These short videos are designed for all Firm Manager Users. Access only one video for targeted learning or view the entire suite for an all-inclusive learning experience.
Classes include
Billing
Learn how to enter time and expenses, invoice a client, batch bill, and more.
Calendar
Learn how to use the calendar features in Firm Manager.
Contacts
Learn how to add and edit contacts in Firm Manager.
Document Management
Learn how to create and manage folders and documents in Firm Manager.
Matter Management
Learn how to create new matters, edit existing matters, and set up a matter budget.
Reporting
Learn how to execute and view standard reports to obtain the information you need.
Tasks
Learn how to create, view, and assign tasks, find potential conflicts of interest, and search for matters, contacts, and more.
Additional Tools
Learn how to use time-saving functions such as, importing the firms contacts and matters into Firm Manager, creating intake templates, and using the admin tools.
Note: this self-paced OnDemand training requires Adobe Flash to be installed in order for it be viewed.