,billingformatsandbillingcompliancerules.

Juris Software and Support OptionsThe cost-effective Juris subscription model provides your firm with ongoing product upgrades, technical support and training—all for one monthly payment. You benefit from predictable payments and minimal upfront costs.

Depending on firm needs, you can choose theStandard Subscription Packagefor billing, accounting, disbursements, time and expense entry, marketplace tools and the Gold Support Plan or thePremium Subscription Package,which also provides reporting, business intelligence, budgeting and a collections module (available soon), as well as extra marketplace content.

You can also upgrade to the Platinum Support Plan for technical support with no set limits, plus additional report assistance.

In addition, you can accelerate cashflow and reduce the total cost of e-billing through the Juris relationship with eBillingHub(additional fees apply).

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LexisNexis, Lexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Juris is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Time Matters is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Other products or services may be trademarks or registered trademarks of their respective companies. © 2010 LexisNexis, a division of Reed Elsevier Inc. All rights reserved. LPM00572-0 0910

BeConfidentwithProfessionalServicesandSupport

Get the Services You NeedOur professional services specialists work with you to ensure a smooth transition to Juris.

WithJurisProfessionalServices,youbenefitfromexpertconsultantswithexperiencespecifictothelegalprofessionandacommitmenttoeachcustomer’ssuccess.Ourapproachhelpsspeedyoursmoothimplementationandeasethelearningcurveassociatedwithasoftwarechange.

ImplementationWithyourparticipation,approvalandsupport,wehelpyourfirmcompleteanefficienttransition.

• OurteamworkstounderstandhowyourfirmoperatesandthenhelpsyouconfigureJurisforyourenvironment.

• Wetrainyourstaffonstepstoensureminimallossofproductivityduringthetransitionandsuggestindustrybestpracticestooptimizeyoursuccess.

TrainingThroughLexisNexis®University,youcanrequestJuristrainingdeliveredinawaythatmeetsyourteam’slearningneeds.Self-paced,onlineindividualorgrouptraining,liveclassroomtrainingandone-on-oneconsultingareallavailable.

LexisNexis2000RegencyParkwayCary,NC27518NewCustomersPhone:888-393-1196CurrentCustomersPhone:888-613-0256E-mail:jurisinfo@lexisnexis.comWebsite:www.juris.com

DataConversionThedataconversionteamextractsinformationfromyourcurrentsystemandmovesittoJurisinalogicalandprecisemannersoyouwillbeabletoviewyourhistoricaldatafromJuris.

CustomDesignJurisprofessionalscreatefirm-specificreports,dashboards,alertsandmetricstomeetyourneeds.

AnalysisandStrategicPlanningJurisconsultantsuseprovenprocessesandcustomizedplanningtohelpyourfirmgetupandrunningwithminimaldisruptiontoyourbusiness.

CountontheGoldorPlatinumSupportPlanAfterimplementation,we’llstandbyyouwithongoingsupport.

TheGoldSupportPlanisincludedinyoursubscription.Itincludesfivehoursofaccesstotechnicalsupportorreportmodificationpermonth.Subscribersmaycarryforwarduptofiveunusedhourstothenextmonthforamaximumoftenhoursinanygivenmonth.

Ifyoursupportneedsaregreater,youcanupgradetothePlatinumLevel,whichprovidestechnicalsupportwithnosetlimits,aswellasadditionalreportassistance.

Telephonetechnicalsupportisavailablefrom8a.m.–8p.m.EasternTime,MondaythroughFriday(exceptonLexisNexiscompanyholidays).

To learn more, go to www.juris.com or call 888-393-1196.

PracticeManagement