CounselLink for Law Firm Personnel – Getting Started (08/16/2012-12/31/2013)

Seats Available: 9736

  • Class: CounselLink for Law Firm Personnel – Getting Started (08/16/2012-12/31/2013)
  • Class Type: OnDemand Training
  • Registration End: 12/31/2013

Description

Goal: The course will show the user how to get started with CounselLink and then submit invoices to their client using the system.  This following topics are covered:

  • Registration & Office Profiles
  • Entering Rates to Fee Structures
  • Accessing Matters
  • Types of Invoice Submission
  • Electronic Invoices
  • CounselLink Invoices
  • Paper Invoices

Table of Contents:

• The Path to Invoice Payment
• Navigation
• Searching
• Preliminary Requirements
• Registration & Profiles
• Law Firm Profile Setup
• Law Firm Office Setup
• Creating Tax Items
• Profile Management
• Fee Structures & Fee Offer
• Entering Rates to Fee Structures
• Matters in CounselLink
• Reviewing & Accepting Matters
• Adding Notes to a Matter
• Adding Documents to a Matter
• Checking Matter Status

This course is necessary to successfully submitting invoices using CounselLink.

 

Duration: 1 hour

Price: $0.00 {"prodid": "4775","type":"class","course":"187"}

Class Information

    This flexible, on-demand training orients law firm personnel to CounselLink

Prerequisites