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 the Professional Services team has added five new utilities to the Juris Toolbox, designed to bring even more efficiency to your Juris experience.
Have enhanced access to benefits that:
What’s Inside the Juris Toolbox
Utility Name | Description |
NEW Fee Schedule Copy |
Replicate an existing fee schedule. Create a new fee schedule based on existing one by copying the fee schedule information from Timekeepers, Personnel Types, and Task Codes. |
NEW 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). |
NEW Split Management |
Modify multiple splits for split billing. Remove splits, modify splits, add new splits or copy splits from a master matter to multiple matters. |
NEW Vendor Discount Update |
Correct the default discount account for multiple vendors without having to open each one and change manually. Update the existing general ledger (GL) account for all vendors with the same original value to a new GL account based on the parameter selections. |
NEW Voucher Import |
Import 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. |
Matter Close | Find and close multiple matters quickly, based on last activity date or number of days since activity. Additional selection parameters by client, billing timekeeper, or practice class are included. Matters can also be excluded by date opened, client, or billing timekeeper. The Matter Close Utility uses Juris constraints. This utility also contains a pre- and post-report of client and matters to be changed. |
Timekeeper Reassignment | Change billing, originating, and responsible timekeepers for clients and matters when staff go on leave suddenly. This utility also contains a pre- and post-report of clients and matters to be changed. |
Fee Schedule Reassignment | Replaces one fee schedule on all client matters to another fee schedule so a code can be removed easily. A supplemental report with last activity date is included. It also contains a pre- and post-report of clients or matters to be changed. |
Practice Class Reassignment | In case of firm-wide changes or to remove an original code once it has been reassigned, change the practice class for client and/or matters with the option to choose specific billing timekeepers. It also contains a pre- and post-report of clients or matters to be changed. |
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. |
Activity Code Reassignment | Replaces one activity code with another in all Juris tables so the “from” code can be deleted. A supplemental report with last activity date is included. |
Vendor Inactivate | The Vendor Inactivate Utility allows you to inactivate vendors based on date or by selecting the vendors from a list. This tool also allows you to select which vendors receive a 1099 by vendor group and assign those vendors a 1099 type. Also included is a pre- and post-report of vendors to be changed. |
Vendor Merge | This utility allows you to pick two vendors and merge them together, including vouchers, batches, checks, notes, distributions, and demographic data. |
Bill Copy Settings | The Bill Copy Settings Utility allows you to update the bill copy settings for matters based on client, billing timekeeper or originating timekeeper. It also contains a pre-report of client and matters to be changed. |
Undo Bank Rec | Allows accounting staff to undo a Bank Accounts Last Bank Reconciliation. |
Delete Zero Batch | The Delete Zero Batch Utility allows you to delete records that have a zero-batch count based on the type of transaction. It also contains a pre-report of client and matters to be changed. |
Reset Juris User Defined Fields | Run this utility to remove User Defined Field definitions for timekeepers, clients, matters and vendors in cases of changes to process and procedures. After running the 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”. |
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.