8 Class(s) Available
Working Efficiently in CounselLink Webinar
Short Description:
 
This instructor-led webinar will help law firm users work more efficiently in CounselLink. The informative, demo-style webinar includes tips-n-tricks on using search features, updating fees and rates, administering users, matter management and Invoice topics.
 
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. 

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.

 
Course NameProduct NameClass TypeDates Scheduled

CounselLink® - Law Firms
Virtual Training (Alternate)
05/16/2024-05/16/2024
CounselLink® - Law Firms
Virtual Training (Alternate)
06/13/2024-06/13/2024
CounselLink® - Law Firms
Virtual Training (Alternate)
07/18/2024-07/18/2024
CounselLink® - Law Firms
Virtual Training (Alternate)
08/15/2024-08/15/2024
CounselLink® - Law Firms
Virtual Training (Alternate)
09/19/2024-09/19/2024
CounselLink® - Law Firms
Virtual Training (Alternate)
10/17/2024-10/17/2024
CounselLink® - Law Firms
Virtual Training (Alternate)
11/14/2024-11/14/2024
CounselLink® - Law Firms
Virtual Training (Alternate)
12/12/2024-12/12/2024