WHITE PAPERS


White Papers are developed to supplement the existing program documentation and normally discuss new features or areas of the program that require special attention or more detailed explanation.

General
Fields & Document Assembly
Conveyancing
Accounting
Other
Technical
Advanced

GENERAL
How to create your own Management Reports LegalSuite has a wide variety of Management reports that allow you to view critical data about your Matters, Clients and Employees at the push of a button. You can also customise these reports or create your own from scratch..
Using Events: A practical example How to create an Event that will send the Client an SMS message advising them of the File Reference of their Matter and send an Instant Message to an Employee.
Instant Messaging Sending pop up messages to other users who are logged into LegalSuite.
Converting Documents to PDF Many users have to email documents to outside Parties such as the Client, Defendant or Mortgagor. The preferred method is to attach the document as a PDF file so that it (a) cannot be modified by the recipient and (b) its format and layout is preserved.
Handling Client enquiries How to keep your Clients informed of the progress of their Matters without using the telephone.
Using the Document Log more effectively How to use the Document Log to keep all documents, emails and SMS messages relating to a Matter in one place and make them accessible to all users
Using Reminders Using Reminders to manage your Matters and ensure that no important deadlines are missed
Managing your Matters with Plans of Action Create automatic Reminders whenever a Matter is added to the system
Consolidating Parties in the Address Book How to get rid of duplicate Address Book entries by combining them into one entry
Inserting Parties using Quick Insert Allocating Parties to a Matter on the fly using the Quick Insert feature
Party Types & Entities How to specify the correct legal persona of a Party in the Address Book
Extra Screens (Basics) Add Extra Screens to the program and customise the database to suit your specific requirements
Using the Lookup Library How to use the Lookup Library to speed up data capture
Bills of Cost Using the new (revamped) Bills of Cost module
 
 
 
FIELDS & DOCUMENT ASSEMBLY
Using Fields in a Document A comprehensive guide to the field names that can be used in a Word document
Advanced Document Design An guide to some of the advanced features of the Document Assembly process
Repeating Fields How repeating Fields work
Party Fields How to use Party Fields in a Document
Conditional Fields How to use [[IF]] statements to insert different content based on certain conditions
Inserting specific Parties in a document How to refer to specific Parties in a Document using the TAGGED and SELECTED keywords
Formatting Dates How to display dates in a Document
Formatting Numbers How to format numbers in a Document
Manipulating Strings How to concatenate and slice string Fields
 
 
 
 
CONVEYANCING
The Bond Registration Process explained A beginner's guide to the steps required to register a bond.
The Property Transfer Process explained A beginner's guide to the steps and inter-relation between the parties involved in the transfer of a property.
Using SearchWorks in LegalSuite How to utlise SearchWorks from within LegalSuite to conduct various Deeds Office Searches.
SearchWorks Document Request A brief description of what “SearchWorks Document Request” is and how it works.
Receiving Instruction via the ABSA Web Service How to receive new Bond instructions from ABSA using the new ABSA Web Service
Using the ABSA Bond Portal How to use the new ABSA Bond Portal System
ABSA Resend Instructions How to perform a “Request Resend” on ABSA Instructions
 
 
 
 
ACCOUNTING
Accounting Setup The Accounting setup in LegalSuite
The Bank Reconciliation How to do a bank recon on LegalSuite
Archiving and Dead filing your matter files
Consolidating Matters in LegalSuite Consolidation is a process whereby one would take the selected matters and set it to consolidate to the main account.
Correspondents How to capture correspondent Invoices in LegalSuite
Creditors Remittance A creditor remittance is like a statement, showing the balance brought forward from the previous remittance with current transactions as well as payments made to the creditor.
Dead File Matters How to Dead File a Matter in LegalSuite
Electronic Correspondents -Agent How the Electronic correspondent facility works in LegalSuite
Electronic Correspondents - Instructing Attorney How the Electronic correspondent facility works in LegalSuite
Electronic Payments Electronic Payments on LegalSuite Explained
Emailing Receipts Emailing Receipts from within LegalSuite
Events in LegalSuite How to utilise Events in LegalSuite
Fixed Asset Register How Fixed Assets are registered in LegalSuite
FNB Business Banking Importing Batches on FNB Business Banking
How to Customize a report in LegalSuite How to customize accounting reports in LegalSuite
Importing Batches How to Import Batches
Importing Interest Transactions Importing Section 78(2A) Interest Transactions
Invoice Setup and Printing How invoices are setup and printed in LegalSuite
LegalSuite Budgets Inserting budgets in LegalSuite
Matter Balances in Period End New report called “Matter Balances” to the Month End procedure
Mixed Receipt Mixed Receipt function in LegalSuite
Nedbank Internet Banking Importing Batches in Nedbank Business Online Banking
Period End Creating and Posting a Period End in LegalSuite
Reserved Function How to use the reserved function in LegalSuite
Salaries How to post your Salaries correctly
Setting Security Options Restricting and Allowing access in LegalSuite
Setting up Security Levels Restricting and Allowing access in LegalSuite
Take on Balances Take On Balances
Trust Transfer-Balancing Trust Bank Accounts How to make sure your trust bank account balance equals the total trust creditors balance for that bank.
VAT in LegalSuite VAT in LegalSuite
 
 
 
 
OTHER
A new and improved Bulk SMS Solution LegalSuite in conjunction with Digiworx has created a new and improved SMS solution which will allows you to send and receive SMS’ from within the LegalSuite program with greater control.
LegalSuite Online Allow customers to track the progress of their Matters via the Internet
Live Update The sequence of steps that are followed when a Live Update is done
Word Tips Useful tips on using Word
 
 
 
 
TECHNICAL
LegalSuite Installation Manual This whitepaper illistrates the LegalSuite installation.
LegalSuite Minimum Hardware Requirements This whitepaper lists the minimum hardware requirements for running the LegalSuite program
Solutions to Common Computer Problems How to resolve some common problems experienced on many XP computers
Installing MSDE How to install MSDE 2000
Installing SQL Server 2005 How to install SQL Server 2005
Installing Redemtption to overcome Outlook security LegalSuite has the ability to import emails from Microsoft Outlook. Outlook, however, recognizes that a “foreign” program (in this case, LegalSuite) is trying to access its files and blocks LegalSuite. Installing the Redemption program gets around this problem and allows users to access Outlook from within LegalSuite without any intervening security screens.
LegalSuite Backup Guide How To Backup LegalSuite Correctly
Using SetupDB How to attach the LegalSuite database using the SetupDB application
RSS Notification Error This whitepaper describes the cause of this error as well as how to rectify it
Creating a LegalSuite shortcut on a Workstation How to create a shortcut to LegalSuite on a workstation
Creating a LegalSuite shortcut on the Server How to create a shortcut to LegalSuite on the LegalSuite Server
Moving LegalSuite to a new Server How to move LegalSuite from one computer to another
 
 
 
 
ADVANCED
Automating LegalSuite using Events How to make the program perform specific tasks (such as insert File Notes and Reminders, send messages and even run SQL scripts) when certain Events occur
Extra Screens (Advanced) An indepth look at how Extra Screens work and how the data contained in them can be inserted into assembled Documents
Using Conditions Use Conditional Statements to customise the work flow by specifying when the program performs certain tasks
Query By Example How to search for specific records using a simple user interface
HTML-based Email Messages Designing "fancy" email messages in LegalSuite
Matter Take On Conditions Ensure that Matters are taken on correctly and essential data is not left out
Modifying Tagged Matters Using the Advanced features of the "Modify Tagged Matters" screen to modify almost any data field in the main Matter tables
Special Functions in LegalSuite This is a list of advanced features that can be used throughout the program and is indended for use by more experienced, advanced LegalSuite users.