This instructor-led webinar will help Law Firm users work more efficiently in CounselLink. This session reviews how to locate and manage Matters you have with a client, submit and manage Invoices.
Course Outline:
- Introduction & Overview
- Matter Management
- Locating Client Matters
- Managing Matters
- Using the Matters Page
- Invoice Management
- Submitting Invoices
- Managing Invoices
- Using the Invoices Page
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 available to ensure that each student gets a full experience and ample opportunity to ask questions.
Late Attendance Policy for Registered Users:
Registered users who arrive 10 minutes after the scheduled start time of the class will not be admitted or allowed to attend the session. This policy is in place to ensure that all participants receive a complete, uninterrupted learning experience and that the session runs according to plan. We appreciate your punctuality and cooperation in adhering to this requirement.