CounselLink Attorney Implementation

Title	Date	Downloads
KPMG go-live letter instructions Keith Bruni KPMG Posted to: CounselLink Attorney Implementation - Media Gallery	21 May 2021 by Keith Bruni	199
eXp Go Live Instructions Keith Bruni These are the onboarding steps listed in the registration letter. The document is linked eXp in the go... eXp Posted to: CounselLink Attorney Implementation - Media Gallery	18 May 2021 by Keith Bruni	63
KPMG Registration Letter Keith Bruni Registration KPMG Posted to: CounselLink Attorney Implementation - Media Gallery	7 May 2021 by Keith Bruni	139
FlightSafety - Law Firm Missing Matter Intake Form Keith Bruni FlightSafety Missing Matter Posted to: CounselLink Attorney Implementation - Media Gallery	26 Apr 2021 by Keith Bruni	82
eXp Realty NLV Letter Keith Bruni NLV Realty eXp Posted to: CounselLink Attorney Implementation - Media Gallery	3 Mar 2021 by Keith Bruni	34
Elanco Law Firm Tasks Keith Bruni Elanco Posted to: CounselLink Attorney Implementation - Media Gallery	5 Feb 2021 by Keith Bruni	177
Import Timekeepers Spreadsheet Keith Bruni Spreadsheet to import multiple timekeepers in CounselLink Add Timekeepers Posted to: CounselLink Attorney Implementation - Media Gallery	31 Aug 2020 by Keith Bruni	730
Online Help & Training Keith Bruni 8/4/2020 - Added Online Help & Training doc - TCM Training Help Posted to: CounselLink Attorney Implementation - Media Gallery	4 Aug 2020 by Keith Bruni	4024
How to Edit a Declined Fee Offer Keith Bruni Generic, simple instructions for firms to edit a declined fee offer Instructions declined fee offer Posted to: CounselLink Attorney Implementation - Media Gallery	4 Aug 2020 by Keith Bruni	130
CounselLink Law Firm User Guide with FastTrack Keith Bruni 10/6/2021 - updated guide to include Diversity information & new LN logo CounselLink law firm user... Registration Instructions User Guide Posted to: CounselLink Attorney Implementation - Media Gallery	3 Aug 2020 by Keith Bruni	500
Syneos Health Invoice Guideline Keith Bruni 7/29/2020 - Updated invoice guidelines for Syneos email link - TCM Invoice Processing Invoice Syneos Posted to: CounselLink Attorney Implementation - Media Gallery	29 Jul 2020 by Keith Bruni	73
Travelers Retention and Billing Terms-Conditions for Firms - US Domestic, Canada, Europe UK Barristers and UK External Solicitors - Effective 8.1.2023 Keith Bruni 8/1/2023 - updated billing guidelines 7/23/2020 - TCM - Uploading latest Traveler guidelines from CL TRAVELERS Guidelines Billing Billing Guidelines Posted to: CounselLink Attorney Implementation - Media Gallery	23 Jul 2020 by Keith Bruni	586
Create a Budget Instructions Keith Bruni 7/13/2020 - uploading budget instructions Budgets Posted to: CounselLink Attorney Implementation - Media Gallery	13 Jul 2020 by Keith Bruni	50
Registration Instructions - Join Registry Keith Bruni 10/6/2021 - Updated LN logo 8/4/2020 - Removed FastTrack instructions 7/8/2020 - Updated Join Registry... Registration Instructions Registry User Guide Posted to: CounselLink Attorney Implementation - Media Gallery	8 Jul 2020 by Keith Bruni	241
CounselLink for Travelers Registration Guide Keith Bruni 10/6/2021 - updated LN logo 7/23/2020 - TCM - Removed LSQ FastTrack from registration guide 7/7/2020... Registration Instructions TRAVELERS User Guide Posted to: CounselLink Attorney Implementation - Media Gallery	7 Jul 2020 by Keith Bruni	2353
CounselLink for Liberty Mutual Registration Guide Keith Bruni 10/6/2021 - Updated LN logo & added information to utilize LISA to contact Liberty Mutual 8/3/2020... Registration Instructions Liberty LABS Guidelines User Guide Posted to: CounselLink Attorney Implementation - Media Gallery	7 Jul 2020 by Keith Bruni	1893
Travelers Invoice Processing Keith Bruni 5/17/2021 - Updated formatting to fit on one page 7/7/2020 - Invoice processing guide for Travelers Invoice Processing TRAVELERS Posted to: CounselLink Attorney Implementation - Media Gallery	7 Jul 2020 by Keith Bruni	828
CounselLink Registration Guide - Firms Who Enter $0 in Level Rate Boxes Keith Bruni 10/6/2021 - Updated to include Diversity information section & updated LN logo 8/4/2020 - Removed... Registration Instructions User Guide Posted to: CounselLink Attorney Implementation - Media Gallery	16 Apr 2020 by Keith Bruni	184
CounselLink Registration Guide - Client Enters Rates Keith Bruni 10/6/2021 - Added Diversity information section & new LN logo. 8/4/2020 - Removed FastTrack section... Registration Instructions User Guide Posted to: CounselLink Attorney Implementation - Media Gallery	16 Apr 2020 by Keith Bruni	870
Gentiva NLV Letter Keith Bruni Test file for Training Updated per Kim's request on 4/10/2020 NVL Letter Gentiva Posted to: CounselLink Attorney Implementation - Media Gallery	10 Apr 2020 by Keith Bruni	38