Home

USER MANUAL

1. Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File C Prepare Invoice this File B repare Form Letter this File w U Click the New File button then enter file information below Hen File View Hide Due Dates Client Files Eick tne qownamowtoseetst ote File No File Description Client Ref File Type Resp Lawyer Date Opened 1000 Divorce and Child Custody Family z Joe Blow f 12 Apr 2005 z Legal Aid File Closed Date Closed Transfer Moved Off Date Moved Off Site Facility O 06 Sep 2005 z 11002 Site 07 Nov 2005 z Boyds 7 Other People On File re conflict Notes re File Cheryl Sheen 6 wife Joe Smith 6 wife s new partner Billing Address Same es A OR Alternate Billing Address Note use Ctrl Enter to As Client Address put hard return between lines in the address Spare1 text 50 char Spare2 text 150 char Spare3 text 250 char Last Updated Updated By 12 Mar 2006 Dough John Drop Down List of Existing Clients o NUM Z DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 4 In either case you will then be prompted for an invoice number Should you wish to number your invoices enter the appropriate invoice number in the space provided and click the OK button Clicking the Cancel button has the same effect as clicking the OK button x Enter Invoice Number if desired for else leave as nta
2. NO E A Client File and Docket Managment System Clients and Files Add Review Manage Add New Client Dockets Add Review Manage Print Invoice and Payment Information Add Review Manage Print Reports File Lists Dockets Lists Invoice Invorce Payment Ledgers Client Labels A aia fa Form Letters Letters to Clients Searches Chent Conflict Telephone Number New File Number New Transfer Number General Office Notes Change Login Password Help File Manage PickLists Lawyers File Types Docket Types it 4 2 Manage User Accounts Add Remove Users Change User Password or User Access Level Si Change Lawfirm Information Address Telephone No Invoice Interest Rate GST Number etc UU dy Te Li About DOCKETEASE Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired D ate Go To Clients and Files 4 E ES E NUM E E This will open the CHANGE PASSWORD form wherein the User ID of the currently logged on user will be displayed in the User ID box DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 SE In order to change your password enter the desired new password in both the New Password and Confirm New Password box and then click the OK button Click the CANCEL button to cancel the change of password request and leave the password as it is DocketEase Change Password ol x File Edit Insert Records Window He
3. A Client File and Docket Managment System Ps Clients and Files Add Z Review Manage m Add New Client Dockets Add Review Manage Print Invoice and Payment Information Add Review Z Manage Print f E Reports File Lists Dockets Lists Invoice Invoice Payment Ledgers Client Labels a L k Tl el z ul m ken D Dem mm ul E ul E mp el P T k La Set d Searches Chent Conflict Telephone Number New File Number New Transfer Number General Office Notes Change Login Password Help File Manage PickLists Lawyers File Types Docket Types Manage User Accounts Add Remove Users Change User Password or User Access Level Change Lawfirm Information Address Telephone No Invoice Interest Hate GOT Number etc a a la la a la a ye About DOCKETEASE Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired Date GoTo Clients and Files iat g DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 63 DocketEase FORM LETTERS MENU File Edit Insert Records Window Help Return to Main Menu CH Close REPORT a Maximize Window ae Spelling Ei Print Preview L Page Setup E Print 2 Help Tips H Find LR Find West 3 de Replace l Sart scendimg z Sort Descending KE Filter By Selection 9 Remove Filber Sort D Export To Word Return To Main Menu Return To Client Infor
4. PRINTING PRINT PREVIEW It is recommended that prior to printing a Form Report you First preview it using the Print Preview button fon the Toolbar IF the Forrifrepork is cut off it may be necessary to use the Page Setup button on Toolbar to change the page margins paper size and page orientation prior to printing sa that the contents of the Report Form appear as desired Te marik Pisi Pieza a d sed vzk mes be Carrat pak oie lial kk Diviesk Meese bioikbee asic REMOVE AN ITEM FROM A PICELIST This Function can only be performed by a DocketEase Administrator Picklist items fie Lawyers File Types Docket Types e a name was added then the are added changed removed on the Manage Picklists Form by clicking the Manage Picklists button on the Main Menu It person has left the company so that fis recommended that iF you want to remove a name the name just be deleted and the record line be left blank For use in name needs to be removed the Future Therefore when adding a new name to a picklist check First for a blank record and use blank records First FE Khare ees Fi ee M ngel Laima Klas eee eed ie mellik vill ek eae AE ee Blea sl Record 14 4 LINE Lil of amp Tip Title TI f g REMOVING UNREQUIRED OLD DOCKETEASE FILES FROM MY DOCUMENTS When DocketEase forms reports or data tables are exported to Word or Excel by clicking either the Export to Word or Export to Ex
5. Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select EXISTING file f the Client Files list DH iNew Fie z s Chik the New File erin s nter file EE below gees View Hide Due Dates Due Dates Client Files KE the down arrow to see list of c ES file No File Description Gent Ret File Type Lawyer Date Opened 1018 16 Mar 2008 x L id File Closed Date Closed Transter Moved Date Moved Off Site Facility a D Site z Other People On File re conflict Notes re File Ailing Address Same es OR Alternate Biling Address Note use Cil Enter to As Chent Address put hard return between ines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By Add a New Client EI f f 4A DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _18 After the file information has been entered a file information sheet can be produced for the file fly from the REPORTS Menu DocketEase REPORTS MENU s File Edit Insert Records Window Help Return to Main Menu Bm Close REPORT J Maximize window ZX Spelling T Print Preview Page Setup Zb Print 2 Help Tips ith Find Find ext SE Replace l Sort ascending z Sort Descending E Filter By Selection 3 Remove Filber Sort D Export To Word Return To Main Menu
6. CUSTOM SEARCHES There are a limited number of searches built into DocketEase they are Client Searches Find a client and all that client s files by entering either a string of characters which exists somewhere in the Client Name field but which are not necessarily the first letters of the client s name or by the Client Number This may be faster than searching through the Existing Clients list on the Add Edit or View Client and File Information form once there are a large number of clients File Searches Find a particular file by entering either a string of characters that exists somewhere in the File Description field or by the File Number This is handy when you know the file number but not the client s name Conflict Search Search through all Client Name File Description and Other People On File re conflict fields for a particular string of characters see RUNNING A CONFLICT SEARCH for more information in this regard DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 De Invoice Payment Information by Client Search Locate all invoice and payment information for a particular client by entering a string of characters which exists somewhere in the Client Name field but which are not necessarily the first letters of the client s name This may be faster than searching through the Existing Clients list on either the Add Edit or View Client and File Informa
7. Client J0 Blow h k j Motes re Client Select an Existing Client File from the drop down list Feeney Jeremy Client Hame Client Notes File Ho Op Responsile Lawyer File File Description Divorce and Child Custody Joe Blow FileType Family File Closed JM Legal Aid File Notes OUTSTANDING DOCKETS PREVIOUSLY INVOICED DOCKETS File No Type of Docket Time Docket Description GST PST Reen Mvoiced Invojce No Last Updated EEN u Lawyer Mark All As Docket Date Disb or Flat Rate Fees Invoiced voice Date Updated By 1000 Time Fees 0 4 Letter to client re change to Codicil v JOD 10 Jan 2006 25 Nov 2005 e Dough John 1000 Time Fees 02 Meet with client to execute Codicil prieparezexecule v Bes X 10 Jan 2006 gN ov 2005 Affidavit of Execution Letter to client Tawa J ala 1000 Dish Courts Filing e Payment to Province of Ontario Court Services Division w F Bes 10 Jan 2006 30 Nov 2005 lees 75 00 Dough John 1000 Dish Courts Filing e Payment to Ontario Court General Division Family w F JRD ki 19 Feb 2006 13 Dec 2005 gt oot 100 00 Dough John 1000 gt w ki 16 Mar 2006 ES E Record 14 4 1 r of 4 Notes re Client EE Re Dockets can then be edited by Administrators and Editors by clicking in the field to be changed and making the desired change Editing Existing Dockets Existing d
8. DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 TGs CHANGING LAWFIRM INFORMATION DocketEase will be delivered installed without Lawfirm information having been entered This Lawfirm information Lawfirm name and address GST number staff hourly rate invoice interest rate PST rate and GST rate is used in the generation of invoices This Lawfirm information should therefore be changed before generating any invoices for the first time or whenever the said information changes The Lawfirm information can only be changed by an Administrator To change any Lawfirm information click the Change Lawfirm Information button on the DocketEase Main Menu DocketEase MAIN MENU E gt S File Edit Insert Records Window Help E Return to Main Menu m Close REPORT Maximize Window E Spelling amp Print Preview BQ Page Setup d Print WF Exit DocketEase 7 Help Tips gh Find Find Next He Replace EI Sart Ascending z Sart Pescendimg wg Filter By Selection 8 Remove Filber Sort Li Export To word a q JW mee lor Le tf DOCKETEASE A Client File and Docket Managment System Clients and Files Add Review Manage Add New Client Dockets Add Review Z Manage Print Invoice and Payment Information Add Review Manage Print Reports File Lists Dockets Lists Invoice Invorce Payment Ledgers Client Labels Form Letter
9. Edit Client and File Information ioj si File Edit Insert Records Window Help mj Return to Main Menu Ga Close REPORT o Maximize Window a Spelling Ei Print Preview AO Page Setup Print JA Exit DocketEase J Help Tips ith Find N Find Mest SE Replace EI Sort Ascending z Sort Pescendimg wg Filter By Selection SW Remove FilteriSort wc Filter Excluding Selection E Export To Word Prepare Dockets Report this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Selecta d enkt e Existing Clients drop down list OR Click the New Client button then enter new chent information below Men Client Sinn DIES l Client Hame Feeney Jeremy Chent Ne E Contact Responsible Lawyer Joe Blow Return To Main Menu Prepare Ledger this Client Add Edit Invoices Payments this Client Sumame First Hame e Mr Smith Salutation Mu Feeney Address E Tenth Street Ottawa ON KE 1K1 Street Address City T ovr Province Country Postal Code Tel Number s 567 2970 Fax Number s eMail jfeeney vahoo ca Referred By Date Became Client 07 Nov 2005 el Prepare eMail to this Client re file BELOW NOTES Ire Client aaa si CLIENT FILE S Add Etht Bockete this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Last Updated 16 Mar 2006 Updated By
10. Find Replace Find what Di Find Next Cancel Look In Cl FrosearchDocketsByLawyer sl Match any Part of Field bi More gt gt Notes 1 Upon clicking the Find Next button the searched text will become highlighted If there does not appear to be any text highlighted on the form the highlighted may be covered by the Find and Replace window In this case move the Find and Replace window to a place on the screen where text will not be obstructed by clicking on the Title Bar at the top of the window and dragging it to desired location 2 This Search feature is not available in Reports MANAGING PICK LISTS A pick list is a drop down list of possible values for a given field A pick list is provided when the value for the field is to be limited to particular items A pick list helps to ensure that the value entered in a field is correct If a desired item does not appear in a picklist it can always be added DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _74 MANAGING USER ACCOUNTS In order to access use DocketEase a userlD and password are required There are three user access levels built into DocketEase they are Administrator Can access edit everything users passwords picklists and data Editor Can create new entries clients files dockets etc and can view and edit existing entries and Viewer can view all entries but cannot edit an
11. Maximize Window e Spelling T Print Preview AO Page Setup Print 3 Exit DocketEase 72 Help Tips a ge S ith Find AN Find Next SS Replace SH Sort Ascending Sort Descending K Filter By Selection YX Remove Hterizort w Filter Excluding Selection Li Export To Word Return To Main Menu New Search UNBILLED DOCKETS Return To Searches Menu Unbilled Dockets for Lawyer JAD Disb 7 Flat Client Name File No File Description Docket Date Docket Type Docket Description Time Rate Fees GST PST MOM BILLABLE 1 Professional 16 Aug 2005 Time Fees Read Self Study Materials re ADA 2 O Development NON BILLABLE 1 Professional 14 Sep 2005 Time Fees Read Self Study Materials re Bankruptcy 0 5 L Development MOM BILLABLE 1 Professional 25 Oct 2005 Time Fees Attend CLE Workshop re Construction Law iS O Development Black Consulting Inc 1016 Incorporation 15 Dec 2005 Dish Court Land Transfer Tax 1025 60 O Filing costs Black Consulting Inc 1016 Incorporation 15 Dec 2005 Fees Flat Hate Property Lien Search Prepare Closing Documents Attend 5350 00 E with client to execute documents file documents with Land Titles Office letter to chent advisina Black Consulting Inc 1016 Incorporation 15 Dec 2005 Dish Photocopy 45 copies re Land transter documents 11 25 O Black Consulting Inc 1016 Incorporation 15 Dec 2005 Timer Fees Motanze chent Affidavit for bank UA 0 00 E Black Consulting Inc 1016 lncorporation 19 De
12. REPORTS Client and File Lists Docket W I P Reports For a particular day a particular lawyer a particular client or a particular file Ledger Reports Invoices and Payments For all clients for a particular client or for a parricular file Due Date Reports Outstanding Due Dates and Reminder Dates For a 7 day period or a 31 day period Invoice Reports Unpaid Invoices Form Letters Letters to Clients MISCELLANEOUS REPORIS Gi Invoice by File Number Prepare an invoice for a panicular selected file ja e e e eis A File Information Sheet for file fly Client Address Label Law Society Annual Report Statistics for a particular professional Ontario Other than Ontario Real Estate Professional Development Export Clients Files Dockets Invoices and Payments to EXCEL To My Documents DocketEaseClients xls DocketEaseFiles xls DocketEaseDockets xls DocketEaselnvoices xls and DocketEasePayments xls etc REPLACES ANY EXISTING FILES WITHOUT PROMPTING z Return to Main Menu e L NUM E DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 19 This information sheet can be printed by clicking the Print button on the Toolbar DocketEase File Information Sheet for file Hi ioj sl H Fie Window Help ei Return to Main Menu en Close REPORT m Maximize Window Ke Spelling A Print Preview EL Page Setup E Print 2
13. all files for a particular client or a particular file DocketEase REPORTS MENU ioj sl LES File Edit Insert Records Window Help ih Find H Find Neel G Replace l Sort Ascending z Sort Descending wg Filter By Selection 6 Remove Filter Sort D Export To Word Return To Main Menu REPORTS RI Client and File Lists P Docket w I P Reports For a particular day a particular lawyer a particular client or a particular file Ledger Reports Invoices and Payments For all clients for a particular client or for a parricular file RI Due Date Reports Qutstanding Due Dates and Reminder Dates For a 7 day period or a 31 day period S I Invoice Reports Unpaid Invoices Form Letters Letters to Clients MISCELLANEOUS REPORTS Gi Invoice by File Number Prepare an invoice for a parnicularfselected file File Information Sheet for file fly Client Address Label Law Society Annual Report Statistics for a particular professional Ontario Other than Ontario Real Estate Professional Development z B Export Clients Files Dockets Invoices and Payments to EXCEL To My Documents DocketEaseClients xls DocketEaseFiles_xls DocketEaseDockets xls DocketEaselnvoices xls and DocketEasePayments xls etc REPLACES ANY EXISTING FILES WITHOUT PROMPTING Return to Main Mem sum og DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005
14. 210 Where VWCOMDACO VC ONON Comment Print to File Print Range C al Ce Pages From 2 To Selected Record s Copies Number of Copies 1 Sek KR pas To close a report click the Close Report button 8 Close REFORT on the Toolbar The previous Report menu will then reappear from which the Return to Main Menu button _ Return To Main Menu can be used to return to the Main Menu if desired Exporting Reports to Word or Excel Reports can be exported to Word or Excel for editing by clicking the Export to Excel ZS Export to Excel or Export to Word Export Ta Word buttons on the Toolbar When working with an exported document in Word it is recommended that Paragraph markers be shown because there are often many surplus tabs when an Access report has been exported to Word which may make editing the report somewhat cumbersome dangerous To turn Paragraph markers on click the Paragraph marker show hide button on the Word Toolbar I DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 69 Exporting Reports to Acrobat Reader Format If it is desired to send a report in a non editable format the report can be exported to Adobe Acrobat format This feature is however only available on computers where the Adobe Acrobat Distiller is installed e Open the report to be converted printed e Click File on the Menu Bar e Click Print on the drop down list e Cha
15. 23 Westhor Feeney Jeremy OUTSTANDING DOCKETS 1006 Sale of Condo Apt At 23 Westford Dm Feeney Jeremy File No Type of Docket Time in 140 br Emin Amount Docket Description Docket Date Purchase of property at 658 Bayview D Feeney Jeremy Prenuptual Agreement Feeney Jeremy Trademark Search Franklin amp Assoc Feeney Jere Feeney Jamy Wil Johns Howard dl Custody on Howard EE EE Diab or Flat Rate Fees 16 Mar 2006 Record il 1 gt ri gt oF 1 Existing Files Pick List F Ju jJ jJ IT Mul TI DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 ES In any case the ADD EDIT or VIEW DOCKETS form will open and be populated with the docket information for the selected file DocketEase Add Edit Dockets File Edit Insert Records Window Help EI Return to Main Menu et Close REPORT Maximize Window we Spelling Ei Print Preview BQ Page Setup Print 3 Exit DocketEase 72 Help Tips ith Find o Find Next S Replace EI Sort 4scending 2 Sort Descending K Filter By Selection GC Remove Filter Sort P Filter Excluding Selection Li Export To Word Return To Main Henu Return To Client Information Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File ADD EDIT DOCKETS Existing Client Files Click the down arrow to see list of client files h Client Ho P Responsile Lawyer
16. Dough John sharers Lb ing Bios aia SE A s i Hew File View Hide Due Dates Due Dates Client Files ER EE E File No File Description Gent Ret File Type Resp Lawyer Date Opened 1000 Divorce and Child Custody Family Joe Blow f 12Apr2008 Legal Aid File Closed Date Closed Transter Moved Off Date Moved Off Site Facility 06 Sep 2005 11002 Site 07 Nov 2006 gt Boyds Other People On File re conflict Notes re File Charl Sheen wife Joe Smith G wite s new partner Ailing Address Same es Ei 0R Alternate Biling Address Note use Ctri Enter to As Client Address put hard return between ines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By 12 Mar 2006 Dough John D rop Down List of Existing Clients El NUM DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _14 To select a different file for the current client click the down arrow in the Client Files box to reveal a pick list of the current client s files in chronological order then select a file from the pick list by clicking once on the file DocketEase Add Edit Client and File Information I ioj si File Edit Insert Records Window Help mj Return to Main Menu Ga Close REPORT o Maximize Window ae Spelling Ei Print Preview AO Page Setup Print JA Exit DocketEase J Help Tips ith Find N Find Mest
17. File Manage PickLists Lawyers File Types Docket Types Manage User Accounts Add Remove Users Change User Password or User Access Level Change Lawfirm Information Address Telephone No Invoice Interest Hate GST Number etc S BLECK About DOCKETEASE Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired D ate a a a a a la a la a a a a Gorete and Files te This will open the ADD EDIT or VIEW CLIENT AND FILE INFORMATION form which will NOT immediately display any client or file information DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 ee T To select an existing client click the down arrow in the Existing Clients box to reveal a pick list of existing clients in alphabetical order DocketEase Add Edit Client and File Information I S iol si File Edit Insert Records Window Help E Return to Main Menu gw Close REPORT o Maximize Window We Spelling Ei Print Preview AO Page Setup E Print JA Exit DocketEase 7 Help Tips ith Find Li Find Next L Replace EI Sort Ascending z Sort Pescendimg wg Filter By Selection SW Remove Filter Sort wc Filter Excluding Selection Li Export To Word Se Return To Main Menu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select
18. Main Menu Eat Close REPORT Maximize Window SC Spelling amp Print Preview AA Page Setup g Print X Exit DocketEase 2 Help Tips th Find d Find Merck KE Replace EI Sort Ascending zl Sort Descending Wy Filter By Selection O Remove Filter Sork r Filter Excluding Selection D Export To Word ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING chent from the Existing Clients drop down list OF icti i Click the New Client button then enter new chent information below New Llient Existing Clients Client Hame Feeney Jeremy Client Na amp Contact Responsible Lawyer Joe Blow Surname First Name fie Mr Smith Salutation DP Feeney Address E Tenth Street Ottawa JON K 11 Street Address City Town Province Country Postal Code Tel Number s 567 8910 Fax Number s eMail jfeeney yahoo ca Referred By Date Became Client 07 Nov 2005 I Prepare eMail to this Client re file BELOW NOTES re Client Last Updated 16 Mar 2006 Updated By Dough John CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this Fil a Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select an EXISTING file from the Chent Files list OF Click the New File button then enter file information below New File View Hide Due Dates Due Dates Client Files Eick the down arrow to s
19. Print WF Exit DocketEase 2 Help Tips th Find LN Find Net KE Replace l Sort 4scending z Sort Descending wg Filter By Selection Ge Remove FilterfSort J Filter Excluding Selection E Export To Word Return To Chent Information Prepare Ledger Report this Chent CLIENT INVOICE PAYMENT INFORMATION Return To Main Menu Feeney Jeremy Select an Existing Client from the drop down list Existing Clients Click the down arrow to see list of existing clients INVOICES to File Ho Paid Invoice Notes Invoice Ho Invoice Date Fees Fees GST Disb Disb GST Disb PST Invoice Total 300 00 ai UU DI 0 00 30 70 0 00 331 ZU mo RES U U UU U ja C Eer mo REI C ka frieme mn evan fesoon sss 00 ses Tm IF Psd ommane ke base ema aam sao Fa ae mm JP Fer wa oeFeb200s ema soos mo sooo mem ER EL Record ujal 5 L Ea of 5 4 GC PAYMENTS by M File No Payment Date Payment Amount Payment Notes Last Updated Updated By 7000 z 13 Sep 2005 mm Depositfintrust Retamer sO ar 2006 po Jane 1000 18 Nov 2005 160 50 Payment of 17 Aug 2005 Irwoice 1 Febe Dough John peal fi2 Dec 2005 Jam Payment of 19 Jul 2005 Invoice O DFe Dough John 1 COE 16 Mar 2006 A Doo a UO Divorce and Child Custody Feeney Jeremy 1001 Register Business Mame Franklin amp 4s Feeney Jeremy 1002 Purchase of property at Lot 1 Conc 10 Feeney Jeremy Will for Joseph Franklin Feeney J
20. Province aon Date Moved Last Updated 16 Jan 2006 re File Updated By Dough John Ing setfor 16 Moy 05 Moving between fields 1 To move forward between fields using the keyboard tap the Tab key 2 To move backward between fields using the keyboard hold down the Shift key and tap the Tab key Spell checking data in a field To spell check data in a field highlight the text or the entire field and either tap the Ga F7 key on the keyboard or click the Spelling button on the Toolbar Undoing reversing changes As long as you remain in a given form and do not make changes to a subsequent record in that form Undo Ctrl Z Edit Undo or the Undo button on the Toolbar can be used to undo all changes made to the last worked on record Therefore it is important to ensure that you have made the changes in the correct field record before exiting the form or making changes to a subsequent record Once you make changes to a subsequent record or exit the form Undo will not change the information back Screen goes blank grey after clicking the Close Report button on the Toolbar Although this Close Report button can be used to close forms it is recommended that the Return to Main Menu button be used to close forms so that the DocketEase Main Menu screen form opens in place of the closing form Using the this Close Report button will NOT cause the DocketEase Main Menu to open when the other form is closed and the screen
21. Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired D ate Go To Clients and Files E E a Sj NUM E DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 75 The MANAGE USERS form will open to show a list of all of the current DocketEase users The following information is required for each DocketEase user User Login ID used to log in to DocketEase Password used to log in to DocketEase User Access Level used to determine limit the extent of the user s access once logged in to DocketEase and User s Name used to track changes made to DocketEase in the various Updated By fields To change existing user information simply click in the applicable field and edit the information Keep in mind that No two Login ID s can be the same The User Access Level field is a pick list field therefore click the down arrow and select an access level from the list The password is not really a word but rather a string of numbers that represents the word It is therefore recommended that when setting resetting passwords they be set to 24145 which is the keycode for welcome and then the user can log in using the password welcome and change his her password to a preferred private word Other password keycode examples are available in the event that you prefer not to use welcome by clicking the Show Other KeyCode Examples button
22. and Child Custody File No File Description Client Ret File Type Respa igni Register Business Mame Franklin P Me 1000 Divorce and Child Custody Family Joe fi 1002 Purchase of property at Lot 1 Conc 1003 Will For Joseph Franklin Legal Aid File Closed Date Closed Transter Moved OU Date Moved Off Site Facility 1004 Will For Robert Bob Franklin brother 06 5ep 2005 11002 Site O7 Nov 2005 gt Boyds 1005 Purchase of Condo Apt at 23 WestfoI z z 1006 Sale of Condo Apt AE 23 Westford D Other People On als re CAE Notes re File 1007 Purchase of property at 658 Bayview Charl Sheen wife Joe Smith G wite s new partner im Trademark Search Franklin Beien Ailing Address Same es ki OR Alternate Biling Address Note use Ctri Enter to eer As Client Address put hard return between ines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By 12 Mar 2006 Dough John Drop Down List of Files For Current Client Ech NUM 2 To select a different client click the down arrow in the Existing Clients box and select the desired client The client and file information can be edited by any user having Administrator or Editor access but cannot be edited by users having only Viewer access To return to the DOCKETEASE Main Menu click the RETURN TO MAIN MENU button in the upper right corner of this form DocketEase User Man
23. have forgotten your User ID or Password please contact the DocketEase Administrator User ID Password Password IS case sensitive OF CANCEL Wer oe DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 BER To close DocketEase click the Exit DocketEase button on the Toolbar or click the Close button in the upper right corner Z Exit DocketEase SI In order for a database to continue to perform well it should be compacted and repaired on a regular basis Therefore DocketEase will automatically compact each time it is closed which may cause an apparent delay in closing The word Compacting will appear on the left hand side of the Status Bar at the bottom of the DocketEase window while the database is being compacted If more than one person has the database open at the same time the database will only compact when the last person closes it If on closing DocketEase a message appears advising that Microsoft Access cannot delete do mdb usually do1 mdb OR that Access Could not use DocketEase it simply means that the compacting of DocketEase on close was not successful This does NOT create any problem with respect to the running of DocketEase as it is not necessary to compact every time DocketEase is used and it will be compacted the next time it is used In either case simply click the OK button to close the message and DocketEase will close Microsoft Access Ei Mi
24. new file DocketEase Add Edit Client and File Information P iol si File Edit Insert Records Window Help E Return to Main Menu i Close REPORT P Maximize Window e Spelling Ei Print Preview AO Page Setup E Print JA Exit DocketEase Help Tips ith Find H Find Mest S Replace EI Sort Ascending zI Sort Pescending wg Filter By Selection SW Remove Filter Sork wc Filter Excluding Selection Li Export To Word Return To Main Menu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING chent from the Existing Clients drop down list OF 8 icti A Click down arrow to ses list of existing clients Click the New Client button then enter new chent information below New Client eee ck down arrow to see list of existing clients Chent Name Feeney Jeremy Chent Ne E Contact Responsible Lawyer Joe Blow Sumame First Hame e Mr Smith Salutation Mu Feeney Address E Tenth Street Ottawa ON K 1K1 Street Address City T ovr Province Country Postal Code Tel Number s 567 8910 Fax Number s eMail jfeeney vahoo ca Referred By Date Became Client 07 Nov 2005 aj Prepare eMail to this Client re file BELOW NOTES re Client Last Updated 16 Mar 2006 Updated By Dough John CLIENT FILE S Add Edit Dockets this File
25. wg Filter By Selection W Remove Filber Sort D Export To word 5 DOCKETEASE A Client File and Docket Managment System Clients and Files Add Review 7 Manage Add Hew Client al Dockets Add Review Z Manage Print Invoice and Payment Information Add Review Manage Print at Reports File Lists Dockets Lists Invoice Invoice Payment Ledgers Client Labels Form Letters Letters to Clients Searches Clent Conflict Telephone Number New File Number New Transfer Number General Office Notes Change Login Password Help File Manage PickLists Lawyers File Types Docket Types Manage User Accounts Add Remove Users Change User Password or User Access Level Change Lawfirm Information Address Telephone No Invoice Interest Hate GST Number etc About DOCKETEASE a a a a a gt a a a a Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired D ate GoTo Clients and Files i g DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 30 Then select an existing file in the Existing Client Files drop down pick list files appear in the pick list in alphabetical order by client name If you know the file number of the desired file you can type the file number in the Existing Client Files box while the pick list is visible which will cause the pick list to jump down the list to the matching file then either type the Enter key on your keyboa
26. 5 CUOLTONMSEARCIIDccouu uu uuu ate ossicles ae eens a a ane ee eee 57 CHO Or TE 57 ile O i geheegt a7 Con Me or Ke E 57 Invoice Payment Information by Client Search 58 Unbilled Dockets by Client Search 58 Unbilled Dockets Dy Lawyer TE 58 J O iphone Nil b ep A arti u u u u uuu una 58 FORM LETTERS U U U u u u 62 More CO D ICT uu u u u uu uu u as 63 li LO E O CI E 63 REFORTS cranir 64 VG ING RIN L D oea u E EE uuu uuu E E 65 Due Date RED Tu CN 65 Jo i EC E 65 Pile RO 66 Invoice amp Payment Ledgers a astra oeeszro ea cronsnceasstnw vacate tom eaaeron nea tan aca lioncces enw waawananeeea snows 66 Outstanding Invoices Report E 66 re Rendere RT EE 66 Client File Information Sheet for file fly a 66 CHO AGO TO r uuu u A E ntact umasa 66 Annual Statistics Report 66 Viewing and Printing Built in Reports 67 Exporting Reports to Word or Excel 68 Exporting Reports to Acrobat Reader Format 69 EXPORTING ALL TABLES TO EXCEL 70 SORT
27. A0 DocketEase REPORTS Invoice and Payment Ledgers oO gt File Edit Insert Records Window Help E Return to Main Menu Set Close REPORT a Maximize Window ee Spelling Ei Print Preview QL Page Setup Print z2 Help Tips ss N Find Find West SH Replace EI Sort ascending z Sort Pescending wg Filter By Selection W Remove Filber Sort D Export To Word REPORTS Invoice and Payment Ledgers Return To Reports Menu fa Ledger All Clients Invoices Payments Trust All invoices and payments on all clients and files grouped by client totalled by file Fa Ledger All Files for a Particular Client Invoices Payments Trust All invoices and payments for a particular selected client grouped totalled by file fd Ledger A Particular File Invoices Payments Trust All invoices and payments for a particular selected file fa Invoice by File Number w Prepare an invoice for a particular selected file Return to Main Menu Pa MLM ami P In the case of the All Clients report the report will immediately be produced on the screen The report can then be printed by clicking the Print button on the Toolbar or can be exported to Word or Excel for editing or saving In the case of a Client report you will be prompted for any part of the client s name Enter part of the clients name and then click the OK button or click the Cancel button to cancel the report request It is not nec
28. AND MANAGING DUE AND REMINDER DATEB 23 SENDING AN EMAIL TO AN EXISTING CLIENT 26 ADDING OR EDITING DOCKETS Time Flat Fees or Disbursement s 27 Viewing Existing Dockets is ccsssisssscencnesescosniaceansscasasdisasaanadnenteenedindaees oonwasdbaasadensonntenneciadeeeennasasdsecsages 27 Ets TAS CRIN Hehe 31 EE 32 E terine NonpsBillaple DocgketR LLULLA EE 33 MANAGING geed KW 33 Moving Dockets from one file to another 33 Marking Dockets as Invoiced 33 Viewing Previously Invoiced Dockets 34 Moving Dockets from Previously Invoiced Dockets Back to Outstanding Dockets 36 Deleting Purging Old Invoiced Dockets 37 PREPARING AN INV OIC eege degen 39 ENTERING INVOICE AND PAYMENT INFORMATION 43 PREPARING INVOICE PAYMENT LEDGERS 47 RUNNING A CONFLICT SEARCH WE 55 ll DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 200
29. Cancel EE An up to date invoice for requested file will then be produced If an invoice number was entered it will appear on the invoice if it was left as n a or blank nothing will appear in the invoice number space It will automatically list fee dockets total hourly fees by billing rate total hourly and flat rate fees calculate GST on fees group disbursement dockets by disbursement type total disbursements calculate GST on disbursements calculate PST on applicable disbursements total invoice and deduct any remaining trust deposit on the file Copies of the invoice can then be printed to send to the client and keep on file by clicking the Print button on the Toolbar or can be exported to MS Word for editing or saving by clicking the Export to Word button on the Toolbar Notes Invoices are NOT saved in DocketEase so if you wish to keep an electronic copy of the invoice it should be exported to MS Word and saved in an appropriate place See Exporting Reports to Word or Excel for details in this regard Invoiced dockets are NOT automatically marked as Invoiced Therefore once an invoice has been finalized and sent to the client it is necessary to mark the dockets pertaining to the invoice as having been invoiced See Marking Dockets as Invoiced for details in this regard Invoices rendered are NOT automatically entered into Invoice and Payment Information Therefore once an invoice has been finalized i
30. Desired Form or Report 2 Click the Export to Word button Blue Won the Toolbar 3 Should you be prompted with the message The File dlready Exists Do you want to replace the existing File it masma ies Beanie F Elo Peers lu F meses Lad ee zw ckescalleyaxiekexel be e care FE memi viet sech F Eege ik i ExPORT TO EXCEL The data From any Form or Report can be exported into Excel To do so 1 Open Desired Form or Report 2 Click the Export to Excel button Green von the Toolbar 3 Should you be prompted with the message The File Already Exists Bo you want to replace the existing File It m EF see eek Bee Feuer e eee ich Lal yann z ck l F be zs sans Fb ees ant ec F Baers ik i SEARCHING THROUGH A FORM The Search binoculars button on the Toolbar can be used to search For particular word e in any Form view When doing Note This Search Feature is mot a search be sure to available in Reports Change the Look In box to the name of the Form rather than the name of a particular field and Change the Match box to Any part of Field rather than Whole Field fin order to Find the word s wherever they may secu ore Fee Peers SPELLCHECK You can spellcheck individual words or entire Fields on a Form To do so 1 Highlight a particular word or an entire Field 2 Click the Spelling ABC Checkmark button on the Toolbar
31. DocketEase REPORTS MENU f D x PS File Edit Insert Records Window Help Hisl Return to Main Menu E Close REPORT CT Maximize Window 7 Spelling Q Print Preview BQ Page Setup Zb Print A Exit DocketEase Z2 Help Tips a Find R Find Next a6 Replace l Sort 4scending ZI Sort Descending WwW Filter By Selection WX Remove Filter Sort wc Filter Excluding Selection Export To Word zl Return To Main Menu REPORTS Client and File Lists Docket W I P Reports For a particular day a particular lawyer a particular client or a particular file Ledger Reports Invoices and Payments For all clients for a particular client or for a parricular file Due Date Reports Outstanding Due Dates and Reminder Dates For a 7 day period or a 31 day period ja e B Invoice Reports Unpaid Invoices DocketEase FORM LETTERS MENU Eie sl RS ei H e m Form Lett ers EZ File Edit Insert Records Window Help 8 Letters to Clients Return to Main Menu E Close REPORT CT Maximize Window W Spelling L Print Preview QQ Page Setup d tt Z Help Tips MISCELLANEOUS REPORTS a Find EN Find Next ag Replace l Sort Ascending ER Sort Descending WwW Filter By Selection WX Remove Filter Sort Li Export To word Return To Main Menu Return To Client Information Invoice by File Number Prepare an invoice for a particu FORM LETTERS R File Information Sheet for f a Client Addr
32. Ease User Manual Daigle Computer Intuitions Inc 2005 December 2005 D S To return to outstanding dockets click the OUTSTANDING DOCKETS button tab All outstanding dockets for the current file will again become visible and the previously invoiced dockets will become hidden DocketEase Add Edit Dockets Ioj xi File Edit Insert Records Window Help EI Fe Return to Main Menu ia Close REPORT o Maximize Window ed Spelling Ei Print Preview BQ Page Setup Print 34 Exit DocketEase 72 Help Tips ih Eind f Find Next S ae Replace l Sort 4scending 2 Sort Descending K Filter By Selection GC Remove Filter Sort Sy Filter Excluding Selection Li Export To Word a Return To Mam Menu Return To Client Information Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File ADD EDIT DOCKETS Select an Existing Client File from the drop down list Existing Client Files Click the down arrow to see list of client files Client Hame Feeney Jeremy Client Ho P Responsile Lawyer Client oe Blow Client Hotes File Description Divorce and Child Custody File Ho Op Responsile Lawyer File oe Blow File Closed JM Legal Aid FileType Family File Notes A OUTSTANDING DOCKETS j PREVIOUSLY INVOICED DOCKETS eee ee opc File No Free mace Du et Description GST PST Resp Mvoiced Invoice No Last Updated SECH Seil Law
33. Help Tips Ge gh Find LR Find Wet le Feplace EI Sort Ascending 2 Sort Pescending KE Filter By Selection ww Remove Filteri Sort D Export To word ay Client Feeney Jererny Client Contact Address 789 Tenth Street Ottawa ON K1K1K1 eMail Address jfeeney yahoo ca Telephone No 567 8910 Fax No Client Notes File No 1000 Client Reference File Description File Type Date Openned File Notes Other People on File to consider re conflict Other Info Billing Address if different from dient address Due Dates Page Too a trl al Ready DocketEase User Manual Dworce and Child Custody Farmit 12Apr2005 Cheryl Sheen W wie Joe Smith O wite s new partner Due Date Reminder Date Due Date Notes Done 21 Apr 2006 14 Mar 2006 Send Fin Statement to L Opposing Counsel EE e E E RER December 2005 Daigle Computer Intuitions Inc 2005 20 Adding a new Client New clients can only be added by Administrators and Editors A new client can be added directly from DocketEase Main Menu or from the ADD EDIT CLIENT AND FILE INFORMA TION form From the DocketEase Main Menu click the Add New Client button DocketEase MAIN MENU L I x S File Edit Insert Records Window Help E Return to Main Menu m Close REPORT Maximize Window SE Spelling amp Print Preview BQ Page Setup d Print WF Exit DocketEase 7 Help Tips gh Find H Find Next D Replace EI Sort Ascending z Sart Descen
34. ING INFORMATION IN A FORM 71 FILTERING INFORMATION IN A FORM 72 il DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 SEARCHING ee Ee WM FORM EE 73 MANAGING IG CN E 73 MANAGING USER ee ell VE 74 CHANGING LAWFIRM INFORMATION U u u 76 GENERAL OFFICE NOTE u u uu u a uuu uu susu asus 78 DOCKE TEASE el E 79 REMOVING UNREQUIRED OLD DOCKETEASE FILES FROM MY DOCUMENTS 79 GLOSSARY elt LE 80 IN DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 INTRODUCTION The purpose of DocketEase is to make keeping track of clients files due dates dockets Invoices and payments quick and easy such that invoices can be produced in minutes thereby simplifying the time consuming tedious task of invoicing This document outlines the basic features and functionality of DocketEase SUMMARY OF FEATURES Features Manage Clients and Files Client information is entered only once regardless of the number of files there are for a given client Files are then associated with an existing client File numbers can be auto generated or can be manually entered Printable saveable client file reports are available at the click of a button for a particular client s files all clients fil
35. Maximize Window e Spelling Ei Print Preview L Page Setup dn Print X Exit DocketEase Help Tips N Find E Find Next GE Replace l Sart scending z Sort Pescendimg ug Filter By Selection Y Remove Filber Sort D Export To word Return Ta Main Menu SEARCHES 4 Client Search by client name L File Search by file description hh Client Search by client number hh ile Search by file number bh nbilled Docket Search by Client bh nvoice Payment Info Search by Client hh nbilled Docket Search by Lawyer d Spare Fields Information Search hh Conflict Search th elephone Number Search d Determine Next Available File Number d Determine Next Available Transfer Number Return bo Main Menu SS SASS 2 aS 2 The Search Results form will appear on the appropriate format showing all of the records matching the search criteria Note In the case of entering a string of characters keep in mind that the more characters that are entered the more the chance of getting only information desired If there are more than one item record client file etc with the characters entered the resulting report will contain all items matching the entered characters If there are no items matching the string of characters entered a blank report will be produced DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 61 A navigation bar will appear at the bottom of
36. Prepare Form Letter this File File Description Chent Ref File Type Resp Lawyer Date Opened Purchase of property at Lot 1 cont 10 RR1 Dunrobin Hor busir Feal Estate John A Dough l 23 Aug 2005 EI File Closed Date Closed Transfer Moved Off Date Moved Off Site Facility EI T Site T Offer People On File re confiict Notes re File Robert Bob Franklin brother and business partner Commercially zoned property intents to build for business Franklin amp Assoc Ailing Address Same Yes H OR Alternate Billing Address Note use Cirl Enter to As Clfent Address put hard retum between fines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By 10 Feb 2006 Dough John The number of files matching your request are shown below To see a particular file click the 4 Forward Back arrows Record 14 4 1 gt t gt of 4 Name oF OFF Site Storage Facility NUM E OR DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 29 C Click the Dockets button on the DocketEase Main Menu DocketEase MAIN MENU x S File Edit Insert Records Window Help E Return to Main Menu m Close REPORT Maximize Window T Spelling amp Print Preview BQ Page Setup d Print X Exit DocketEase Help Tips gh Find Find Next Ee Replace EI Sort Ascending z Sort Pescendimg
37. RT Maximize Window SE Spelling amp Print Preview BQ Page Setup Print X Exit DocketEase F2 Help Tips gh Find Find Next ag Replace EI Sort Ascending 2 Sart Descending KE Filter By Selection W Remove Filber Sork Li Export To word e DOCKETEASE ie df A E A Client File and Docket Managment System Clients and Files Add Review Manage Add New Client Dockets Add Review Z Manage Print Invoice and Payment Information Add Review Manage Print Reports File Lists Dockets Lists Invoice Invorce Payment Ledgers Client Labels Form Letters Letters to Clients Gearches Clent Conflict Telephone Number Hew File Number New Transfer Humber Change Login Password Help File Manage PickLists Lawyers File Types Docket Types Manage User Accounts Add Remove Users Change User Password or User Access Level Change Lawfirm Information Address Telephone Mo Invoice Interest Rate GOT Number etc Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired D ate General Office Notes H DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 60 Then click the appropriate Search button on the SEARCHES form and enter the prompted for search criteria i e a string of characters or file number DocketEase SEARCHES MENU LES File Edit Insert Records Window Help 0 x Return to Main Menu Ga Close REPORT
38. RTS Client and File Lists Menu a Client File List all files open closed and moved off site in alphabetical order by client a File List all files open closed and moved off site in chronological order by file number an Open File List open files only in chronological order by file number a Closed File List closed files only both on and off site in chronological order by transfer number and an Off site File List files which have been moved off site only in order by date moved off site A custom file list can also be created by clicking the Create Custom Client File Report button on the REPORTS Client and File Lists Menu and then using Filter to limit the report to particular items and or Sort to reorganize the list alphabetically chronologically by a particular field see FILTERING INFORMATION IN A FORM and or SORTING INFORMATION IN A FORM for more information in this regard Once the list has been filtered and or sorted as desired it can then be printed by clicking the Print button on the Toolbar or exported to Word or Excel for further editing and or saving see Exporting Reports to Word or Excel for more information in this regard Due Date Reports Outstanding due date and reminder date reports are available from the REPORTS Due Dates Menu All outstanding due dates Today s due dates Due dates on a particular file Due dates and reminder dates within 7 days of requested d
39. SE Replace EI Sort 4scending z Sort Pescendimg wg Filter By Selection SW Remove FilteriSort wc Filter Excluding Selection E Export To Word x Return To Main Menu Prepare Dockets Report this Chent Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING chent from the Existing Clients drop down list OF New Client Existing Clients Click down arrow to see list of existing clients gt Chick the New Chent button then enter new chent information below Chent Hame Feeney Jeremy Client No E Contact Responsible Lawyer Joe Blow Sumame First Hame e Mr Smith Salutation Mu Feeney Address E Tenth Street Ottawa ON E 1K1 Street Address City T ovr Province Country Postal Code Tel Number s 567 970 Fax Number s eMail jfeeney yvahoo ca Referred By Date Became Client 07 Nov 2005 el Prepare eMail to this Client re file BELOW NOTES Ire Client Last Updated 16 Mar 2006 Updated By Dough John CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select an EXISTING file from the Client Files list OR 7 7 s I a gt Click the New File button then enter file information below New File View Hide Due Dates Client Files ir z s m z E Foam Divorce
40. Site Facility 06 Sep 2005 71002 Site 07 Nov 2005 Boyds Other People On File re confiict Notes re File Cherl Sheen bewitel Joe Smith amp wife s new partneri Biling Address Same vres e OR Alternate Billing Address Note use Ctrl Enter to As Client Address put hard retum between ines m the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By 12 Mar 2006 Dough Jahn D rop Down List of Existing Clients E NUM Ej Le In either case the CLIENT ACCOUNT PAYMENT INFORMATION form will be populated with the account and payment information for the selected client DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 46 To enter account invoice rendered information first click the down arrow in the File Number field of the last blank row record in the INVOICES to top section of the form to reveal a pick list of existing files for the displayed client in chronological order by file number Then click on the file to which the invoice pertains in the pick list which will cause the file number to appear in the File Number field and then enter the rest of the invoice information in the spaces provided Invoice No Invoice Date Fees Disbursements Taxes and Invoice Total DocketEase Invoice and Payment Information for Client ioj sl File Edit Insert Records Window Help EI Return to Ma
41. Tips dh Find IN Find Mest A Ze Replace EI Sort Deremgirg H Sort Descending K Filter By Selection YX Remove Filter Sort P Filter Excluding Selection Li Export To word ad Return To Main Menu Return To Client Information Prepare Dockets Report this File Prepare Ledger this File ADD EDIT DOCKETS Prepare Invoice this File Select an Existing Client File from the drop down list Existing Client Files Click the down arrow to see list of client files Client Hame Joere Jeremy Clent Ho E Hesponsile Lawyer Client Joe Blow Client Notes File Description Divorce and Child Custody File No frooo Responsile Lawyer File Joe Blow File Closed z Legal Aid FileType Family File Notes E OUTSTANDING DOCKETS PREVIOUSLY INVOICED DOCKETS File No Type of Docket Tame Docket Description GST PST Resp Mvoiced Invoice No Last Updated EE Lawyer Mark al g Docket Date Dish or Flat Rate Fees Invoyled voice Ds Updated By 1000 Time Fees 0 4 Letter to chent re change to Codicil w RD gt A 10 Jan 2006 25 Nov 2005 Dough Johr 1000 Time Fees 2 Meet with chent to execute Codicil porepare evecute w Ip elt AOJan 2006 20 ov 2005 e Affidavit of Execution Letter to client gt Waugh Jenn 1000 Dish Court Filing e Payment to Province of Ontario Court Services Division w M RD gt 30 Nov 2005 gt 105 75 00 gt Cough John 1000 Dish Courts Filin
42. a a a a Ce NN Px ais Daigle Computer Intuitions Inc 2005 PAPA aaa 2 Fr 2 DocketEase USER MANUAL TABLE OF CONTENTS INIRODIICIDDINN S u iets Sere Snes se u asa sn sss 1 SUMMARY OF FEATURES eege 1 ent l KE EE 2 AAL a gg 2 LTE IN OE Dil EE 2 S ili EE 2 TECHNICAL REQUIREMENTS U 3 TEC el le SUPPOR E 3 INS TALEA FHION u u u uuu ma 3 OPENING AND CLOSING DOCKETEASE 4 CHANGING USER LOGIN PASSWORD 6 GENERAL TIPS REGARDING THE ENTERING OF INFORMATIONN 8 Entering Date EE 8 Vamo tg Ce Cl By eee uuu errr rere ener nT ren eer a u etree 9 Movino p O t lil u u u u u umum suu s 9 l DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 Spelischecki o datan a E 9 ege EIERE 9 Screen goes blank grey after clicking the Close Report button on the Toolbar 9 MANAGING CLIENTS AND FILES 10 Viewing adding or editing EXISTING Client and File information 10 Ais TEE 15 Adding a new Client 20 IR Eer Chents ET 22 VIEWING ADDING EDITING
43. a particular selected file Gi File Information Sheet for file fly Gi Client Address Label ba Law Society Annual Report Statistics for a particular professional Ontario Other than Ontario Real Estate Professional Development E Export Clients Files Dockets Invoices and Payments to EXCEL lo My Documents DocketEaseClients xls DocketEaseFiles xls DocketEaseDockets xls DocketEaselnvoices xls and DocketEasePayments xls etc REPLACES ANY EXISTING FILES WITHOUT PROMPTING Return to Main Menu yy yy a yy _ NUM a a ve DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 7 SORTING INFORMATION IN A FORM The Priority Area Name Objective Description Strategy Description and Activity Description are text fields allowing only up to 250 characters so that they can be sorted in the various form views However the Activity Comment field is a Memo field to allow for lengthy input and therefore it cannot be sorted To sort a form by a particular field alphabetically for text fields chronologically for date fields or numerically for numeric fields click in the desired field i e Activity Description Status Team Date Started etc and click one of the sort buttons on the Toolbar i e Sort Ascending 21 or Sort Descending d DocketEase Lawyer s Outstanding Dockets ioj sl File Edit Insert Records Window Help EI Return to Main Menu Ga Close REPORT o
44. ailable from the REPORTS Invoice and Payment Ledgers Menu anAll Clients Ledger showing all invoices rendered to and payments made by all clients showing total invoices total payments and balance owing for each file a Client Ledger showing all invoices rendered to and payments made by a particular client showing total invoices total payments and balance owing for each file aFile Ledger showing all invoices rendered on and payments made towards a particular file showing total invoices total payments and balance owing for the file Outstanding Invoices Report An Outstanding Invoices Report is available from the REPORTS Invoices Menu This report shows invoices that are outstanding 30 60 90 and 120 days as of the date of the report In order for this report to be accurate it is important that invoices are marked paid when payment is received by entering a check mark in the Paid check mark box field so that paid invoices will not appear on Outstanding Invoice reports see ENTERING INVOICE AND PAYMENT INFORMATION for more information in this regard Invoices Rendered Report An Invoices Rendered Report is available from the REPORTS Invoices Menu This report shows all invoices rendered between two specified prompted for dates This report is useful in determining income GST and PST calculations for a given period Client File Information Sheet for file fly A file information sheet can be produced for a file f
45. amp Print Preview BQ Page Setup m Close Report Form JA Exit DocketEase 7 Help Tips aA e gh Find EI Sort 4scending z Sort Descending ig Filter By Selection W Remove Filker Sort D Export To word SG Export to Excel a NEXT AVAILABLE FILE NUMBER NEXT NEW FILE NUMBER TO BE USED IS 1020 Click OK to create a new file and accept this file number which file number can be manually changed afterward Click CANCEL to return to the Client File page without entering a file number a new file WILL NOT be created Dags WEE mg Return to Main Menu ie Note The file number can be manually changed after it is auto generated by DocketEase Therefore if it is desirable to create a new file with a file number other than that suggested by DocketEase still click the OK button then change the file number manually keeping in mind that file numbers may ONLY contain numbers i e they may NOT be alpha numeric DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 17a Once the new file number has been entered into CLIENT FILES S section of the ADD EDIT CLIENT AND FILE INFORMATION form the file has been created and cannot thereafter be removed If it is thereafter decided that the new file is not required leave the rest of the file Information blank to be used the next time a file for the current client is required Otherwise enter the remaining file information with respect to the
46. an EXISTING chent from the Existing Clients drop down list OF 3 icti Click down arrow to see list of existing clients Click the New Client button then enter new client information below New Client ee ee ce own arrow to see ist of existing clients Chent Hame Chent Ne futoNumber Contact Responsible Lawyer Sumame First Hame e Mr Smith Salutation Address Canada Street Address City T ovr Province Country Postal Code Tel Number s Fax Number s eMail Referred By Date Became Client sl Prepare eMail to this Client re file BELOW NOTES Ire Client Last Updated Updated Hu CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select EXISTING file f the Client Files list DH Chick the New File Lian ees SN e below __NewFile File _View Hide Due Dates Due Dates Llient Files KE the down arrow to see list of c al File Description Gent Ret File Type Lawyer el F Legal Aid File Closed Date Closed Transfer Moved Off Date Moved Off Site Facility L L Ef Site IS Other People On File re conflict Notes re File Ailing Address Same Yes E OR Alternate Biling Address Note use Ctrl Enter to As Client Address put hard return between fines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last U
47. an Existing Client File from the drop down list Existing Client Files Click the down arrow to see list of client files D Client Name Feeney Jeremy Client No E Responsile Lawyer Client J oe Blow Client Notes File Description Divorce and Child Custody File No fi 000 Responsile Lawyer File Joe Blow File Closed V Legal Aid FileType File Notes Fa S OUTSTANDING DOCKETS PREVIOUSLY INVOICED DOCKETS File No Type of Docket Time Docket Description GSI F Me voice Jucoice Mo stwupiaied a in 110 hr 6min Lawyer Merk Al As Docket Date EST Rate Fees Invoiced mnvoice Date Updated By 1000 Time Fees 71 04 Letter to client re change to Codicil v WI T 10 Jan 2006 25 Nov 2005 N Dough John 1000 Time Fees sl 0 2 Meet with client to execute Codicil prepare execute v JRD v 10 Jan 2006 29 Nov 2005 gt Alfidavit of Execution Lette Docket Description ll Dough John 1000 Dish Court Filing e Payment to Province of Ontario Court Services Division v TURD 10 Jan 2006 30 Nov 2005 acs 75 00 gt Dough John 1000 Disb Court Filing Payment to Ontario Court General Division Family v M JRD 13 Feb 2005 13 Dec 2005 y osts 100 00 _x Dough John 1000 Y v l 16 Mar 2006 gt l Record 14 4 Il 1 gt gt t r of 4 Notes re File Docket
48. ance 03 1 2 3 5 1 z 3 4 Ww By h F 3 AP 11 12 o 9 0 11 John 13 14 15 16 17 18 19 15 16 17 18 20 21 22 23 24 5 2 New File Clien 20 21 22 23 24 25 ef 2o 23 3U l 2 8 23 30 e A 5 L d J 10 File Type E d H d 3 Today 16 Jan 2006 Family Today 16 Jan 2006 OR Clicking in or tabbing into the date field to position the flashing insertion point therein then typing the desired date keeping in mind that dates must be entered using the dd mmm yyyy format i e 1 jan 2004 or 01 jan 04 Note Some dates are auto filled with today s date when the item is created i e new client new file or new docket but these auto filled dates can be manually changed as desired DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 9 Using Pick Lists A number of fields are controlled by pick lists in order to ensure that the value entered in the field is correct To change a pick list field i e Responsible Lawyer File Type click the down arrow 7 to the right of the field and then click on the appropriate information in the list Pick list fields help ensure the integrity of the information entered for the purpose of searches and reports If a desired item is not in the picklist it can be easily added See MANAGING PICK LISTS more information in this regard Resp Lawyer Joe Blow J nn A Gough Jane Doe File Type Real Estate Corporate N
49. as indicated above then Remove the Invoiced checkmark from the not yet invoiced dockets currently on the Previously Invoiced Dockets tab this will cause them to return to the Outstanding Dockets tab to be invoiced at a later date refer to Moving Dockets from Previously Invoiced Dockets Back to Outstanding Dockets for assistance in this regard Viewing Previously Invoiced Dockets When dockets are marked as invoiced see Marking Dockets as Invoiced for assistance in this regard they are not deleted but rather moved to the PREVIOUSLY INVOICED DOCKETS tab on of the ADD ED T DOCKETS form To see previously invoiced dockets click the PREVIOUSLY INVOICED DOCKETS button tab All previously invoice but not yet purged deleted dockets for the current file will become visible on the ADD EDIT DOCKETS form and the outstanding dockets will become hidden DocketEase Add Edit Dockets D x P File Edit Insert Records Window Help Return to Main Menu E Close REPORT CT Maximize Window 7 Spelling A Print Preview MA Page Setup Zb Print A Exit DocketEase Z2 Help Tips Find Find Next SS Replace 2 Sort Ascending Z Sort Descending WY Filter By Selection X Remove Filter Sort Filter Excluding Selection W Export To Word Return To Main Menu Return To Client Information Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File ADD EDIT DOCKETS Select
50. ase of property at 617 East 39th Street Hamilton ON Balance Owing 0 00 CLIENT Day Sandra File Me 1014 File Description Registration of Trade Mark Days Designer Nails Balance Owing 0 00 CLIENT Feeney Jeremy File No 1000 File Description Divorce and Child Custody INVOICES invoice Date Invoice No Tnvoice Noles Fees Desh Zetvee Total Paid 19 Jul 2005 nia 500 00 10 00 21 70 331 70 M 17 Aug 2005 nia 100 00 50 00 10 50 160 50 F 18 Nov 2005 ma Paid from retainer 100 00 20 00 3 60 g1i2e 60 EF Invoices Total 500 00 80 00 40 30 620 80 PAYMENTS Payment Date Fayrment Notes Payrnent Ariat 13 Sep 2005 Deposit fin trust Retainer 11 000 00 10 Nov 2005 Payment of 17 Aug 2005 Invoice 160 50 12 Dec 2005 Payment of 19 Jul 2005 Invoice 331 70 Payments Total 1 492 20 Balance Owing 871 40 DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 5 3 Sample Client Invoice Payment Report Client InvoicelPayment Ledger CLIENT Feeney Jeremy File No 1000 File Description Divorce and Child Custody INVOICES invoice Date Invoice No invoice Motes Fees Dish Taxes Total Panga 19 Jul 2005 ni A 20 DU P10 00 21 70 331 70 M 17 Aug 2005 n a p 100 00 OD DU 10 50 160 50 16 Nov 2005 nis Paid from retainer b 100 00 0 00 A DU Cp M Invoices Total 500 00 80 00 40 80 620 80 PAYMENTS Payment Date Payment Notes Payment Amouni 13 Sep 4005 Deposit fin trust Re
51. ate Due dates and reminder dates within 14 days of requested date A custom due date list can also be created by clicking the Create Custom Due Date Report button on the REPORTS Due Dates Menu and then using Filter to limit the report to particular items and or Sort to reorganize the list alphabetically chronologically by a particular field see FILTERING INFORMATION IN A FORM and or SORTING INFORMATION IN A FORM for more information in this regard Once the list has been filtered and or sorted as desired it can then be printed by clicking the Print button on the Toolbar or exported to Word or Excel for further editing and or saving see Exporting Reports to Word or Excel for more information in this regard Docket Lists Various docket lists available from the REPORTS Dockets W I P Menu an All Dockets list whether outstanding unbilled or already invoiced billed entered on a particular day an Outstanding unbilled dockets for a particular Client an Outstanding unbilled dockets for a particular Lawyer all Outstanding unbilled dockets DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 66 File Invoice An invoice can be prepared directly from the REPORTS Invoice and Payment Ledgers Menu if the file number for the desired invoice is known See PREPARING AN INVOICE for further information in this regard Invoice amp Payment Ledgers Various client and file ledgers are av
52. ate etc If a particular format is required for the information entered an example will appear on the prompt input window x Enter Date day For which Dockets are to be listed Format day month year SEET separated by dashes or spaces month in letters or numbers year in Dap digits or Four Sometimes the requested report will appear in a smaller window within the PAMS window such that it will not be maximized In this case click the Maximize Window button on the i i ER RE a SR i Toolbar to restore the report window to the maximized size G Maximize Window Some reports are created to use landscaped paper or smaller than normal margins However sometimes the report will not be automatically formatted to these settings upon production In this case when a report does not appear on the screen in the correct format use the Page Setup button to change the paper size orientation and margins as required HI Page Setup To print a report in its entirety click the Print button on the Toolbar when the report is open Ep Print DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 68 To print only selected pages of a report click File on the Menu Bar then click Print on the drop down menu then enter the desired pages to be printed and then click the OK button Print ee EE Printer Mame WCONMPAQYCANON b Properties Status Ready Type Canon Bubble Jet BIC
53. c 2005 Time Fees Meet with client to discuss preparation of a new Will vs a 0 3 O Codicil to existing Will Black Consulting Inc 1016 Incorporation 19 Dec 2005 Fees Flat Hate Prepare and execute Codicil 25 00 E Brown Jackson 1013 Wille Jackson Brown 74 Feb 2005 Time Fees Telephone conversation with cher re Will details UI O and Penelope Davidson Browrl Brown Jackson 1013 Wills Jackson Brown 19 Jul 2005 TimezFeez Meeting with chent to execute will UA RW and Penelope Davidson Browrl Brown Jackson 1013 Wills Jackson Brown 7 4ug 2005 Time Fees Telephone conversation with cher regarding how to Oe O and Penelope safeguard will Davidson Browrl Day Sandra 1014 Registration of Trade 15 Dec 2005 Feesy Flat Hate Filing Trade Mark Application and letter to chent advising 50 00 E Mark Day s Designer Mails Day Sandra 1014 Registration of Trade 15 Dec 2005 Fees Flat Hate Review issued Trade Mark Registration Certificate and 20 00 O Mark Day s Designer forward same to client Mails Feeney Jeremy 1004 Will for Robert Bob 75 Mar 2004 TimezFeez Meet with chent to discuss changes to will Prepare Codicil Oe E Franklin brother and to Wil business partneri Feeney Jeremy 1002 Purchase of oropertu 18 Jan 2005 Disb Lona 1 613 123 4567 xl Record 14 4 3 F r LEA of 30 Type of Docket DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 72 FILTERING INFORMATION IN A FORM If a list appears appear on the s
54. ce this File Prepare Form Letter this File s File buttop Cer zemlegteeeenpeee ie sik lll E New File View Hide Due Dates Hide Due Dates Client Files Click the down arrow ta see list of c D File No Tiie Description File Type Resp Lawyer Date Opened 1000 Wagon Custody O Family Joe Blow 12 Apr 2008 E E Tae ed Off Date Moved Off Site Facility Site 07 Nov 2005 Boyds Amer People On File re conflict Notes re File Cherl Sheen 6 witel Joe Smith wife s new partner b Billing Address same Te OF Alternate Ailing Address Note use Ctrl Enter to As Client Address put hard retum between ines m the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By 12 Mar 2006 Dough John D rop Down List of Existing Clients EZ NUM E Le DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 e A conflict search can be run from the SEARCHES Menu which is accessed from the DocketEase Main Menu On the SEARCHES Menu click the Conflict Search button DocketEase SEARCHES MENU DJ x LES File Edit Insert Records Window Help E Return to Main Menu m Close REPORT P Maximize Window ge Spelling amp Print Preview D Page Setup dn Print X Exit DocketEase 3 Help Tips hth Find E Find West Gi Replace al Sart scending z Sort Descending E Filter By Selection W Remove Filber Sort D Exp
55. cel button on the Toolbar or the Export Clients Files Dockets button on the REPORTS Menu files are automatically created in My Documents These files are not required by DocketEase and can be deleted as desired DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 gn GLOSSARY OF TERMS Button Database Field Form Maximize Menu Bar Mouse wheel Pick list Query Record Report DocketEase User Manual An item in a Form which when clicked performs a function such as opening a subsequent form running a query or producing a report A collection of information that is related to a particular subject or purpose Within the file the data is separated into separate storage containers called Tables The data in these tables is added to viewed and updated using forms is quickly found and retrieved using queries and easily analyzed or printed in a specific layout using reports A Container for a single piece of information Often referred to as a cell Forms are used to view and or update data in the database Most of the information in a form comes from an underlying source table Other information in the form is stored in the form s design To make a Window completely fill the screen such that only that one Window is visible The grey bar just below the Title Bar at the tope of a Window on which there appear words i e File Edit Help each
56. cket Date Docket Type Docket Description Time Hate Fees GST PST MOM BILLABLE 1 Professional 16 Aug 2005 TimezFees Head Self Study Materials re ADA 2 Development NON BILLABLE 1 Professional 14 Sep 2005 Time Fees Head Self Study Materials re Barikruptcu 0 5 a Development HOM BILLABLE 1 Professional 25 Oct 2005 Attend CLE Workshop re Construction Law 1 5 O Development Black Consulting Inc 1016 Incorporation 15 Dec 2005 Difer Land Transfer Tax ET 025 60 Filing costs Black Consulting lnc 1016 Incorporation 16 Dec 2005 Fees FlatRate Property Lien Search Prepare Closing Documents Athend 350 00 E with client to execute documents lile documents with Land Titles Office letter to chent advisina Black Consulting Inc 1016 Incorporation 15 Dec 2005 Disb Photocopy 45 copies re Land transter documents HS L Black Consulting Inc 1016 lncorporation 15 Dec 2005 TimeFees Notarize chent Affidavit for bank Oe 0 00 LI Black Consulting lnc 1016 Incorporation 19 Dec 2005 Time Fees Meet with client to discuss preparation of a new Will vs a 0 3 LI Codicil to existing Wi Black Consulting lnc 1016 Incorporation 19 Dec 2005 Fees FlatRate Prepare and execute Codicil 25 00 E Brown Jackson 1013 Wills Jackson Brown 14 Feb 2005 Time Fees Telephone conversation with chent re Vill details UI l and Penelope Davidson Brown Brown Jackson 1013 Wills Jackson Brown 19 Jul 2005 Time Fees Meeting with chent to execute Will UA E and Penelope Davi
57. creen i e in a Docket Search by Lawyer or a Conflict Search which is very long and is obviously showing items which are irrelevant the list can be filtered to either include only items containing particular Selected information in a particular field or to remove items containing the particular selected information To filter a list to include or remove by matching information in a particular field first select click in a field containing the to be matched information Then click either the Filter By Selection button on the Toolbar to remove items not matching the selected item or the Filter Excluding Selection button on the Toolbar to remove items matching the selected item To remove the filtering and return the list to its original full state click the Remove Filter Sort button on the Toolbar E DocketEase Lawyer s Outstanding Dockets u Ioj x LES File Edit Insert Records Window Help EI Return to Main Menu Ga Close REPORT CH Maximize Window ad Spelling amp Print Preview QQ Page Setup E Print WF Exit DocketEase 7 Help Tips er w d a gh Find A Find Mest S Replace al Sort Ascending al Sort Descending CZ Filter By Selection Remove Filter Sorg Filter Exciicing Selection Export To Word Return To Searches Menu New Search UNBILLED DOCKETS Return To Main Menu Unbilled Dockets for Lawyer JAD Disb 7 Flat Client Name File No File Description Do
58. crosoft Access can t delete db 1 mdb IF vou compact a database using the same name Microsoft Access creates a new compacted database and then deletes the original database In this case however the original database wasn t deleted because it is read only JJ IF you can remove the read only status delete the original database and then rename the new database using the original name IF you can t remove the read only status inform your Workgroup administrator Microsoft Access x A Could nok use DocketEase mdb already in use Help However when this happens a db mdb usually db1 mdb file will be left behind in the same location as the actual DocketEase file Any such file s should be deleted as they are of no use whatsoever DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 CHANGING USER LOGIN PASSWORD A user may change their password at any time when logged into DocketEase To change your password click the Change Login Password button on the DocketEase Main Menu DocketEase MAIN MENU 0 x File Edit Insert Records Window Help EI Return to Main Menu Ga Close REPORT Maximize Window e Spelling amp Print Preview L Page Setup dn Print X Exit DocketEase 7 Help Tips gh Find Find Next e Replace EI Sort ascending z Sart Descending g Filter By Selection 6 Remove Filber Sort E Export To Word Ai H DOCKETEASE
59. d By 1000 13 Sep 2005 E si 000 00 Deposit Im trust Retainer 12 Mar 2006 Doe Jane 1000 18 Now 2005 si DU DU Payment of 17 Aug 2005 Invoice 11 Feb 2006 Dough John 1000 12 Dec 2005 331 70 Payment of 19 Jul 2005 Invoice 11 Feb 2006 Dough John EI 16 Mar 2006 Ei Note Itis important that invoices are marked paid when payment is received by entering a check mark in the Paid check mark box field so that paid invoices will not appear on Outstanding Invoice reports see Outstanding Invoice Reports for more information in this regard DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 47 To enter payments received information first click the down arrow in the File Number field of the last blank row record in the PAYMENTS by bottom section of the form to reveal a pick list of existing files for the displayed client in chronological order by file number Then click on the file to which the payment pertains in the pick list which will cause that file number to appear in the File Number field and then enter the rest of the payment information in the spaces provided Payment Date Payment Amount and Payment Notes DocketEase Invoice and Payment Information for Client i ioj sl LES File Edit Insert Records Window Help Return to Main Menu m Close REPORT E Maximize Window Sc Spelling amp Print Preview QQ Page Setup g
60. deor Browril Brown Jackson 1013 Wills Jackson Brown 17 Aug 2005 TimeFees Telephone conversation with client regarding how to UA LI and Penelope safeguard will Davidson Browril Dau Sandra 1014 Registration of Trade 15 Dec 2005 Fees FlatRate Filing Trade Mark Application and letter to client advising 50 00 LI Mark Day s Designer Nails Day Sandra 1014 Registration of Trade 15 Dec 2005 FeesrFlat Hate Review issued Trade Mark Registration Certificate and 20 00 E Mark Day s Designer forward same to client Mails Feeney Jeremy 1004 Will for Robert Bob 15 Mar 2004 Time Fees Meet with client to discuss changes to Will Prepare Codicil UA L Franklin brother and to Wil business partrer Feeney Jeremy 1002 Purchase of property 18 Jan 2005 Disb Lona 1 613 123 4567 x Record 14 4 3 ot gt of 30 Type of Docket _ S ES 1 Si E ra ez E EZ Y DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 Ree SEARCHING THROUGH A FORM The Search button on the Toolbar f End can be used to search for particular word s in any form view When doing a search be sure to gt Change the Look In box to the name of the form rather than the name of a particular field and gt Change the Match box to Any part of field rather than Whole Field in order to find the word s wherever they may occur on the form gt Click the Find Next button Find and Replace 7 gt
61. ding Wy Filter By Selection Y Remove Filber Sort Li Export To word 2 DOCKETEASE A Client File and Docket Managment System Clients and Files Add Review Manage Dockets Add Review Z Manage Print Invoice and Payment Information Add Review Manage Print Reports File Lists Dockets Lists Invoice Invorce Payment Ledgers Client Labels Form Letters Letters to Clients Searches Clent Conflict Telephone Number Hew File Number New Transfer Humber General Office Notes Change Login Password Help File Manage PickLists Lawyers File Types Docket Types Manage User Accounts Add Remove Users Change User Password or User Access Level Change Lawfirm Information Address Telephone Mo Invoice Interest Hate GOT Number etc Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired D ate OR DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 Des a S From the ADD EDIT CLIENT AND FILE INFORMA TION form click the New Client button DocketEase Add Edit Client and File Information ioj si File Edit Insert Records Window Help E Return to Main Menu CH Close REPORT m Maximize Window a Spelling Ei Print Preview AO Page Setup GHP Print JA Exit DocketEase J Help Tips ith Find Lin Find Mest SS Replace EI Sort Ascending z Sort Pescendimg wg Filter By Selection W Remove FilteriSort wc Filter Excluding Select
62. dy pep pera Je Blow D 12 Apr 2005 File No Due Date sl nS Due Date Detals Notes Lawyer ant N SC Date Completed A 1000 T 2006 z 14 Mar 2006 z Send Fin Statement to Opposing Counsel Joe Blow l gt El ki Record 14 4 d viewlHide Due Dates ay E a a NUM sssi A DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 A All due date information except Last Updated and Updated By can be modified by an Administrator or Editor To make changes simply click on the information you wish to change and make the desired changes When a due date is modified the Last Updated and Updated By fields change automatically to indicate the date and time when the docket was last modified and the name of the logged in user who made the change To add a new due date or reminder date first locate existing due dates as outlined above If a blank due date does immediately not appear on the screen then it is necessary to advance to the end of the Due Dates list to a blank due date this can be accomplished in a number of ways Drag the vertical scroll bar to the right of the Due Dates list to the bottom such that the last blank due date is visible OR Click the New Record button ra which will cause the list to jump to the last blank due date OR Click on any existing due date and then tap the Page Down key on your keyboard until the last blank due date
63. e Information Label for file fly for more information in this regard Outstanding Due Date reports are available for a weekly day or monthly 31 day period see Due Date Reports for more information in this regard DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 26 SENDING AN EMAIL TO AN EXISTING CLIENT An email to an existing client regarding an existing file can be produced directly from DocketEase saving time and eliminating the need to duplicate the entry of client email address information into your email system s address book To create an email to a client regarding a particular file Locate the desired client and file from the ADD EDIT or VIEW CLIENT AND FILE INFORMATION form see View add or edit EXISTING Client and or File information for more information in this regard Once the desired client and file information is on the screen ensure an email address exists in the eMail field of the ADD EDIT or VIEW CLIENT AND FILE INFORMATION form then click the Prepare e Mail to this client re file BELOW button DocketEase Add Edit Client and File Information x ioj sl File Edit Insert Records Window Help EI Return to Main Menu m Close REPORT Maximize Window ag Spelling amp Print Preview QQ Page Setup S Print WF Exit DocketEase 2 Help Tips dh Find d Find Net SE Replace EI Sort 4scending Sort Descending wg Filter By Selection O R
64. e change Entering Non Billable Dockets Non billable dockets can be entered against client files or non billable files under say a client called Non Billable if desired It is particularly important to enter professional development non billable time dockets in order to produce an accurate Annual Statistics Report see Annual Statistics Report for more information in this regard MANAGING DOCKETS Moving Dockets from one file to another A docket cannot be moved from one file to another by simply changing the file number on the misplaced docket This protection is in place to ensure that dockets are not accidentally moved or misplace because a file number is inadvertently changed or deleted Therefore if it becomes necessary to move a docket from one file to another the docket information must be copied cut from its current incorrect file location and pasted into a blank docket on the correct file The old now empty docket can be left on the file for future use as an empty docket will not cause any ambiguities in reporting or invoicing Marking Dockets as Invoiced Once a docket has been invoiced it must be manually moved to Previously Invoiced Dockets such that it will not appear again in subsequent invoices To mark a docket as already invoiced and thereby move it to the Previously invoiced Dockets tab put a checkmark in the Invoiced field of the corresponding docket by clicking once in the checkma
65. ection of data about a specific topic Using a separate table for each topic means that data is stored only once which makes the database more efficient and reduces data entry errors Title Bar The normally blue bar at the top of any given Window on which it is stated the title name of the Window Toolbar The colourful bar just below the Title Bar on which there appear small pictures which when clicked each performs a different function Often referred to as the Button Bar DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005
66. ed by all DocketEase users DocketEase Help Tips _ o x File Edit Insert Records Window Help El Return to Main Menu gw Close REPORT g Maximize Window ee Spelling a Print Preview QQ Page Setup Print JA Exit DocketEase Help Tips gh Find LN Find Next a Replace SH Sort Ascending all Sort Descending K Filter By Selection G Remove Filter Sort Ki Export To Word Return To Main Menu USER HELP TIPS FILTERING ITEMS IN A FORM You can limit items displayed fon a Form to those matching a particular selected parameter To do so Limiting items displayed to those 1 Click on the desired paramater fin any Field columnyrow on the screen matching a particular selected 2 Click the Filter Funnel button on the Toolbar parameter To remove the Filter and display all list items click the Bemove Filter fort button on the Toolbar SORTING ITEMS IN A FORM Rearrange items alphabetically chronologically by a particular Fieldfcolurnn Rearranging items in a Form 1 Click anywhere in the Field column to be sorted by alphabetically or chronologically by IG Click one of the Sort buttons 4 7 or 7 4 on the Toolbar a particular Field column To remove the sort and display list items in their original order click the Remove Filker Sort button on the Toolbar EXPORT TO WORD The data From any Form or Report can be exported into Word For editing or saving To do so 1 Open
67. editing or saving to disk Generate Form Letters Form letters are generated by the click of a button Additional form letters can be added as required Conflict Search At the click of a button DocketEase will produce a list of all files containing a particular string of characters i e a name for conflict purposes searches DocketEase has a number of built in searches making it quick and easy to find a particular client a particular file or even a particular telephone number for telephone bill reconciliation DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 oe Accessibility DocketEase was developed for the small office however it has been developed such that it can be accessed by a number of people professionals and support staff at the same time without difficulty in a networked environment It is highly recommended however that access be limited to 10 users in order not to hamper speed or cause sharing conflicts Flexibility Personal information such as firm name address GST and PST percentage lawyers names fee schedule etc can be easily changed at any time Safeguarding of Data It is extremely important to safeguard the data entered into DocketEase in case the computer on which the data resides crashes as a loss of such data would most certainly constitute a loss of income However only the data portion back end of DocketEase need be safeguarded There are a number
68. ee list of c E File No File Description Client Ref File Type Resp Lawyer Date Opened 1000 Divorce and Child Custody Family Joe Blow 12 Apr 2005 Legal Aid File Closed Date Closed Transfer Moved OU Date Moved Off Site Facility L 06 Sep 2005 T1002 Site 07 Nov 2005 gt Boyds Other People On Fife re conflict Notes re Fife Chern Sheen 6 wifel Joe Smith G wife s new partner Billing Address Same res 0R Alternate Biling Address Note use Ctrl Enter to As Chent Address put hard retum between lines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By 12 Mar 2006 Dough John D rop Down List of Existing Clients NUM 4 DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 5 3 From the CL ENT INVOICE PAYMENT INFORMATION form First select an existing client see ENTERING INVOICE AND PAYMENT INFORMATION for additional information in this regard and then click the Prepare Ledger Report this Client button to produce a client report A file report is not available from this form DocketEase Invoice and Payment Information for Client oj xi File Edit Insert Records Window Help EI Return to Main Menu ff Close REPORT g7 Maximize Window Spelling T Print Preview BQ Page Setup b Print Z Exit DocketEase Z2 Help Tips oh Find R Find Next Gr Replace
69. elp ensure the integrity and overall performance of the application e Protection of Application Code from Direct Access The user portion front end forms reports has been locked and password protected such that the forms and reports cannot be inadvertently tampered with This will help ensure the integrity and overall performance of the application DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 TECHNICAL REQUIREMENTS DocketEase requires Windows 2000 or higher i e 2000 ME or XP Alternatively DocketEase can be made to run on Windows 95 98 with the addition of MS Access 2000 or higher TECHNICAL SUPPORT Technical support is available by writing to Daigle Computer Intuitions Inc at support computerintuitions ca or by calling 613 832 9325 INSTALLATION A In a single computer environment Run the DocketEase exe file on the CD provided DocketEase will be installed in a new folder created in My Documents called DocketEase and a DocketEase Icon shortcut will be added to your Windows Desktop for convenient access Both the back end data tables and front end forms reports will reside in the DocketEase folder in My Documents DO NOT uninstall or reinstall DocketEase from the CD provided once DocketEase is in use as doing so will remove replace any existing data If after using DocketEase in a single computer environment it is subsequently desired to share the application i
70. emove FilterfSort j Filter Excluding Selection E Export To Word Return To Main Menu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING chent from the Existing Clients drop down list OF ett A nee 2 Click the New Chent button then enter new chent information below New Client Existing Clients Client Hame Feeney Jeremy Client No 6 Contact Responsible Lawyer Joe Blow Surname First Mame fie Mr Smith Salutation Mr Feeney Address E Tenth Street Ottawa ON IN K 1K1 Street Address City T owr Province County Postal Code Tel Humber s 567 8910 Fax Number s Referred By Date Became Client 07 Nov 2005 el HOTES re Client Mil feeneptyahon ca Prepare eMail to this Client re file BELOW Last Updated 16 Mar 2006 Updated By Dough John CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select an EXISTING file from the Client Files list OR Click the New File button then enter file information below New File View Hide Due Dates Due Dates Client Files Eick the down arrow to see list of c EI File No File Description Clent Ref File Type Resp Lawyer Date Opened 1000 Divorce and Child C
71. ending wg Filter By Selection SW Remove Filter Sort wc Filter Excluding Selection Li Export To Word Return To Main Menu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING chent from the Existing Clients drop down list OR F icti Click down arrow to see list of existing clients gt Click the New Client button then enter new client information below New Client eee ck down arrow to see list of existing clients Chent Hame Chent Ne futoNumber Contact Responsible Lawyer Sumame First Hame e Mr Smith Salutation Address Canada Street Address City T ovr Province Country Postal Code Tel Number s Fax Number s eMail Referred By Date Became Client i Prepare eMail to this Client re file BELOW NOTES re Client Last Updated Updated Hu CLI ENT FILE S iff Add Edit Dockets Edit Dockets this D File P epare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select an EXISTING file from the Client Files list OR Click the New File button then enter file information below New File View Hide Due Dates Due Dates Client Files KE the down arrow to see list of c al File Description Gent Ref File Type El Lawyer aa o Ei Aid File Ser Date Closed Iransfer Mo
72. enu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client i ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING client from the Existing Clients drop down list OF icti i Click the New Client button then enter new chent information below New Client Existing Clients Client Hame Feeney Jeremy Client Ne 5 Contact Responsible Lawyer Joe Blow Sumame First Mame fie Mr Smith Salutation Mr Feeney Address E Tenth Street Ottawa JON K 1K1 Street Address City T owr Province Count Postal Code Tel Numbetst 567 8910 Fax Numbers eMaillifeeney yahoo ca Referred By Date Became Client 07 Nov 2005 Prepare eMail to this Client re file BELOW HOTES re Client Last Updated 16 Mar 2006 Updated By Dough John CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select EXISTING file f the Chent Files list OR 3 Click the New File Duman tia SE file EES below New File View Hide Due Dates Due Dates Client Files Eick the down arrow to see list of c E File No File Description Chent Ref File Type Resp Lawyer Date Opened 1000 Divorce and Child Custody Family Joe Blow f 12 Apr 2008 Legal Ard File Closed Date Closed Transter Moved Off Date Moved Off
73. eremy Will for Robert Bob Franklin brother a Feeney Jeremy 1006 Sale of Condo Apt At 23 Westtord Dm Feeney Jeremy 1007 Purchase of property at 658 Bayview D Feeney Jeremy i sl 1008 Prenuptual Agreement Feeney Jeremy 1009 Trademark Search Franklin amp Assoc Feeney Jeremy Existing Files 1018 SEET EH NUM Le PREPARING INVOICE PAYMENT LEDGERS There are three different Invoice and Payment Ledger s available all of which are totalled by file 1 All clients and their files in alphabetical order by client 2 Allfiles for a particular client in chronological order by file 3 One particular file Invoices and Payments DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 A8 These reports are available directly from the REPORTS and FORM LETTERS Menu from the ADD EDIT CLIENT AND FILE INFORMA TION form or from the CLIENT ACOUNT PAYMENT INFORMATION form Once generated on the screen these reports can be printed by clicking the Print button on the Toolbar or can be exported to MS Word or MS Excel for editing or saving by clicking either the Export to Word or Export to Excel button on the Toolbar To close a report click the Close Report Form button on the Toolbar 1 From the REPORTS and FORM LETTERS Menu Click the Ledger Reports button on the REPORTS Menu then click the appropriate Ledger button depending on which ledger report is desired i e all clients
74. es open files only and closed files only Transfer closed file numbers are auto generated but can be disregarded if desired Manage File Due Dates An unlimited number of due dates and or reminder dates can be entered for each file Outstanding Due Date reports are available for a daily weekly day or monthly 31 day period Manage Dockets Dockets for time flat fees and disbursements are entered against their respective file as they occur Printable saveable docket reports are available at the click of a button i e dockets for a particular client on a particular file for a particular lawyer or on a particular date Old dockets can be purged removed from DocketEase as desired Manage Invoices Rendered and Monies Received Invoices rendered and monies received are entered against a particular file Printable saveable ledger reports are available at the click of a button for all clients files a particular client or a particular file Produce Invoices Invoices are produced and completely calculated by the click of a single button Time and flat fee dockets are itemized in the invoice time is totalled by lawyer fee schedule flat fee items are totalled disbursements are grouped by disbursement type and totalled GST and PST are added as applicable and trust balance is deducted from invoice total amount Invoices can then be printed to send to the client and keep in the file and or exported to saved in Word format for further
75. ess Label Invoice by File Number Prepare an invoice for a particular selected file Fa Law Society Annual Report Ontario Other than Ontario Rea Invoice Cover Letter by File Number oer l Prepare cover letter on a particular selected file to send invoice to client Letter to Client blank by File Number Prepare blank letter to client on a particular selected file to export to and compelte in Word Export Clients Files Docke To My Documents DocketEase DocketEaseDockets xls Docket REPLACES ANY EXISTING FILI Return to Main Menu THESE FORM LETTERS ARE PROVIDED AS EXAMPLES THEY CAN BE CUSTOMIZED AS DESIRED AND OR OTHER FORM LETTERS CAN BE ADDED AS REQUIRED Prepare an Invoice for a particular file r f f J el y DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ AQ You will then be prompted for the file number of the file for which you wish to produce an invoice Enter the file number and click the OK button to produce a file invoice or click the Cancel button to cancel the invoice production and return to the REPORTS and FORM LETTERS Menu File Number g xX Enter File Humber Cancel 2 From the ADD EDIT or VIEW CLIENT AND FILE INFORMATION form First select an existing client and file see View add or edit EXISTING Client and or File information for additional information in this regard Once the desired file is visible
76. essary to enter the client s full name but keep in mind the more characters that are entered the more the chance of getting only one client If there is more than one client with the characters entered the resulting report will contain all clients matching the entered characters If there are no clients matching the string of characters entered a blank report will be produced es Enter Any Dart of Client s Name Cancel mm In the case of a File report you will be prompted for the file number of the desired file Enter the file number and then click the OK button or click the Cancel button to cancel the report request The file number MUST be entered in its entirety as a partial file number will produce a blank report DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 Enter File Number Cancel 2 From the ADD EDIT or VIEW CLIENT AND FILE INFORMATION form First select an existing client and file see View add or edit EXISTING Client and or File information for additional information in this regard Once the desired client and file are visible in the ADD EDIT or VIEW CLIENT AND FILE INFORMATION form click either the Prepare Ledger this Client button to produce a client report or the Prepare Ledger this File button to produce a file report DocketEase Add Edit Client and File Information ioj si A File Edit Insert Records Window Help Return to
77. g e Payment to Ontario Court General Division Family w Ro e J3Feb 2006 13 Dec 2005 costs 100 00 D ough John 1000 MV v i d 16 Mar 2006 i ES G Te Record HIH r S pi of 4 Wiectck SS C C C C C C C C s s s T T T mo T 7 2 DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 i Deleting Purging Old Invoiced Dockets Dockets will never be automatically deleted However should it be desirable to remove old previously invoiced dockets from the system this can be manually done by clicking the PURGE OLD DOCKETS button on the DocketEase Main Menu DocketEase MAIN MENU D gt S File Edit Insert Records Window Help E Return to Main Menu m Close REPORT Maximize Window E Spelling amp Print Preview BQ Page Setup Print WF Exit DocketEase 7 Help Tips gh Find AN Find Next ae Replace EI Sort Ascending z Sart Descending wg Filter By Selection Y Remove Filber Sort Li Export To word total DOCKETEASE A Client File and Docket Managment System Clients and Files Add Review Manage Add New Client Dockets Add Review Manage Z Print Invoice and Payment Information Add Review Manage Print Reports File Lists Dockets Lists Invoice Invoice Payment Ledgers Client Labels Form Letters Letters to Clients Searches Clent Conflict Telephone Number Hew File Number New Tran
78. ices during a particular period To export all DocketEase data to Excel spreadsheets click the Export Clients Files Dockets Invoices and Payments to Excel button on the REPORTS Menu All data will be exported and saved in My Documents with filenames starting with DocketEase Any previously existing DocketEase files created by having previously clicked the Export button will be replaced WITHOUT prompting For further assistance in this regard contact DocketEase technical support FE DocketEase REPORTS MENU a gt LES File Edit Insert Records Window Help a EE Return to Main Menu m Close REPORT Y Maximize Window a Spelling amp Print Preview QL Page Setup Print X Exit DocketEase 72 Help Tips ith Find E Find West oe Replace l Sart Ascending 21 Sort Descending KE Filter By Selection Y Remove Filber Sort D Export To Word eh K Return To Main Menu REPORTS Client and File Lists Docket W I P Reports For a particular day a particular lawyer a particular client or a particular file Ledger Reports Invoices and Payments For all clients for a particular client or for a parricular file Due Date Reports Outstanding Due Dates and Reminder Dates For a 7 day period or a 31 day period e e lele Invoice Reports Unpaid Invoices Form Letters Letters to Clients MISCELLANEOUS REPORTS Gi Invoice by File Number Prepare an invoice for
79. ilter By Selection Remove FilterfSort J Filter Excluding Selection E Export To Word Return To Main Menu Change Lawfirm Information Tlus information is used in the production of an invoice Lawfirm Marne Four Firm Mame S New Lawfirm Mame Poo Address Line 1 Your Firm s Street Address New Address Line 1 Address Line 2 ou Firm s City Province New Address Line 2 Poo Address Line 3 tour Firm s Postal Code New Address Line 3 SOS Address Line4 Your Firm s Telephone Number and Fax Number Mew Address Line 4 SOS GST Number tour G5T Number S New GST Number Staff Hrly Rate 0 00 New Staff Arly Rate Invoice BE TEE pan 3 6 Mew Interest Hate PST Rate f o Mew PST Rate 57 Hate Go Mew G57 Hate Note To leave a hne blank Ge an Address Line which is not required enter something anything m the corresponding New Address Le then immediately remove it to leave it blank in the case of a New Interest Rate be sure to enter a number NOT a letter Ven Lawm Name ES i Z DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 Be CH GENERAL OFFICE NOTES There are likely office notes practices procedures such as photocopy costs voice mail password office intercom numbers etc which all members of the office need to know Such notes can be stored in DocketEase for easy access These notes can only be added to or edited only by a DocketEase Administrator but can be viewed by all D
80. in the CLIENT FILE S section in the lower half of the form click the Prepare Invoice this File button DocketEase Add Edit Client and File Information Oj x File Edit Insert Records Window Help aj Return to Main Menu Ei Close REPORT CT Maximize Window 7 Spelling T Print Preview BQ Page Setup b Print WA Exit DocketEase Z Help Tips d i Find A Find Next Ie Replace l Sort Ascending Z Sort Descending Filter By Selection WK Remove Filter Sort 7 Filter Excluding Selection Li Export To word Return To Hain Henu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Sel EXISTING cli f he Existing Cli drop d list OR z icti i Z GW Nor Lawa tn Geo sll gan ear Gace bale New Client Existing Clients Client Name Feeney Jeremy Client No 6 Contact Responsible Lawyer Joe Blow D Surname First Name fie Mr Smith Salutation DR Feeney Address 799 Tenth Street Ottawa JON DN K 1K1 Street Address City T own Province Country Postal Code Tel Number s 567 8910 Fax Numbers eMailljfeeney yahoo ca Referred By Date Became Client 07 Nov 2005 Prepare eMail to this Client re file BELOW NOTES re Client Last Updated 16 Mar 2006 Updated By Dough John CLIENT FILE S
81. in Menu m Close REPORT m Maximize Window za Spelling TA Print Preview OQ Page Setup SS Print X Exit DocketEase 2 Help Tips th Find IN Find West SE Replace E Sort Ascending z Sort Descending iy Filter By Selection 8 Remove Filter Sork v Filter Excluding Selection E Export To Word Return To Client Information Prepare Ledger Report this Client CLIENT INVOICE PAYMENT INFORMATION Return To Main Menu Feeney Jeremy select an Existing Client from the drop down list Existing Clients Click the down arrow to see list of existing clients gt INVOICES to File No Paid Invoice Notes Invoice Ho Invoice Date Fees Fees GST Disb Dish GST Disb PST Invoice Total jm Ih he PR JE OO foo fo foo eo w ELF fred gems Arm e 8006 a foo Jeno mm ELF Psd omeane ke i8Nov2005 emm aa Fam mao ar eer K ES n a 16 Mar 2006 El hit gimi Divorce and Child Custody Feeney Jeremy Register Business Name Franklin amp As Feeney Jeremy Purchase of property at Lot 1 Cone 10 Feeney Jeremy Will for Joseph Franklin Feeney Jeremy Purchase of Condo Apt at 23 westo Feeney Jeremy Sale of Condo Apt At 23 Westford Dm Feeney Jeremy Purchase of property at 658 Baywiew O Feeney Jeremy STE Prenuptual Agreement l Feeney Jeremy GEI Trademark Search Franklin amp Assoc Feeney Jeremy PAYME 1018 Ss EE Feeney Jeremy File No Payment Date Payment Amount Payment Notes Last Updated Update
82. ing Address Note use Cil Enter to As Client Address put hard retum between fines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By Return to Main Menu E E EZ ismi MM ES E In either case a blank ADD A NEW CLIENT form will open on which you can enter the new client information and thereafter enter new file s for the new client The first new file information can be entered into the blank CLIENT FILE S space already visible To add additional file s click the New Files button to produce a new blank CLIENT FILE S space and then enter the new file information Notes The client s name must be entered first as all other items files dockets payments invoices etc are connected by the client name This ADD A NEW CLIENT form does not support the use of the mouse wheel Use of the mouse wheel to scroll down will simply scroll to a new blank form similar to when the form was first opened To return to the previous not blank form mouse wheel back up DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 EE Deleting Clients or Files In order to prevent the accidental deletion of clients or files clients and files cannot be easily deleted once they have been added to DocketEase If it does become necessary to remove Clients or Files you should contact DocketEase Technical Support for assistance in this regard DocketEase U
83. ion E Export To Word 2 Prepare Dockets Report this Client Prepare Ledger this Chent Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING chent from the Existing Clients drop down list OR Troe icti F Click down arrow to see list of existing clients gt Click the New Client button then enter new client information below eek own arrow to see list of existing clients Chent Hame Chent Ne futoNumber Contack Responsible Lawyer Sumame First Hame e Mr Smith Salutation Address Canada Street Address City T ovr Province Country Postal Code Tel Number s Fax Numbers eMail Referred By Date Became Client Prepare eMail to this Client re file BELOW HOTES re ay Last Updated Updated Hu CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select an EXISTING file from the Client Files list OF Click the New File button then enter file information ZE New File View Hide Due Dates Due Dates Client Files KE the down arrow to see list of c E File Description Gent Ret File Type Lawyer el F Buz Aid File Closed Date Closed Transter Moved Off Date Moved Off Site Facility D Ste L z Other People On File re conflict Notes re File Ailing Address Same Yes Ei OR Alternate Bill
84. is visible DocketEase Add Edit Client and File Information u Oj x File Edit Insert Records Window Help al Return to Main Menu fa Close REPORT ET Maximize Window Y Spelling Q Print Preview QQ Page Setup Print X Exit DocketEase F Help Tips hh Find LR Find Wext oS Replace l Sort Ascending Zl Sort Descending W Filter By Selection WK Remove Filter Sort wc Filter Excluding Selection Li Export To word Return To Main Menu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING client from the Existing Clients drop down list OR S icti Click down arrow to see list of existing clients Click the New Client button then enter new client information below New Client Ett Client Name Feeney Jeremy Client No 6 Contact Responsible Lawyer J oe Blow Y Surname First Name fie Mr Smith Salutation DP Feeney Address 789 Tenth Street Ottawa ON K1 K1K1 Street Address City T own Province Country Postal Code Tel Number s 567 8910 Fax Number s eMaillifeeney yahoo ca Referred By Date Became Client 07 Nov 2005 Prepare eMail to this Client re file BELOW NOTES re Client Last Updated 16 Mar 2006 Updated By Dough John CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this Fi
85. le Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select an EXISTING file from the Client Files list OR s I Click the New File button then enter file information below New File View Hide Due Datesi Client Files Click the down arrow to see list ofc z File Description Client Ref File Type Resp Lawyer Date Opened Divorce and Child Custody Family gt Joe Blow 12 Apr 2005 x File No Due Date Reminder Date Due Date Details Notes Resp Lawyer Completed Date Completed 1000 21 Apr 2006 14 Mar 2006 7 Sens Fin Statement to Opposing Couns e Blow ot bi lb of 1 Record id 1 OI al View Hide Due Dates DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 25 Then enter the new due date information in the blank due date space A new blank due date will automatically appear as soon as any information is entered into the previously blank due date Do not despair this new blank due date has no bearing does not exist for all intents and purposes unless due date information is entered into it Notes It is important to mark due dates completed as they are completed by entering a check mark in the Completed box field so that they will not thereafter appear on outstanding due date reports All due dates and reminder dates are included on the Client File information sheet see Client Fil
86. lient CLIENT INVOICE PAYMENT INFORMATION Select an Existing Client from the drop down list Existing Clients MON BILLABLE INVOICES to Black Consulting Inc File No Paid Invoice Hotes Invoice Ho Invoice Date Fees Feeq G SE E n a 16 Mar 2006 D Feeney Jeremy Wokeslon Howard a Record ol 1 eje of 1 PAYMENTS by File No Payment Date Payment Amount Payment Notes Last Updated Updated By i a i el i Record 14 4 di Il of 1 Drop Down List of Existing Clients uit Z DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 45 2 From the ADD EDIT CLIENT AND FILE INFORMATION form First select an existing client see View add or edit EXISTING Client and or File Information for additional information in this regard Once the desired client is visible in the CLIENT INFORMATION section in the upper half of the form click the Add Invoice Payment for Client button DocketEase Add Edit Client and File Information a ioj sl File Edit Insert Records Window Help EI Return to Main Menu m Close REPORT E Maximize Window Ne Spelling amp Print Preview L Page Setup Print WF Exit DocketEase 2 Help Tips ith Find IN Find West SE Replace EI Sort Ascending z Sort Descending wg Filter By Selection O Remove FilterfSort J Filter Excluding Selection E Export To Word 2 Return To Main M
87. lp E Return to Main Menu CH Close REPORT Maximize Window TA Spelling z2 Help Tips 2 d Find LN Find Mext G Replace 3 Sort 4scending 2 Sort Bescending D Export To Word CHANGE PASSWORD Enter Desired New Password twice then click OK User ID Hew Password Confirm New Password OF CANCEL New Password TTT T f f If either the New Password or Confirm New Password were left blank a message will appear advising accordingly Clicking the OK button will return you to the CHANGE PASSWORD form Microsoft Access xi Jl Access x Flease enter desired new Password Please confirm desired new Password DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 WER If the New Password and Confirm New Password do not match a message will appear advising Clicking the OK button will return you to the CHANGE PASSWORD form Microsoft Access x Mew Password and Confirm New Password DO NOT MATCH Please try again GENERAL TIPS REGARDING THE ENTERING OF INFORMATION Entering Dates Dates can be entered into a date field by clicking the date time picker to the right of the date field then selecting by clicking the desired date in the pop up calendar which will enter the selected date into the date field Date Closed Transfer 2 Moved Of NEE sa de ed site Date Became Client 24 Nov 20 Updated By GAS November 2005 a November 2005 fi
88. ly from the REPORTS Menu Client Address Label A client address label can be produced from the REPORTS Menu The address information can then be exported to Word using the Export to Word button on the Toolbar where it can be copied and pasted into another format as desired Annual Statistics Report An annual statistics report can be produced from the REPORTS Menu The information provided in this report is helpful in completing the Law Society Annual Report It sets out total time and percentage of time spent on each area of law in Ontario in other than Ontario in Real Estate and on Professional Development If this type of report is to be accurately generated it is important that non billable professional development time dockets be entered and that dockets not be purged for any given year until after this report is run The resulting statistics report can then be exported to Word using the Export to Word button on the Toolbar for editing or saving as desired DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 67 Note Additional reports can be created as required Contact DocketEase Technical Support for more information in this regard Viewing and Printing Built in Reports The production of certain reports will require the input of information by the user In this case when the report button is clicked you will be prompted for the required information i e client name file number d
89. mation FORM LETTERS Invoice by File Number Prepare an invoice for a particular selected file Invoice Cover Letter by File Number f Prepare cover letter on a particular selected file to send invoice to client Letter to Client blank by File Number Prepare blank letter to client on a particularfselected file to export to and compelte in word THESE FORM LETTERS ARE PROVIDED AS EXAMPLES THEY CAN BE CUSTOMIZED AS DESIRED AND OR OTHER FORM LETTERS CAN BE ADDED AS REQUIRED repare an Invoice For a particular File Pa NUM E Le P Invoice Cover Letter Prepare a cover letter to forward an invoice to a client on a particular file by entering the desired file number Blank Letter to Client Prepare a letter to a client on a particular file in which the body of the letter is blank but the client address salutation re line and signature block are entered This blank letter can then quickly be exported to Word for completion and saving DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 64 REPORTS There are a number of predefined reports in DocketEase These reports are available from the REPORTS Menu accessible from the DocketEase Main Menu by clicking the appropriate report button DocketEase REPORTS MENU E joj gt File Edit Insert Records Window Help ei Return to Main Menu Bm Close REPORT CT Maximize Window HS Spelling T Prin
90. n a networked environment the current back end data tables must be copied to a shared networked computer then the current single computer environment version can be uninstalled and the network environment version installed as outlined below It is highly recommended that you contact DocketEase Technical Support for assistance before attempting to change from a single computer environment to a network environment B In a multiple computer networked environment Installation in a networked shared environment is a two part process On the Server Shared Computer Create and share a folder that will contain the shared back end data file and then Copy the DocketEase back end file from the CD provided to the newly created folder On EACH User Computer Map Y drive to the shared network folder then run the DocketEase exe file on the CD provided The DocketEase front end file will be installed on the user s computer in C Program Files DocketEase and a DocketEase Icon shortcut will be added to the Windows Desktop for convenient access For assistance in setting up the network shared folder mapping the Y drive on the user s computers and installing DocketEase please contact DocketEase Technical Support DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 OPENING AND CLOSING DOCKETEASE To open DocketEase double click the DocketEase Icon shortcut on your Windows Desktop D
91. nfirmation x re you sure you wish to remove all dockets INVOICED ok Gre you sure you wish to remove all dockets INVOICED Dk prior to 01 Jan 2005 prior to 01 Jan 2005 DE ves no Cancel yes no Cancel ed No A subsequent message will appear confirm that dockets were or were not deleted as is the case Microsoft Access xi Microsoft Access Ei Al Dockets INVOICED prior to 01 Jan 2005 have been PERMANENTLY deleted Either the deletion request was not confirmed OR The date entered was mot in the correct Format dd romnmn yyyy or dd mmm vy NO DOCKETS HAWE BEEM DELETED Notes Dockets invoiced ON the entered date WILL NOT be deleted For example entering 31 dec 05 will ONLY delete dockets invoiced on or before December 30th and not those dockets invoiced on December 31st 2005 Once dockets have been deleted in this manner they CANNOT be undeleted If an Annual Statistics Report is to be accurately generated it is important that dockets not be purged for any given year until after this report is run see Annual Statistics Report for more information in this regard DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 390 PREPARING AN INVOICE An invoice can be prepared directly from the REPORTS and FORM LETTERS Menu or from the ADD EDIT CLIENT AND FILE INFORMATION form 1 From the REPORTS or FORM LETTERS Menus Click the Invoice by File Number button
92. nflict fields for a string of characters as specified in the search request DocketEase Add Edit Client and File Information z DI x File Edit Insert Records Window Help EI Return to Main Menu gw Close REPORT o7 Maximize Window SC Spelling Ei Print Preview QQ Page Setup E Print JA Exit DocketEase 2 Help Tips ith Find H Find Wert SE Replace l Sort fscending Sort Descending KE Filter By Selection Y Remove FilterfSort J Filter Excluding Selection E Export To Word Return To Main Menu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING aan from the Existing Clients drop down list OR z ett i J Click the Ble nt information below New Client SSS Ui Thei lient Ne Contact Responsible Lawyer Joe Blow Chent Hame vm Je Mr Smith Salutation Mr Feeney Address E Tenth Street Ottawa JON K 1K1 Street Address City T owr Province Count Postal Code Tel Number s 567 8910 Fax Numbers eMaillifeeney yahoo ca Referred By Date Became Client 07 Nov 2005 Prepare eMail to this Client re file BELOW NOTES re Client Last Updated 16 Mar 2006 Updated By Dough John CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoi
93. nge the printer Name to Acrobat Distiller e Click the OK button The file will be converted to pdf format A Printing message will appear briefly then the Save PDF File As window will open in front of the Printing message In the Save PDF File As window e Choose a Save In location e Enter an appropriate File Name for the new Acrobat file e Click the Save button DocketEase User Manual Daigle Computer Intuitions Inc 2005 Acrobat Distiller Properties Status Ready Type AdobePS Acrobat Distiller Where C iDocuments and Settingst ll UsersiDesktop pdf Comment Print to File Frint Range fe all Copies Number of Copies E Pages Erom To Z Collate Selected Records Setup Cancel TIPS zl oa printing File List Grouped by Client bo the Acrobat Distiller on C Documents and Settings All Cancel 2 x Save in E Mu Documents D s F PE A My Music My Photos My Recent Emy Pictures Documents 6 Desktop Mu Documents Fr My Computer WW _ File name au Active Report pdf D E Save ze Hee PDF files PDF D Cancel SE December 2005 20 EXPORTING ALL TABLES TO EXCEL At the click of a button all DocketEase data Clients Files Due Dates Dockets Invoices Payments etc can be exported to Excel spreadsheets This is handy for producing custom reports such as a report showing all GST collected on invo
94. ocketEase DocketEase will then prompt you for your User ID and Password enter your User ID and Password in the appropriate boxes and then click the OK button Note that the password IS case sensitive If you do not have a User ID or Password contact your DocketEase Administrator If you do not have a DocketEase Administrator and need assistance accessing DocketEase for the first time in order to set up Users and Passwords contact DocketEase Technical Support DocketEase DocketEase Login E D x File Edit Insert Records Window Help E EE Return to Main Menu Ga Close REPORT Maximize Window CH Spelling TA Print Preview 7 Help Tips an ith Find ER Find Mert e Replace EI Sart ascending z Sort Descending KE Filter By Selection Li Export To word 7 K deet d Eere ETEN Late e DOCKETEASE A Client File and Docket Managment System itt a E Verein ZU Version Release Date 10 Dec 7005 DocketEase is a Product of aigle Daigle Computer Intuitions Inc M COMPUTER E Dage Computar Jn afpos fac 2005 Tric Welcome to DOCKETEASE a database that makes tracking clients organizing files and managing dockets invoices and payments easy Access to the data in DocketEase is restricted by way pf User accounts and designated account access levels administrative edit or view only Please enter your User ID and Password to connect to DocketEase If you do not have or
95. ocketEase users DocketEase General Office Notes can be accessed by clicking the General Office Notes button on the DocketEase Main Menu Ej DacketEase Office Notes I _ x LES File Edit Insert Records Window Help E Return to Main Menu Ga Close REPORT CT Maximize Window Er Spelling amp Print Preview QQ Page Setup SS Print X Exit DocketEase 2 Help Tips g Find E Find West Se Replace Al Sort Ascending il Sort Descending Wy Filter By Selection GX Remove Filter Sart D Export To Word Return To Hain Menu GENERAL OFFICE NOTES SUBJECT NOTE P Cost I cents 0 10 per copy for Legal Aid Twenty five cents 0 25 per copy for non Leqgal Aid files a Cost me five cents 0 25 per page for Legal Aid One dollar 1 00 per page for non Legal Aid files Lawyer s Fees AAA 135 00 per hour Regular AND 67 00 per hour Legal Aid LR 110 00 per hour Regular Details Tax GST charged on everything fees and disbursements PST charged on long distance and stamps ONLY Keen access voice mail 245 0721 Password APERTE fiers Extensions Record 14 4 l LIL of 6 Subject TTT umf E DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 20 DOCKETEASE HELP Limited DocketEase help notes tips are available by clicking the Help File button on the DocketEase Main Menu These notes can be added to as desired by a DocketEase Administrator but can be view
96. ockets can be edited at any time by an Administrator or Editor but cannot be edited by a Viewer To edit an existing docket first locate the desired file s existing dockets as outlined in the Viewing and or Editing Existing Dockets section above All Outstanding Dockets for the selected file will be displayed in the lower half of the ADD EDIT DOCKETS form Then simply click on the information you wish to change and make the desired changes All docket information except Last Updated and Updated By can be modified When a docket is modified the Last Updated and Updated By fields change automatically to DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 O indicate the date and time when the docket was last modified and the name of the logged in user who made the change Creating New Dockets Dockets can only be added by Administrators and Editors To add a docket to a particular file first locate the desired files existing dockets as outlined in the Viewing and or Editing Existing Dockets section above All Outstanding Dockets for the selected file will be displayed in the lower half of the ADD ED T DOCKETS form If a blank docket does not immediately appear on the screen it is necessary to advance to the end of the Outstanding Dockets list to a blank docket this can be accomplished in a number of ways Drag the vertical scroll bar to the right of the Outstanding Dockets list to the bot
97. of very simple ways this can be accomplished e Manually copy the DocketEase data file DocketEase_be mdb to another networked computer or CD at the end of each day e Setup an automatic Windows Backup copy the DocketEase data file DocketEase_be mdb to another networked computer or CD at the end of each day e Export all data to Excel spreadsheets at the click of a button all data is exported to Excel spreadsheets which can then be printed or copied to diskettes or CD or stored on another computer e Run and print client file and docket reports on a regular basis Security e User specific access security In order to access DocketEase a userlD and password are required There are three user access levels built into DocketEase they are Administrator Can access edit everything users passwords picklists and data Editor Can create new entries clients files dockets etc and can view and edit existing entries and Viewer can view all entries but cannot edit anything Users can be easily added removed or changed by the DocketEase Administrator Users can change their own password as desired e Protection of Data from Direct Access The data portion back end tables of DocketEase are split apart from user portion front end forms and reports and password protected such that the data tables can only be accessed via the built in forms reports and cannot therefore be inadvertently tampered with This will h
98. ort To word Return To Main Menu SEARCHES bh Client Search by client name oh File Search by file description ea Client Search by client number dh File Search by file number bh Unbilled Docket Search by Client oh Inyoice Payment Info Search by Client hh Unbilled Docket Search by Lawyer d Spare Fields Information Search Cy Conflict Search ih Telephone Number Search hy Determine Next Available File Number bth Determine Next Available Transter Number Return to Main Menu ii MUM F You will then be prompted for a string series of characters to be searched Enter any part of the name to be conflict searched and then click the OK button or click the Cancel button to cancel the search request It is not necessary to enter the person s full name but keep in mind the more characters that are entered the more the chance of getting a clear specific search report Entering less characters will produce a report containing all files matching the entered characters anywhere in the three search fields If there are no files with names matching the string of characters entered a blank report will be produced Enter Parameter Yalue x enter any part oF name to be conflict searched cei The resulting conflict report can be printed by clicking the Print button on the Toolbar or can be exported to MS Word or MS Excel for editing or saving by clicking either the Export to Word or the Export to Excel b
99. pdated Updated By Return to Main Menu Es E KZ Sy PS MM l Ps A DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 e AE Then select a client from the pick list by either clicking once on the client s name in the pick list or by typing the first few letters of the client s name in the Existing Clients box which will cause the pick list to jump down the list to the first matching client name DocketEase Add Edit Client and File Information ioj si File Edit Insert Records Window Help E Return to Main Menu Cat Close REPORT P Maximize Window Ta Spelling Ei Print Preview AO Page Setup E Print JA Exit DocketEase J Help Tips ith Find H Find Mest SE Replace EI Sort Ascending z Sort Pescending wg Filter By Selection W Remove Filter Sork wc Filter Excluding Selection Li Export To Word Return To Main Menu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING client from the Existing Clients drop down list OF z ri Be ent Jeremi Click the New Client button then enter new client information below Jen ETE Existing Clients Client Name Chent Ne futoNumber Contact Black Consulting Inc Sumame First Hame De Mr Smith Brown Jackson Salutation Address Street Addres
100. rd or click on the desired file DocketEase Add Edit Dockets l x File Edit Insert Records Window Help EI Return to Main Menu Close REPORT Maximize Window T Spelling Ei Print Preview BQ Page Setup Print 8 Exit DocketEase 2 Help Tips dh Find IN Find Next Si Replace EI Sort ascending H Sort Descending ug Filter By Selection Y Remove Filter Sort wc Filter Excluding Selection Li Export To Word Return To Client Information Prepare Ledger this File Prepare Invoice this File ADD EDIT DOCKETS Return To Main Menu Prepare Dockets Report this File Existing Client Files We 2 Select an Existing Client File from the drop down list Professional Development MOM BILERBLE Client Hame Client Ho AutoN umb F Incorporation Black Conz 7 lnc Client Notes I Prenuptual Agreement Brown Jackso z Purchase of property at 617 East 39th Brown Jackson DK Wills Jackson Brown and Penelope D Brown Jackson 1014 Registration of Trade Mark Day s Desi Dap Sandra File Description File No 1015 Purchase of property at 888 Niagara St Day Sandra File Closed 1000 Divorce and Child Custody Feeney Jeremy 1001 Register Business Mame Franklin amp As Feeney Jeremy File Notes 1002 Purchase of property at Lot 1 Conc 10 Feeney Jeremy 1003 Will for Joseph Franklin Feeney Jeremy 1004 Will for Robert Bob Franklin brother a Feeney Jeremy 1005 Purchase of Condo Apt at
101. rk All As Docket Date Dish or Flat Rate Fees Invoiced voice Date Updated By 1000 Time Fees sl DA Letter to client re change to Codicil w E KS 10 Jan 2006 f 25 Nov 2005 e e Dough John 1000 Time Fees sz Meet with client to execute Codicil D epate evecule w Bee 10 Jan 2006 23 Nov 2005 Affidavit of Execution Letter to chent EE R 1000 Dish Court Filing Payment to Province of Ontario Court Services Division F RD 10 Jan 2006 l 30 Nov 2005 gt Cost 75 00 Dough John 1000 Dish Court Filing gt Payment to Ontario Court General Division Family v Iv JRD 19 Feb 2006 13 Dec 2005 fos SE Dough John a RI j i ege I 1 i dd ar ZOU e e a 3 Record Hl 1 BEEN 4 Notes re Client OE TT T uf ee Ei DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 33 Then enter the new docket information in the blank docket space A new blank docket will automatically appear as soon as any information is entered into the previously blank docket Do not despair this new blank docket has no bearing does not exist for all intents and purposes unless docket information is entered into it As information is entered into the new docket the Last Updated and Updated By fields change automatically to indicate the date and time when the docket was last modified and the name of the logged in user who made th
102. rk box and if desired enter an invoice number and invoice date All dockets on the Outstanding Dockets tab can be quickly marked as invoiced by clicking on the Mark All As Invoiced button and then entering an invoice number and date when prompted if desired rather than entering a checkmark in each Invoiced field and entering an invoice number and date for each docket Note It is not necessary to enter an invoice number or date when a docket has been invoiced and in fact may not be worthwhile if dockets are purged deleted on a fairly regular basis see Deleting Purging Old Already Invoiced Dockets for more information in this regard There may be a time when it is desirable to invoice only some of the existing unbilled dockets To do so do the following DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 34 Move the dockets that are not to be invoiced to the Previously Invoiced Dockets tab by entering a checkmark in the Invoiced field of those dockets see Moving Dockets from Previously Invoiced Dockets Back to Outstanding Dockets for assistance in this regard then Prepare the invoice for the file which will prepare an invoice for only those dockets remaining on the Outstanding Dockets tab refer to REPARING AN INVOICE for assistance in this regard then Mark those invoiced dockets currently on the Outstanding Dockets tab as invoiced
103. s City T ovr Tel Number s Fax Number s Referred By Date Became Client aj NOTES re Client CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Last Updated Updated By Select EXISTING file f the Client Files list DH 7 z S Click the New File Dan on i Gen VE below Hew File View Hide Due Dates Due Dates Client Files KE the down arrow to see list of c E File Description Gent Ret File Type Resp Lawyer Date F Legal Aid File Closed Date Closed Transter Moved OF Date Moved Off Site Facility L L 7 Site O z Other People On File re conflict Notes re File Billing Address Same es ki 0R Alternate Biling Address Note use Ctri Enter to As Chent Address put hard retum between ines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By D rop Down List of Existing Clients NUM ee DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 WER The ADD EDIT CLIENT AND FILE INFORMATION form wil then be populated with the Information of the selected client in the CLIENT INFORMATION section in the upper half of the form and the selected client s first file in the CLIENT FILE S section in the lower half of the form DocketEase Add
104. s Letters to Clients H II H LakekR e n bal Sa EEE Searches Chent Conflict Telephone Humber Hew File Number New Transfer Number General Office Notes Change Login Password a F P EN ae Li E 1 ii Sai oda ri Gd Ce Help File Manage PickLists Lawyers File Types Docket Types Manage User Accounts Add Remove Users Change User Password or User Access Level Change Lawfirm Information Address Telephone No Invoice Interest Hate GST Number etc Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired D ate Go To Clients and Files a E E E iss NUM s E DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 d The current Lawfirm information will show in the left hand column of the Change Lawfirm Information form To change a particular information item click in its corresponding space in the right hand column and enter the new correct information either then tab or click into another field to cause the change to be made The new correct information will then show in the left hand column of the Change Lawfirm Information form DocketEase Change Company Information Z ioj sl File Edit Insert Records Window Help x Return to Main Menu GC Close REPORT o Maximize Window we Spelling T Print Preview QQ Page Setup Print JA Exit DocketEase 2 Help Tips th Find d Find Wert ae Replace EI Sort Ascending z Sort Descending wg F
105. s Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING client from the Existing Clients drop down het DH New Client Existing Clients Click down arrow to see list of existing clients zl Click the New Client button then enter new chent information below Client Hame Feeney Jeremy Chent No 5 Contact Responsible Lawyer Joe Blow Surname First Name fie Mr Smith Salutation Mr Feeney Address E Tenth Street Ottawa JON K 1K1 Street Address City T owr Province Country Postal Code Tel Number s 567 8910 Fax Number s eMail feeney yahoo ca Referred By Date Became Client 07 Nov 2005 Prepare eMail to this Client re file BELOW NOTES re Ulentt Last Updated 16 Mar 2006 Updated By Dough John CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select an EXISTING file from the Client Files list EE OR r __New File Jess Due Dates Click the down arrow to see ist of c Click the New File button then enter file information below Men File File wiew Hide Due Dates IB Client Files Click the down arrow to see list of c File No File Description Client Ref Resp Lawyer Date Opened 1000 Divorce and Child Custo
106. s to build for business Franklin amp Assoc Billing Address Same es H 0R Alternate Biling Address Note use CiTl Enter to As Chrent Address put hard retum between lines in the address Spare text 50 char Spare text 750 char Spare text 250 char Last Updated Updated By 10 Feb 2006 Dough John The number of files matching your request are shown below To seg a peark e Record 14 4 1 k D of File Number orward Back arrows 5 SS SSES ES Ee Information can be edited on the Search Results forms by Administrators and Editors as applicable DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 62 FORM LETTERS DocketEase is capable of producing form letters for a particular file There are only two form letters available in DocketEase as delivered however other form letters can be added as required To access the available form letters click the Form Letters button on the DocketEase Main Menu and then click the appropriate form letter button DocketEase MAIN MENU Il sl LES File Edit Insert Records Window Help E EE Return to Main Menu Es Close REPORT Si Maximize Window 67 Spelling TA Print Preview Hl Page Setup g Print JA Exit DocketEase Z2 Help Tips HN Find LN Find Next an Replace EI Sort Ascending z Sort Descending KE Filter By Selection W amp Remove Hkerlort D Export To Word DOCKETEASE Ofk tigen KE
107. ser Manual December 2005 Daigle Computer Intuitions Inc 2005 E VIEWING ADDING EDITING AND MANAGING DUE AND REMINDER DATES An unlimited number of due dates and or reminder dates can be entered for each file Due dates and reminder dates can only be edited or added by Administrators and Editors To view existing due dates on a given file A Locate the desired file from the ADD EDIT or VIEW CLIENT AND FILE INFORMATION form see View add or edit EXISTING Client and or File information for more information in this regard OR B Search for the desired file by its file number using the File Search feature see File Search for more information in this regard In either case once the desired file information is on the screen click the View Hide Due Dates button to show existing due dates and reminder dates for the selected file To remove hide the file due dates in order to see the other file information click again the View Hide Due Dates button DocketEase Add Edit Client and File Information I ioj sl File Edit Insert Records Window Help EI Fe Return to Main Menu m Close REPORT Maximize Window SE Spelling amp Print Preview QQ Page Setup S Print WF Exit DocketEase 2 Help Tips dh Eind Ai Find Met A amp Replace l Sort 4scending z Sort Descending KE Filter By Selection Ge Remove FilterfSort wc Filter Excluding Selection D Export To Word Return To Main Menu Prepare Docket
108. sfer Number General Office Notes Change Login Password Help File Manage PickLists Lawyers File Types Docket Types Manage User Accounts Add Remove Users Change User Password or User Access Level Change Lawfirm Information Address Telephone No Invoice Interest Hate GST Number etc D E VW PEN n m vd i anon About DOCKETEASE Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired D ate Go To Clients and Files m KE iss NUM a E DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 38 Upon doing so you will be prompted for a date before which previously invoiced dockets should be deleted Enter the desired prior to invoice date and click the OK button to delete old dockets Clicking the Cancel button will cancel the purge request and no dockets will be deleted Enter Invoice Date fdd roirim yvyy Prior bo which Dk Dockets Are to be Deleted x KALL dockets which were INVOICED PRIOR to this date Peace will be deleted jan U5 After entering a date and clicking the OK button you will be prompted for a confirmation for the docket deletion which confirmation will quote the deletion date requested for a final check Enter Yes to confirm the docket deletion or No to cancel the docket deletion Leaving the confirmation box blank will constitute a No response and dockets will not be deleted Docket Deletion Confirmation S3lpoocket Deletion Co
109. ss Telephone No Invoice Interest Rate GST Number etc a a a a a a a g a About DOCKETEASE Purge Old Dockets Remove Delete Dockets Invoiced Prior to a Desired Date Go To Clients and He TT I T f DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 44 This will open the CLIENT ACCOUNT PAYMENT INFORMATION form below which will NOT immediately display any client account or payment information To select an existing client click the down arrow in the Existing Clients box to reveal a pick list of existing clients in alphabetical order If you know the name of the desired client you can thereafter type the first few letters of the client name in the Existing Clients box while the pick list is visible which will cause the pick list to jump down the list to the first matching client Then either type the Enter key on your keyboard or click on the desired client DocketEase Invoice and Payment Information for Client z ioj x File Edit Insert Records Window Help E Return to Main Menu a Close REPORT CT Maximize Window SC Spelling E Print Preview Hl Page Setup Print Exit DocketEase 2 Help Tips ith Find iN Find Next SE Replace Sort Ascending Sort Descending WE Filter By Selection D Remove Filker Sork w Filter Excluding Selection BF Export To Word Si E z A S Return To Main Menu Return To Chent Information Prepare Ledger Report this C
110. t interest E changed on outstanding accounts atthe rate of 3 6 per year Interest will be applied commencing onthe SUth day after the date the invoice is Esued DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 43 ENTERING INVOICE AND PAYMENT INFORMATION Invoices rendered are NOT entered into Invoice and Payment Information automatically Therefore once an invoice has been finalized it is necessary to enter the invoice information into Invoice and Payment Information in order to be able to produce accurate Invoice Payment reports Invoices rendered and payments received can be entered directly from the Main Menu or from the ADD EDIT CLIENT AND FILE INFORMATION form 1 From the Main Menu Click the Invoice Payment Information button DocketEase MAIN MENU I ioj gt LES File Edit Insert Records Window Help Add New Client Dockets Add 7 Review Z Manage Z Print Invoice and Payment Information Add Review Manage Print Reports File Lists Dockets Lists Invoice Invorce Payment Ledgers Client Labels See Form Letters Letters to Clients Searches Chent Conflict Telephone Number New File Number New Transter Humber General Office Notes Change Login Password Help File Manage PickLists Lawyers File Types Docket Types Manage User Accounts Add Remove Users Change User Password o User Access Level Change Lawfirm Information Addre
111. t Preview BQ Page Setup Zb Print gt Help Tips SS i Find E Find Next SR Replace l Sart scending z Sort Pescendimg KE Filter By Selection Y Remove Filter Sark D Export To Word es Return To Hain Menu REPORTS Pa h Client and File Lists Docket w I P Reports For a particular day a particular lawyer a particular client or a particular file edger Reports Invoices and Payments For all clients for a particular chent or for a parricular file Due Date Reports Outstanding Due Dates and Reminder Dates For a 7 day period or a 31 day period S Invoice Reports Unpaid Invoices Form Letters Letters to Clients MISCELLANEOUS REPORTS Invoice by File Number Prepare an invoice for a particularfselected file File Information Sheet for file fly Client Address Label Law Society Annual Report Statistics for a particular professional Ontario Other than Ontario Real Estate Professional Development l eje Le Export Clients Files Dockets Invoices and Payments to EXCEL To My Documents DocketEaseClients xls DocketEaseFiles_xls DocketEaseDockets xls DocketEaselnvoices xls and DocketEasePayments xls etc REPLACES ANY EXISTING FILES WITHOUT PROMPTING Return to Main Mem WM zg DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 65 Client and File Lists Various client and file list formats are available from the REPO
112. t is necessary to enter the invoice information into Invoice and Payment Information See ENTERING INVOICE AND PAYMENT INFORMATION for details in this regard DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 Sample Invoice hdarch 15 2006 Feeney Jeremy ZG Tenth Street Lan a ON Kikiki 42 Your Arm Name Your Finn s Street Address Your Firms City Province Your Firm s Posta Code Your Finn s Telephone Number and Fax Number Invoice 2006 104 GG Te Your ST Number Re Purchaseof Condo Apt at 23 Westford Drive Apt S02 Otawa ON Our File Ho 1005 To professional fees for 14 Now 2008 Telephone conversation with client UL 20 29 Hoy 2005 Telephone conversation with client 0 10 13 Bec 2008 Telephone conversation with client re possible UL OU arrangementwuith hush S0 How 2005 H ebwworking dis court 25 00 0 80 hrs 60 00 per hr 46 00 Total Fees 23 00 GST o oan Fees 1 61 Disbursements Courts Filing costs 50 00 Long Ditance 1 50 Fhotocopy Fe 00 Stamps fo 50 Total Disbursements Op DU GST a ari Disbursements 4 06 PST 8 o 0n Applicable Disbursement T 8 INVOICE TOTAL Ber 4g YOUR FIRM MAKE Fer Jane Doe E E Cheques paid on account should be made payable to Your Firm Name retainer cheques should be made payable to Your Firm Name In Trust Payment is due when this invoice is rendered to you Pursuant to the Solicitor Ac
113. tainer P1 DOU OU 18 Nov 2005 Payment of 17 Aug 2005 Invoice D1 60 50 12 Dec 2005 Payment of 19 Jul 2005 Invoice p31 U Payments Total 1492 20 Balance Owing 871 40 File Nao 1001 File Description Register Business Name Franklin amp Assoc Balance Owing 0 00 File No 1002 File Description Purchase of property at Lot 1 Conc 10 RR1 Dunrobin for business Balance Owing 0 00 DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 54 Sample File Invoice Payment Report File InvoicelPaymentiTrust Ledger CLIENT Feeney Jeremy FILE NO 1000 FILE DESCRIPTION Divorce and Child Custody INVOICES Invoice Date Invoice No fnvaeice Noles 19 Jul 2005 nis 17 Aug 2005 n a 15 Mov 2005 n a Paid trom retainer Invoices Total PAYMENTS Payment Date Payment Notes 13 5e p 200 Deposit in trust Retainer 18 M ov 200 Payment of 17 Aug 2005 Invoice 12 0 ec 200 Payment of 19 Jul 2005 Invoice Payments Total Balance Owing DocketEase User Manual Daigle Computer Intuitions Inc 2005 Fees f300 00 100 00 100 00 500 00 Dish P10 00 50 00 20 00 80 00 Taxes Total Peart 2170 331 70 F 1050 160 50 Ml BD 128 60 M 4080 670 80 Payment Amount 1 000 00 160 50 331 70 1492 20 871 40 December 2005 _ 55 RUNNING A CONFLICT SEARCH A conflict search will search through all Client Name all File Description and Other People On File re co
114. te Jane Doe 23 Mow 2005 B Ez Aid File Closed Date Closed Transfer Moved Off Date Moved Off Site Facility EI T Site D Ofer People On File re conflict Notes re File ka Billing Address Same Yes 0R Alternate Biling Address Note use Cirl Enter to As Client Address put hard return between fines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated 07 Dec 2005 Dough John Updated By Drop Down List of Files For Current Client tm DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _16 A prompt will appear advising that the next available file number will be auto generated Click the OK button to proceed Generate Next Available File Sumber x x You must enter a File Number to create this new File Click the OK button to determine the next available File Number DocketEase will then display the last used file number and the next available file number i e the file number to be used for the new file Clicking the OK button will create the new file and enter the new file number in the file number field of the ADD EDIT CLIENT AND FILE INFORMATION form Clicking the CANCEL button will cancel the creation of the new file and return to the ADD EDIT CLIENT AND FILE INFORMATION form J DocketEase New File Number III LES File Edit Insert Records Window Help E Return to Main Menu m Maximize Window ae Spelling
115. the Search Results form which indicates the total number of records located which match the search criteria To move from one item record i e client or file to the next click the Forward Back arrows in the navigation bar at the bottom of the form Dockettaee File Information lU x File Edit Insert Records Window Help mj gt Return to Main Menu ge Close REPORT o Maximize Window Ke Spelling TA Print Preview QU Page Setup E Print 8 Exit DocketEase 2 Help Tips dh Find E Find Mest ae Replace lh Sort Ascending mil Sort Descending Ke Filter By Selection a Remove Filter Sort w Filter Excluding Selection W Export To Word ei Return To Main Menu Return To Searches Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client FILE SEARCH RESULTS Client Name Feeney Jeremy VYiew Hide Due Dates Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File File Description Gent Ref File Type Resp Lawyer Date Opened Purchase of property at Lot1 Conc 10 RR Dunrobin or busir Real Estate John H Dough 23 Aug 2005 File Closed Date Closed Transter 2 Moved Off Date Moved Off Site Facility g EI T Site TJ Ofer People On File re confiict Notes re File Robert Bob Franklin brother and business partneri Commercially zoned property intent
116. tion or the Client Account Payment Information forms Unbilled Dockets by Client Search Locate all unbilled dockets for a particular client on all of that client s files by entering a string of characters which exists somewhere in the Client Name field but which are not necessarily the first letters of the clients name This may be faster than searching through the Existing Clients list on either the Add Edit or View Client and File Information or the Add Edit or View Dockets forms This is particularly handy when you wish to see a list of ALL dockets for a particular client without having to check each of the client s files individually Unbilled Dockets by Lawyer Search Locate all unbilled dockets for a particular lawyer by entering the lawyer s initials This is particularly handy when trying to determine which files should be invoiced Telephone Number Search Locate the client belonging to a particular telephone number where the telephone number is in either the Telephone Number or Fax Number fields by entering any part of the telephone number This is particularly handy when trying to reconcile and docket long distance charges DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 59 To access these built in searches click the Searches button on the DocketEase Main Menu FJ DocketEase MAIN MENU joj sl S File Edit Insert Records Window Help E Return to Main Menu m Close REPO
117. tom such that the last blank docket is visible OR Click the New Record button ra which will cause the list to jump to the last blank docket OR Click on any existing docket and then tap the Page Down key on your keyboard until the last blank docket is visible DocketEase Add Edit Dockets ioj gt LES File Edit Insert Records Window Help Return to Main Menu gw Close REPORT oO Maximize Window 1a Spelling TA Print Preview AO Page Setup Print 7A Exit DocketEase 7 Help Tips dh Find E Find West SE Replace l Sort scending z Sort Descending K Filter By Selection GK Remove Filter Sort W Filter Excluding Selection D Export To word Return To Client Information Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File ADD EDIT DOCKETS Return To Main Menu Select an Existing Client File from the drop down list Existing Client Files Click the down arrow to see list of client files r Client Hame Feeney Jeremy Client Ho B Responsile Lawyer Client Joe Blow Clent Hotes k Motes re Client File Descnption Divorce and Child Custody File No Do Responsile Lawyer File Joe Blow File Closed Z Legal Aid TI FileType Family File Notes OUTSTANDING DOCKETS PREVIOUSLY INVOICED DOCKETS File No Type of Docket Time __ Docket Description GST PST Resp invoiced voice No Last Updated Hee Lawyer a
118. ual December 2005 Daigle Computer Intuitions Inc 2005 _15 Notes 1 These screens are called forms because like a paper form there are generally places boxes in which to enter information The boxes in which information is entered are called Fields but are commonly referred to as boxes or cells 2 Most DOCKETEASE forms do not support the use of the mouse wheel In this case use of the mouse wheel to scroll down will simply scroll to a new blank form similar to when the form was first opened To return to the previous not blank form mouse wheel back up Adding a new File New files can only be added by Administrators and Editors To add a new file for a particular existing client first locate the desired client as outlined in the View add or edit EXISTING Client and or File information section above The first existing file for the selected client will automatically appear in the CLIENT FILE S section in the lower half of the form Then click the New File button in the CLIENT FILE S section DocketEase Add Edit Client and File Information File Edit Insert Records Window Help EE Return to Main Menu E Close REPORT J Maximize window Jr Spelling T i Print Preview BQ Page Setup Sperint X Exit DocketEase Z Help Tips d Find Find Mest Replace Zi l Sort Ascending 2 Sort Descending ig Filter By Selection 3 Remove FilterfSort vW Filter Excl
119. uding Selection D Export To Word 2 Return To Hain Menu Prepare Dockets Report this Client Prepare Ledger this Client Add Edit Invoices Payments this Client ADD EDIT CLIENT AND FILE INFORMATION CLIENT INFORMATION Select an EXISTING client from the Existing Clients drop down list OR e icti Click down arrow to see list of existing clients gt Click the New Client button then enter new client information below New Client eee ich down arrow to see list of existing cients Client Name Feeney Jeremy Client No E Contact Responsible Lawyer Joe Blow Surname First Mane fie Mr Smith Salutation DP Feeney Address 729 Tenth Street Ottawa JON KIKIKI Street Address L itu T own Province Country Postal Code Tel Number s 567 8970 Fax Number s eMailliteeney yahoo ca Referred By Date Became Client 07 Hov 2005 Prepare eMail to this Client re file BELOW NOTES re Client Last Updated 16 Mar 2006 Updated Bu Dough John CLIENT FILE S Add Edit Dockets this File Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File Prepare Form Letter this File Select an EXISTING file from the Client Files list Click the New File button then enter file eege E C asp H View Hide Due Dates Client Heel d File No File Description Cent Ref File Type Resp Lawyer Date Opened 1007 Purchase of property at 558 Bawiew Drive Constance Bay ON Real Esta
120. ustody Family Joe Blow 12 Apr 2005 Legal Ard File Closed Date Closed Transter Moved Off Date Moved Off Site Facility 06 Sep 2005 71002 Site 07 Nov 2005 Boyds Other People On File re conflict Notes re File Char Sheen 6 witel Joe Smith amp wife s new partneri Billing Address Same Yes H e OR Alternate Ailing Address Note use Ctrl Enter to As Client Address put hard retum between ines m the address Sparel text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By 12 Mar 2006 Dough John Drop Down List of Existing Clients maf Lo DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 eg ADDING OR EDITING DOCKETS Time Flat Fees or Disbursements Viewing Existing Dockets Existing dockets can be viewed by all DocketEase users To view existing dockets on a given file A Locate the desired file from the ADD EDIT CLIENT AND FILE INFORMATION form see View add or edit EXISTING Client and or File information for more information in this regard then click the Add Edit Dockets this File button DocketEase Add Edit Client and File Information i iol sl File Edit Insert Records Window Help Return to Main Menu CH Close REPORT Sei Maximize Window SC Spelling Ei Print Preview BQ Page Setup o GHP Print JA Exit DocketEase 7 Help Tips ith Find H Find Mest a Replace l Sort Ascending z Sort Desc
121. utton on the Toolbar DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 ZE Subsequent conflict searches can be requested by clicking the New Search button DocketEase Conflict Search Results I e DI gt LES File Edit Insert Records Window Help P x Return to Main Menu Ga Close REPORT E Maximize Window Ga Spelling a Print Preview QQ Page Setup d Print oO Exit DocketEase Z Help Tips a TES af EN Find LR Find Next ae Replace zl Sort scending ll Sort Descending z Filter By Selection SC Remove Filter Sortl W Export To word Z Export to Excel Return To Main Menu Return To Searches Menu NewSearch Your Conflict Search Produced the Following Clients s Files s A Responsihle File No Client Name File Description File Type Lawyer Other People Named in File Th Feeney Jeremy Register Business Name Franklin amp Corporate John F Gough Robert Bob Franklin brother and business ASsoc partner 1002 Feeney Jeremy Purchase of property at Lot 1 Conc Real Estate John PR Gough Robert Bob Franklin brother and business 10 Rb Dunrobin for business partner 1004 Feeney Jeremy will for Robert Bob Franklin brother Estate Joe Blow and business partner 1009 Feeney Jeremy Trademark Search Franklin amp 4ssac Misc Joe Blow Robert Bob Franklin brother and business partner gt Record 14 4 1 L oF 4 File Number NUM E
122. ved Date Moved Off Site Facility D Site z Other People On File re conflict Notes re File Billing Address Same es OR Alternate Biling Address Note use Cil Enter to As Client Address put hard retum between ines in the address Spare text 50 char Spare text 150 char Spare text 250 char Last Updated Updated By Return to Main Menu E ES NUM SS E A OR DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _28 B Search for the desired file by its file number using the File Search feature see File Search for more information in this regard then click the Add Edit Docket s for this File button DocketEase File Information ioj si File Edit Insert Records Window Help lej x Return to Main Menu Close REPORT o Maximize Window Aid Spelling Ei Print Preview EQ Page Setup Print Exit DocketEase 72 Help Tips ith Find d Find Next S Replace ell Sort 4scending mall Sort Descending K Filter By Selection GC Remove Filter Sort w Filter Excluding Selection Li Export To Word Sr Return To Main Menu Return To Searches Prepare Dockets Report this Chent Prepare Ledger this Client Add Edit Invoices Payments this Client FILE SEARCH RESULTS Client Hame Feeney Jeremy View sHide Due Dates Add Edit Dockets this File A Prepare Dockets Report this File Prepare Ledger this File Prepare Invoice this File
123. which when clicked produce a menu of available functions A wheel on a computer mouse located between the left and right click buttons which when rolled causes the information on the screen to scroll A drop down list of possible values for a given field A pick list is provided when the value for the field is to be limited to particular items A pick list helps to ensure that the value that is entered in a field is correct A question about the data stored in the tables or a request to perform an action on the data A query can bring together data from multiple tables to serve as the information source for a form or report A group of Fields relating to a specific database item A report is an effective way to present data in a printed format The creator of a report has control over the size and appearance of a report so the way the information is presented is very flexible Most of the information in a report comes from an underlying source table Other information in the report is stored in the report s design December 2005 Daigle Computer Intuitions Inc 2005 8 Shortcut An icon generally on the Windows Desktop which links to a file item saved elsewhere on the computer or network Shortcuts are distinguishable from the original P e item by a small black arrow in the lower left corner of the icon Deleting a Shortcut does not delete the item to which the shortcut points Table A coll
124. will therefore be blank In this case click the Return to Main Menu button on the Toolbar which will open the DocketEase Main Menu The Close Report button on the Toolbar is there to close reports which do not have a Return to Main Menu button on them DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 10 MANAGING CLIENTS AND FILES Viewing adding or editing EXISTING Client and File information To view add or edit Client and or File information for an EXISTING client or file click the Clients and Files button on the DocketEase Main Menu screen form E DocketEase MAIN MENU E e D x S File Edit Insert Records Window Help E Return to Main Menu m Close REPORT Maximize Window ae Spelling amp Print Preview L Page Setup d Print WF Exit DocketEase 7 Help Tips gh Find aN Find Next De Replace EI Sart Ascending z Sart Descending wg Filter By Selection W Remove Filber Sort Li Export To word i DOCKETEASE A Client File and Docket Managment System Clients and Files Add Review 7 Manage Add New Client Dockets Add Review Manage Z Print Invoice and Payment Information Add Review Manage Print Reports File Lists Dockets Lists Invoice Invoice Payment Ledgers Client Labels Form Letters Letters to Clients Searches Clent Conflict Telephone Number New File Number New Transfer Humber General Office Notes Change Login Password Help
125. yer Mark All As Docket Date Disb or Flat Rate Fees Invoiced voice Date Updated By 1000 Time Fees UA Letter to client re change to Codicil v Bes ki 10 Jan 2006 25 Mov 2005 e Dough John 1000 Time Fees 02 Meet with chent to execute Codicil prepare execute V Bes gt 10 Jan 2006 gN ov 2005 Affidavit of Execution Letter to client Do EA 1000 Dish Courts Filing e Payment to Province of Ontario Court Services Division w I Bes 10 Jan 2006 30 Nov 2005 foot 75 00 Dough John 1000 Disb Courts Filing e Payment to Ontario Court General Division Family w F JRD gt 19 Feb 2006 13 Dec 2005 gt oot 100 00 Dough John 1000 gt v ki 16 Mar 2006 e x Record 14 4 1 r gt of 4 Notes re File Bs NUM L DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 36 Moving Dockets from Previously Invoiced Dockets Back to Outstanding Dockets A docket can be moved from PREVIOUSLY INVOICED DOCKETS back to OUTSTANDING DOCKETS simply by removing the Invoiced checkmark It is recommended that the Invoice Number and Invoice Date also be removed deleted if applicable DocketEase Add Edit Dockets gt LES File Edit Insert Records Window Help EI EE Return to Main Menu gw Close REPORT go Maximize Window Spelling Ei Print Preview BQ Page Setup Print 8 Exit DocketEase 72 Help
126. ything Users can only be added removed or changed by the DocketEase Administrator To add change or remove a DocketEase user click the Manage User Accounts button on the DocketEase Main Menu DocketEase MAIN MENU O x File Edit Insert Records Window Help E Return to Main Menu m Close REPORT Maximize Window v Spelling amp Print Preview BQ Page Setup Print WF Exit DocketEase 7 Help Tips gh Find LR Find Next ae Replace EI Sart Ascending z Sart Descending wg Filter By Selection W Remove Filber Sort E Export To word z DOCKETEASE a PPE Ki EE Ei ps a ir MN WG Si i d Fi q d d T aus SH S ook H Schi A Client File and Docket Managment System Clients and Files Add Review Manage Add New Client Dockets Add Review Z Manage Print Invoice and Payment Information Add Review Manage Print Reports File Lists Dockets Lists Invoice Invoice Payment Ledgers Client Labels Form Letters Letters to Clients Searches Clent Conflict Telephone Number Hew File Number New Transfer Number General Office Notes Change Login Password Help File H x Manage PickLists Lawyers File Types Docket Types CH Manage User Accounts Add Remove Users Change User Password or User Access Level Change Lawfirm Information Address Telephone No Invoice Interest Rate GST Number etc e EL About DOCKETEASE
127. zl Sort Ascending Z Sort Descending W Filter By Selection WK Remove Filter Sort r Filter Excluding Selection Li Export To word Return To Client Information CT Prepare Ledger Report this Client JD CLIENT INVOICE PAYMENT INFORMATION Feeney Jeremy EE Existing Clients Click the down arrow to see ist of existing cients el INVOICES to Feeney Jeremy File No Paid Invoice Notes Invoice No Invoice Date Fees Fees GST Disb Disb GST Disb PST Invoice Total Psdmonman Ke F scage ToGo von sanoo sao fon ET fret a 03Feb206 Jam om um um nm Ram Record IM JI rrlnulrsle Al Be PAYMENTS by Feeney Jeremy File No Payment Date Payment Amount Payment Notes Last Updated Updated Bu 18 Nov 2005 wf 6050 fPaymentof17Aug2005Invoice Fee auch Job fi2Dec 2005 wf 331 70 Pamenof19Ju2005Invoce MFE Dough Jon DpMa2m wh fC H Record 14 4 1 P gt t r of 3 Return toMain Mend SESS lu DocketEase User Manual December 2005 Daigle Computer Intuitions Inc 2005 _ 52 Sample All Clients and Files Invoice Payment Report Invoice Payment Ledger All Clients CLIENT Black John Fife Mo 1016 File Description Purchase of property at 999 Borland Dr Ottawa ON Balance Owing 0 00 CLIENT Brown Jackson Fife No 1011 Fife Description Prenuptual Agreement Balance Owing 0 00 File Mo 1012 File Deseriplon Purch

USER MANUAL

Contents

Download Pdf Manuals

Related Search

Related Contents