LexisNexis®
University

Sorry, this class is unavailable since class date has already passed.

CounselLink Law Firm Essentials

Product
CounselLink® - Law Firms
Date
09/19/2024
Time
1:00pm - 2:00pm Eastern Time (US & Canada)
Seats Available
0
Learning Method
Virtual Training (Alternate)
Registration End
09/16/2024

Price $0.00

Registration Closed

Description

This class is intended to provide law firm CounselLink users with a broader understanding of CounselLink and help participants work more effectively in the software. During class, you will review how to locate and manage Matters you have with a client, submit and manage Invoices, along with managing Budgets and Accruals when requested by your client.  

Course Outline: 

  • Introduction & Overview
    • Introducing CounselLink
  • Matter Management
    • Locating Client Matters
    • Managing Matters
  • Invoice Management
    • Submitting Invoices
    • Managing Invoices
  • Financial Management
    • Managing Budget requests
    • Managing Accrual requests
  • Help Resources and Q&A
    • Using Account Center
    • Finding In-App Help Resources
    • Using Customer Support
    • Q&A


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.

Literature

Speakers