As we reported to you last month, we have decided to send
all of our newsletters electronically. Also, we have changed
the format to be electronic as well. We hope you will enjoy
this new format.
Feedback is always welcome...
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Accounting Services and Maintenance (By: Britt
Knuttgen) |
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More and more of our clients have been requesting
that we assist them with monthly legal accounting
maintenance functions. As a result, we are pleased
to announce that we are now offering a full range of
these services at a flat fixed monthly fee.
The following are a sampling of the types of
services we can perform for you:
- Data File Integrity Checks
- Backups
- Posting of Payroll Data
- Month End Close Out
- Bank Reconciliations
- Spot Checking Reports for Accuracy
- etc.
If you are interested in learning more about these
services, please contact us. The flat monthly fee
will be dependent upon which services are selected
and the frequency with which you wish to have
certain maintenance tasks performed. These services
are also dependent upon us having remote access to
your database.
Automated Horizons is committed to providing our
clients with the types of services they want and
need. If you have any suggestions for ways we may
improve our service offerings, please contact Britt
at
britt@automatedhorizons.net.
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Featured Client: Purcell, Flanagan & Hay, P.A. |
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Purcell, Flanagan, and Hay was founded in 1996 as
a boutique law firm specializing in Estate Planning,
Probate and Trust Administration and Litigation, Tax
Controversy Litigation and Planning, as well as,
Business Law. The main office of this law firm is
located in the historic district of Jacksonville,
Florida overlooking the St. Johns River, with two
satellite offices located in Amelia Island and Ponte
Vedra Beach, Florida. The firm, consisting of 4
partners and 7 associates with 12 staff members, is
utilizing a Windows network to connect their 3
offices through terminal services. Purcell, Flanagan
and Hay utilizes the entire Tabs3 accounting package
for their time, billing and bookkeeping. Automated
Horizons, Inc., was recently employed by Purcell,
Flanagan and Hay to upgrade and customize their
existing PracticeMaster case management system to
Version 14. They are planning to link PracticeMaster
with the Worldox document management system and
HotDocs Document Assembly in the near future.
Visit their website |
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Time Matters 8 Released |
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Lexis Nexis recently announced the release of the
latest version of its award winning practice
management software, Time Matters 8. We are excited
to share with you some of the new features available
in the greatest release of Time Matters yet. Here
are our top five new features of Time Matters 8:
- Email Documents as PDFs - While it
has always been easy to email a document stored
in Time Matters, it is now just as easy to
convert that document to a PDF before sending
it. Because most legal documents are emailed in
PDF format, this is a significant time savings
for Time Matters users.
- Enhanced Outlook Integration - Regarding
information from Time Matters can be displayed
when you highlight a Contact, Task or Email in
Outlook. Also, Outlook users can be prompted to
save to Time Matters when sending an email,
saving an appointment, task or Contact in
Outlook.
- Inactive Staff and Classification Code
options – Now you can set former employees'
staff codes as inactive in Time Matters to
eliminate long drop down lists yet maintain
vital historical data. Classification codes can
also be set to inactive status to eliminate and
clean up firm classification options.
- PDA & Smartphone Integration - Time Matters
now offers synchronization support for Windows
Smartphone and Windows Mobile 5 devices.
Synchronize your contacts, calendar and more
from your PDA and mobile devices directly to
Time Matters.
- Windows Right-Click send to Time Matters -
Now right-clicking on any document on a Windows
PC will present a menu option to send that
document to Time Matters. This new and easy
connection is one more way to save time and
energy while managing your practice.
Learn more about Time Matters |
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PCLaw 8 Released |
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PCLaw 8 was recently released and there are many
new features and improvements to the product. They
include:
- Track Time from Microsoft Word and Outlook
and send to PCLaw for billing
- Enhanced bill design capabilities includes
drag-an- drop tokens, an alignment tool, and
custom calculations
- Charge client expenses as a percent of fees
- Save client bills as Adobe PDF File to the
Matter Manager for quick retrieval and review
- Receive payments for multiple matters
belonging to different clients
- Financial Accounting & Reporting
Enhancements
- Track write-off of time
- Mass write off, reprint or unbill multiple
bills in one step
- Change lawyer billing rate as of effective
date
- Enhanced MS Outlook synchronization
Learn more about PCLaw |
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