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Do you need learning tools for the firm’s attorney and staff, or how about your InterAction power users? This online subscription includes 7 high quality, interactive, self-paced modules that cover all of your InterAction users. Plus, anyone within the firm can access these modules for a full year.
This course demonstrates how to use Application Collaboration to pull external data into InterAction.
This interactive, self-paced course demonstrates how to use and configure InterAction IQ to gather contact relationship intelligence.
(Date and Time selected is subject to confirmation)
The "Schedule a Private Session" is set up as a private and remote demonstration-style class where any topic can be covered with up to 12 firm participants. Without a set curriculum, the content of this session is entirely at the discretion of the client.
This session provides an in-depth review of contact and folder maintenance in the InterAction Windows Client, as well as best practices for managing marketing lists and events.
This session provides an in-depth review of best practices for managing data quality tools and searches, duplicate contacts and data, and the Data Change Management inbox.
This session provides an in-depth review of the InterAction Administrator, as well as managing User Accounts, user list configurations, and User Groups.
This session provides an in-depth review of the configuration options available through the InterAction Administrator.
This virtual course is a comprehensive, hands-on overview focused on preparing trainers to educate attorneys and administrative assistants to use InterAction tools your firm has available: Client Insights & IA for Office365 (IA365) or InterAction for Microsoft Outlook (IMO) & the Web Client.
The InterAction Admin certification exams provide a comprehensive analysis of a student’s understanding of InterAction concepts, strategic processes and tactical knowledge.