2 Class(s) Available
CounselLink Law Firm Essentials
Short Description:
 
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, along with managing Budgets and Accruals when requested by your client.
 
Long 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.

 
Course NameProduct NameClass TypeDates Scheduled

CounselLink® - Law Firms
Virtual Training (Alternate)
05/23/2025-05/23/2025
CounselLink® - Law Firms
Virtual Training (Alternate)
06/24/2025-06/24/2025