This session reviews administration tasks in CounselLink, such as managing your law firm offices, adding and managing your timekeepers, using volume discounts, creating and managing new fee offers.
Course Outline:
- Introduction & Overview
- Law Firm Profile
- Managing Law Firm Profile
- managing Offices
- Adding and Managing Timekeepers
- Using Volume Discounts
- Diversity Survey
- Financial Management
- Locating Fee Offers
- Editing and Submitting New Offers
- Help Resources and Q&A
- using Customer Support
- Finding Help Resources
- Q&A