The CounselLink Operational Management class focuses on handling the business specific workflow administration tasks that involve fee offers, invoices, matters and communications.
Note: To take this course you need to have the role as Corporate Administrator within your CounselLink configuration.
Audience:
- New CounselLink Administrators taking over the role for an established CounselLink client who need to learn the scope of work and what configurations and settings they control.
- CounselLink Administrators for CounselLink clients who have been using CounselLink for several months and need to refresh their skills in order to make changes in their configuration.
Course Learning Objectives
After completing this class, you will be able to:
- Review law firm submitted fee offers
- Manage invoice workflows
- Manage matter allocations
- Manage matter change requests
- Manage email templates
- Locate additional resources
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.