Wednesday, July 22, 2015

Legal Management Systems: Import Facility Allows for the System's Seamless Compatibility with Excel

We understand the value of productivity and the importance of using the right tools to support it!  

Excel is notorious for its efficiency, and LMS leverages that functionality within its Import Facility module.

We've mentioned the Import Facility's seamless functionality with Excel before, and we want to say it again because of its significance.

LMSV Import Facility provides users with the ability to utilize Excel to save time and eliminate duplicative efforts!  Attorney rates, journal entries, budgets, etc., can be easily & almost effortlessly imported directly from Excel into LMSV.  

The Import Facility allows you to not only import the data, but validate it as well!   Errors can be corrected quickly, and the spreadsheet can then be uploaded directly to the appropriate LMS Table.

The LMSV Import Facility:
  •  Shows you how to format the Excel spreadsheet
  •  Allows you to enter your own notes and rules for the import
  •  Provides you browsing to the Excel Spreadsheet from LMSV