Clean up your data and manage accounts with the Juris Toolbox

The LexisNexis® Juris® professional services team has been helping law firms optimize their workflows, productivity, and profitability for decades. During the course of their work, they have identified and developed a collection of special utilities called the Juris Toolbox—helping firms most efficiently use Juris, previously only available to firms with Juris Professional Service Plan subscribers, but now available to any Juris firm.

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.

 

What’s Inside the Juris Toolbox

Utility Name Description
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. However, 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 many benefits of Juris Toolbox.

LEARN MORE ABOUT THE JURIS® TOOLBOX

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