Conference call took place on Tuesday, June 2 at 1:00 PM EDT.
Participants:
- Deborah Heller – CRIV Thomson Reuters Liaison
- Kim Hurley – Information Management Advisor at Thomson Reuters
- Rachel Torgerson – Customer Success Strategist at Thomson Reuters
- Kevin Lane – Manager, Westlaw Product Development
Agenda:
- Discussion about some of the billing changes recently implemented and forthcoming.
- Working to improve communication and redesign invoices
- Ensuring a more reliable communication channel to customers
- Increase in electronic invoicing
- Making it clearer to customers if they are on auto-pay for certain items
- The invoice more clearly shows that something has already been paid to cut down on duplicate payments
- Providing 60, 30, and 15 day notices when a credit card that the customer is using for auto-pay is expiring to help prevent past due invoices and collections.
- Working to reduce the unapplied payments backlog by contacting customers and asking how payments should be applied to their account
- 3 phase invoice redesign
- Phase one began in early May and applies to new sale or debit invoices
- Cleaner
- Clearly outlines the amount due and the date it is due
- Customer name and address clearly provided on the invoice
- Customers will receive a PDF attachment with the invoice in an email so there is no longer the need to go to a separate platform in order to access the actual invoice
- The invoice will include hyperlinks.
- Phase 2 is anticipated to launch in the 3rd Quarter of 2020 and applies to Subscription, Credit, and Pro Forma invoices
- Phase 3 launch date is still being determined after Phase 2 and will include online invoices
- Phase one began in early May and applies to new sale or debit invoices
- Customer support information including how to read my new invoice is available online here
- Quick Check on Westlaw Edge has added a quotation analysis feature
- It analyzes quotes in legal documents to ensure that they are accurate
- A new feature on Westlaw Edge that will be rolling out later this summer (August) is Quick Check Judicial
- Allows you to upload multiple documents from a single matter. So the documents submitted by both parties will be analyzed together
- Shows the cases cited by each party, cases cited by both parties, and cases cited by neither party
- Will allow you to upload up to 6 documents at one time and assign each document to a party
- It will be included with a Westlaw Edge subscription
- More Practical Law materials will be released towards the end of June
- Includes a commercial litigation subtopic with over 200 new resources
- Substantive videos by the Practical Law editors
- Relaunch of the life sciences topic
- FDA-regulatory cross practice collection
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