InterAction Train the Trainer

1:00pm - 5:00pm Eastern Time (US & Canada)
Seats Available
Learning Method
Virtual Training (Alternate)
InterAction - Trainer
Registration End

Price $925.00

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Note: This class now runs as a private session to focus on you and your firm's needs. After purchasing this course, an InterAction Trainer will reach out within two business days to scope and schedule your Train-the-Trainer Workshop at mutually convenient times. Purchasing the class as listed on LNU covers one seat/person in the class only.  If you wish to discuss a private workshop delivery for multiple people from the firm, please use the Request Private Training form to contact the training team for separate scoping & pricing.

This virtual course is a comprehensive, hands-on overview focused on preparing trainers to educate attorneys, fee earners, professionals and assistants to use InterAction tools your firm has available: Client Insights Module (CIM) & IA for Office365 (IA365) or InterAction for Microsoft Outlook (IMO) & the Web Client.

One of the biggest challenges to implementing or redeploying any software program is getting your users trained. Time, content, technology, and user willingness are often your biggest obstacles toward a successful rollout. The Train the Trainer session gives you the knowledge, tools and support needed to train your staff on all the essential functions of the InterAction product, and provides invaluable resources and lessons to educate your end users.

This class focuses on already developed resources in the InterAction Education Toolkit such as Quick Reference Guides, On-Demand Education Modules, and business procedures to help you develop a customized InterAction education program that specifically meets the needs of your firm. This live, instructor led session also encourages a cross-firm dialogue regarding tips and tricks and other best practices that trainers in your industry have used to train their users efficiently and effectively.

Note: Course materials will be provided for the tools your firm has available.


Course Objectives

  • Understand the InterAction fundamental concepts
  • Complete InterAction end-user tasks
  • Learn tips and tricks for teaching end-users
  • Understand the framework of developing end-user InterAction courses 

Course Outline

InterAction Overview

  • Fundamental Concepts
  • Communicating InterAction Fundamentals

Creating Your Training Plan

  • Organizational Goals for InterAction
  • Best Practices for Training Development
  • Course Design
  • Scenario Mapping
  • Prioritizing Topics for Training
  • Tips for Training

IA365 & IMO

  • Overview of InterAction for Office365 or InterAction for Microsoft Outlook (IMO)
  • Searching contacts & contact details
  • Creating/editing/managing contacts
  • Logging Emails/Appointments

CIM & Web Client

  • Overview of Client Insights or the InterAction Web Client
  • Searching contacts & contact details
  • Creating/editing/managing contacts
  • Viewing and contributing to lists
  • Reviewing pending contact updates
  • Creating working lists

Prerequisites: None


Audience: Trainers who will be educating end users on the any of the following products:

  • InterAction for Office365
  • InterAction for Microsoft Outlook
  • InterAction Client Insights
  • InterAction Web Client

Private Training Available:

  • Tailor a custom training session for up to 12 members of your firm.
  • Private sessions are scheduled around your convenience with our InterAction trainers.
  • Contact LNTraining@lexisnexis.com for more details.

Training Quarterly Newsletter: 

As part of your training purchase, participants will receive a subscription to our InterAction Training Quarterly Newsletter: The latest news from IA Training!

End User On-Demand Access: 

Class participants will have access to End User On-Demand modules for up to 90 days after attending class.


    Extremely valuable in preparing training curriculum tailored to our specific needs and priorities.

    Great course. Well taught.~~~~Who knew contact data could be this much fun?!

    Trainer was outstanding and her knowledge of the product was very indept.

    Class exceeded our expectations and managed to cover just about every topic (and challenge) we could think of.

    Outstanding class. Thanks!

    raining aids were excellent and so was the presentation.