Client Address Label Merge

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CLIENT ADDRESS LABEL MERGE

This past month, we received many inquiries from firms who are looking for a way to generate labels for Client Addresses that we decided to create a solution.  The Client Address Label Merge is here!

The Main Menu of this utility will prompt you for a beginning and ending Billing Timekeeper, a beginning and ending Practice Class, and the option to include only addresses for only Open matters or both Open and Closed matters.

You will then have the option to generate labels to be formatted on Avery 5162 labels to include Matter Contact, Billing Address Contact, or No Contact.  There is an added feature to display the data to the screen so you can see which address will be included in the merge in the event you would like to ensure the information is complete in Juris prior to generating the merge.

The Client Address Label Merge is offered on an “As Is” basis for just $175.00. The price includes one of our representatives to WebEx in with your to link the tables to Juris. NOTE: Any modifications to the report will be billable at $190/hr. You will also need to ensure you have a license of Microsoft Access version 2005 (or higher) installed on one of your workstations in order to run the report.

If you are interested in purchasing this report, or hearing more about our other custom reporting options, please email Tracee Moecker or Janelle Ruffino.

Firm Options, Inc