Clean up your data and manage accounts with the Juris Toolbox

The LexisNexis® Juris® Professional Services team developed the Juris Toolbox with a collection of special utilities to help law firms optimize their workflows, productivity, and profitability. Now, Juris Toolbox optimizes your Juris experience even more with its latest utilities.

Have enhanced access to benefits that:

Reduce the time it takes to do administrative tasks by easily executing bulk actions rather than making changes one at a time.

Manage firm-wide changes such as billing codes, timekeepers, and vendor info.

Make the Juris experience faster and efficient by cleaning up and transforming data.

Previously only available to firms with Juris Professional Service Plan subscribers, but now available to any Juris firm.

 

What’s Inside the Juris Toolbox

Utility Name Description
JPS - Activity Code Reassignment Utility The JPS Activity Code Reassignment Utility updates the Activity Code references from one Activity Code to a different Activity Code with an option to delete the From Activity Code.
JPS - Bill Copy Settings Utility The JPS Bill Copy Settings Utility allows the user to update each of the bill copy settings for matters based on client, billing timekeeper or originating Timekeeper. Utility also contains a pre-report of client and/or matters to be changed.
JPS - Delete Zero Batch Utility The JPS Delete Zero Batch Utility allows the user to delete records that have a zero-batch count based on the type of transaction. Utility also contains a pre-report of client and/or matters to be changed.
NEWEST
JPS - Distributed Reports Removal Utility
The JPS Distributed Reports Removal Utility allows the user to delete distributed reports based on employees and a time frame.
NEWEST
JPS - Distribution Reset Utility
The JPS Distribution Reset Utility will reset all Report Distribution Dates to a selected date. The user has the option of only selecting Active distributions or selecting distributions from a list.
JPS - Fee Schedule Copy Utility The JPS Fee Schedule Copy Utility allows the user to create a new fee schedule based on an existing one. This means the tool creates a new fee schedule and copies the fee schedule information from Timekeepers, Personnel Types, and Task Codes.
JPS - Fee Schedule Reassignment Utility The JPS Fee Schedule Reassignment utility allows the user to change the fee schedule for matters and/or clients in a bulk manner. Specific instructions are below with an option to delete the From Fee Schedule.
NEWEST
JPS - Hide Old Batches by Date
The JPS Hide Old Batches by Date utility allows the user to hide records that have a batch postdate older than a selected date based on the selected criteria.
JPS - Matter Close Utility The JPS Matter Closer Utility allows the user to close multiple matters based on last activity date or number of days since activity. Additional selection parameters by client, billing timekeeper and/or practice class are included. Matters can also be excluded by date opened, client and/or billing timekeeper. The Matter Close Utility uses Juris constraints. Utility also contains a pre- and post-report of client and/or matters to be changed.
JPS - Modify Payer Line in Cash Receipts Update the payer line after posting without having to reverse the original cash receipt and reenter with the correct payer information. Change the payer line in cash receipt batch, based on the batch and record number (or all records in a batch).
JPS - Practice Class Reassignment Utility The JPS Practice Class Reassignment Utility allows the user to change the practice class for client and/or matters with option to choose specific billing timekeepers. Includes option to delete the FROM Practice Class code once it has been reassigned. Utility also contains a pre- and post-report of client and/or matters to be changed, with an option to delete the From Practice Class.
JPS ‐ Reset UDF Utility The JPS Reset UDF Utility removes User Defined Field definitions for timekeepers, cients, matters and vendors. Once you run this tool you can reassign your UDF fields but the same field names CANNOT be used for the same type. For example, if you have a MatterUDF field named “MatterType” and you run the tool, you can no longer name any MatterUDF fields “MatterType”.
JPS - Split Management Utility The JPS Split Management Utility allows the user to remove splits, modify splits, add new splits, or copy splits from a master matter to multiple matters.
JPS - Task Code Reassignment This utility replaces one task code with another in all Juris Tables so the original code can be deleted. A supplemental report with last activity date is included.
JPS - Timekeeper Reassignment with NoteCards Utility The JPS Timekeeper Reassignment Utility with NoteCards allows the user to change billing, originating, and responsible timekeepers for clients and/or matters with an option to add NoteCards to reflect the changes. Utility also contains a pre- and post-report of client and/or matters to be changed.
JPS - Undo Bank Rec Utility The JPS Undo Bank Rec Utility allows the user undo a Bank Accounts Last Bank Reconciliation.
JPS - Vendor Discount Update Utility The JPS Vendor Discount Account Update Utility allows the user to update the existing discount general ledger (GL) account for all vendors with the same original value to a new GL account based on the parameter selections.
JPS - Vendor Inactivate Utility The JPS Vendor Inactivate Utility allows the user to inactivate vendors based on date or by selecting the vendors from a list. This tool also allows the user to select which vendors receive a 1099 by vendor group and assign those vendors a 1099 type.
JPS - Vendor Merge Utility The JPS Vendor Merge Utility allows you to pick two vendors and merge them together including vouchers, batches, checks, notes, distributions and demographic data.
JPS - Voucher Import The JPS Voucher Import Utility imports data output files without having to manually input vouchers when utilizing third party expense tracking companies such as Chrome River or Concur. Import multiple vouchers through a standard .csv or Microsoft® Excel® file.

 

Customers with service plans may use their service plan hours to purchase individual utilities. They are also available a la carte to all other clients.

Use these utilities to optimize your firm’s operational efficiency. Contact your Account Manager to get your access to these benefits of Juris Toolbox.

LEARN MORE ABOUT THE JURIS® TOOLBOX

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