New Staff
Get a new assistant, clerk or bookkeeper productive in days: opening matters, entering time, receipts and the daily routine.
PCLaw Services
PCLaw Training That Makes Your Staff Confident
Live PCLaw training for new hires, bookkeepers, lawyers and administrators, taught by people who repair and support PCLaw every day and built around the way your firm actually uses it.
Work led by Saimoon Bhuiyan, a PCLaw Certified Independent Consultant
Who It Is For
Training for Every Role in the Firm
Bookkeepers & Accounting Staff
Billing, trust accounting, bank reconciliations, payables, month-end and year-end, done the way PCLaw expects.
Lawyers & Timekeepers
Fast time entry, reviewing pre-bills, and finding matter balances and client history without asking accounting.
Administrators
Users and security, templates, system settings, backups and the maintenance that keeps PCLaw healthy.
Partners & Managers
The reports that show how the firm is doing: productivity, billings, collections, work in progress and receivables.
Refresher Sessions
For firms that have used PCLaw for years and suspect they are doing things the long way.
Topics
What We Cover
Time & Billing
- Time entry
- Disbursements
- Pre-bills
- Billing runs
- Bill templates
- Write-offs
Trust Accounting
- Receipts and cheques
- Trust to general transfers
- Three-way reconciliation
- Client trust listing
- Correcting errors
General Accounting
- Bank reconciliation
- Payables
- General ledger
- Sales tax
- Journal entries
Period End
- Month-end close
- Year-end close
- Accountant's adjustments
- Opening balances
Reports
- Productivity
- Aged receivables
- Work in progress
- Financial statements
- Custom reports
System Care
- Backups
- Verify Data Integrity
- Users and security
- Templates
How We Train
Built Around Your Firm, Not a Manual
Generic training shows every menu and is forgotten in a week. We start by asking what your staff do each day and where they get stuck, then teach those tasks on a copy of your own data, so people recognise the matters and clients on screen.
- Live remote sessions with a PCLaw specialist
- Taught on a copy of your own data, never the live books
- Sessions recorded so new hires can watch them later
- Written step-by-step notes for your firm's procedures
- Follow-up questions answered after the session
A Typical Engagement
Adjusted to the size of your firm
Short sessions work better than one long day.
- Short call to learn how your firm works
- Sessions of 60 to 90 minutes by role
- Practice tasks between sessions
- Recording and written notes delivered
FAQ
PCLaw Training Questions
Almost all training is delivered live over a secure remote session, which lets us train firms anywhere in the US and Canada and record the sessions. On-site training can be arranged for larger groups.
Every version from PCLaw 4 to the current release, on both the standard and SQL Server editions. Training is delivered on the version your firm actually runs.
Yes. One-to-one training for a new bookkeeper or assistant is usually the fastest way to get someone productive.
We train on a copy of your data, so staff see familiar clients and matters and can practise freely without any risk to the live books.
Yes. We can document your firm's procedures with the outgoing bookkeeper, train their replacement, and cover month-end ourselves in the meantime if needed.
PCLaw Training guides
All resourcesPCLaw
New Law Firm PCLaw Setup Checklist
Everything a new firm should decide and configure when setting up PCLaw, in the order to do it: accounts, users, rates, trust, templates, security and backups.
Read article PCLawPCLaw Year-End Closing Checklist
A step-by-step checklist for closing the fiscal year in PCLaw without surprises: what to reconcile, what to print, what to back up, and what to check after the close.
Read article PCLawWhy PCLaw Is Running Slow, and How to Fix It
Slow posting, slow reports and screens that freeze are not something a firm has to live with. These are the real causes of a slow PCLaw, from the network to the database.
Read articleGet Your Team Comfortable With PCLaw
Tell us who needs training and what they struggle with, and we will put together a plan and a quote.