Here are some of the guides and resources I used to get my site working the way that I wanted.
Install a LAMP server (Linux-Apache-MySQL-PHP) as a prerequisite for installing WordPress.
https://www.ubuntu.com/download/desktop
Ubuntu 16.04
sudo apt-get update
sudo apt-get install apache2
sudo nano /etc/apache2/apache2.confCarrie Batalon and Nick Shertzer
Download the presentation here :
Continue reading “Click to File for Outlook – Installation, Configuration, and Usage”
When migrating data to a cloud hosted practice management provider (such as Clio), the Time Matters data export is ok to grab most data such as contacts, matters, and events. But what about emails? Here is a trick that will get all that data out of Time Matters and into an Excel XLSX spreadsheet.
(Note: I used Excel 2007) Continue reading “How to Export Time Matters Data as an Excel Query”
This is an updated post to my previous entry regarding moving LNTPA Practice Advantage 9 to a new server. This time I had to move Time Matters 11 from SBS 2003 server running SQL 2005 SP2 (Server A) to Server 2012 R2 running SQL 2008 R2 Express (Server B). Time Matters specifically has to be installed as a blank database first to let the built in SQL security accounts be created, then you run a SQL query to reset the permissions after attaching the copied MDF / LDF files. Here is how to do it. Continue reading “How To Move a Time Matters and PCLaw Database to a New Server”
When you sync a matter to your local desktop from Clio using Google Drive, every change you make to that folder and its files is reflected in Clio. That includes deleting the folder!
DO NOT DELETE a folder from your My Drive if you are done working on a matter and no longer need it to sync to your computer. This will delete the folder in Clio for everyone!
Instead, when you are finished with a matter and no longer need it to sync to your My Drive, follow these steps to REMOVE the folder:
Continue reading “How to Remove a Clio Matter from My Drive”
When you open a PDF file from Clio (or Google Drive), the file likes to open in your web browser as a preview. Here is how to force Chrome to open that PDF in Adobe Acrobat (or any default PDF application).
Open Chrome and in the address bar, type: chrome://plugins/
(Hit Enter)
Disable “Chrome PDF Viewer” and “Adobe Reader” (click “Disable” – disabled items appear to have a grey background)
Continue reading “Open PDF Files from Clio in Adobe (not Chrome)”
Please use the following instructions to upload your individual matters to Clio.
1. Open Google Chrome and browse to http://drive.google.com
2. Search your Matter Number. Click the drop down ‘search options’ and check “Search ****.com”. Hit Enter or click the Blue search button.
Continue reading “Uploading Client Documents to Google Drive / Clio”