This class is intended to provide law firm CounselLink users with a broader understanding of CounselLink and help participants work more effectively in the software.
Course Outline:
- Working Efficiently in CounselLink Introduction
- Course Introduction
- Discussion Topics
- Reviewing the Homepage
- Searching for Information
- Timekeepers, Fees & Rates
- Adding New Timekeepers
- Locating Fee Offers
- Revising Fee Offers
- Monitoring Fee Offer Status
- Resolving Rejected or Partially Approved Fee Offers
- Creating and Managing Invoices
- Uploading, Emailing, Manually
- Collaborative Review
- Managing
- Inactive/Incomplete
- On Hold
- Scheduled
- Rejected by Billing Guidelines Review
- Rejected by Client
- Adjusted & Approved by Client
- Viewing Payment Status
- Reviewing the Law Firm Profile
- Add Office
- Editing Information & Settings
- Volume Discounts
- Categories
- Diversity Survey
- Help Resources and Q&A
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.