July 2009 CIC Conference Call Recap
The following is a summary of the topics that were discussed on the July 8, 2009 CIC Conference Call.
Product Management Update:
Time Matters 10.0 Beta update
The beta started on July 2 and closes on July 13 (8:00 AM EDT) with nearly 200 CICs registering to participate. Forum snapshot New Bug Reports: 14 Reproduced Bugs: 30 WAD/Enhancement: 24 Cannot Reproduce: 24 (please update your posts)
There will be a Release Candidate a few weeks prior to Production release The goal we have is a release that introduces no new issues of significance and stabilizes the product o We identified and fixed 70+ existing items from previous releases o Any items that we identified as fixed in V10 (list provided to the CIC’s via the forum) that aren’t fixed will be addressed o We will review, recreate, and scope for fix all new items (not previously found) raised in the V10 Beta If there is something that will truly impact the stability/usability of the product the dates will shift as needed to address
If you are not registered for the Time Matters 10.0 Beta and would like to participate, please send us an email, [email protected].
PCLaw Beta Participants 40 CIC’s 5 Customers 10 sales and support staff Start/End dates Beta 1 is wrapping up Beta 2 will commence July 9th and wrap up July 21 Bug report count 88 in total o 10 investigating o 10 by design o 20 cannot recreate o 33 confirmed o 15 user error
1 Lexis Credit Card Processing application Lexis Credit Card Processing application has been undergoing its compliance review with the new PA-DSS. (Payment Application Data Security Standard) As of July 02, we revcived information that the Payment Card Industry Security Standards Council (PCI SSC) certified that LCCP PASSed the audit and is now Payment Application Data Security Standard (PA-DSS) complaint
Product Update:
With the release of v10 there will be adjustment to the list price for both Time Matters and PCLaw. The new pricing matrix is below for your review. This new pricing will take effect with the general release of v10 for the respective products.
2 Time Matters AMP Promotion:
July 9, 2009 LexisNexis announced a new promotion to Time Matters users:
o 30% off Time Matters Annual Maintenance Plans o Available to all Time Matters software users without an AMP before July 31, 2009. o To qualify, orders must be entered between July 9, 2009 and July 31, 2009 and include promotional code TEB10.
Prospect Lists Are Available:
If you are interested in contacting other prospects for this offer you can request a listing of customers who have not renewed their Time Matters Maintenance & Support plan this year that are in your area. We are offering these lists to Premier and Authorized Sales Assist CICs who are certified on Time Matters. Please email Tim Jarnigan or Maryann Hafner directly with your request at [email protected] or [email protected]. Include a list of states, zip codes or area codes you would like to pursue. In order to be as fair as possible, we will not begin distributing prospect lists until Monday July 13, 2009. This will give each of you the opportunity to contact your customers directly prior to any info being distributed.
Caveats
Unfortunately, LexisNexis does not have a cross-reference of CIC customers. Due to this lack of cross-reference, I expect that several CICs will receive names of customers that are currently being serviced by one of their fellow CICs. I ask that each of you respect this fact and ask the customer if they are currently using a CIC. We have included a script to assist you with addressing this issue with the customer. Remember, the best way to ensure revenue credit for your commission is to make sure that you or the customer enters TEB10 and your CIC information on the order in the web store. v10 Endorsement Training Update:
PMAC classes are posted and CICs can register at your convenience. The web sessions will be posted once we have a confirmed product release dates. We will notify the CIC community via CIC Weekly when the web sessions have been made available for registration. Both the PMAC and Web Endorsement Training Classes will be priced at $325.00 per session. Those CICs that have endorsement credits may use them to offset this cost. If you haven’t received your promotion code, please send an email to [email protected] 2008 PMAC attendees and early bird 2009 PMAC registrants are eligible for 1 endorsement credit for each PMAC attendance. Please use your promotion code when registering for the endorsement training.
3 Process to Update your PMAC Registration:
Follow the steps below to make changes to your current PMAC registration including adding or changing your endorsement training.
1) Simply use your confirmation code and confirmation link you received in your email confirmation when you registered. An example of the code and link appear below:
Confirmation code: 01B3XXXXC-3925A3XXD4 To review this registration click here: https://www.seeuthere.com/editreg/m2625a42-XXXXXLOXXXO0CS
2) Click “Change your registration details” See screenshot below:
3) Scroll down the registration page and you will then be able to select the endorsement training classes offered.
4 2009 PMAC Update:
PMAC is soon approaching. Please make sure you have registered as a CIC by visiting: https://www.seeuthere.com/rsvp/invitation/inforegistration.asp? CC=7%2F8%2F200916%3A05&id=m2625a42-1SJ8IWNY8I9QD&sutEventRoleID=m2625a42- 413X09HPKY093&sutGuid=40003&sutGuid=40003&sutGuid=40003
We also encourage you to invite your customers. They will be eligible for CLE credit, be able to network with you along with LexisNexis staff as well as get hands on training in all Practice Management products. Customers can register at: www.lexisnexis.com/pmac.
To date we have 145 CICs and customers registered and more are signing up each day. If you are interested in exhibiting at the Lexpo please indicate on your registration page. The total cost is $1500 which includes space, internet, electricity, table and table skirt.
If you are interested in signing up for Time Matters v10 or PCLaw v10 endorsement training at PMAC, please select the class and time you prefer on the registration site. If you have already
5 registered and would like to sign up for endorsement training, simply use your confirmation code and confirmation link to access your registration. Here you can adjust your registration and select the endorsement classes of your choice.
If you have any questions regarding PMAC please email [email protected]
Introduce New Community Manager Role:
As many of you have communicated to us, we have a void in the community today from LexisNexis and there is a lot of noise out there, and it isn’t always good noise. We have not been playing in the field and have been silent too long. Loretta Ruppert is taking on a new role that will allow her to engage with you, our users, our industry influencers and our detractors as well. As most of you know, Loretta has been out there not only among you as a CIC, but also working for law firms before her employment with LexisNexis. That experience coupled with her tenure with LexisNexis provides a foundation that will be instrumental on truly representing the whole community.
Some of Loretta’s responsibilities will be to set the priorities, plans, objectives, and strategic vision for the community management function of the organization. She will be the customer advocate and will represent the best interests of the community. Loretta plans to support, coordinate, and facilitate discussion topics between you, customers and employees, as well as collect and represent the needs from the community to LexisNexis. One of the objectives is to go where the customers “hang out” whether online or in private communities and expand our relationships and broaden our community presence.
Getting Started Services:
While I have received some great positive feedback, there appears to be continued concern and confusion regarding the recently launched LexisNexis Getting Started Services. To address this, I would like to talk through and expand on the email and newsletter communication that have been sent out and then open it up for Q&A. The objective of introducing Getting Started Services to the market is to encourage more of our customers to utilize implementation services. Through extensive customer surveying, it has been proven that our practice management customers who use implementation services, use their application more productively, need less technical support, and are much more satisfied. It was with this in mind that LexisNexis introduced Getting Started Services. Getting Started Services are purchased through the LexisNexis sales team or the PM web store and are fulfilled primarily through CICs. This offering is targeted at Time Matters and PCLaw small law firm customers that have traditionally been reluctant to utilize CIC services. It is a low priced services offering ($1,050 for Time Matters, $850 for PCLaw) with a very limited statement of work around installation, configuration, and training. While our objective is to fulfill these services primarily through CICs, it will be up to the CIC as to whether this type of offering fits your business model and you want to participate in the offering. Our expectation is that this will be an opportunity for CICs to get exposed to customers that otherwise would not have engaged a CIC and could potentially lead to additional work for the CIC. There were a number of CICs involved in the design of the Getting Started Services and will be involved in piloting the fulfillment of these services. Many of whom will be participating in
6 the pilot. After the process and offering is refined through the pilot, our intent is to open up participation to the entire CIC community. Timeline – not time dependent, but rather number of engagements specific. We want to execute at least 10 of these GSS contracts to ensure we have the right scope of work, price, hours, and customers are satisfied with the process and work. A common question is how the work will be distributed. For this we are going to try something new. LN has a reverse auction bid system that it uses with its vendors and we will use this system for CICs to bid on sold GSS contracts. Prior to being allowed to bid, CICs will have to complete some basic training on fulfilling a GSS contract. Once completed, the CIC will be given access to the bid system and will be notified whenever a sale is made and a contract has been posted for bid. CICs will then indicate the price point at which they are willing to do the work and the low cost certified provider will be selected. Lastly, to ensure quality there will be implementation checkpoints and a post implementation customer satisfaction survey.
PCLaw Data Conversion:
Due to the length of the call, this topic was not discussed during the conference call. Please take a few minutes to review the slide content attached. The content includes data conversion process, pricing and contact information. If you have any questions or concerns, please email [email protected]
Adobe Acrobat Document
HotDocs CIC Monthly Conference Call:
HotDocs CIC Monthly conference calls are held every 2nd Wednesday of the month. The next HotDocs CIC monthly conference call will be held:
August 12, 2009 4:00 – 5:00 ET 800-963-3556 / (702) 696-5551 Conference Code 8252000
PRACTICE MANAGEMENT CIC CONTACTS
General Program and Administration Inquiries Susie Taylor CIC Administrator [email protected] 919-447-5065
Training Inquiries [email protected]
7 Sales Inquiries, Pricing & Teaming Coordination Sales Team 800.328.2898 ext 2 [email protected]
Aaron Snider Sales Manager [email protected] 919.297.1805
Program Leadership Tim Jarnigan Senior Director - Business Partner Relations [email protected] 706.654.0133
Maryann Hafner Director – Business Partner Relations [email protected] 770.586.0369 CIC Technical Support Line 877.507.6064
Key Email Addresses [email protected] – Escalation email address specifically for CIC use
Sales Leads Have a new lead you would like to pass to the LexisNexis Sales Team? Please use the following link: http://law.lexisnexis.com/spnp/opportunityform.aspx
CIC MONTHLY CALL
CIC calls are held the first Wednesday of each month and are designed to provide an open dialogue between the CIC community and LexisNexis Practice Management leadership.
Please join us for the next CIC monthly call on Wednesday, August 5, 2009 at 4:00 pm ET.
Dial: +1 800-963-3556 or +1 (702) 696-5551
Pass code: 2007997
Thank you for your hard work and support. Please continue to provide us with your feedback, insights and constructive comments for improvement. A primary goal of the LexisNexis leadership team is to improve the communication with our CIC community.
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