PRINT DIRECTOR | IMPORT MATTER CODES FROM EXTERNAL SOURCES

The right matter codes, always current, from wherever they live

Print Director imports matter and project codes from almost any source and keeps them in sync automatically. Users always pick from live, current matters, without anyone maintaining a second list by hand.

Wherever your codes live, Print Director pulls them in and keeps them current, so there's no second list to babysit.

Matter and project codes pulled in from a spreadsheet, a database and a practice management system, then kept in sync automatically so only live codes appear.

The problem

A code list that's always out of date

  • Maintaining matter codes by hand in a second system is slow and always lagging.
  • Users assign jobs to matters that have closed, moved, or don’t exist yet.
  • New matters aren’t billable in Print Director until someone remembers to add them.
  • Different source systems hold the codes, and none of them talk to print.
Importing keeps the code list live, wherever it comes from.

How it works

Pull from source, stay in sync

Three steps: codes pulled from any source, imported into Print Director, kept in sync automatically.Import Matter Codes from External Sources, three step icons: point to source, import codes, keep in syncThree green line-art icons in a row: several source systems feeding Print Director (point to source), matter codes populating a list (import codes), and a code list with a refresh loop (keep in sync), joined by thin arrows.

  1. Point to source
    Matter and project codes can be imported from almost any source, including your practice management system.
  2. Codes come in
    Current matters populate Print Director, ready for users to assign against.
  3. It stays in sync
    As matters change at the source, Print Director keeps up automatically.

Key Benefits

Why firms let Print Director pull the codes

  • Always-current matters
    Users assign to live codes, not a stale, hand-kept list.
  • No double maintenance
    Codes come from the source of truth, not re-typed into print.
  • New matters, ready fast
    New codes appear for billing without manual setup.
  • Fits your setup
    Imports from almost any source, whatever holds your codes.

Works with what you already have

It keeps the whole billing chain honest

  • Keeps the Matter / Project Code Popup stocked with current codes to choose from.
  • Complements direct Legal Practice Management integration where it’s available.
  • Underpins accurate Automatic Disbursement Billing against real, live matters.

Ready to keep matter codes current, automatically?

See it in the Knowledge Base
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