This instructor-led webinar will help Law Firm users work more efficiently in CounselLink. This session reviews how to locate and manage Matters you have with a client, submit and manage Invoices.
Course Outline:
- Introduction & Overview
- Matter Management
- Locating Client Matters
- Managing Matters
- Using the Matters Page
- Invoice Management
- Submitting Invoices
- Managing Invoices
- Using the Invoices Page
Note: our policy is that each attendee registers for a seat in our class. You can register multiple seats during registration. This is a live, interactive session with a certified CounselLink trainer. We limit the number of seats available to ensure that each student gets a full experience and ample opportunity to ask questions.