We will hold our next Legalmaster training class at the Chateau Sonesta Hotel in New Orleans on Thursday and Friday, May 29th and 30th, 2008. This two day event is intended for all levels of Legalmaster operators. Classes begin promptly at 8:28am and end at 4:47pm or whenever the speaker turns around to an empty room.
As is usual with our classes, the instruction is not "hands-on." The software runs on one machine under our control with the monitor projected onto a screen visible to all. Questions are, of course, encouraged throughout.
Our fee for this event is $537.00 for the first person you send; take 10% off for the second person and 20% off for the third and subsequent. Excellent lunches, superb continental breakfasts and short Pilates for Office Workers classes are included. Enroll on our website or just send us an e-mail and we'll bill you.
The Chateau Sonesta is located in the French Quarter at 800 Iberville Street, just one block north of Bourbon Street. They have offered any Legalmaster Convention attendee an overnight room (single or double) for $129 and have agreed to honor that rate for three days prior to and following the class. You may call for reservations at (504) 586-0800. Be sure to mention us (The Legalmaster Convention). They're holding rooms for us until April 29th.
Cancellation policy: If you cancel by the Ides of April (the 13th), we'll credit your account for the full amount of the fee you have paid for the class. If you cancel by the Nones of May (the 7th), we'll credit you for half.
November 5, 2007
Our newest Legalmaster rendition includes quite a few enhancements. Some are small changes that make Legalmaster easier to operate, others are much more profound. We will be adding more features over the next few months. Watch for e-mails.
Transaction entry
We have added six more options to the right click menu when you check multiple unbilled fees or costs.
1)
Change all of their dates.
2)
Change all of their employees.
3)
Delete all of them.
4)
Put them all or take them all off hold.
5)
Copy them all to another matter.
6)
When you move groups of fees, you have the option to have
Legalmaster recalculate their billing rates.
When you move fees between two matters, Legalmaster supplies as a default the same client code for the matter you're moving to as the one you're moving from.
If you attempt to unbill an invoice to which current period credits (payments, adjustments and/or retainer transfers) have been applied, you are given the option to unapply automatically all such payments and delete the adjustments and retainer transfers in one fell swoop.
You may create installment cost transactions in a manner similar to the way you have been able to create installment fee transactions.
The alter audit trail is now written in Delphi.
Utilities
We have added an option to revalue your currency. We have clients in Venezuela whose Bolivar is to be devalued by a factor of one thousand on January 1st, 2008.
Account Status Screens
You may apply unapplied cash directly from the account status screens.
You may unpost from history an invoice directly from the A/R Ledger card or open-item screen.
You may print a Trust Ledger Card report directly from the Trust Ledger screen.
Generic Import
If you import an activity code (an electronic billing concept) and that code has a corresponding description in the Activity Code table, Legalmaster inserts that description at the beginning of the transaction's description (following the task and activity codes, of course).
Conflicts
You may now import Legalmaster Conflicts data from any tab-delimited file, which means that you may import data from Excel.
With this addition, Legalmaster now lets you import client data, matter data, fee and cost transactions and conflicts data from Excel and many other databases. Converting to Legalmaster from other products has never been easier.
Delphi reports
We used two languages to write Legalmaster, Delphi (Borland's Windows development tool) and SBW (Super Basic for Windows). All of the screens are in Delphi and, at one time, all of the reports were in SBW. For a number of reasons, we have been rewriting all of the reports into Delphi. The advantages for you are greater speed, more fault tolerance and more flexibility. For example, reports written in Delphi automatically resize themselves to fit on your paper; if you print a report in landscape, as opposed to portrait, Legalmaster uses a larger font.
In our previous release, Legalmaster'67, we rewrote into Delphi MIRC for Cases, the Transaction Input Audit Trail and all three of the Ledger Card reports (A/R, Retainer and Trust). Now we have added MIRC for Transactions, Calendar MIRC, A/R Aging, A/R Balancing, WIP & A/R Summary, the Transaction Alter Audit Trail and Pre-bills.
Remote
After you export a batch, Legalmaster sets the default transaction date back to the system date.
Reports
You may print the data for just a single timekeeper in the Missing Time Report.
We have added a "totals only" option to the A/R Balancing report and the WIP & A/R Summary report. If you select this option Legalmaster prints only the grand totals and, if you sort the report by Client Coordinating Attorney or Responsible Attorney, their subtotals, as well.
Lists
You may delete all members of a list in one fell swoop.
Notes
You may now close matter notes from your keyboard as well as with your mouse.
Pre-bills
We have added many options to the Pre-bills screen in the Table of System Options to let you tailor the contents of your pre-bills to a greater extent that even before. In addition to the dozen or so options already available we added
1)
set top, bottom, left and right margins. Now you may punch holes and
bind any way you want.
2)
the ability to sort fees by date, employee or grouping code (Letra,
this is for you.)
3)
include or exclude
a) the A/R ledger
b) A/R totals
c) A/R Aging Summary
d) WIP and A/R Summary
e) Trust activity and balance
f) Retainer activity & balance
As a result, you may make your Pre-bills much more terse. In addition, since Pre-bills are now written in Delphi, you may increase the font size merely by printing them in landscape.
October 3, 2006
Two years in the making, Legalmaster'67 is ready for delivery. Most of these enhancements were requested by you, our clients. We've tried to give appropriate credit; please forgive us if we omitted your name from your suggestion.
This list is not exhaustive. We will also be adding a few more features over the next few months which will be provided for no additional charge to users of Legalmaster'67.
Clients and Matters
You may type up to 3000 characters of "notes" associated with a matter. If assigned to a matter, these notes pop up automatically whenever you identify a matter on the case screen, the transaction entry screens and the account status screens. They also pop up on the Remote data entry screen, but, unlike the other locations, you may not alter them there. (Requested by the Lepper firm of Walnut Creek, CA)
You may import clients into Legalmaster from any tab delimited file. That means you may import clients from an Excel or Lotus file. We added this feature to assist new Legalmaster clients converting their data from other software.
Transaction entry
When you enter a client level payment Legalmaster now has the ability to search for the oldest invoice(s) belonging to all of the client's matters, instead of paying each matter in full before moving on to the next matter. (Requested by many firms)
You may select multiple fee or cost trans for one matter and move them or no-bill them all at once. (Requested by the Dietrich firm of Fresno, CA)
You are prevented from entering or altering a trust debit that exceeds your trust balance. (Demanded by the Wisconsin State Bar)
We've added color cues to the transaction entry screens to reduce the likelihood that you enter a cost when you meant to enter a fee.
You may specify the date to be assigned to an explicit "automatically distributed" set of write-ups or write-downs. Previous versions automatically assigned the ending date of your transaction date range to these entries.
If you've assigned notes to a matter, whenever you enter the matter code on the transaction entry screen, its notes are automatically displayed. You may alter or add new notes for any matter here.
Reports
When you print an old invoice you may print either today's date or the original billing date in its header. (A frequent request)
We've rewritten all three of the ledger card reports (A/R, Retainer and Trust). Though this change has many benefits, what you're going to like best is that those reports automatically change their font size to fit your paper.
Generic Import
The Generic Import Table now permits you to list an unlimited number of devices from which you may import data. Previously you were limited to six. (Requested by the Pryor firm of Fort Smith, Arkansas)
You may import fee and costs transactions from any tab delimited file. That means you may import fees or costs that you entered in Excel or Lotus. We added this feature for attorneys who prefer to keep track of their time on a spread sheet as well as to assist firms converting transaction data into Legalmaster from other software.
MIRC for Cases
You may include fields that are calculated from other fields. This is a major enhancement. For example, you might add a new calculated field called "credits" as the sum of payments and applied retainer transfers, thus showing you in a single number how much has been applied to a case's or client's receivable. Another example might have you show the percentage change of this year's receipts as compared to last year's.
You may now specify for any fee or cost field whether you want to reflect "invoiced" values, "not invoiced" values or both. Earlier versions always reflected both.
You may range on Responsible Attorney in such a way that Legalmaster will find a match regardless of whether you stored the RA as either RA1, RA2 or RA3.
Calendar
You may have Legalmaster automatically assign any or all Responsible Attorneys and or your Client Coordinating Attorney to a new calendar entry. (Requested by the Stahl firm of San Jose, CA)
Interest calculation
If your state's usury laws allow it, you may now compound your interest. Since this option is in the Table of Statement Characteristics, you may select the option for some matters, but not others. (Requested by the Allen firm of Sacramento, CA)
Account status
A new button at the bottom of the A/R ledger card and the open item screens allows you to print whatever invoice you've highlighted, current period or history. You may also indicate whether you want today's date or the original billing generator date to appear at the top of the bill. (Suggested by over 100 clients)
If you've assigned notes to a matter, whenever you enter the matter code on the account status screens, its notes will be automatically displayed. You may alter the notes here. You may also add new notes for any matter here.
Remote
Remote users are able to read, but not modify, each others' unexported batches. (Our inference from a request by the Klingenberger firm of Fresno, CA)
Remote users are able to read, but not modify, case notes.
We are accepting orders for this new release now. As long as you're upgrading from an earlier Windows Legalmaster version, the entire process may be done via e-mail. We will bill you at the same time that we send you the upgrade. Your upgrade fee depends upon what configuration of Legalmaster modules you have, how many concurrent users you have and what Legalmaster release you're running now. You'll have to contact us for prices.
October 17, 2005
Legalmaster's Remote Entry module is useful for firms who want many people to be able to enter fee transactions and want most of them to do little else. We've added a few very useful new features to a spanking new version; here are some particularly attractive ones.
If your Remote station has access to your host database (i.e., if your Remote stations and your host stations are on the same network), Remote users may display any transactions they have ever entered. Each Remote user may look up his or her fees by client, matter, date, invoice number, etc. Remote users may even use the slick "Employee Time at a Glance" monthly summary screen. Rest assured, though, that while Remote users may still alter their current batch of transactions, they may only view what they've previously exported.
If your Remote stations do not share a network file server with the host, you may still take advantage of this new capability by copying four additional files into your Remote validation folder.
The "view batch" screen has been dramatically expanded to include more columns, specifically, billable amount and transaction description. In addition, you may now sort the view batch display by any of its display columns - client, matter, date, group, hours, actual or billable amount and description. These enhancements make finding a specific transaction much simpler than ever before.
You may now export your batch through a cut-off date. As a result you may, for example, export last week's transactions from your batch while still retaining this week's.
March 31, 2005
We are now shipping Legalmaster'65. Here are some of the features we added. Two of them, the second and the fifth on this list, were the most frequently requested enhancements we have received in the last five years.
Case MIRC: You may set column widths on alpha fields thereby allowing you to fit more data on a smaller page. This feature is now available in all five of Legalmaster's MIRC's.
Transaction MIRC: If you sort a report by date, you may request subtotals by calendar month, calendar quarter or calendar year. You may also request to see only the subtotals; i.e., you may suppress the detail. The example below shows how may hours Frances recorded as software support for each month of 2004. Prior to this release this information would have required running twelve separate reports.
Act
Trans Actual
Emp
Actual employee name Date Hours
FJR
Frances Rotolo Jan 2004 35.71
FJR
Frances Rotolo Feb 2004 61.94
FJR
Frances Rotolo Mar 2004 64.59
FJR
Frances Rotolo Apr 2004 26.71
FJR
Frances Rotolo May 2004 32.04
FJR
Frances Rotolo Jun 2004 39.37
FJR
Frances Rotolo Jul 2004 43.36
FJR
Frances Rotolo Aug 2004 53.05
FJR
Frances Rotolo Sep 2004 39.79
FJR
Frances Rotolo Oct 2004 20.20
FJR
Frances Rotolo Nov 2004 29.85
FJR
Frances Rotolo Dec 2004 38.08
-------
484.69
-------
Revenue allocation MIRC: You may set column widths on alpha fields thereby allowing you to fit more data on a smaller page.
Case management MIRC: Case management MIRC's may include alpha and code data from the billing database.
Transaction entry: You may run spell check on your entire batch at one time as well as one transaction at a time.
You may exclude closed cases from the drop-down list. Each user on a network may set this independently.
Held transactions are easily distinguishable on the list/alter display.
You may isolate held transactions in list/alter.
Remote: You may run spell check on your entire Remote batch at one time or one transaction at a time.
You may omit closed cases from the drop down lists.
Electronic billing: You may now use the same task and activity coding scheme for both LEDES and Litigation Advisor. The software has a new option to insert Litigation Advisor's brackets. (Available May, 2005)
Case management: You may import and export templates from one database to another.
You may merge case management data into a Word document.
You may spell check your text fields.
Case management MIRC's may include alpha and code data from the billing database.
The fee for this upgrade depends upon your configuration of Legalmaster modules. Contact us by phone or e-mail for details.
December 12, 2003
We are now shipping Legalmaster'64. We've added a host of new features to make your life simpler. As usual, most of the enhancements resulted from your suggestions. Here is a list of some of them.
At the account status ledger card screen, you may now click a single button and thereby print a ledger card report for the client or matter you're viewing at that moment. It works as if you went to the report menu and requested the ledger card report specifying the client, matter and date range.
At a recent Legalmaster training convention, a few users mentioned that they occasionally get a payment that reduces the balance on an invoice to a small amount, often under a dollar. You may now set a threshold amount that tells Legalmaster to adjust off lesser balances automatically.
At the account status WIP summary screen, the one that totals unbilled fees and costs for a client or matter, we added a button that lets you in a single click display every individual unbilled fee or cost transaction. In addition it places you in transaction alter mode!
We've made a fairly sophisticated enhancement to the "automatic distribution of write-ups and write-downs" feature. As those of you who use this already know, it is quite a time-saver if you want to write up or down the fees for a matter and spread the amount of the increase or decrease proportionally among all of the timekeepers who worked on it. Although this ability is very useful if you want to keep track of the profitability of contingency or flat fee matters, many of our users have found it handy in any circumstance where they choose not to bill the "actual" value of their time. What we added this time is an option to make this write-up or write-down explicit or implicit, that is, itemize it on the bill or not. Whether or not you choose to show it on your bill, Legalmaster still distributes it properly among your timekeepers.
The list/alter screen now lets you sort whatever transactions you are viewing by any of the data columns, client, matter, date, timekeeper, group, hours, amount, even the description. This is very useful if you're searching for aberrant entries.
Also in list/alter, you may view the information not otherwise displayed for any transaction with a single keystroke - apparent and effective billing rates, billable timekeeper.
You can now get a client or matter drop-down window while you're creating report lists.
You may turn off the client drop-down list while you're entering transactions.
Conflicts users may now create a look-up table of relationship codes.
We added a "scan mode" to Remote Transaction Data Entry. It lets you jump from each entry to the next (or previous) with a single mouse click. You may begin your scan at any point in your list. This provides a very efficient way to find a transaction you're seeking.
We made a couple of enhancements to the Calendar module. We created a screen that looks just like a wall calendar, seven boxes across, as many rows as are necessary for the weeks in any month. Specify an employee and a month and you'll see all of his or her appointments handsomely displayed on that calendar. You may then click on any of the days if you want to view the items in all of their excruciating fullness. We also added a much quicker way to add timekeepers to calendar items.
The fee for this upgrade depends upon your configuration of Legalmaster modules. Contact us by phone or e-mail for details.
November 7, 2002
We will soon be shipping the next version of Legalmaster, what we're calling Legalmaster'63. The migration to it is quite simple; users of our last DOS version, Legalmaster'97 may even convert directly to it. The upgrade fee is a function of which modules you have, your number of timekeepers and your number of concurrent users.
Some of the new Legalmaster'63 features:
You may copy and paste all twenty case description lines from one matter to another.
You may copy and paste all or portions of name and address data among clients and case substitute and additional addresses.
The maximum number of cases that may be put on a "list" for reports and the Billing Generator has been increased from 40 to unlimited.
The "view batch" screen in transactions has been expanded. You may now view batch totals and today's totals for any transaction type, not just fees.
Those of you who like to enter payments by invoice number will be glad to hear that you may set the payment entry screen to return to the invoice number field immediately after you save a payment.
The audit trail numbers each transaction and you may alter any entry in your current batch merely by identifying it by its number. Those of you who enter large batches will appreciate this one.
You may suppress MIRC's request for a page header comment.
Two new features for those of you who use our "split billing" feature that lets you automatically divide work on a single matter among multiple clients.
You may now type merely the "dummy" on a "list" and ask Legalmaster to add all of the dummy's "receptors" to the list.
As you're entering fees or costs for a dummy you may display a list of all of its receptors and check only those you want charged, changing their shares on the fly or asking Legalmaster to proportion them based upon their "default" relative values. This is a big one.
We haven't forgotten about users of Legalmaster Remote.
If your "host" fails to import an exported batch, you may append to it from the Remote station.
We occasionally add features to help to clean up data that was somehow damaged.
Missing invoice search and repair finds and fixes "orphaned" payments and adjustments (i.e., transactions assigned to non-existent invoices). It also finds and posts to history zero-balance invoices that had refused to post. This can help you close old cases.
February 28, 2002
A few weeks ago a client called us with an unusual error. We fashioned a solution that called for them to install a small file in their Legalmaster program folder and we e-mailed them the file. About two hours later they called to thank us; their error had disappeared and, more significantly, a report that had taken one hour to print two days previously now ran in three minutes!
We scrambled for a technical explanation of this astonishing development and, of course, came up with one. As a test we sent this same small file to about a dozen clients. All of them reported similar results; reports run from three to ten times faster!
We have put this file on our web site so that any of you may benefit from this discovery. Here's what you must do.
This is going to get a little technical, so have the appropriate person deal with it.
There is a file in your Legalmaster program folder. The file's name is NETWORK.BIN. Open it with Notepad or Wordpad.
The file begins with a number followed by a string of characters. The characters are either NOVELL, DOSFB or NONET. If you have a NONET file, you're finished with this project. You have nothing more to do. Otherwise...
Exit from Notepad or Wordpad without saving the file.
Run and time some Legalmaster report.
Download from our website a file called 61ENV.ZIP. Unzip it. You will find that it contains about a half dozen files. Copy the file named NETWORK.NON into your Legalmaster program folder.
Get everyone out of Legalmaster.
Rename your existing NETWORK.BIN to something like NETWORK.OLD.
Rename NETWORK.NON to NETWORK.BIN.
Run the same report that you ran in step #4 and see if it's any faster.
Share your results with us. E-mail to support@legalmaster.com
August, 2001
After thousands of programmer-hours and hundreds of luke warm pizzas, we have completed our latest masterpiece, Legalmaster'62. Requiring no data conversion whatsoever from Legalmaster'61, this painless upgrade adds quite a few useful and time-saving features. All you need do is download the most current version of Windows Legalmaster from our web site and copy a small file which we e-mail to you into your Legalmaster program folder. The cost of this upgrade depends upon what configuration of Legalmaster modules you're using. Contact our offices to find out your fee. If you are still using Legalmaster'97, you may convert directly to this new version.
While these features are available today, we will be adding a few more in the coming months. They will be accessible to any Legalmaster'62 user for no additional charge. We are excited about one particular enhancement suggested to us by Dena Rafte, a client and Legalmaster dealer from Houston. We call it "Missing Time at a Glance." It displays what looks like a monthly calendar. In each date box are displayed the actual and non-billable hours of the timekeeper of your choice.
The feature that received the most enthusiastic response when we unveiled the new version at our most recent training convention is the ability to share MIRC report formats across a network. As you may already know, Legalmaster's report writer, MIRC, allows each user on a network to design and save his or her own sets of reports. Heretofore, a user at one station could not see the reports created by another user. We have changed that. You may now copy or print reports created by other users. This has profound implications.
We have increased the limit of the number of MIRC reports that may be saved by each user from 75 to 250. Have fun.
Some of you have said that you can't always remember what each of your MIRCs actually prints based merely upon the name that you assigned it. You may now annotate each report with a fairly long description. The comment appears on the screen whenever you view the MIRC format.
You may now store multiple ranges on the same field in your MIRC reports. For example, you may ask to see receipts for a list of responsible attorneys, skipping over the ones you're not interested in. Or you could ask for billings for seven areas of law, omitting the others.
You may now modify a MIRC report that's part of a report stack.
We've more than tripled the length of transaction descriptions. Assuming that you use narrative codes throughout your description, the maximum has been increased from 23,400 characters to 84,240 characters.
Have you ever regretted deleting a client or a case? Well, those days are over. You may now undelete a client or a case.
Transaction global change lets you bypass the warning that you have unmerged batches.
We've received quite a few compliments as a result of the client and matter grids that we added to Legalmaster'61. This is the screen that displays all of your clients or cases in what looks something like a spreadsheet on your screen. Now we've taken those screens one logical step further. You may now search and replace data on those grids. For example change all cases assigned to responsible attorney ABC to attorney DEF.
The Transaction Entry screen now shows both today's and batch totals of hours and amounts at the bottom.
Transaction's list alter now shows the totals of the transactions that you display.
You may now create a list of users and their work-station ID's (WSID) so that Legalmaster can tell you, for example, not only that a batch has not been merged, but whose batch it is.
If you have occasion to use Legalmaster's split billing feature - the tool that lets you divide work on a matter among more than one client or matter - you have probably noticed that we warn you when you try to enter a transaction to a receptor. You may now turn off that warning message.
The backup and restore utility has been greatly enhanced. You may now backup any of your data folders regardless of which one you're in at the moment. You may backup your data to any location, including a local drive or a zip disk. And Legalmaster remembers where you last backed up so that it can remind you the next time.
You may convert a payment that has been applied to one or more invoices into an unapplied payment. This is useful if you want to alter a billed fee or cost that has been paid for.
The account status screens and the transaction alter routines have been wed. As a result you may, for example, alter a fee or cost by selecting its invoice from the case's ledger card.
July, 2000
We began shipping the 32-bit Windows version of Legalmaster in August of 2000. Experienced Legalmaster'97 users should have little difficulty with the new version, since we retained the same terminology and concepts. We think you'll be pleased with the new screens, especially transaction entry and MIRC. We've added spell check and a timer to the time entry screen. We offer a new feature called "grid view" to clients and matters, allowing you a birds-eye view of all of your client and matter data.
Installation
The installation takes about five minutes and is done from a CD. If you are running on a network, you must undergo a one minute installation at each station from which you intend to access Legalmaster.
Conversion
The data structure for Legalmaster'61 for Windows and Legalmaster'97 for DOS are virtually identical. We have added some "keys" to the new system to take advantage of some cute Windows functions. The Windows version requires that your data be moved to a new folder so that these new keys may be inserted. This is a one-step process which takes about two to four minutes per megabyte of your data. When it's complete, your old Legalmaster'97 is still present and unaffected.
If you are converting from our DOS version, we recommend that you install and play with the Windows version while you continue to bill with Legalmaster'97 for one or two billing cycles. This will give you ample "leisure" time to gain familiarity with the screens, make sure your printers are working, etc, etc.
Hardware
All Windows software is more demanding than DOS software. We recommend that you run Legalmaster'61 on a high megahertz Pentium with at least 64 megabytes of RAM.
Our Pricing
As is common with our upgrades, the fee to migrate depends upon your configuration of modules, your number of timekeepers and your number of concurrent network users. If you call us, we'll walk you through the formula and provide you with a precise cost.
July, 2000
Legalmaster's manual is available now on our web site. Just go to Download Legalmaster and follow the instructions. This manual conforms to standard Windows help conventions - hyper text look-ups, index, contents.
July, 2000
We keep the most current version of Legalmaster software and our manual on our web site to make it easy for you to stay current. While you cannot run the software on the web site unless you have first installed the system from the CD that we send you via mail, you may read the complete manual as soon as you download it.
1999
While Legalmaster's calendar software has been quite well received by those of you using it, it lacks one feature that many of you have requested, namely, the ability to store rules of the courts and calculate events based upon these rules. We are now offering a product that does just that and quite a bit more. That product is called Vision Docket; it is manufactured by a company called Compulaw.
Compulaw has been manufacturing law office software almost as long as we have (over 20 years). They specialize in calendaring. (It has always been our belief that the best products come from companies that limit their focus.)
Compulaw's Vision Docket can import Legalmaster client and matter information via a Legalmaster data format MIRC report. The ability to produce such a report is built into Legalmaster'97. As a result, you don't have to reenter all of your client and case information.
Vision Docket is available in both 16 bit and 32 bit Windows versions. Rules are available for over 200 courts. Since they change so often, rules are sold on a subscription basis. Although they vary in price, most are $99 each per year.
To celebrate this relationship, we are offering our clients a discounts on Compulaw's products - 20% on the software, itself, 5% on the rules.
1997
Quite a few of you are using LIBRA, or Platinum accounts payable software and Legalmaster's Import module to send advanced costs from A/P to billing. We now have yet another option. We have noticed that many of you are Quickbooks users. One of our clients figured out a way to take Quickbooks' invoice data and export them as Legalmaster costs. As a result you may enter invoices into Quickbooks Accounts Payable and export them as costs advanced to Legalmaster's Import module.
You need three things for this capability; viz., Legalmaster'97, our Import Module and a special ($50) conversion program. Call us for details.
1997
A new Legalmaster feature gives you the ability to import transactions that you wish to have treated as trust debits. This is part of a more general change to the Table of System Options. A new field lets you specify the transaction type of data you import (Fees, Indirect or Direct costs or Trust debits). This feature also lets you convert generic Cost records in our old '93 Import format into either Indirect costs or Direct costs.