Insights
From the ProLaw® experts.
SQL tips, upgrade guides, report assistance, and practical advice for ProLaw® power users.
Managing Annual Rate Increases in ProLaw®
Annual rate increases are a fact of life for every law firm. Here's how to manage them efficiently in ProLaw® — from updating rates to handling client-specific schedules.
Year End Thoughts
As the year starts to wrap up, it feels so good to finally slow down and take a look back at everything that's happened.
How to Create a "Recycle Bin" for ProLaw® Events (and Save Yourself a Headache!)
Have you ever had a user accidentally delete an important event in ProLaw®? Here's how to create a safety net right within ProLaw®.
Changing Banks – Steps to Setup New Checking Accounts in ProLaw®
A step-by-step guide to adding new operating and trust accounts in ProLaw® when your firm changes banks.
Fixing a Client Hard Cost Credit in ProLaw®
A common scenario: a hard cost credit results from voiding a check. Here's how to properly handle it across three different scenarios.
The Case for Consolidation: Simplifying Your ProLaw® Statement Formats
Firms with dozens or hundreds of statement templates face major inefficiency. Here are three tactics to consolidate and streamline.
Planning a Seamless ProLaw® Upgrade: A Guide to the Latest Version
A successful ProLaw® upgrade requires careful planning. Here's what to consider: servers, SQL, testing, reports, and integrations.
ProLaw® Credit Memo Confusion? Here's How to Handle Vendor Refunds
A "credit memo" from a vendor results in a debit entry in ProLaw®. Here's how to record it correctly.
Streamline Your Finances with Automated Bank Reconciliation in ProLaw®
ProLaw®'s automated bank reconciliation feature lets you import a file directly from your bank to reconcile transactions efficiently.
Turbocharge Your ProLaw® Workflow: The Power of Abbreviations
ProLaw®'s abbreviation feature lets you instantly expand a few characters into full phrases — not just in narratives, but across all notes fields.
Understanding Check Management: Spoil vs. Void vs. Manual Check
Knowing when to spoil, void, or use a manual check can save time and prevent headaches. Here's the breakdown.
Beyond the Billable Hour: Understanding AFA Project Billing
Alternative Fee Arrangement (AFA) project billing offers predictability and transparency. Here's how it works in ProLaw®.
Automate Your Accounting: How to Create Recurring Journal Entries in ProLaw®
If you're regularly entering the same journal entries — like monthly depreciation or rent — there's a simple way to automate them in ProLaw®.
Vantage ProLaw® Conference – Orlando 2025
We attended the Elite Vantage conference in Orlando — and got exciting news about the future of ProLaw®.
Streamlining Payments: Your Guide to ACH Payments in ProLaw®
ProLaw® can generate NACHA files directly for electronic vendor payments. Here's how to configure and use ACH payments.
Evergreen Retainers in ProLaw®: A Guide to Automated Replenishment
ProLaw® can automatically replenish client trust balances when they fall below a minimum — here's how to set it up.
Unlock the Power of Search in ProLaw® Workspace: Mastering Querying
The querying tool within Matters, Contacts, and Time sections lets you create highly specific searches with multiple conditions.
ProLaw® Power Move: Setting Up Recurring Dockets Easier!
A neat workaround for setting up dockets that recur a specific number of days after being marked done — without premature date additions.
Streamlining Your Workflow: Mastering Document Management in ProLaw®
ProLaw® offers lesser-known document management features like Check In/Out, Make New Version, and quick PDF creation.
Unlock Your Productivity Power: Mastering Time Tracking in ProLaw® Workspace!
ProLaw® Workspace has a built-in Timer that lets you track time directly within the platform — no external timers needed.
Setting the Stage: Understanding Report Margins and Usable Space in a ProLaw® Report
Understanding report margins is foundational to designing well-structured, professional reports in ProLaw®.
Troubleshooting ProLaw®: Clearing User Settings for a Fresh Start
When ProLaw® settings become corrupted causing empty search results, document assembly errors, or off-screen windows, here's how to reset them.
Printing ProLaw® Pre-bills to One PDF
Consolidate multiple prebills into a single PDF using the PDF-XChange ProLaw® printer's settings.
Streamline Your Workflow with ProLaw®'s Report Automation
Report Shortcuts, Report Queues, and the ProLaw® Agent work together to deliver seamless report automation.
Unleashing SQL Power in ProLaw® Documents: Calculations Beyond the Basics
How to write SQL calculations inside ProLaw® document types — including dynamic matter IDs and SELECTLIST for multiple records.
Unvoiding Checks: A Step-by-Step Guide
Accidentally voided a check? Here's how to reverse it — and the important limitations you need to know first.
Renaming Worksheets for Organized Excel Exports: A Report Writer's Guide
How to give Excel worksheets meaningful names when exporting grouped reports from ProLaw®.
Supercharge Your Docketing with ProLaw® Date Shortcuts!
ProLaw® has built-in date entry shortcuts that make docketing lightning fast — "T" for today, "EOM" for end of month, and much more.
ProLaw® Matter Trust Balance Reconciliation
An overview of the three-way IOLTA reconciliation process within ProLaw® and the key relationships between bank, ProLaw®, and matter balances.
Calling a Field by its Textbox Name
How to reference a value from one textbox in another within ProLaw® reports using ReportItems syntax.
Dynamic Report Queues
How to build report queues that automatically run for each active professional using the {professional} dynamic variable.
Voiding Client Hard Cost Advanced Checks
Voiding hard cost advanced checks the normal way creates negative transactions. Here's the "manual void" process to avoid that.
2024 1099 Filing Change for ProLaw®
The IRS now requires electronic filing for businesses submitting ten or more information returns. Here's what ProLaw® users need to know.
Adding Custom Fields to ProLaw® Reports
How to enable custom tab fields in ProLaw® reports and refresh the dataset to make them available.
Formatting Dates in ProLaw® Reports
A quick guide to formatting date fields in ProLaw® reports using the Number tab and custom format strings.
How to Issue a Partial Payment in ProLaw®
Use the copy button in Journals to split a payable into two entries for a partial payment.
Dividing by Zero in ProLaw® Reports
SSRS will error when dividing by zero. Here's a Visual Basic function to safely handle division in ProLaw® reports.
Custom Groups in ProLaw® Reports
How to add custom fields to the Group By dropdown in ProLaw® reports using UNION queries in the GroupOrderAssistantView.
Transfer Fees and/or Costs Between Matters, Professionals, or Fees to Costs in ProLaw®
Step-by-step procedures for transferring fee credit between professionals, between matters, or converting fees to costs in ProLaw®.
Using Placeholders Instead of One Big Expression in ProLaw® Reports
Multiple placeholders make report expressions easier to read and format than cramming everything into a single expression.
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