Are you being asked to enter matters into PCLaw but are unsure where to begin? This first step is critical to make sure your matters are setup correctly regarding the difference between clients and matters, how lawyers fit into the process, and verifying key information.
“What’s The Matter? Case Management Simplified” will focus on laying the foundation for maximizing the use of PCLaw by answering these questions and more, using the following topic areas:
• Navigating PCLaw
• Preparing settings pertaining to matters
• Adding lawyers and their rates
• Creating Clients
• Adding Matters
• Managing Matters
• Producing the Matter List
Note: The Matter Manager > Billing tab is covered in the All Bills, Great and Small lesson.
*CLE hours may be available based on state and timeframe. Please contact LNTraining@lexisnexis.com if you are interested.