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...
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...
Front Office Migration Complete, Now What?
I recently completed a front office training/go live for a client. I've been thinking about what are the next recommended steps for...
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...
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...
I just want a report in Excel (ProLaw & SSRS).
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,...
Who is marking dockets complete?
If you have events audit trail turned on you can use the SQL code below to create reporting metrics (last 30 days) on who, and how many,...
SQL Code for finding professionals assigned to default docket types
If you've ever tried to deactivate a prolaw professional and can't, check out the bottom left corner of the screen and see if you're...
