Mar 16, 2018 version

ProLaw Summit Curriculum

10:45 am – 11:45 am

 

CurriculumThe following is the most current ProLaw Summit at VANTAGE 2018 curriculum (updated on Mar 16, 2018). New sessions will be added over the next fewweeks. Be sure to bookmark this web page and revisit for the most current schedule.

VANTAGE sessions qualify for CPE credit.

Sessions are listed as follows:General InterestsProLaw

Schedule grid:A quick reference schedule grid is located after the sessions list. Jump to the schedule grid »

   

 

GENERAL INTERESTS

THURSDAY, JUNE 21, 2018 

It’s Your Knowledge Base 24/7

If accessing, navigating and searching the Knowledge Base has sometimes been amystery to you, then the information in this session will help you unravel the solutionsyou're looking for in the Knowledge Base. Find out how subscribing to KB articles cankeep you current and informed about changes and best practices to your softwaresolutions. A step-by-step approach is used to help users become familiar withaccessing the Knowledge Base, using a handful of search tips, and searching forspecific content. The options covered within the Knowledge Base resource are thetabs, navigation tree, categories, subcategories, the All Words search, filtering resultsby “HTML” articles only, and the Advanced Search with Article title only.

1:45 pm – 3:45 pm

 

4:00 pm – 6:00 pm

 

11:00 am – 12:00 pm

PROLAW

TUESDAY, JUNE 19, 2018 

ProLaw Reports Workshop – Beginning toIntermediate Report Writing

This two-hour workshop is designed to guide youthrough the process of making changes to defaultSSRS report formats as well as create new SSRSreports in ProLaw. This session will provide hands-onpractice navigating ProLaw’s SSRS report viewer anddesign mode. Attendees will learn how to make basicformatting changes such as font and color changes,modifying alignment and margins, and customizingand deploying headers and footers. This session willalso cover how to add custom fields and newdatasets to reports.  TUTORIAL

ProLaw Reports Workshop - Modifying StatementFormats

This two-hour workshop is designed to guide youthrough the process of altering ProLaw’s defaultstatement format. This workshop will use beginning tointermediate skills in SSRS and SQL. This session willprovide hands-on practice editing statement formatsand adding custom fields, adjust visibility properties,create a different header for first and subsequentpages, and more.  TUTORIAL

Back O�ce Round Table

Come join other Back Office users to share your bestpractices and burning questions.  TUTORIAL

Technical Round Table

Come join other technical users to share your bestpractices and burning questions.  TUTORIAL

 

ProLaw Reports Workshop – Beginning toIntermediate Report Writing

This two-hour workshop is designed to guide youthrough the process of making changes to defaultSSRS report formats as well as create new SSRSreports in ProLaw. This session will provide hands-onpractice navigating ProLaw’s SSRS report viewer anddesign mode. Attendees will learn how to make basicformatting changes such as font and color changes,modifying alignment and margins, and customizingand deploying headers and footers. This session willalso cover how to add custom fields and newdatasets to reports.  TUTORIAL

ProLaw Reports Workshop – Advanced Report Writing

This two-hour workshop is designed for advancedSSRS report creators who want to explore what thereport builder has to offer outside of ProLaw’s defaultoptions. This session will provide hands-on practicecreating functional and powerful reports from scratch.You will learn how to use the Lookup and Lookupsetexpressions, create reports to export out as multipletabs in Excel, use a matrix, add charts, create pagebreak and custom parameters, and more.  TUTORIAL

Front O�ce Round Table

Come join other Front Office users to share your bestpractices and burning questions.  TUTORIAL

Support Round Table

Come meet the ProLaw Support Management teamand participate in a lively discussion regarding enteringsupport incidents, and when to contact the ProLawSupport team.  TUTORIAL

WEDNESDAY, JUNE 20, 2018 

What’s New in ProLaw 2017.2/2018.1

Join us as we review the features that have beenadded in the latest releases such as new MattersView, Custom tab security, and Journals import.

Using the ProLaw Dashboard to Better Utilize YourWork�ow

This class will enhance your use and application of theProLaw Dashboard with tips and tricks to improveworkflow. You will also get a deeper look into theManagement windows.

 

2:00 pm – 3:00 pm

 

3:30 pm – 4:30 pm

 

Custom v11 Reports: What to Consider WhenUpdating to .NET

In this class, we will discuss how to identify andanalyze which v11 customreports/statements/electronic bill formats need to berebuilt in your .Net version of ProLaw using MicrosoftReporting Services. We will cover how to analyzeexisting custom reports at a high level, and prioritizethe reports that are critical to your business. We willreview the tools you can use now, in v11 and in .Netversions of ProLaw. Additionally, we'll cover what toexpect when working with ProLaw for custom designwork.

Understanding ProLaw Supported Technologies andSystem Requirements

This session will cover the basic explanations ofProLaw supported technologies, including systemrequirements. We will discuss why these requirementsare needed, and will help you better understand thesetechnologies for your firm’s setup. With this knowledgein hand, we will also go over how to best organize yourfirm's ProLaw Environment: customizations,SQL/Server specs, Triggers, and reports.

 

xcelerate for ProLaw The ABCs of Document Assembly

Learn how to make customized forms using ProLaw’sdocument assembly functions via the ProLawapplication or .NET Pro Filing. Additionally, you will gainan understanding of the different field and formattingoptions in ProLaw’s document assembly interface forboth Word and Adobe PDFs.

Best Practices for Successfully Updating YourProLaw .NET Version

Learn about what goes into updating .NET ProLaw toa higher version, starting with ProLaw 2014.1 andlater releases. You will discover the scheduling,testing, and updating processes involved. We will alsodiscuss the possible pitfalls and best practices for asuccessful update.

ProLaw Reports – Beginning to Intermediate ReportWriting

A beginning guide to customizing SSRS report formatsas well as creating new SSRS reports in ProLaw. Timewill be spent navigating ProLaw’s new SSRS reportviewer and design mode. Attendees will learn how tomake basic formatting changes such as font and colorchanges, modifying alignment and margins, andcustomizing and deploying headers and footers. Thissession will also cover how to add custom fields andnew datasets to reports.

 

Implementing the ProLaw Suite

Come and learn about the new functionality withinthe ProLaw Portal, Pro Filing, and the newly rewrittenMatters View (formerly known as Outlook View).

Can ProLaw’s Compensation Formulas Save YouTime?

Still managing your compensation in Excelspreadsheets? ProLaw can be set up so that yourcompensation plan is administered automatically. Thefee income postings for cash receipts can beautomatically split up based on origination, transactionprofessionals, etc. See if your firm can take advantageof this functionality.

Understanding ProLaw's Full Text Indexing

Learn everything needed to get full text indexingworking for you. We will discuss setup for those whoare new to full text indexing, review how often torefresh and rebuild the index, how to improve andexpand your full text searches, simpletroubleshooting, and common problems associatedwith searches and indexing. We will also share bestpractices for your document store when using fulltext indexing.

ProLaw 3rd Party Integration Overview

This session is designed to go over the most popularintegrations used by our clients, technicalrequirements, and basic functionality. Additional topicsinclude Exchange integration with the GroupWareAgent and an overview of other supported integrationssuch as document management options.

4:45 pm – 5:45 pm

 

8:00 am – 9:00 am

 

9:30 am – 10:30 am

 

 

ProLaw's Paperless Proforma (Pre-Bill Editing)

The new Paperless Proforma feature enables firms toedit proformas (Pre-bills) from anywhere usingfunctionality built into the ProLaw Portal. Come learnhow to do Pre-bill edits with this advanced feature.

Best Practices for ProLaw's Custom Tabs

Learn how to develop your own ProLaw input screensby following the 'Five Steps to Good Custom TabDesign'. In this popular session, you will be given thetools you need to determine what information youshould track, how to design a user-friendly interface,and how to create custom tabs in ProLaw. We will alsocover our new custom tabs Item Level Security setup.As your requirements change over time, learn how youcan redesign custom tabs to meet your organization’scurrent business needs and growing sophistication.

ProLaw's Best Practices for Accounts Payable –Writing Checks

General overview of creating check entries in ProLaw,including recurring journal entries, void versusspoiled, and manual checks. This session will alsoinclude a review of journal preferences settings and adiscussion of general best practices.

ProLaw SSRS – Creating E-bills in SSRS

Take your report design to the next level by learninghow to create e-bill formats in ProLaw 2017.2. Alsoexplore the out-of-the-box defaults for LEDES 1998B,LEDES 2000, Litigation Advisor, and TyMetrix.

THURSDAY, JUNE 21, 2018 

Questions and Answers With ProLaw ProductManagement

Join the Product Management team for a livelydiscussion addressing your ProLaw questions.

Fun with ProLaw Bank Reconciliation

Learn how to do a bank reconciliation the ProLaw way.Additionally, we'll provide solutions for common issuespreventing you from reconciling your bank account.

Could Your Orgnaization Bene�t from a ProLawBusiness Process Review?

How long has it been since you or your organizationreviewed what they are doing in ProLaw and, moreimportantly, why they are doing it that way? Takesome time with us to discuss the best ways you canlook to improve ProLaw business processes at yourorganization, some ways to make those changes, andhow we can help if needed.

ProLaw SSRS Report & Desktop Troubleshooting andMaintenance

This class is designed to assist in commontroubleshooting scenarios, report maintenance usingSSRS, and ProLaw Application startup issues. We willdelve into such problems as report loss, common errormessages, and ProLaw Desktop startup and crashingissues.

 

My Favorite ProLaw Features – Back O�ce

Join us as we review some of our favorite ProLawfeatures.

ProLaw Events O� the Dashboard

Did you know that Events Off the Dashboard can beused to create, access, preview, search and versiondocuments, as well as change the professionalsassigned to an event, complete dockets and e-mailevents? This course will review the basics of thissometimes underutilized tool.

Understanding ProLaw's Queries

Back by popular demand! Join one of our querysubject matter experts in unlocking the mysteries ofqueries. Please bring your query questions for thislively discussion.

ProLaw Remote Access – Technical Discussion

Remote access to ProLaw is important in stayingconnected with your clients and internal workflow. Inthis session we will explore the technical requirementsfor the different solutions to accessing ProLaw dataand time entry from your mobile devices and laptops.Topics covered are centered around ProLaw Mobility,Portal, and Matter View.

10:45 am – 11:45 am

 

1:45 pm – 2:45 pm

 

3:00 pm – 4:00 pm

 

 

My Favorite ProLaw Features – Front O�ce

Join us as we review some of our favorite ProLawfeatures.

ProLaw Reports - Modifying Statement Formats

This session will review the process of customizingProLaw’s default statement format. We will explorehow to add custom fields, adjust visibility properties,create a different header for first and subsequentpages, and more.

Setting up Pleading Indexes in ProLaw

Do you use Pleading Indexes? Learn how ProLaw canhelp you with the setup of Pleading Index Type andPleading Index Status, designing of Pleading Indexforms (document types), developing and runningPleading Index queries in Events Off the Dashboard,and Printing a Pleading Index.

ProLaw Remote Access – End User Functionality

Remote access to ProLaw is important in stayingconnected with your clients and internal work flow. Inthis session we will go over the end user capabilities ofeach remote solution, functions that are across eachplatform, and those that are unique to each. This isintended to inform firms on the available solutionsthey should pursue to meet their remote access goals.

 

Your Organization's ProLaw Training: How to EngageYour Organization

Be the drive your organization needs to becomeactively engaged (and invested) in the practice andmanagement of your firm with ProLaw. Join thisempowering and engaging client-centric session inwhich ProLaw clients will get to hear and share theirorganization's successes and pitfalls - and discovernew tips and solutions in the process.

Reviewing ProLaw Preferences – Back O�ce

When was the last time you reviewed your systemsetup? This session will take you through preferencesfor Back Office.

ProLaw Reports – Advanced Report Writing

An advanced course for report creators who arelooking to explore what the report builder has to offeroutside of ProLaw’s default options. Learn how to useLookup and Lookupset expressions, create reports toexport out as multiple tabs in Excel, use a matrix,create page break parameters, and add charts toyour reports.

Supporting Remote ProLaw Users

Whether you have a whole office in a different state orjust one person on the road, you need remotesolutions to give your users all the tools they needregardless of their location. From Replication to thePortal to VPN to Terminal Server/Citrix, we will coverthe options so you can make the right decisions foryour remote users.

 

ProLaw's Enhanced Technical Project Discussion

This session is a combination of a few classes that wehave offered in the past. We will cover the datarequirements for a major upgrade, discusscomplicated consulting service projects, and presentsuggestions our technical staff have for clients. Thesewill focus on maintaining and optimizing the technicalside of your ProLaw installation.

Reviewing ProLaw Preferences – Front O�ce

When was the last time you reviewed your systemsetup? This session will take you through preferencesfor Front Office.

How to Make Time Tracking E�cient in ProLaw

This class assists many different ProLaw users in theirquest to efficiently enter time with many differentProLaw compatible tools such as the ProLaw Portal,Pro Filing, Mobility, the ProLaw Dashboard, and don’tforget Transactions.

 

Mar 16, 2018 versionSESSION SCHEDULE GRID

TUESDAY, JUNE 19, 2018

1:45 pm |   

3:45 pm

ProLaw

ProLaw Reports Workshop – Beginningto Intermediate...   TUTORIAL

ProLaw

ProLaw Reports Workshop ­ ModifyingStatement Formats   TUTORIAL

ProLaw

Back Office Round Table   TUTORIAL

ProLaw

Technical Round Table   TUTORIAL

4:00 pm |   

6:00 pm

ProLaw

ProLaw Reports Workshop – Beginningto Intermediate...   TUTORIAL

ProLaw

ProLaw Reports Workshop – AdvancedReport Writing   TUTORIAL

ProLaw

Front Office Round Table   TUTORIAL

ProLaw

Support Round Table   TUTORIAL

6:00 pm |   

8:00 pmVANTAGE Expo Reception

WEDNESDAY, JUNE 20, 20188:00 am

|    8:45 am

ProLaw Breakfast

9:00 am |   

10:30 am

Keynote

ProLaw Keynote

11:00 am |   

12:00 pm

ProLaw

What’s New in ProLaw 2017.2/2018.1

ProLaw

Using the ProLaw Dashboard to BetterUtilize Your Workflow

ProLaw

Custom v11 Reports: What to ConsiderWhen Updating to .NET

ProLaw

Understanding ProLaw SupportedTechnologies and System Requirements

12:00 pm |   

12:45 pmLunch

12:45 pm |   

1:45 pm

External Keynote

External Keynote

2:00 pm |   

3:00 pm

ProLaw

xcelerate for ProLaw

ProLaw

The ABCs of Document Assembly

ProLaw

Best Practices for Successfully UpdatingYour ProLaw .NET Version

ProLaw

ProLaw Reports – Beginning toIntermediate Report Writing

3:30 pm |   

4:30 pm

ProLaw

Implementing the ProLaw Suite

ProLaw

Can ProLaw’s Compensation FormulasSave You Time?

ProLaw

Understanding ProLaw's Full TextIndexing

ProLaw

ProLaw 3rd Party Integration Overview

4:45 pm |   

5:45 pm

ProLaw

ProLaw's Paperless Proforma (Pre­BillEditing)

ProLaw

Best Practices for ProLaw's Custom Tabs

ProLaw

ProLaw's Best Practices for AccountsPayable – Writing Checks

ProLaw

ProLaw SSRS – Creating E­bills in SSRS

THURSDAY, JUNE 21, 20187:15 am

|    8:00 am

Breakfast

8:00 am |   

9:00 am

ProLaw

Questions and Answers With ProLawProduct Management

ProLaw

Fun with ProLaw Bank Reconciliation

ProLaw

Could Your Orgnaization Benefit from aProLaw Business Process...

ProLaw

ProLaw SSRS Report & DesktopTroubleshooting and Maintenance

9:30 am |   

10:30 am

ProLaw

My Favorite ProLaw Features – BackOffice

ProLaw

ProLaw Events Off the Dashboard

ProLaw

Understanding ProLaw's Queries

ProLaw

ProLaw Remote Access – TechnicalDiscussion

10:45 am |   

11:45 am

General Interests

It’s Your Knowledge Base 24/7

ProLaw

My Favorite ProLaw Features – FrontOffice

ProLaw

ProLaw Reports ­ Modifying StatementFormats

ProLaw

Setting up Pleading Indexes in ProLaw

ProLaw

ProLaw Remote Access – End UserFunctionality

11:45 am |   

12:30 pmLunch

12:30 pm |   

1:30 pmExpo Hall Closing

1:45 pm |   

2:45 pm

ProLaw

Your Organization's ProLaw Training:How to Engage Your...

ProLaw

Reviewing ProLaw Preferences – BackOffice

ProLaw

ProLaw Reports – Advanced ReportWriting

ProLaw

Supporting Remote ProLaw Users

3:00 pm |   

4:00 pm

ProLaw

ProLaw's Enhanced Technical ProjectDiscussion

ProLaw

Reviewing ProLaw Preferences – FrontOffice

ProLaw

How to Make Time Tracking Efficient inProLaw

6:30 pm |   

10:30 pmVANTAGE Gala Dinner at the Rockefeller Center

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