SQL Adventures – Navigating PCLaw Billing Preferences From HotDocs

The answer to the question is “MatterInfoSpareLong2”.  After several hours of searching, calls to former PCLaw product managers and tech support directors, I got the answer I was searching for.  My odyssey had started with a simple request: “Produce a report that combines File details in Amicus Attorney with billing and receivables details in PCLaw.  Having presented a seminar on integrating Amicus Attorney and HotDocs, I thought it a simple matter to integrate HotDocs and PCLaw.

On the surface, it was easy.  In PCLaw there is a MattInf table that stores the Matter information.  You can use the MatterID from within HotDocs to query the SQL database and get file information.  On the MattInf table there is a ClientID that links to information on the primary client, allowing you to pull in client data. For current statistics, there is a MattBal that contains data on each file regarding account balance, receivables, billings etc.

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