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 Agent Setup & Outlook Programmatic Access
I have struggled mightily with the implementation of the ProLaw agent at multiple law firms. The agent is an integral piece to...
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...
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...
ProLaw Querying; Never Use Brackets. Unless you get an error message.
In every query box in ProLaw, this concept holds true. Always, always, use parentheses and never brackets. Until you get the error...
Toggling Date Field Format in Events Reports (Auto Show Time of Day)
The default field for event date for dockets is SQL datetime which appends midnight onto the day for any docket that is set as an all day...
XML Path Function Delimiters for ProLaw Data in Cascades
One of my favorite methods of extracting cascade information from ProLaw is using the XML PATH() function in SQL. The XML Path function...
