Juris Aware Module

Aware Module

For CompuLaw Vision

Juris Aware Module

For CompuLaw Vision

Introduction / 1
Installation
Vision Setup / 1
1
Timekeepers / 2
Clients / 3
Matters / 4
Other / 5

Juris Aware Module for Compulaw Vision

Juris® and Compulaw® are registered trademarks.

Published September, 2002 by Juris, Inc.

INTRODUCTION

The Juris® for Next Generation Systems Aware Module For CompuLaw Vision is designed to be used with CompuLaw’s Vision Docket and Critical Date Management System©. Once CompuLaw Vision and the Juris Aware module have been installed, Juris automatically becomes ‘aware’ that Vision is installed. Additional Vision information may then be entered and maintained in Juris Timekeeper and Client/Matter Tables and automatically interfaced to Vision. Vision is licensed separately from CompuLaw.

Note: The installation of the Aware Module does not populate Vision Tables for Timekeepers and Clients/Matters already set up in Juris. Please contact CompuLaw for related services.

INSTALATION

Once you have loaded Juris and CompuLaw Vision and installed the Juris Aware module license, you must establish the interface between CompuLaw Vision and Juris.

Confirm that CompuLaw Vision is working properly. (For assistance with installation of CompuLaw Vision, please refer to CompuLaw’s Vision documentation.) Once you have determined that CompuLaw Vision is set up correctly, locate the CompuLaw.ini file. In most cases it is located in the VISION or VISION SQL directory. Copy that file and place into the …\BIN directory. If you have updated from Vision98, please make sure you have the newest CompuLaw.ini file in your ..\BIN directory. By placing this file in that directory, Juris will be able to determine where the Vision data files are located.

Note: Juris can interface with both Vision 98 and Vision SQL. The CompuLaw.ini file tells which version is loaded. For Vision SQL, there is a value in the CompuLaw.ini referenced as Connection String. That value lets Juris know that the SQL version of CompuLaw Vision is installed.

Example of Connection String:

[Connection String]

DBCONNECT=Driver={SQL Server};Server=JURIS_NT\VISIONSQL;Database=CompuLaw

VISION SETUP

In order to access Vision interface forms in Juris, the Juris user must also be a Vision user. The Vision user initials must be the same as the Juris user ID. However the passwords may be different. In addition, Client/Matter interface screens cannot be completed without the entry of a Vision Matter Type (Practice Class) code. For assistance in setting up Vision Users and Matter Type codes, and for all questions regarding the installation and usage of Vision, please refer to CompuLaw’s Vision documentation.

TIMEKEEPERS

When Juris Timekeepers are added and/or edited and the Timekeeper form is saved, the Vision Timekeeper interface form is opened as shown below. The Timekeeper Name must be unique within Vision.

Timekeeper Initials and Name default from the Juris Timekeeper form. The Vision Timekeeper form may be completed here or in Vision. If desired, enter or select valid Department and Office Codes. Department and Office codes are entered and maintained through Vision. A Rank number (0-999) may be entered. You may also select the Timekeeper’s normal Work Days. Default Work Days assume Monday – Friday. A Timekeeper may optionally be marked as Active(with the check mark in place) or Inactive (by removing the check mark). The setup and use of these fields is discussed in Vision documentation and on-line Help. Select Save when completed.

CLIENTS and CLIENT BILLING ADDRESSES

When Juris Clients are added and/or edited and the Client form is saved, the Vision Client interface form is opened as shown below. The Client Nickname must be unique within Vision.

The Client Name, Contact, Phone (#1) and Client # default from the Juris Client form/Client Nickname, Contact, Phone and Client Code. The Vision Client form may be completed here or in Vision.

Client Address lines 1-3, City, State and Zipcode may be added. However when Juris Client Billing Addresses are added, one Client Billing Address may be selected as the Client’s Primary Address.

Once selected, Address lines 1-3, City, State and Zipcode on the Vision Client form are updated from the Primary Address from Juris. This form is also updated when changes are made to the Primary Address in Juris. Select Save when completed.

In addition, matter forms of Matters linked to this address, are automatically updated.

MATTERS

When Juris Matters are added and/or edited and the Matter form is saved, the Vision Matter interface form is opened as shown below. The Matter Nickname must be unique within Vision. The form consists of two panels.

DOCKET

The Client Name, Matter Name, File #, and Date Opened default from the Juris Client/Matter forms/Client Nickname, Matter Nickname, Client Code, Matter Code, and Date Opened. The Vision Matter form may be completed here or in Vision.

A Matter Type must be selected. Based on Vision setup, the Docket Number may be generated automatically. If desired, enter or select valid Location, Extension, Other Field, Dkt Codes # 1 and #2, Manager (primary Timekeeper), Timekeepers (1-6) and Rules Sets. Fields are also provided to flag the Matter with Special flag, Inactive and/or Auto Insert Document #s. The setup and use of these fields is discussed in Vision documentation and on-line Help. Select Save when completed.

OTHER

All fields on the Matter Other panel, except the Juris Link Address, default to the Vision Client form. The Juris Link Address allows the selection of the Client’s Primary Address. If a Matter’s address is linked, this form is automatically updated when changes are made to the Client’s Primary Billing Address. If not linked, the address form will not be updated. The Vision Matter form may be completed here or in Vision. Select Save when completed.

Juris Aware Module for CompuLaw Vision / 1

Juris Aware Module

Aware Module