GetYourLawyer extension

Increase your efficiency on the consulting platform Getyourlawyer and advisor your new customers acquired through GetYourLawyer as usual from Vertec.

With this Additional Feature activate the GetYourLawyer extension in Vertec. Entered services and expenses in Vertec are transferred to GetYourLawyer at the push of a button. You can download the config set here .

Further information can be found in the factsheet

In cooperation with:

getyourlawyer.ch

Application

Data transmission

1. Save system settings

The following settings must be defined in the system settings in the Section Case :

2. Identify users

Each employee whose services and expenses are to be transferred needs a valid lawyer ID from GetYourLawyer.

In order for the Vertec users of GetYourLawyer to be identified and the services assigned correctly, the Anwalt ID on the user in Vertec.

On the user under More info there is a field GetYourLawyer ID:

Here you have to enter the lawyer ID from GetYourLawyer. You can find this in the editor settings under Anwalt ID:

3. Identify cases

Each case from which services and expenses are transferred to GetYourLawyer requires a client reference from GetYourLawyer.

Contribute to the case in Vertec GetYourLawyer ID Under More Info enter the corresponding mandate no. from GetYourLawer:

4. Transfer data to GetYourLawyer

The data transfer is carried out per case. Right-click on the case or in the Actions menu Datenübertragung GetYourLawyer:

This menu item appears as soon as on the case a GetYourLawyer ID is registered.

All open services and expenses of the case are transferred. In the case of services and expenses that have already been transferred, it is checked whether the latest changes are newer than those present in GetYourLawyer. If this is the case, an update is carried out. In GetYourLawyer, the exported services and expenses appear on the corresponding case in the time recording.

Overview of transferred data

Under Data transfer GetYourLawyer in the tree of the case you get an overview of all open services and expenses of the case including the up-to-date transfer status:

This container is shown when:

• a GetYourLawyer ID is entered on the case (see section Identify cases )
• open services or expenses are available on the case

Requirements for services and expenses for data transmission

GetYourLawyer has some requirements for transferred services and expenses, including:

• The hourly rate must be below a limit defined in GetYourLawyer
• A text must be entered

Vertec does not pre-check these conditions. If a carryover fails, the corresponding error message from GetYourLawyer in Vertec is shown in the Status :

The error can be corrected in Vertec and the data transfer can be started again.

If a type of Service Type is entered for services, the text of the type of service shall be entered in the field Typ in GetYourLawyer. If not, it simply says “service”.

Expenses are stated in Typ always “Expenses” in GetYourLawyer. Vertec therefore transfers the Expense Type text, if any, as well as the expense text as description text in GetYourLawyer. Example:

• Type: HOTEL
• Text: “3 days in Zurich”

results: Hotel accommodation 3 days in Zurich.

charging

Invoicing is done directly in GetYourLawyer. However, the entered services and expenses must also be charged in Vertec, so that they are no longer exported or in order to be able to perform the usual evaluations in Vertec.

There are two options for charging in Vertec:

• A normal Invoice is entered in Vertec. The GetYourLawyer fees can be entered as additional expenses to ensure that the amounts match. This should be done immediately before charging and the expenses should be charged immediately so that they are not transferred to GetYourLawyer. It is
  important that the invoice is charged (click on the button charge), only then the services and expenses on it are no longer considered as outstanding. The exact procedure is described in the article on Invoicing .
• The services and expenses are internally charged . It is important that the corresponding mandate type is marked internally. For this purpose, the checkbox on the corresponding mandate type under settings > Cases > Mandate types may be checked Produktiv shall not be set:

  

  The exact procedure is described in the article Charge internal services .

Value-added tax

GetYourLawyer only knows one VAT rate. Therefore, Vertec does not perform an audit, but simply transmits the net values.

Delete services and expenses

Deleted services and expenses are not synchronized between Vertec and GetYourLawyer. Therefore, services and expenses deleted in Vertec must also be deleted manually in GetYourLawyer and vice versa.

Requirements and Download

• The Expert product line is a prerequisite for this feature.
• To operate the extension, you need a user account as a lawyer with the consulting platform Getyourlawyer .

Important information before importing can be found in the article Interesting facts about the additional features . The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: