2010 Practice Management Annual Conference Juris Juris Electronic

2010 Practice Management Annual Conference Juris® Juris Electronic Billing Workflow Presented by: Gail Henderson

2010 Practice Management Annual Conference Gail Henderson • Education: – BBA in Computer Information Systems – Currently pursuing M. Ed. in Adult Education • Experience: – 11 years experience supporting law firms using Juris® solutions – 2 years experience as a legal assistant • Contact me: – – Gail. Henderson@Lexis. Nexis. com Toll Free: 866 -654 -2381 x 2356 Connect with me on Linked. In: http: //www. linkedin. com/in/gailhenderson Follow me for Juris tips on Twitter: http: //twitter. com/gailhend

2010 Practice Management Annual Conference Objectives • How to generate an electronic bill in Juris • Best practices for: – Generating electronic bills – Uploading electronic bills – Managing electronic bills

2010 Practice Management Annual Conference E-billing Types • Easy E-Billing – – Few or no requirements Like a paper bill (PDF) Environmentally friendly Resource-saving alternative • Mandated E-Billing – – Detailed requirements Data is generally uploaded to a website Layouts that do not conform to guidelines may be rejected Line items that do not conform to guidelines may be rejected

2010 Practice Management Annual Conference Easy E-billing

2010 Practice Management Annual Conference Setup for Easy E-Billing • Requires MAPI-compliant email w/CDO installed – Outlook is MAPI-compliant, Outlook Express is not – CDO = Collaborative Data Objects, optional component • Billing Address in Juris – Address must include an email address • Matter or Consolidation in Juris – Send copy to line will require a format for the e-mail attachment – Bill will be generated in selected format, attached to message and sent

2010 Practice Management Annual Conference Setup for Easy E-Billing • Billing Address • Send Copy (Matter or Consolidation)

2010 Practice Management Annual Conference Tips for Easy E-Billing • Use your email first – To test: enter your email address on their billing address – Run Export-Email bills - bills will be sent to yourself • Try sending from a group mailbox – Billing@My. Law. Firm. Com (multiple staff can monitor rejects and replies) – Use signature line for short message embedded in each bill sent • Transition into full E-Billing – Follow electronic run with paper run for 2 -3 bill cycles – Reduce or eliminate paper billing

2010 Practice Management Annual Conference Mandated E-billing

2010 Practice Management Annual Conference Setup for Mandated E-Billing • Requires Juris. BX – Download Juris. BX from Support Center website – Simple setup, to be performed on each billing person’s workstation • Requires import of correct mandated format(s) – Formats folder within Juris. BX download from Support Center website – New formats may be requested from Support – Request a File Format Specification from your client

2010 Practice Management Annual Conference Intro Tips for Mandated E-Billing • Ask for a test – Ask your client or intermediary how you can upload a test submission – Do this before an actual invoice is due to allow for corrections as needed • Archive exported bills – Save items into a temporary folder until submission is accepted – After acceptance move the bill into an archive (such as 2010_09)

2010 Practice Management Annual Conference More Tips for Mandated E-Billing • Check your notecards – Additional BX information is stored on a Matter Notecard • Ask for support – If your submissions are being rejected check with Juris support, you may be using the wrong format – Ask your client for a file format specification before calling support

2010 Practice Management Annual Conference E-Billing Hub • Integrates with Juris – Upload prebill or final bill – Upload to all vendors in one convenient portal • Manages Billing – Uploads – Acceptance/rejections • Feasible – User-friendly interface – Sliding fee allows for small and large volume e-billing

2010 Practice Management Annual Conference Additional Training Opportunities • For additional training opportunities, visit Lexis. Nexis® University, where you may learn more about e. Learning, e. Consulting, Classroom, Anytime, and Just in Time Training class offerings. • The Juris® Client Services Team offers on-site training, workflow analysis, and consulting to optimize your Juris software systems. Contact your local Juris representative for more information.

2010 Practice Management Annual Conference Who is your representative?