What You Need to Know about a Forgotten Feature in Juris

by | Sep 15, 2016 | 0 comments

“Where can I find information, access it and report on it?” According to LexisNexis Juris Business Development Manager, Kendra Gebhart, she often hears this question from Juris users and one simple answer comes to mind— the Juris notecards feature.

She offered this tip during a recent virtual Juris User Group webinar. According to Ms. Gebhart, the notecards feature, which is often “a forgotten feature” within the Juris software, enables users to capture and hold multiple pieces information on a number of different clients, matters and vendors.

“I can go into a client and on top of the screen, I can add a notecard and give it a name and suddenly I have a conflict note card” says Ms. Gebhart.

The Client or Matter “Conflicts” notecard feature, she adds, is useful for saving and documenting all parties associated with a matter. She used the example of a family law practice attorney in need of saving the name of a child or a grandchild associated with a matter and using the feature to save the information to the matter so it can be easily recalled in the future. This information, she says, can be found either via an inquiry or via a conflict search in the Juris software. As an added bonus, users of the Juris Suite Time and Expense have the ability to have it highlighted automatically when pulling up the information, making it very easy to view and sort the details.

Conflict note cards, she adds, can be used for many things that may otherwise not have a designated place in the system. Text codes, she adds, can be used to create note card prompts for information that needs to be gathered for relevant practice areas. In addition, users of the Juris software can link files and documents to note cards either by allowing the notecard to insert a link, or allowing it to attach an object or file, such as a PowerPoint presentation, to the notecard.

“It can hold a lot of information that otherwise you’d look to another database to hold,” adds Ms. Gebhart.

On top of providing Juris User Group participants with a refresher about how to get the most out of the notecards  “forgotten feature,” she says, the goal of future Juris User Groups is to reach more users to learn not just about what the software is doing right, but also learn about areas in which it can be improved.

During the discussion, Director of Product Management for LexisNexis Business of Law and Litigation Solutions, Tate Davis, explained that the future roadmap for the Juris software centers on improving the overall customer experience to ensure the software helps users do their jobs as quickly and efficiently as possible.

<a href="https://juris.azurewebsites.net/blog/author/carla-del-bove/" target="_self">Carla Del Bove</a>

Carla Del Bove

Carla Del Bove is President and Founder of CDB Communications, an independent public relations agency specializing in content development, media relations and overarching PR Strategy. In her current role, Ms. Del Bove provides strategic public relations and content development support to the LexisNexis Business of Law Software Solutions (BLSS) portfolio of products. Ms. Del Bove also serves as a regular contributor to the LexisNexis Business of Law Blog. She frequently covers a gamut of topics related to managing the business aspects of the legal profession and relevant issues facing today’s law firms and corporate legal professionals. Ms. Del Bove brings nearly two decades of strategic communications expertise to her role. Her media relations efforts have landed her clients in a number of leading, national publications including: The Boston Globe, Forbes, Law360, The New York Times, The Wall Street Journal & Law Blog (The Wall Street Journal’s legal trends and issues blog). Prior to founding CDB Communications, Ms. Del Bove worked at among the top global public relations agencies including: Arnold Worldwide, MSL Group and Porter Novelli. She holds a Bachelor of Arts Degree in Journalism from Keene State College in Keene, New Hampshire.

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