LexisNexis®
University

CounselLink Law Firm Essentials

Product
CounselLink® - Law Firms
Date
11/14/2024
Time
1:00pm - 2:00pm Eastern Time (US & Canada)
Seats Available
5000
Learning Method
Virtual Training (Alternate)
Registration End
11/12/2024

Price $0.00

Register

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. 

Course Outline: 

  • Working Efficiently in CounselLink Introduction
    • Course Introduction
    • Discussion Topics
    • Reviewing the Homepage
      • Searching for Information
  • Timekeepers, Fees & Rates
    • Adding New Timekeepers
    • Locating Fee Offers
    • Revising Fee Offers
    • Monitoring Fee Offer Status
    • Resolving Rejected or Partially Approved Fee Offers
  • Creating and Managing Invoices
    • Uploading, Emailing, Manually
    • Collaborative Review
    • Managing
      • Inactive/Incomplete
      • On Hold
      • Scheduled
      • Rejected by Billing Guidelines Review
      • Rejected by Client
      • Adjusted & Approved by Client
      • Viewing Payment Status
  • Reviewing the Law Firm Profile
    • Add Office
    • Editing Information & Settings
    • Volume Discounts
    • Categories
    • Diversity Survey
  • Help Resources and 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 to 12 to ensure that each student gets a full experience and ample opportunity to ask questions.

Literature

Speakers