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These are optional forms and were added for your convenience. ProDoc will collect and save all that data from you after you set up a client and case in ProDoc and then draft the case profile in a document assembly session.

The Profile Form will be the first form listed when you open the list of forms for each volume. If you have already created Forms Sets in ProDoc for the forms you need for opening cases, you might wish to add this form to your Form Set. To do so, follow the steps listed here for creating form sets except choose to Update Forms and ignore the "+ New Set" button.

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Major Updates Coming this Year
The two major updates you can expect from us this year are:

• The mid-year Judicial Council Forms update release in June and
• The end-of-year legislative and 2010 Judicial Council forms releases in December.

Future Enhancements
Federal Criminal Defense and Federal Civil Litigation - Watch for these two volumes to debut later this year.

Future WebUpdates
WebUpdates enable us to provide you with changed forms almost as quickly as case law or agency changes outdate them. Our WebUpdate to you later this month includes:

• Real Estate - The HUD-1 and HUD-1A have been replaced and we will provide the new versions in this WebUpdate. This includes all three versions of the HUD-1 which we offer: Standard, Borrower Information Only, and Seller Information Only. IMPORTANT NOTE: The changes are significant in that the HUD-1 is completely redesigned and some fields on page 2 of the HUD-1 have been deleted. If you re-assemble an existing HUD-1 after installing this WebUpdate, be sure to review the differences between the previous version and the new version.
• Family Law - We're adding Judicial Council Form SOC341, Report of Suspected Dependent or Elder Abuse to the volume.
• Litigation - We're adding three new forms to this volume, including the Complaint of Discrimination under the California Fair Employment and Housing Act.
• Workers' Compensation - We're adding more than 20 forms including federal forms for longshoremen and Division of Labor Standards and Enforcement forms.

Past WebUpdates
Here is a review of the final January WebUpdate we provided you:

• We added a new Case Profile form—similar to LSI Case Profile—in each of the following volumes: Guardianships, Attorney-Client, Conservatorships, Juvenile, Probate, Real Estate, and Wills. You will find the Profile form shown as the first document on the document selector list for each volume.
• Family Law - We added a new Case Profile form—similar to LSI Case Profile. You will find it as the first document on the document selector list. We also updated 19 local forms.
• Workers' Compensation - We added a new Case Profile form—similar to LSI Case Profile. You will find it as the first document on the document selector list. We also made minor tweaks and adjustments based on user suggestions and changes by the California Division of Workers’ Compensation.
• Litigation - We added a new Case Profile form—similar to LSI Case Profile. You will find it as the first document on the document selector list. We also updated 35 local forms and made minor fixes to three discovery forms.
• Landlord Tenant - We added a new Case Profile form—similar to LSI Case Profile. You will find it as the first document on the document selector list. We also updated four local forms and made minor fixes to form UD-110.
• Criminal - We added a new Case Profile form—similar to LSI Case Profile. You will find it as the first document on the document selector list. We also updated two local forms.
• Lipman's Wills & Trusts - We updated a date reference in one of the transmittal letters.

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Remember that one of the most important time-saving features in ProDoc is that you enter all client and case data once for the life of each case. You no longer have to re-enter all but the basic Profile data over and over again as you formerly had to do—before ProDoc. ProDoc will save and reuse all the data—and save you time when you first set up a client and case before assembling the profile or other case documents.

This also reduces the incidence of keying errors that inevitably results from keying in the same information over and over during the life of a case.

And, remember that ProDoc comes to you network ready. In a network environment, all client and case data entered by all firm ProDoc users is stored on the server. The data is accessible for document drafting by everyone on the network—saving the entire firm more time.

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Q: "I subscribe to ProDoc with SOS and have installed ProDoc on my laptop for use out of the office. Are there certain files I can copy to my laptop so that I can access all of the SOS information (contact info, practice manager notes, etc.) on my laptop without being on my office network"?
A: There are files you can copy but that is probably not the best method to accomplish this task. We do not have a synchronize feature in ProDoc. But here is a suggestion for you:

There is a way to move current data from a computer or network server to another. Open ProDoc and go to Tools-Database Transfer-Transfer Contact Data Out. The system will guide you through selecting the client or clients to transfer out. The original data will stay in the host computer. Save it to something like a flash drive.

Then insert the flash drive into the laptop, start ProDoc, and select Tools-Database Transfer-Transfer Contact Data In. The system will guide you through the process. Then conduct your work on the laptop. When you are finished, repeat the above processes in reverse to transfer data from your laptop to your office computer or server.

Any documents that you generated are not transferred by this process. It is probably easier to simply recreate them in the Document Manager after you complete the final Transfer Contact Data In on the office computer.

Q: "What is my registration code? I have already keyed in the installation code [Key Code]"?
A: The Key Code tells the ProDoc installer which volumes and programs you are entitled to install and use. The Registration Code(s) control the number of users for your ProDoc based on your subscription. The first time you installed ProDoc and registered it, ProDoc was activated for a period of time... and you can see that expiration date for a brief time in the registration window each time you start up ProDoc. Installing a CD update extends that registration time period. So, if you forget to install an update or two, ProDoc will eventually time out on you and be unusable until you re-register it using the registration codes.

Q: "App for iPhone. I would love to have a portable billing app for iPhone. Is this something ProDoc will consider developing"?
A: The more feedback we receive like yours the more likely it is that this feature will be added in the future. However, it will probably not debut for at least two to three years. We are in the process of planning the next rewrite of ProDoc and SOS. As a consequence, we're not adding any significant new features to ProDoc's present version. The new rewrite will be huge.

Q: "Is there any plan to make ProDoc a web-based subscription, that way the user's operating system is irrelevant"?
A: This goes back to our rewrite plans. One of the options we are studying is to write ProDoc in a language that is web-compatible. We've actually had customers participate in research for the new look, feel, and features of the next version of ProDoc. And, for you Mac users, there is a strong possibility that the next version of ProDoc will be both PC- and Mac-compatible.

Q: "We've been told we should upgrade to Word 2007, but really don't want to do that because we've heard of many problems with it.   Are there other things with Word 2007 and ProDoc we should be aware of?  That might help make the decision.  I don't want to have to change every document, so that's one big negative."
A: ProDoc works very well with Word 2007 and there are only a few not-commonly-used-features that do not work with Word 2007. As long as you are not planning to modify the master form templates, create custom headers and footers, etc., you should not have a problem with Word 2007. However, you should be aware that the documents Word 2007 generates come with a .docx extension. Word users with versions earlier than 2007 can open them by downloading a special converter from the Microsoft web site. And, if you use Word 2007 with ProDoc you'll want to change your default document extension from .docx to .doc to avoid error messages.

Submit your ProDoc question(s) >>

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Learn how to create and use Clients and Cases in ProDoc >>

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