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Welcome to First Step Webinars 
• Your presenter will be with you shortly. 
• Please print out the presentation for note-
taking purposes at: 
http://abacuslaw.com/client-center/training  
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Matters, Names and Notes 
Brand Value: 
Our software can be customized to meet any need!  
VB.NET PDF Text Box Edit Library: add, delete, update PDF text box
Protect. Password: Set File Permissions. Password: Open Document. Edit Digital Highlight Text. Add Text. Add Text Box. Drawing Markups. PDF Print. Work with
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Objectives 
The program is matter-
centric. 
Best practice: supply as 
much detail when 
entering information. 
Be consistent. 
•Best Practices 
•Names 
•Conflict of Interest  
•Matters 
•Notes 
•Timers 
•Text Macros 
•Linking Documents 
•Linking Emails 
C# PDF Annotate Library: Draw, edit PDF annotation, markups in C#.
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Line color. Select the line color when drawing annotations on PDF document. 15. Description. 17. Text box. Click to add a text box to specific location on PDF page
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Intake Forms 
Intake Forms Manager is used to control 
Intake Forms.  Matters>Intake 
Forms>Intake Form Manager. 
.NET PDF Document Viewing, Annotation, Conversion & Processing
PDF Write. Insert text, text box into PDF. Edit, delete text from PDF. Insert images into PDF. Add, Update, Delete form fields programmatically. Document Protect
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C# WinForms Viewer: Load, View, Convert, Annotate and Edit PDF
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Intake Forms 
Intake Forms create 
your Case and Client 
records, links them 
correctly and 
calendars your initial 
tasks all from one 
screen. 
Save Draft you can 
save a partially 
completed intake form 
and then return to it 
later. 
Timer if you need to 
track the time spent 
while doing an intake 
there is now a built-in 
timer. 
Now your buttons are 
always visible instead 
of having to scroll to 
the bottom of the 
intake screen. 
C# WPF Viewer: Load, View, Convert, Annotate and Edit PDF
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Allow users to add comments online in ASPX webpage. Able to change font size in PDF comment box. which bring users quick and efficient working with PDF Document.
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Intake Forms 
Intake Forms when 
you want to select an 
intake form they are 
now sub-sorted by 
law type instead of in 
a single long list. 
C# HTML5 PDF Viewer SDK to annotate PDF document online in C#.NET
Name. Description. 1. Add sticky note. Click to add a sticky note to PDF document. 4. Strikethrough text. Click to strikethrough text on PDF page. 6. Add text box
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VB.NET PDF - Annotate PDF with WPF PDF Viewer for VB.NET
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Intake Form 
We now have a Matter, Client and other 
parties as well as the initial new case tasks. 
Conflict of Interest 
Enter last names of the people for who you 
want to find any reference to in your database. 
Run to run the Conflict of Interest check. 
Load Names will load previous names 
that have been checked. 
Load Hits will load the previous hits 
(potential conflicts) that have been 
found. 
Setup to input specific search criteria. 
INSTRUCTIONAL BREAK 
POINT 
“making Clients happy Worldwide!” 
Extra Databases gives you 
the ability to have extra 
databases for information 
tracking without having to 
create a field for every 
variable. 
Names 
If you are creating a business 
record, put the business name in 
the Last name field. 
ID number unique record number.  
Let Abacus assign the number. 
Label fields 1 through 4 (and City, 
St, Zip) are used for your mailing 
labels. 
Class classify this person: Client, 
Defendant, Expert, Judge, etc. 
Atty  responsible attorney/owner. 
Open Date when record created. 
Tabs Setup hide or rename 
your standard tabs. 
Active  active name? Y/N 
Index how the name records are 
currently being sorted. 
Right Click here for more options 
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