This training covers everything new to this release of CounselLink including enhancements to budgets, matters, and user defined fields, which are designed to improve workflow, save time, and boost efficiency.
- Budgets - New Spending Report, Assumptions & Time Frames. and Lead Law Firm Timekeeper view
- Matters - Matter Reopen Role, Participant Mass Updates, Participant Role Configurations
- Rules for User Configurable Data Fields