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
- 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.