LexisCLE

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.