This training provides the information you need to perform power user tasks. As the person at your company who administers CounselLink, learn how to configure CounselLink and manage corporate, office, and user profiles. Additionally, learn how to approve law firm fee offers and staffing lists, and manage legal holds.
Learn how to execute standard reports and design custom reports to obtain the information you need from CounselLink.
As a new CounselLink user, this is the place to start. Learn how CounselLink enhances collaboration with law firms and get familiar with the CounselLink interface, your user profile, and available help resources.
This course focuses on the role of the CounselLink Administrator responsible for handling vendor tasks such as managing law firms, fee offers, and billing guidelines administration.
This training provides the information you need to perform basic User Administration tasks. As the person at your company who administers CounselLink, learn how to manage corporate, office and user profiles.
The CounselLink Operational Management class focuses on handling the business specific workflow administration tasks that involve fee offers, invoices, matters and communications.
To take this course you need to have the role as Corporate Administrator within your CounselLink configuration.
This instructor-led, interactive, demo style webinar will get you started on running reports. You will learn how to navigate, run and save reports. The session is best suited for the new CounselLink report users. The webinar includes a handy quick reference guide. The session is best suited for the new CounselLink report users.
This course is an interactive training session where users receive an understanding of the CounselLink analytics dashboards.