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CounselLink Attorney Implementation
CounselLink Attorney Implementation
CounselLink Attorney Implementation
This group is for the CounselLink Attorney Implementation team to host documents.
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Resolute Management Introduction Letter
Keith Bruni
This is the letter that is linked in the Resolute Registration letter
Resolute
Introduction
Letter
Posted to:
CounselLink Attorney Implementation - Media Gallery
28 Jul 2021
by
Keith Bruni
1641
Completing Diversity Information In CounselLink
Keith Bruni
7/7/2021 - Instructions for completing timekeeper diversity information and the diversity survey.
Instructions
guide
Diversity
User Guide
Posted to:
CounselLink Attorney Implementation - Media Gallery
7 Jul 2021
by
Keith Bruni
60
Resolute Management SHARE TEMPLATE
Keith Bruni
Resolute
Share
template
Posted to:
CounselLink Attorney Implementation - Media Gallery
6 Jul 2021
by
Keith Bruni
5457
KPMG go-live letter instructions
Keith Bruni
KPMG
Posted to:
CounselLink Attorney Implementation - Media Gallery
21 May 2021
by
Keith Bruni
203
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
71
KPMG Registration Letter
Keith Bruni
Registration
KPMG
Posted to:
CounselLink Attorney Implementation - Media Gallery
7 May 2021
by
Keith Bruni
145
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
86
eXp Realty NLV Letter
Keith Bruni
NLV
Realty
eXp
Posted to:
CounselLink Attorney Implementation - Media Gallery
3 Mar 2021
by
Keith Bruni
37
Elanco Law Firm Tasks
Keith Bruni
Elanco
Posted to:
CounselLink Attorney Implementation - Media Gallery
5 Feb 2021
by
Keith Bruni
181
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
760
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
4119
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
137
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
507
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
82
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
621
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
54
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
248
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
2509
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
2001
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
865
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