pc law how to change lawyer on outlook

Highlight the lawyer you want to change. Click Change to open the Change Lawyer Information / General tab. Click the Accounting tab.

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How to change the accounting information for a lawyer in PCLaw?

Jan 20, 2022 · Take the following steps to reset the PCLaw integration with Microsoft Outlook: 1. Open Outlook. 2. Press Ctrl 4 to open your Outlook Tasks . 3. Double-click PCLaw® Entry - Please Do Not Remove! or Lexis Back Office Please Do Not Remove! 4. Write down the first five numbers in the task body field.

How do I change a lawyer's user code?

Nov 23, 2021 · Highlight the lawyer you want to change. Click Change to open the Change Lawyer Information / General tab. Click Rate History. Enter the new amount in the Amount column. Enter the beginning date for the rate increase in the Date column. Click OK to save selections and return to the Lawyers and Rates window. Back to Top

How do I change information for a lawyer in the firm?

These settings apply to all PCLaw users who work with billing features in PCLaw, regardless of selections for individual matters. ... Disabling users' access to change invoice numbers at the time of billing. ... Allocate Fee Changes to Resp Lawyer - Automatically allocates fee adjustments to the matter's responsible Lawyer when creating a bill.

How do I add a new lawyer in PCLaw?

If you are not the only user in PCLaw, all other users must exit PCLaw before you can backup your data. 2. Go to Options > Administrator > Lock System. The Lock PCLaw System screen displays. 3. Click Lock. A PCLaw priority message is sent to all users to exit the application. 4.

How to access system settings?

To access the Systems Settings Billing tab screen, select Systems Settings from the Options drop-down from the main menu and select the Billing tab. These settings are valuable, because setting commonly used defaults will save time during pre-bill and bill selection. System Settings affect all billing, regardless of selections for individual ...

What is a pre bill?

Pre-Bills are created to preview the charges that are going to be billed to the client. In System Settings you can choose the default template that is used for a Pre-Bill.