Legal Suite
User Manual
(Desktop Version)
User Manual:
Legal Suite (Desktop Version)
Table of Contents
Installing Legal Suite……………………………………………………………1
System Requirements
Installing Full Version for Windows
Installing Full Version for Macintosh
Installing Update for Windows
Installing Update for Macintosh
Upgrading to the Server Edition -Windows
Upgrading to the Server Edition - Macintosh
Upgrading to the Web Server Edition - Windows
Upgrading to the Web Server Edition - Macintosh
Getting Started / Legal Suite (Mac/Win)………………………………………3
Starting Legal Suite - Windows
Starting Legal Suite - Macintosh
Legal Suite Interface
Entering Your First Data
Registration……………………………………………………………………….5
Registering the Legal Suite
Renewing for Technical Support & Updates
i
TABLE OF CONTENTS-CONTINUED
Preferences / Application Setup………………………………………………….6
Entering your information
Formats
Custom - Custom Fields
Email Settings
FTP Settings
Splash Screen
Drop Down Lists
Display & Print Settings
Logo/Letterhead
Show Text Info Vs. Show Banner on Reports
Password protection
License & Version
Cases…………………………………………………………………………….12
Select Proper Legal Screen
Add Client
Tabbed Panels
Add Payment
Add Charge
Add Late Fees
Print Client Statement
ii
TABLE OF CONTENTS-CONTINUED
Forms: Managing Client Forms
Searching
Sorting
Printing
Printing Labels
Client Status
Save Client
Delete Client
Address Book / Contacts………………………………………………………23
Adding Contacts / Vendors
Tabbed Panels
Forms: Managing Contact / Vendor Forms
Searching
Sorting
Printing
Printing Labels
Delete Contacts / Vendors
Finance / Cash Flow Report…………………………………………………….28
Create Account
Adding Transactions
Linking Property Address to Transaction
iii
TABLE OF CONTENTS-CONTINUED
Editing Transaction
Deleting Transaction
Search Transactions
Print Register / Cash Flow Report
Print Checks
Mobile Module / Palm, PocketPC & iPhone…………………………………30
Palm
PocketPC
Contact Support…………………………………………………………………31
Emailing Support
Support Portal
Support Services
User References Manuals
Forms / Mail Merge Forms……………………………………………………31
Add Form
Printing Forms
Emailing Forms
Import Form
Export Form / Save Form
Placing Client Fields on Form
Placing AddressBook Fields on Form
iv
TABLE OF CONTENTS-CONTINUED
Placing Staff Fields on Form
Delete Form
To Dos……………………………………………………………………………33
Add ToDo
Delete ToDo
Print ToDo
Staff………………………………………………………………………………34
Add Staff
Delete Staff
Status / Schedule / Instant Message
Messages…………………………………………………………………………35
Add Message
Message Status
Assigning Repair Fix Status
Delete Message
Print Message
Courts…………………………………………………………………………….36
Add Court
Delete Court
Calendar…………………………………………………………………………37
Viewing Dated Events
v
TABLE OF CONTENTS-CONTINUED
Schedule………………………………………………………………………….37
Creating Events
Moving Events
Resizing Events
Coloring Events
Tabbing
Calendar Navigation
Delete Event
Reports…………………………………………………………………………39
Generating Reports
Generating Report with Print Preview
Pictures / Images Processing……………………………….………………….40
Importing Pictures
View Pictures
Problem Importing Pictures
Can't Import Pictures
Data / Importing & Exporting………………………………………………….40
Importing Data
Exporting Data
Copy Data File
vi
TABLE OF CONTENTS-CONTINUED
Backup Data (Manually)...... ……..…...... ……………….43
Backup Data (Local)
Backup Data (Online)
Move to a new computer
Generate Quick Report
Data Recovery
Interruption has occurred
Windows & Displays…………………………………………………………….45
Close Windows / Close Box
Messages & Notifications……………………………………………………….45
Error Messages
Update Available Notification
vii
V072008
User Manual
Legal Suite (Desktop Version)
Single User Edition Minimum Requirements
Windows Mac OS
Pentium III G3 or better processor
OS: Windows 2000, XP & VISTA Mac OS X 10.3 greater
64MB RAM 64MB RAM
(128 Recommended) (128 Recommended)
14" Monitor with 256 colors 14" Monitor with 256 colors
800 X 600 monitor resolution 800 X 600 monitor resolution
Server Edition Minimum Requirements
Windows Mac OS
Pentium III G3 or better processor
OS: Windows 2000, XP & VISTA Mac OS X 10.3 greater
64MB RAM 64MB RAM
(128 Recommended) (128 Recommended)
14" Monitor with 256 colors 14" Monitor with 256 colors
800 X 600 monitor resolution 800 X 600 monitor resolution
Web Server Edition Minimum Requirements
Windows Mac OS
Pentium III G3 or better processor
OS: Windows 2000, XP & VISTA Mac OS X 10.3 greater
64MB RAM 64MB RAM
(128 Recommended) (128 Recommended)
14" Monitor with 256 colors 14" Monitor with 256 colors
800 X 600 monitor resolution 800 X 600 monitor resolution
Installing Full Version for Windows
Download the Legal Suite Windows full version to your desktop:
Please click the following link to start the Legal Suite full version download:
Once the file has finished downloading, open it and press the run button.
It’s not necessary to change the install to location, the Legal Suite should be installed on the C drive in the Program Files folder.
If the Legal Suite is not in the Program Files folder on your C drive, the softwrare may not operate properly.
Installing Full Version for Macintosh
Download the Legal Suite Macintosh full version to your desktop:
Please click the following link to start the Legal Suite full version download:
Once the file has finished downloading, the disk image should open on your desktop.
You must copy the Legal Suite X to your Applications folder.
If the Legal Suite is not in the Applications folder, the softwrare may not operate properly.
Installing Update for Macintosh
Download the Legal Suite Update for Macintosh to your desktop:
Please click the following link to start the Legal Suite Update for Windows download:
Once the file has finished downloading, the file will unpack itself and will be placed in the Legal Suite file on your desktop.
Move the file named Legal Suite to the Legal Suite X folder inside your Applications folder.
Upgrading to the Server Edition for Windows
Download the Legal Suite Windows Server Update for Windows to your server desktop:
Stop the Legal Suite Server service or stop the Legal Suite Server application.
Once the file has finished downloading, open it and press the install button.
After the installation is complete, start the Legal Suite Server service or Legal Suite Server application.
Upgrading to the Server Edition for Macintosh
Download the Legal Suite Macintosh Server Update for Windows to your server desktop:
Stop the Legal Suite Server service or stop the Legal Suite Server application.
Once the file has finished downloading, open it and press the install button.
After the installation is complete, start the Legal Suite Server service or Legal Suite Server application.
Upgrading to the Web Server Edition for Windows
Download the Legal Suite Windows Web Server Update for Windows to your server desktop:
Stop the Legal Suite Server service or stop the Legal Suite Server application.
Once the file has finished downloading, open it and press the install button.
After the installation is complete, start the Legal Suite Server service or Legal Suite Server application.
Upgrading to the Web Server Edition for Macintosh
Download the Legal Suite Macintosh Web Server Update for Windows to your server desktop:
Stop the Legal Suite Server service or stop the Legal Suite Server application.
Once the file has finished downloading, open it and press the install button.
After the installation is complete, start the Legal Suite Server service or Legal Suite Server application.
Starting Legal Suite – Windows
To start the Legal Suite software, double-click on the Legal Suite icon on your desktop.
The Legal Suite full version installer placed a Legal Suite icon on your desktop.
Starting Legal Suite – Macintosh
To start the Legal Suite software, double-click on the Legal Suite icon inside the Legal Suite X folder.
For quick access to the Legal Suite, you can place the Legal Suite on your dock.
Legal Suite Interface
The Legal Suite is very easy to use and easy to navigate to the different areas of the application.
The Legal Suite application contains the following modules, Cases, ToDos, Address Book, Forms, Calendar, Schedule, Timeline, Staff, Courts, Finance, 6and Preferences.
For example, if you want to access Client Information, click on Cases. This true for all areas of the application.
You can use the palette and the menu bar to navigate around the application.
The palette and menu bar displays the key areas of the software.
The Legal Suite application can handle the following case types:
Bankruptcy Law
Civil Litigation Law
Consumer Law
Corporate Law #1
Corporate Law #2
Criminal Law
Employment Law
Family Law
General Law
Immigration Law
Injury Law
Intellectual Property Law
Medical Malpractice Law
Personal Injury Law
Private Investigations
Probate Law
Real Estate Law
Wills & Trusts Law
The following areas are available in the Legal Suite Interface:
Cases - Track Client information
AddressBook -Track Contacts & Vendors
Messages - Track Messages (From Cases, Property Owners, Contacts and Vendors)
Calendar - View events on the schedule, such as Fee Due dates for all Cases.
Schedule - View Events on the Calendars
ToDos -View To Dos and or Things to do
Staff - Track Staff members in your organization
Courts - Track Courts
Entering Your First Data
Please use the following steps to get started entering data into the Legal Suite:
Enter your owner information in the Preferences area.
Place your owner information in the Preferences area; name, address, telephone, and all fields in red.
Press Save to save the Preferences information.
Go to the Cases area, and setup your Clients.
To add a new Client, press the New Case/New Client button, and it will take you to a blank Client screen.
There is a pull down option on the General tab that will link a client to a property address.
Enter your clients and the information on the general tab inside clients.
You can delete sample clients by pressing the delete button at the bottom.
Registering the Legal Suite
To register the Legal Suite, click on the Unlock Legal Suite button on the Registration Window in the Preferences area.
Or, go to the Preferences area to the Registration tab.
The Preferences area can be found under the View menu item.
Once you get to the Preferences area, Registration tab. Enter your information on the left side. Fill in all fields in red.
Make sure you fill in your Company Name, Your Name, Address, City, State, Postal Code, Telephone, Email and how you heard about the Legal Suite program, then enter your account number and press the activate account button.
If you incounter trouble with the registration process contact support via the Support Portal.
Renewing for Technical Support & Updates
Single User Edition -
(Updates & Support - 1 Year Extension) price $150
Server Edition - Web & Server Edition-
(Updates & Support - 1 Year Extension) price $450
Preferences: Entering Your Information
In the Preferences area, there is a button called "Show Banner on Reports".
If this button is checked, the Graphic Banner will be displayed on reports.
If this button is not checked, than the regular company name or
organizational name will be displayed.
You can create a banner in your paint program or Photoshop application.
The banner must be 600x100.
Show Print Preview - If checked, a print preview will always be displayed before
Printing
Show Print Settings - If checked, the print setting option will be shown every time you print.
<------> Fonts: <------>The font cannot be changed on the Statement and Invoices. However, you can change the fonts for the notices, agreements and letters. Just go to the Cases, notices tab. You can create and edit all the forms there.
Preferences: Formats
Set the formats for Telephone, Postal Code, SS Number, ID Number, I Number, N Number, and Bank Routing Number.
Preferences: Custom (Custom Fields)
Two custom fields for Cases are available. Enter the field label and the label will appear in the Client area.
Preferences: Email Settings
To send email from the Legal Suite, the email settings tab needs to filled in with correct SMTP information.
Enter the return email address and SMTP address.
The return email address is the email address recepentants can reply and respond to.
The SMTP address is the server address of your SMTP server. The SMTP server sends and delivers email.
If there is no authorization needed to send email, please leave SMTP User Name and SMTP Password empty.
Preferences: FTP Settings
FTP Settings is for the Web Statements Module.
The Web Statement Module automatically places Clients report on a server, so Clients can access those reports. The reports are real time, the most curfee information on the account. Any changes that occur on the account is reflected on the reports.
The FTP Settings consist of the following:
Hostname
Username
Password
Inital FTP Folder
URL (Website)
Once you have enter your settings, you can test the connection by pressing the Test FTP Connection button.
Preferences: Splash Screen
The splash screen is the screen that opens in the center, when the software first opens.
By Default, the splash screen consist of a picture of an apartment building with blue sky.
This splash screen can be change to any picture you import into the software.
Preferences: Drop Down Lists
To edit drop down lists, go to the Preferences area to the Drop Down List tab.
Once you select the list you wish to edit, you can add, modify, delete, and sort elements on the list.
Always press "Save List", after you have made a list modification.
After you have upgraded the software, you can press the "Restore List" to restore your saved list.
Preferences: Display & Print Settings
Show Print Preview - If checked, a print preview will always be displayed before Printing
Show Print Settings - If checked, the print setting option will be shown every time you print.
Preferences: Logo/Letterhead
In the Preferences area, there is a button called "Show Banner on Reports".
If this button is checked, the Graphic Banner will be displayed on reports.
If this button is not checked than the regular company name or
organizational name will be displayed.
You can create a banner in your paint program or Photoshop application.
The banner must be 600x100.
<------> Fonts: <------>
The Legal Suite will be able to handle the following image types: pic, pct, jpeg, gif, tiff, bit, png, bmp, psd, tga, pntg, tpic and bps. Download the free QuickTime player, this plug-in will help process more types of images. If you are using a digital camera, just reduce the image size to reduce the image size. Images should not be larger than 100K.
Preferences: Show Text Information Vs. Show Banner on Reports
In the Preferences area, there is a button called "Show Banner on Reports".
If this button is checked, the Graphic Banner will be displayed on reports.
If this button is not checked than the regular company name or
organizational name will be displayed.
You can create a banner in your paint program or Photoshop application.
The banner must be 600x100.
Show Print Preview - If checked, a print preview will always be displayed before Printing.
Show Print Settings - If checked, the print setting option will be shown every time you print.
Preferences: Password protection
You are able to add as many users as you wish to the system.
You are also able to grant them access to be able to View records, Create records, Edit records, Delete records, and Print records.
You are also able to grant them access to the diffefee areas of the Legal Suite software.
In the login screen, only the following names should be displayed by default:
Administrator, Guest_Blank_Password
A) Login as the administrator (password is admin)
B) Click on the Preferences icon on the palette
C) Click on the Edit Users button
D) Highlight Guest_Blank_Password
E) Go to the password menu item and select Add User
F) You should be able to change the users name and password here
G) Only change the name and password, nothing else
Do not rename the administrator user.
If you have created/saved your own Password/User List.
Please use the following steps to save your User & Password Settings:
A) Go to the Preferences area and press the Edit Users button
B) Then, go to the Passwords menu item and select Save Groups.
C) Name and Save the file.
D) Install the upgrade
E) Then, go back to Preferences/Edit Users and load your user file.
You must assign users to groups.
Just drag and drop users on the groups you want the user to have access to.
If you do not assign users to groups, then the user will not have access to those areas of the programs. So, Just drag and drop users on the groups you want the user to have access to.
You cannot delete users, you can only rename them.
Preferences: License & Version
The software version can be viewed in the Preferences windows on the upper right hand corner.
The version number always start with the letter v, for an example v20081001.
The version number determines when the software was built and released.