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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.
Learn the skills you need to perform your assigned roles in CounselLink, including matter management and invoice review actions.
Schedule a Private Session slots are available on Tuesdays and Thursdays every week. Date and Time selected are subject to confirmation. The "Schedule a Private Session" offering is set up as a private, remote demonstration-style class. If available dates and times do not suit your needs, please reach out and our trainer will help find a slot that fits your needs.
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.
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 interactive webinar guides you on how to create simple reports. Learn how to build with objects and manipulate date in this demo-style webinar. The class is targeted to users who are tasked with building these simple reports.
Class Information: This instructor-led webinar will introduce the capabilities of the Legal Spend Dashboard. Learn how to run, modify and save a personal version of the dashboard. Additionally, learn how to create unique, custom visuals. **Note:Essential customers have limited modification options.