Goal: These OnDemand training lessons demonstrate concepts and techniques that enable the user to perform CounselLink user level tasks. Lessons cover Matters, Billing, Fees & Discounts, Legal Hold, Profile & Administrative Training, FactMine, Contacts, MS Outlook for CounselLink, Quick Search, and What's New in the current release.
Lessons covered:
- Getting Started
- Matter Management
- Format Matter Numbers
- Matter Journal
- Timekeeper Level Budgeting
- Creating Proxy Invoices
- Invoice Review
- Combined Invoices
- Invoice Level Adjustments & Workflow Actions
- Accruals
- Volume Discounts
- Legal Hold
- Administrative Users
- Individual Profile
- FactMine Reporting 1 & 2
- FactMine Designer
- Creating Contacts
- MS Outlook v3
- Quick Search
- What's New in current release of CounselLink