6 Class(s) Available
CounselLink Law Firm Essentials
Short Description:
 
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.
 
Long Description:
 

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.

 
Course NameProduct NameClass TypeDates Scheduled

CounselLink® - Law Firms
Virtual Training (Alternate)
07/25/2025-07/25/2025
CounselLink® - Law Firms
Virtual Training (Alternate)
08/22/2025-08/22/2025
CounselLink® - Law Firms
Virtual Training (Alternate)
09/19/2025-09/19/2025
CounselLink® - Law Firms
Virtual Training (Alternate)
10/24/2025-10/24/2025
CounselLink® - Law Firms
Virtual Training (Alternate)
11/21/2025-11/21/2025
CounselLink® - Law Firms
Virtual Training (Alternate)
12/19/2025-12/19/2025