Downloading Instructions:
Please follow the instructions below when installing the files on your computer(s).
Please take a moment to read these instructions for downloading and installing this update. After clicking on the link below, you will automatically begin the download process.
Should you require further assistance, please call Tech Support at 800-759-5418, M-F, 6:00 AM -5:00 PM PT.
Step 1. Click on the Download the LSI Importer program link below and begin the download process.
The first screen you see will be a Security Warning and it will ask what you would like to do with the file. Your three choices will be:
Choose: Run if you have only one computer on which to install the program or if you are installing it on your network server. Follow the instructions below.
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A. |
If you choose Run, another Security Warning screen will pop up. |
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B. |
Select Run and follow the Installing the ProdocLspImporter.Exe file instructions below, beginning with step 2. C. |
Choose: "Save" if you need to install it on more than one computer and you want to download the file only once. (You need to install the Importer on every computer and/or server on which LSI is installed and from which you want to import LSI data.)
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A. |
Download and save the ProdocLspImporter.Exe file to a memory device or to a network location. |
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B. |
You will then see a Download complete screen that gives you the option to Run or Open Folder. |
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C. |
If you are ready to install the Importer on the computer on which are working, select Run and follow the instructions below starting with 2.C. (Depending on your browser version, you may receive a warning message after you select Run. If you do, simply click Run in the message to proceed.) |
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D. |
To install the Importer on other computers from which you want to import LSI data, move the memory device to the next computer, open the location where the ProdocLspImporter.Exe file is saved and follow the instructions below starting with 2.A. |
Step 2. Installing the ProdocLspImporter.Exe file:
Using My Computer or Windows Explorer, open the folder where you saved the file:
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A. |
Double-click ProdocLspImporter.Exe. |
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B. |
The first window you see will be a security warning. Select Run. |
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C. |
The LSI Importer Install Importer window will open. |
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D. |
Follow the instructions on our Learn About Your
LSI Legal Solutions Plus Importer PowerPoint slide show or PDF document to install the Importer and import your LSI data into ProDoc |
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E. |
For more details about the Importer see our Frequently Asked Questions (FAQs) |
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F. |
If you need our free assistance call our Tech Support team at 800-759-5418, option #3. |
Download the LSI Importer program >>
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Save Time and Reduce Errors by Using ProDoc Clients and Cases
One of the biggest time savers in ProDoc is the fact that it saves all data you key in and re-uses that data on any new documents you draft. LSI and other competitors save only the basic client and case profile information—requiring you to re-key all the other form data over-and-over again for every form you generate.
But, ProDoc can only store your client and case data when you take the time at the inception of a case to create a Client and Case so ProDoc has a file in which to save that data for you. We recommend that you make Creating a Client and Case in ProDoc a standard practice when opening a new case.
The Importer will automatically create for you a client and case for data it imports from LSI. However, you need to create a Client and Case for any new clients you add.
View information about creating Clients and Cases >>
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Using the New Profile Forms in ProDoc
We recently added Profile forms in every ProDoc volume except Lipman’s Wills & Trusts. Use them in a similar fashion as you used the Profile forms in LSI. You will find the Profile form for each volume listed as the first form in the Form Selector.
While there is no reason to not complete the Profile form at the inception of a new case, you will find that it is not necessary since all the information in the Profile form will be captured and saved by ProDoc when you set up a Client and Case and generate one or two documents for the case.
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Invest in ProDoc Free Training
Many new customers report that ProDoc is so easy to use that they do not think our free training is necessary. While we love the compliment, we would rather that you take the training. When you do so you will learn how to wring the maximum time-savings value out of your ProDoc investment through ProDoc features like:
- Using PowerPacks to generate certain documents,
- Editing the master templates in ProDoc,
- Tweaking the document formatting to more closely match your preferences,
- Setting default answer sets for each attorney,
- Creating form sets of related documents to generate simultaneously,
- Creating questionnaires for new clients,
- Creating answer sheets showing all the information in a newly generated form to speed attorney review of the document,
- And much more.
View more information about all our free training options >>
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