Office Wants Updated

[Michael Lerner]

Dear Michael,

Thank you for the information!

I was asking the staff what they would like to see in A1. I have categorized them in order of importance.

Important:
-Check Writing Program/Integration with Quickbooks
-Easier Money Records/Fee Tracking/Summaries (For easy money summaries and cost status)
-Specific Fields/Area for Statute of Limitations (SOL) and Judgement Renewal (PI) dates (every ten years) with automatic setable reminders (Auto-remind 1 month before, etc.) - Plus able to print up a SOL list from month to month

Wanted:
-Another pleading format almost exactly like the first but with the top margin moved down 1 inch (to allow for top hole punching).
-Several A1 Features when Printing Auto-default to the default printer (Envelopes, Case Activity, Tasks, etc.) - Want this feature changed so that there is a system option to not auto-print/select to default.
-In the Rolodex Entries - A Prefix/Suffix to the Firm/Corp Line that would be merged into Form Letters if they exist. These would be used for Attorney Entries like "The Law Firm of Johnson and Johnson, A Professional Law Corporation". Prefix: The Law Firm of, Suffix: A Professional Law Corporation
-Want Prospect Letter formatting to transfer over to into Prospect Notes
-Calendar in PDA format

Annoyances:
-Multiple Printing Issue with A1 Pleadings
-Scroll Bar in Form Letters (Move it by clicking on Bar - Bounces back)

Thanks again!

Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131

[Michael Appell]

Hi Michael -

thank you for all of the suggestions. I have made a note of all of them and will put them all on my to do list. Thank you again. Keep watching my web site for updates.

Mike

[Michael Lerner]

Dear Michael,

Any word on the possibility of a check-writing module within A1?

Thanks!

Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131

[Michael Lerner]

Dear Michael,

Thank you very much for all of the terrrific updates!

Our Office Manager was inquiring about any A1 updates regarding Check Writing Features/Integration with Quickbooks check writing.

Please let me know.

Thanks again!

Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131

[Michael Appell]

Hi Michael - I'll make a note about integration with Quickbooks. In the meantime, there are a lot of items on my "to do list." I'll keep you posted.

Thanks,
Mike

[LMSSC]

Dear Michael,

Thanks again for the many updates and bug fixes.

Our Office Manager was wondering whether Check Writing Features/Integration with Quickbooks and/or other programs was still in progress or if you had another suggestion.

Sincerely, Michael Lerner - Network Administrator - Lerner, Moore, Mammano, Strasser, and Silva

[Anonymous User]

I'm sure this may easily be done. I would just need your office manager to Email me details on what they would like imported and from where as well as the QB format A1-Law should export to so that QB can import the data.

Thanks,
Mike