LexisCLE

Please note: You must complete exams for Lessons 1 -9 to receive CLE credit.

 Goal: These web-based training sessions will demonstrate fundamental concepts, and techniques to enable the user to perform PCLaw basic user level tasks. Users with a current Annual Maintenance Plan (AMP) have unlimited free access to this training for the length of their subscription.

Table of Contents:

• Introducing Anytime Training
• Navigating PCLaw
• Pre-Data Entry Workflow for New Law Firms
• Pre-Data Entry Workflow for Firms Converting to PCLaw
• Adding Timekeepers
• Selecting Advanced Lawyer Parameters
• Creating Rate Categories
• Navigating the Firm and Other Tabs
• Navigating the Data Entry Tab
• Recognizing Additional Settings Tabs
• Selecting Firm Settings for Creating Matters
• Customizing the New Matter Window
• Adding Matter Information
• Navigating the Primary Tab in Matter Manager
• Working with Grid Tabs
• Modifying Matter Manager
• Selecting Time Templates for Firms
• Posting Time and Fee Entries
• Demonstrating Additional Time Tools
• Posting Expense Recoveries
• Applying Expense Recovery Options
• Demonstrating Additional Expense Recovery Tools
• Navigating the Bill Selections Window
• Adjusting Invoices at Time of Billing
• Undo Bills
• Billing New Matters Using Quick Bill
• Billing Existing Matters Using Quick Bill 
 

Duration: 4 hours 15 minutes 

Please note: You must complete exams for Lessons 1 -9 to receive CLE credit.

The following states currently do not approve LexisNexis Anytime Training: Arkansas, Delaware, Illinois, Iowa, Kansas, and Minnesota.

Anytime Training qualifies as self-study only in the following states: Colorado, Florida, Georgia, Idaho, Louisiana, Maine, Missouri, Montana, Nevada, New Hampshire, New Mexico, North Dakota, Oregon, Texas, Washington, West Virginia, and Wyoming.