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10 Tips, Tricks, and the Juris Virtual Conference

by Greg Platti | Jan 17, 2019 | Billing and Accounting, Blogs, Business of Law, Case Management, Cloud Software, Event, Everything, Legal Trends, Mobile Solutions, Practice Management, Uncategorized | 0 comments

10 Tips, Tricks, and the Juris Virtual Conference

Section Topics

  • Blogs
    • Billing and Accounting
      • Exploring PCLaw in the Cloud
      • A Guided Makeover of Employees’ Habits Drastically Improves a Firm’s Bottom Line
      • PCLaw: Even Better in the Cloud
      • Efficiently Make Your Time Matter Wherever You Go
      • 10 Tips, Tricks, and the Juris Virtual Conference
      • 8 Hidden Benefits of Using a Mobile App for Timekeeping
    • Business of Law
      • Exploring PCLaw in the Cloud
      • A Guided Makeover of Employees’ Habits Drastically Improves a Firm’s Bottom Line
      • PCLaw: Even Better in the Cloud
      • Efficiently Make Your Time Matter Wherever You Go
      • 10 Tips, Tricks, and the Juris Virtual Conference
      • 8 Hidden Benefits of Using a Mobile App for Timekeeping
    • Case Management
      • Exploring PCLaw in the Cloud
      • A Guided Makeover of Employees’ Habits Drastically Improves a Firm’s Bottom Line
      • PCLaw: Even Better in the Cloud
      • Efficiently Make Your Time Matter Wherever You Go
      • 10 Tips, Tricks, and the Juris Virtual Conference
      • 8 Hidden Benefits of Using a Mobile App for Timekeeping
    • Cloud Software
      • A Guided Makeover of Employees’ Habits Drastically Improves a Firm’s Bottom Line
      • Efficiently Make Your Time Matter Wherever You Go
      • 10 Tips, Tricks, and the Juris Virtual Conference
      • 8 Hidden Benefits of Using a Mobile App for Timekeeping
      • PCLaw: Even Better in the Cloud
      • Exploring PCLaw in the Cloud
    • Event
      • Exploring PCLaw in the Cloud
      • A Guided Makeover of Employees’ Habits Drastically Improves a Firm’s Bottom Line
      • PCLaw: Even Better in the Cloud
      • Efficiently Make Your Time Matter Wherever You Go
      • 8 Hidden Benefits of Using a Mobile App for Timekeeping
      • 10 Tips, Tricks, and the Juris Virtual Conference
    • Everything
      • Exploring PCLaw in the Cloud
      • A Guided Makeover of Employees’ Habits Drastically Improves a Firm’s Bottom Line
      • PCLaw: Even Better in the Cloud
      • Efficiently Make Your Time Matter Wherever You Go
      • 8 Hidden Benefits of Using a Mobile App for Timekeeping
      • 10 Tips, Tricks, and the Juris Virtual Conference
    • Legal Trends
      • A Guided Makeover of Employees’ Habits Drastically Improves a Firm’s Bottom Line
      • Exploring PCLaw in the Cloud
      • PCLaw: Even Better in the Cloud
      • Efficiently Make Your Time Matter Wherever You Go
      • 10 Tips, Tricks, and the Juris Virtual Conference
      • 8 Hidden Benefits of Using a Mobile App for Timekeeping
    • Mobile Solutions
      • A Guided Makeover of Employees’ Habits Drastically Improves a Firm’s Bottom Line
      • Exploring PCLaw in the Cloud
      • PCLaw: Even Better in the Cloud
      • 10 Tips, Tricks, and the Juris Virtual Conference
      • Efficiently Make Your Time Matter Wherever You Go
      • 8 Hidden Benefits of Using a Mobile App for Timekeeping
    • Practice Management
      • A Guided Makeover of Employees’ Habits Drastically Improves a Firm’s Bottom Line
      • Exploring PCLaw in the Cloud
      • PCLaw: Even Better in the Cloud
      • Efficiently Make Your Time Matter Wherever You Go
      • 10 Tips, Tricks, and the Juris Virtual Conference
      • 8 Hidden Benefits of Using a Mobile App for Timekeeping
    • Technology
    • jurisanswercenter
      • Accounting and distribution methods
        • Trust and A/P accounting
        • TIPS
        • General Ledger tips
        • Fee distribution methods
        • Expense distribution methods
        • Cash accounting method
        • Billed accounting method
        • Basic accounting
        • Accrual accounting method
        • Accounting and distribution methods
        • General Ledger startup
      • Billing
        • Billing Agreements
        • Billing process overview
        • Juris Billing
        • Billing tips
        • Bill Finder window
        • Bill Designer
          • Totals
          • Bill Designer overview
          • Import/export bill formats
          • Design a custom bill with Bill Designer
          • Bill design techniques
          • Field Properties
            • Suppress Line If Zero property
            • Select Field
            • Suppress Repeating examples
            • Format
            • Font
            • Borders
            • Properties
            • Field properties
          • Layout Properties
            • Design Options
            • Page Layout
            • Styles
            • Layout Options
            • Layout properties
            • AR Settings
            • Properties
          • Section Properties
            • Tab Order
            • Sort/Group
            • Section properties
            • Properties
        • Billing FAQs
          • Billing FAQ 11
          • Billing FAQ 10
          • Billing FAQ 9
          • Billing FAQ 8
          • Billing FAQ 7
          • Billing FAQ 6
          • Billing FAQ 5
          • Billing FAQ 4
          • Billing FAQ 3
          • Billing FAQ #2
          • Billing FAQ #1
          • Billing FAQ’s
        • Edit Prebills
          • Force recalculation
          • Hold a matter from a prebill
          • Transfer prepaid from one matter to another
          • Edit fee and expense detail items
          • Set prebill edit preferences
          • Edit a Prebill
          • Edit prebills overview
          • Recap editor
          • On-demand sorting
        • Export and E-mail Bills
          • Export and email bills
          • Export and email bills overview
        • Post Bills
          • Post a Bill
          • Post bills overview
        • Print Bills
          • Print bills overview
          • Re-print or Re-export printer or exported bills
          • Print a Bill
        • Print Cover Letters
          • Print cover letters
          • Print Cover Letters overview
        • Print Statements
          • Print Statements
          • Print Statements overview
        • Reprint Prebills
          • Reprint prebills
          • Reprint prebills overview
        • Select Prebills
          • WIP transfer to an open prebill
          • WIP transfer to an open prebill overview
          • Select prebills
          • Select prebills – best practices
          • Select Prebills overview
        • Unpost Bills
          • Unpost a bill
          • Unpost bills overview
          • Unpost a manual bill …
      • Documents
        • Document links
      • Downloads
        • Updates, additional reports, bill designs and check designs
        • Updates, additional reports, bill and check designs overview
      • FAQ Home
        • FAQs
        • FAQ Home
        • All Billing FAQs
          • All Billing FAQs
          • Billing FAQ’s
            • Billing FAQ 11
            • Billing FAQ 10
            • Billing FAQ 9
            • Billing FAQ 8
            • Billing FAQ 7
            • Billing FAQ 6
            • Billing FAQ 5
            • Billing FAQ 4
            • Billing FAQ 3
            • Billing FAQ #2
            • Billing FAQ #1
            • Billing FAQ’s
        • All Cash Receipt FAQ’s
          • All Cash Receipt FAQ’s
          • Cash Receipt FAQ’s
            • Cash Receipt FAQ 2
            • Cash Receipt FAQ 1
            • Cash Receipt FAQ’s
            • Cash Receipt FAQ 10
            • Cash Receipt FAQ 9
            • Cash Receipt FAQ 8
            • Cash Receipt FAQ 7
            • Cash Receipt FAQ 6
            • Cash Receipt FAQ 5
            • Cash Receipt FAQ 4
            • Cash Receipt FAQ 3
      • Inquiry – Reports
        • Getting More Information about Reports
        • Preview Reports (view and print)
        • Reports overview
        • Client Matter Inquiry
          • Client/Matter Inquiry report
          • Bill Change Log
          • Client/Matter Inquiry report overview
        • Conflict Inquiry
          • Wildcard Searches
          • Grouping search criteria
          • OR Search
          • Date Search
          • Conflict search settings
          • Run a Conflict inquiry
          • Conflict inquiry best practices
          • AND Search
          • AND NOT Search
          • Conflict inquiry overview
          • Special Characters
          • Single Characters
          • Quotes in a Search
        • Report Queues
          • Report Queue setup
          • Report Queues overview
        • Vendor Inquiry
          • View a Vendor’s details
          • Vendor Inquiry overview
        • Who’s Online
          • Run a Who’s Online inquiry
          • Who’s Online overview
      • Installation & upgrade
        • Workstation connectivity settings
        • Installing and Upgrading Juris
        • Juris and Juris Suite system requirements
        • Attention former Juris Classic users
        • Upgrading from Juris 2.5, 2.5 SPx, or higher
        • Installation Instructions for New Installations of Juris
        • How do I install or upgrade Juris?
        • Installation and upgrade overview
      • Miscellaneous
        • Accessing the About Juris window
        • Using Attachments
        • Common tasks
        • Juris miscellaneous contents
        • Interaction with security features of Microsoft Outlook
        • WorlDox
        • TimeSheet
        • Compulaw Aware Module
          • Clients and Client Billing Addresses
          • Vision setup
          • Installation
          • CompuLaw aware module overview
          • Timekeepers
        • Miscellaneous tips
          • Getting the most out of Converted Bill Formats
          • Hide/Show Tool Bar and Status Bar
          • General Ledger startup
          • General Ledger tips
          • Common functions and shortcuts lists
          • Enhanced Auditing
          • Juris Miscellaneous tips content
          • Quick Navigation
          • Note Cards
          • Sign out of Juris
          • Sign into Juris
          • Set the Default Company
        • ODBC
          • Link to the ODBC data source
          • Create an ODBC data source
          • ODBC and custom reporting overview
      • More Resources
        • More resources
      • Reference
        • Administrative Tasks
        • Juris Reference Information
        • Backing Up Your Juris Database
          • Creating a New SQL Server Backup Device
          • Backing Up Your Databases Using SQL Server 2014
          • Backing Up Your Databases Using SQL Server 2008 / 2012
          • Backing Up Your Juris Databases
        • Restoring Up Your Juris Database
          • Restoring Up Your Juris Database Using SQL Server 2012 or 2014
          • Restoring Up Your Juris Database Using SQL Server 2005 or 2008
          • Restoring Up Your Juris Database
      • Setup and Manage
        • Change firm name
        • Configure Juris for the first time
        • Setup and Manage overview
        • View Tables – query Juris database data
        • Define Fields overview
        • Create a client template
        • Clear Online Flags
        • Change your password
        • Accounting Periods
          • Set the current Accounting Period
          • Lock Accounting Periods and accounting years to activity
          • Delete an existing Accounting Period
          • Edit an existing Accounting Period
          • Create an Accounting Period
          • Accounting Periods overview
        • Change Mode
          • Change Juris mode
          • Change Mode overview
        • Check Design
          • Deluxe forms
          • Check Design advanced topics
          • Create a Check Design
          • Check Design overview
        • Firm setup
          • Firm setup contents
        • User ID – create
        • Tables
          • Tables overview
          • Activity Codes
            • Activity Codes overview
            • Create a new Activity Code
            • Delete an existing Activity Code
            • Edit an existing Activity Code
            • Import Activity Codes
            • Find Activity Codes
          • AP Accounts
            • A/P Accounts overview
            • Create, edit or delete A/P Accounts
            • Find A/P Accounts
          • Bank accounts
            • Create, edit or delete Bank Accounts
            • Bank Accounts overview
            • Trust Adjustments overview
            • Important change regarding Bank Accounts
            • Find Bank Accounts
            • Review a checkbook
            • Change default bank account
            • Reconciling Bank Accounts – additional information
            • Reconciling a Bank Account
            • Bank reconciliation demo
          • Chart of Accounts
            • Chart of Accounts overview
            • Chart of Accounts advanced topics
            • Create, edit or delete a Chart of Accounts account
            • Search for an account in the Chart of Accounts
            • Profit Center accounting overview
            • Sub Accounts tab
            • Set Retained Earnings
            • Corrections to closed year
            • Year End
              • Close Accounting Year
              • Print Year End Closing Report
              • Preparation for Juris 1099 utility
              • Using the Juris 1099 Utility
              • Year End FAQs
          • Clients
            • Clients overview
            • Billing address
            • Create a Client
            • Edit a Client
            • Delete a Client
            • Specifying the Inclusion of Attachments when Printing Bills
            • Billing Agreements
            • Billing frequencies
            • Create a Consolidation
            • Find Clients
            • Propagate changes
            • Client – other Tools menu options
          • Expense Code Xref
            • Expense cross-reference (Xref) overview
            • Create a new Expense Code Xref
            • Edit an existing Expense Code Xref
            • Delete an existing Expense Code Xref
            • Find Expense Code Xref
          • Expense Codes
            • Expense Codes overview
            • Create a new Expense Code
            • Edit an existing Expense Code
            • Delete an existing Expense Code
            • Find Expense Codes
            • Set an Expense Code as ‘inactive’
          • Expense Schedules
            • Create, edit, or delete an Expense Schedule
            • Expense Schedules overview
            • Find Expense Schedules
          • Fee Schedules
            • Fee Schedules overview
            • Create a Fee Schedule
            • Delete a Fee Schedule
            • Find a Fee Schedule
            • Setup a retroactive rate change
            • Edit a Fee Schedule
          • Financial Statement Layout
            • Financial Statements overview
            • Find Financial Statement Layouts
            • Create a Financial Statement Layout
            • Importing/exporting Financial Statements
            • ACCOUNT property
            • BSNI property
            • CLR1 – CLR9 property
            • FF (Form Feed) property
            • SR/ER
            • PAT
            • LITERAL property
            • LF (Line Feed) property
            • LEGEND property
            • UNDRLN
            • TEXT property
            • Sub Example
            • SUB1 – SUB9 properties
          • Holidays
            • Create, edit, or delete a Holiday Schedule
            • Find a Holiday Schedule
            • Holiday Schedules overview
          • Matters
            • Delete a Matter
            • Edit a Matter
            • Create a Matter
            • Matter budgets
            • Matters overview
          • Offices
            • Create, edit, or delete an Office
            • Find Offices
            • Offices overview
          • Personnel Types
            • Edit an existing Personnel Type
            • Delete an existing Personnel Type
            • Create a Personnel Type
            • Find Personnel Types
            • Personnel Types overview
          • Practice Classes
            • Create, edit, or delete Practice Classes
            • Find Practice Classes
            • Practice Class overview
          • Task Code Xref
            • Delete an existing Task Code Xref
            • Edit an existing Task Codes Xref
            • Create a new Task Codes Xrefs
            • Find Task Code Xrefs
            • Task Code Xref overview
          • Task Codes
            • Delete a Task Code
            • Edit a Task Code
            • Create a new Task Code
            • Find Task Codes
            • Task Codes overview
          • Text Codes
            • Create a new Text Code
            • Find Text Codes
            • Text codes overview
            • Delete an existing Text Code
            • Edit an existing Text Code
          • Timekeepers
            • Set a timekeeper as active or inactive
            • Edit a Timekeeper
            • Create a Timekeeper
            • Timekeeper budgets overview
            • Set budget assumptions
            • Find Timekeepers
            • Timekeepers overview
          • Vendors
            • Vendor Tips
            • Deactivate a vendor
            • Verify the 1099 status of a vendor
            • Create a temporary vendor
            • Temporary vendor lookup
            • Temporary vendor overview
            • Delete a vendor
            • Edit an existing vendor
            • Create a vendor
            • Find vendors
            • Vendor overview
        • Transactions
          • Transactions
          • Transaction Folders overview
          • Unlock Transactions
          • Purge Transactions
          • Print Log
          • Print Edit List
          • Print Audit List
          • Post transactions in a locked period
          • Post Transactions
          • Mark batch Ready to Post
          • Post a transaction batch
          • Cash receipts
            • Cash receipts overview
            • Additional Cash Receipts Q & A
            • Cash Receipt Wizard
            • Cash receipts preferences
            • Cash Receipt Wizard overview
            • Delete a cash receipt
            • Edit a cash receipt
            • Create a cash receipt
            • Partially pay an invoice
            • Reverse a cash receipt
          • Checks
            • Auto select checks
            • Checks overview
            • Print/post checks
            • Negative vouchers
            • Add or remove a voucher
            • Manually select checks
          • Credit memos
            • Reverse a credit memo (write off)
            • Payment received after bill is written off
            • Write off a matter or client balance
            • Create a credit memo
            • Credit Memos overview
          • Expense Entries
            • Expense Entries advanced topics
            • Expense Entries overview
            • Expense Entries overview
            • Creating an Expense Entry
            • Date sensitivity in transactions
            • Batch naming conventions
            • Expense Entry CSV Specification
            • Expense Entry preferences
            • Expense Entry ASCII File Specification
          • Journal Entries
            • Import Journal Entries
            • Journal Entries advanced topics
            • Create an ADP Journal Entry import batch
            • Create a journal entry
            • Journal Entries overview
          • Manual Bills
            • Unpost a manual bill …
            • Create a Manual Bill
            • Manual Bills overview
          • Payment Vouchers
            • Voucher Tips
            • Void a Payment Voucher
            • Payment Vouchers Preferences
            • Payment Vouchers advanced topics
            • Create a Payment Voucher
            • Payment Vouchers overview
          • Prepaids
            • Reverse a prepaid amount and refund the client
            • Change PPD asset account
            • Apply prepaid (PPD) funds to an A/R balance (previous bills)
            • Prepaids (PPD) overview
            • Reverse prepaid and apply to an outstanding invoice
            • Transfer prepaid (PPD) to trust
          • Quick Checks
            • Create a new vendor in Quick Checks
            • Create a quick check
            • Quick checks overview
          • Recurring Transactions
            • Create a voucher template
            • Schedules advanced topics
            • Schedules
            • Create a Recurring Transaction
            • Notifications
            • Create a Journal Entry Template
            • Recurring Transactions overview
          • Time Entries
            • Date sensitivity in transactions
            • Time Entry Preferences
            • Time Entry CSV File Specification
            • Time Entry ASCII File Specification
            • Time Entries advanced topics
            • Edit a Posted and Unbilled Time Entry
            • Record a Time Entry
            • Create a Time Entry batch
            • Time Entries overview
            • Time and Expense
          • Trust adjustments
            • Enter trust payments
            • Delete Trust Adjustments
            • Trust Adjustments advanced topics
            • Create a Trust Adjustment
            • Trust
            • Trust tips
            • Refund a trust deposit
            • Resolve negative trust balance or overdraft
            • Apply trust to A/R balance, balance forward, or a posted bill
            • Trust Adjustments overview
          • Void Checks
            • Void “Classic” checks
            • Void a check
            • Void Checks overview
        • Tutorials and Training
          • Tutorials and Training
        • Utilities
          • Utilities
          • Set the Default Company
          • Matter Transfer Utility
          • License Upgrade
          • License Manager
          • Diagnostics
          • Database transformation services
          • Database revision update utility
          • Database constructor
          • Bill format update utility
          • Bill archive converter
          • ADP Interface
          • Validation export utility
          • Juris Deployment Manager
            • FAQs
            • Web Service Setup
            • Settings
            • Check for Updates
            • Using the Deployment Manager to Deploy Software
            • Configuring the Deployment Manager
            • Juris Deployment Manager
            • Juris Deployment Manager Detail
              • MyJuris Mobility Connector Detail
              • MyJuris Detail
              • Juris Deployment Manager Detail
          • Juris Management Console
            • Maintenance & management
            • Maintenance Management Console overview
            • Verify
            • Shrink
            • Restore
            • Management utilities
            • Detach or attach a Juris Database
            • Backup calendars
            • Database maintenance
            • Backup to a remote disk
            • Backups – advanced options
            • Restore – advanced
            • Access the Juris Management Console
            • Back up and restore Juris SQL database
            • Backup
          • JurisBX
            • Multiple addresses
            • Import BX formats
            • Juris BX
            • Rejected BX submission
            • Cross References
            • Create electronic bills
            • Update BX formats
      • pclawanswercenter
        • billing
          • Billing (Fees) Journal – Common Tab
          • BillingSettlementMainTab
          • test-post
          • writting of invoices
            • Billing (Fees) Journal – Common Tab
            • test-post
        • clients & matters
            • client intake
              • clients
                • custom tabbs
              • timemattersanswercenter
                • Billing
                    • Advanced Billing
                      • Client Setup
                      • Assurance Levels Defined
                      • Converting Basic Billing to Advanced Billing
                      • Bill Selection
                      • Billing Processing Options
                      • Setting Up Billing Messages
                      • Billing Matters Setup Overview
                      • Client Ledger Reports
                      • Common Billing Tasks
                      • Set Billing Options: Tab Settings
                      • Advanced Billing Defined
                      • Bringing Balances Forward
                      • Enter Opening Balances Window
                    • Allocations
                      • Allocations Overview
                      • Change Receipt Allocation Method
                      • Receipt Allocation Methods Defined
                    • Bank, Fund, and Credit Card Accounts
                      • Creating and Editing Accounts
                      • Setting Up Accounts
                      • Bank and Fund Accounts
                      • Using Bank and Fund Accounts
                    • Basic Billing
                      • Program Level Settings for Basic Billing
                      • Setting Up Basic Billing
                      • Setting Up a Billing Preferences Template
                      • Generic Link Options
                      • Billing Form Overview
                      • Generic Billing Overview
                    • Bill Creation and Processing
                      • Bill Designer
                        • Bill Express
                          • Bill Layout and Profile
                            • Billflow Manager
                              • Billing Codes
                                • Billing Codes Form Settings
                                • Billing Codes List Overview
                              • Billing Items
                                • Billing Matters
                                  • Settings in the Billing Preferences Window
                                  • Reports for Billing Matters
                                  • Create a Bill
                                  • Get Started with Billing Matters
                                  • Billing Form Overview
                                  • Client Setup
                                  • Customize the Columns on a Record List
                                  • Billing Cycle Overview
                                  • Activate/Reactivate Billing Matters
                                  • Entering Initial Data
                                  • Billing Matters Setup Overview
                                  • Bill Designer
                                  • Billing Setup Overview
                                • Billing Methods
                                  • Making Clients Taxable
                                  • Contact-Matter Billing Overview
                                  • Matter Billing Overview
                                  • Rates Overview
                                  • Matter Billing
                                  • Billing Methods Defined
                                  • Setting Up Tax Exempt Clients
                                  • Contact Billing Overview
                                  • Matter Billing
                                • Billing Options and Preferences
                                  • Electronic Billing
                                    • Integration with Third-Party Billing Apps
                                      • Invoices
                                        • Payment Terms
                                          • Setting Up Payment Terms
                                          • Payment Terms Form Settings
                                          • Payment Terms Form
                                          • Settings on the Payment Terms Form
                                          • Applying Payment Terms to Clients
                                        • Printing Bills and PreBills
                                          • Time Entry Advisor
                                            • Transactions
                                              • Ways to Access Time and Expense Entries
                                              • Setup
                                                  • Entering Initial Data
                                                    • Installation
                                                      • Setting Up the Application
                                                          • Classification Codes
                                                            • Genral Setup
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