CounselLink Law Firm User Virtual Meeting (08/12/2013-08/12/2013)

Seats Available: 1

  • Class: CounselLink Law Firm User Virtual Meeting (08/12/2013-08/12/2013)
  • Date: 08/12/2013
  • Time: 1:00pm EST- 5:00pm EST
  • Class Type: Virtual Training
  • Registration End: 08/08/2013
  • Rating:Rating

Description

Learn Best Practices and Ways to Improve Firm Performance at a CounselLink® Law Firm User Group Meeting in Your Area
                                
This hands-on course provides law firm personnel with the latest tips, tricks and training for CounselLink. Students will learn how to work best with CounselLink and comply with electronic billing processes from their clients.
 
Introduction
·     Getting Started
§ Access, Navigation, Pre-Matter Assignment Processes & Activities
o    Matter Activities
§ Searching, Editing, Documents, Budgets
o    Invoice Activities
§ Process Overview, Submitting Invoices, Tracking Invoices, Troubleshooting
Getting Started
·         Access and Navigation
·         Overview:  Getting your matters into CounselLink
·         Adding Client Required Information to you firm profile
·         Adding New Users or Timekeepers
·         Law Firm User Roles & Notifications
·         Entering New Fees or Updating Fee Offers
Matter Activities
·         CounselLink Search
·         Editing Matters
o    Adding your Law Firm Matter ID
o    Adding Client Required Information to a Matter
o    Adding & Submitting a Staffing List for Client Approval
·         Attaching Documents to a Matter
o    From Outlook plugin
o    From Matter Overview
o    From Document Tab
·         Entering a Budget to a Matter
Invoice Activities
·         Overview:  The Path to Invoice Payment
·         Paper & Electronic Requirements
·         Submitting Electronic Invoices (LEDES)
·         Tracking Invoices (Invoice Progress & Returned Invoices)
·         Invoice Troubleshooting Tips
·         Customer Support Information
 

CLE Information


Comments

  • Rating  I found this course very informative.
  • Rating  I have been using Counsel Link for a few years now, I picked up a few things, but this class is great for new comers
  • Rating  It had a bunch of golden nuggets I couldnt figure out by just clicking around on my own. Great class for those like me that have used CounselLink but had holes in knowledge
  • Rating  Trainer was sincere in taking our suggestions.
  • Rating  I would recommend this class, users like myself and the clients who contract with CounselLink.
Price: $99.00 Add To Cart{"prodid": "8256","type":"class","course":"607"}

Class Information

    This hands-on course provides law firm personnel with the latest tips, tricks and training for CounselLink.

Prerequisites