Firm Settings

You must have Administrator Privileges in Juris Suite to have access to this function. Not all FirmSettings sections have available features.

Settings made at the User level override the Firm level settings.

• Distributions
• Queries (No settings.)
• My Time
• My Expenses
• My Calendar (No settings.)
• My Views (No settings.)
• My Weblinks (No settings.)
• Conflict Inquiry
• Viewer
• Designer
• Metrics (No settings.)
• Alerts
• Collections

To make changes to Firm Settings, perform the following:

1. Select Firm Settings from the Juris menu item.
   
   
2. Select the module in the left hand pane.
3. Enter the information into the setting on the right hand pane.

Listed below are the settings that can be set at the Firm level:

Distributions

• E-mail
  • From E-mail Address - Change the default domain to your firm’s email domain. Users cannot reply to this email address, and it does not need to be set up in Exchange.
  • SMTP Host Address - Change to the internal IP address of your firm’s email server. You can use the full computer name instead, but this may cause DNS issues.
• General
  • Web Server URL - Change to the format SERVERNAME/JurisDistributedReports, where SERVERNAME is the name of the computer hosting the Juris Suite server.

• Batch Settings
  • Batch Frequency - Enter the number of batches per user per day and the maximum items in a batch.
  • Batch Import Order - Select and move codes for a specific sort order.
  • Batch Status - Select Unposted or Ready to Post.

• Batch Settings
  • Batch Frequency - Enter the number of batches per user per day and the maximum items in a batch.
  • Batch Import Order - Select and move codes for a specific sort order.
  • Batch Status - Select Unposted or Ready to Post.

• Conflict
  • Days to Retain Searches - Enter the number of days to retain searches.
• Conflict Archive
  • Search Description - Set to True or False.
  • Search Text - Set to True or False.
• Conflict Search Fields
  • Conflict Fields - Select each field to search upon. Set to True or False.
• Expense Narrative
  • Search Billed Expense Narrative - Set to True or False.
  • Search Unbilled Expense Narrative - Set to True or False.
  • Search Unposted Expense Narrative - Set to True or False.
• Expense Note
  • Search Bill Expense Note - Set to True or False.
  • Search Unbilled Expense Note - Set to True or False.
  • Search Unposted Expense Note - Set to True or False.
• Time Narrative
  • Search Billed Time Narrative - Set to True or False.
  • Search Unbilled Time Narrative - Set to True or False.
  • Search Unposted Time Narrative - Set to True or False.
• Time Note
  • Search Billed Time Note - Set to True or False.
  • Search Unbilled Time Note - Set to True or False.
  • Search Unposted Time Note - Set to True or False.

• Misc
  • Dashboard Server Url - Enter the URL for the Dashboard. This generally entails changing localhost to the name of the computer hosting your Juris server.
• Rapid Access Data
  

  These settings can help improve performance for displaying dashboards. This is created automatically and other than the settings listed below, there is no other configuration necessary. When a dashboard report is requested, the system first tries to retrieve the data from the Rapid Access Data. If the data is present, then it is retrieved directly from the Rapid Access Data and the response time would be much quicker. If the dashboard data is not present in the Rapid Access Data, then the data is retrieved directly from the database. In the process, the Rapid Access Data is also updated with the latest retrieved data. If users having the same properties set in the dashboard page try to get the same data again, the data is retrieved from the Rapid Access Data.

  • Rapid Access data size: Enter the value in MB (megabytes) for the size of the cache located on the hard drive.

  Setting the size to 0 MB will delete the dashboard data. The next time the user logs in, the dashboard data will be retrieved again from the database.

  
  

  It is best practice to periodically check and evaluate the cache size as the database becomes larger and dashboards demand more resources. Once the memory size is exceeded, the oldest accessed (viewed) data will be deleted.

• Rapid Access data time: Enter the time when the Rapid Access data is refreshed with the latest information.

It is best practice to set the time when the Juris Suite system has the least amount of user activity.

• Misc
  • Dashboard Server URL - Enter the URL for the Dashboard This generally entails changing localhost to the name of the computer hosting your Juris server.

• E-mail
  • From E-mail Address - Change the default domain to your firm’s domain.Users cannot reply to this email address, and it does not need to be set up in Exchange.
  • SMTP Host Address - Change this to the internal IP address of your firm’s email server. You can use the full computer name instead, but this may cause DNS issues.

• E-mail
• Default Email Body - Change to the default body text for outgoing collections email.

• Default E-mail From Address - Change the default domain to your firm’s domain. Users cannot reply to this email address, and it does not need to be set up in Exchange.

• Default E-mail Subject - Change to the default subject text for outgoing collections email.

• SMTP Host Address - Change to the internal IP address of your firm’s email server. You can use the full computer name instead, but this may cause DNS issues.