Working Efficiently in CounselLink Webinar |
Short Description: |
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This instructor-led webinar will help law firm users work more efficiently in CounselLink. The informative, demo-style webinar includes tips-n-tricks on using search features, updating fees and rates, administering users, matter management and Invoice topics. |
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Long Description: |
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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.
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Course Name | Product Name | Class Type | Dates Scheduled |
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| CounselLink® - Law Firms | Virtual Training (Alternate) | 10/17/2024-10/17/2024 |
| CounselLink® - Law Firms | Virtual Training (Alternate) | 11/22/2024-11/22/2024 |
| CounselLink® - Law Firms | Virtual Training (Alternate) | 12/12/2024-12/12/2024 |
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