2010 Practice Management
Annual Conference
Juris®
Juris Electronic Billing Workflow
Presented by:
Gail Henderson
2010 Practice Management
Annual Conference
Gail Henderson
• Education:
– BBA in Computer Information Systems
– Currently pursuing M.Ed. in Adult Education
• Experience:
– 11 years experience supporting law firms using Juris® solutions
– 2 years experience as a legal assistant
• Contact me:
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Gail.Henderson@LexisNexis.com
Toll Free: 866-654-2381 x2356
Connect with me on LinkedIn: http://www.linkedin.com/in/gailhenderson
Follow me for Juris tips on Twitter: http://twitter.com/gailhend
2010 Practice Management
Annual Conference
Objectives
• How to generate an electronic bill in Juris
• Best practices for:
– Generating electronic bills
– Uploading electronic bills
– Managing electronic bills
2010 Practice Management
Annual Conference
E-billing Types
• Easy E-Billing
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Few or no requirements
Like a paper bill (PDF)
Environmentally friendly
Resource-saving alternative
• Mandated E-Billing
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Detailed requirements
Data is generally uploaded to a website
Layouts that that do not conform to guidelines may be rejected
Line items that do not conform to guidelines may be rejected
2010 Practice Management
Annual Conference
Easy E-billing
2010 Practice Management
Annual Conference
Setup for Easy E-Billing
• Requires MAPI-compliant email w/CDO installed
– Outlook is MAPI-compliant, Outlook Express is not
– CDO = Collaborative Data Objects, optional component
• Billing Address in Juris
– Address must include an email address
• Matter or Consolidation in Juris
– Send copy to line will require a format for the e-mail attachment
– Bill will be generated in selected format, attached to message and sent
2010 Practice Management
Annual Conference
Setup for Easy E-Billing
• Billing Address
• Send Copy (Matter or Consolidation)
2010 Practice Management
Annual Conference
Tips for Easy E-Billing
• Use your email first
– To test: enter your email address on their billing address
– Run Export-Email bills - bills will be sent to yourself
• Try sending from a group mailbox
– Billing@MyLawFirm.Com (multiple staff can monitor rejects and replies)
– Use signature line for short message embedded in each bill sent
• Transition into full E-Billing
– Follow electronic run with paper run for 2-3 bill cycles
– Reduce or eliminate paper billing
2010 Practice Management
Annual Conference
Mandated E-billing
2010 Practice Management
Annual Conference
Setup for Mandated E-Billing
• Requires JurisBX
– Download JurisBX from Support Center website
– Simple setup, to be performed on each billing person’s workstation
• Requires import of correct mandated format(s)
– Formats folder within JurisBX download from Support Center website
– New formats may be requested from Support
– Request a File Format Specification from your client
2010 Practice Management
Annual Conference
Intro Tips for Mandated E-Billing
• Ask for a test
– Ask your client or intermediary how you can upload a test submission
– Do this before an actual invoice is due to allow for corrections as needed
• Archive exported bills
– Save items into a temporary folder until submission is accepted
– After acceptance move the bill into an archive (such as 2010_09)
2010 Practice Management
Annual Conference
More Tips for Mandated E-Billing
• Check your notecards
– Additional BX information is stored on a Matter Notecard
• Ask for support
– If your submissions are being rejected check with Juris support, you may be
using the wrong format
– Ask your client for a file format specification before calling support
2010 Practice Management
Annual Conference
E-Billing Hub
• Integrates with Juris
– Upload prebill or final bill
– Upload to all vendors in one convenient portal
• Manages Billing
– Uploads
– Acceptance/rejections
• Feasible
– User-friendly interface
– Sliding fee allows for small and large volume e-billing
2010 Practice Management
Annual Conference
Additional Training Opportunities
• For additional training opportunities, visit LexisNexis® University,
where you may learn more about eLearning, eConsulting,
Classroom, Anytime, and Just in Time Training class offerings.
• The Juris® Client Services Team offers on-site training, workflow
analysis, and consulting to optimize your Juris software systems.
Contact your local Juris representative for more information.
2010 Practice Management
Annual Conference
Who is your representative?