Creating matters, reviewing invoices, searching; sure you can do that. Now, let’s take your skills to the next level. Here are some underutilized features to increase operational efficiency and visibility into your data.
Most of these features are available to everyone. However, CounselLink is highly configurable by design. If a feature is unavailable, please reach out to your account manager to inquire.
Speed up the process or dive into the invoice data during review. Wouldn’t it be great to see approved and unapproved charges for a timekeeper across all invoices on a matter? Or to see all the all expenses from a law firm regardless of matter. Could this help you identify problems, savings or patterns earlier in the process?
There are a couple methods to combine invoices.
Including notes on your invoices can serve a wide range of uses. One of the main benefits is reducing the amount of emails about invoicing, use the charge and invoice notes to relay messages to the next reviewer. Another benefit is to record information for historical purposes. Explain the reasoning behind a reduction, add charge or invoice detail gathered through outside communication with the law firm or provide more information to the law firm.
Notes can be added to individual charges and to the invoice in general. Any note added will default to a corporate view only, although you may choose to make the note visible to the law firm.
5. Enter Note text.
6. Select who will view the note. Note will default to internal view.
7. Click Save.
4. Enter Note text.
5. Select who will view the note. Note will default to internal view.
6. Click Save.
You can always track changes to your matters, who had invoices before you and really any other activity on your matters and invoices.
You can track activity on your matters and invoices. Four methods are outlined below
The change log will show any edits to the matter information and who entered the custom data
The matter history will show any event connected to the matter. For example, when it was created and by whom, when invoices are submitted, when budgets are added, when documents are added or deleted. All matter activity is recorded under the history tab.
The invoice history will show any event connected to the invoice. For example, when it was created, when it was submitted, who has reviewed it and when it has been approved. All invoice activity is recorded under the history tab.
In charge history will show any changes made to an individual charge.
Searching is not just for finding items anymore. You can perform many actions from the search panel, you can configure the results and use search results like a mini-report and you can also save custom searches to always have your most important data at your fingertips.
Change the items that show on the search panel. Customize your view to what you find most important.
3. Configure the panel
4. Selected fields will show on table, available fields may be moved to selected.
5. Configure your number of results per page.
6. Set your default sorting.
Once a search is executed, there are many actions available right from the search panel. You can update matter information, assign law firms, combine invoices to name a few.
CounselLink offers many opportunities to access additional help. There are On Demand training modules on LexisNexis University and there are Help Files built into the CounselLink System.
LexisNexis University is a website serving all LexisNexis software products. You will find four free modules targeted to the Corporate Client and one targeted to Law Firms. A sample of the content is below.
The help files are built into the CounselLink application and constantly being updated and improved. The help files can be printed out as independent subjects and can function as basic job aids. In addition to the subjects offered, there are also a few PDF’s available in the reporting section.