Below are a list of available training modules grouped by which course they appear in. These can be used to put together bespoke courses for any clients, for example, if they simply wished to learn modules 1 & 2 from Case Management App and modules 7 & 12 from Accounts 1, then we would be able to put that together into one course.

This list will change as courses are updated and modules are added or removed as needed. Please check in Trakstar to ensure that the relevant modules are available.

Accounts 1: Basic

01 – The Client Ledger
02 – Client Bank Receipt
03 – Client Bank Payment
04 – Office Bank Payment
05 – Nominal Payment & Transfer from Nominal
06 – Petty Cash Payment
07 – Bills
08 – Cost Transfer & Cost Transfer Report
09 – Office Bank Receipt
10 – Z Note
11 – Nominal Petty Cash Payment
12 – Creating Cheques

Accounts 2: Advanced

01 – Journals Between Matters
02 – Deposit Accounts
03 – Creating New Nominals
04 – Nominal Journals
05 – Introducing Petty Cash from Bank
06 – Paying VAT to HMRC
07 – Reconciling Bank Accounts
08 – Purchase Ledgers

Accounts 3: Supplementary

01 – Unpaid Disbursements
02 – Budgets & Budget Analysis
03 – Scheduled Postings
04 – Provisional Journals
05 – Allocating Payments In Purchase & Client Ledgers
06 – Provisional Bills
07 – Counsel Fees

Accounts: Quick Start

01 – Getting Started
02 – Searches
03 – Clients & Matters
04 – The Client Ledger
05 – Client Bank Receipt
06 – Client Bank Payment
07 – Office Bank Payment
08 – Office Bank Receipt
09 – Bills
10 – Petty Cash Payment
11 – Unpaid Disbursements
12 – Z Note
13 – Nominal Petty Cash Payment
14 – Reconciling Bank Accounts
15 – Purchase Ledgers

Advanced Workflow Actions

01 – Adding & Editing Workflow Criteria
02 – Linking Tasks to Key Dates
03 – The Tick Task Action

Case Bundles

01 – Creating a Case Bundle
02 – Adding Folders to a Bundle
03 – Adding Content
04 – Downloading a Bundle
05 – Bundle Document Settings

Case Management App

01 – Downloading & Logging In
02 – Adding New Clients & Matters
03 – Conflict of Interest Searches
04 – Matter Restrictions
05 – Dossier & Document Production
06 – Key Dates, Matter History & Workflows
07 – Contacts & Organisations
08 – Bundles & Packages
09 – Time Recording & The Cheque Requisition App
10 – The Client Ledger
11 – Labels, Cheques & Debtor Letters

Case Supervisor: Dossier Fields & Pages

01 – What are Dossier Pages & Fields
02 – Creating Pages & Linking to Work Types
03 – Creating Dossier List Field
04 – Creating Dossier Fields
05 – Linking Fields to Dossier Pages
06 – Expert Types & Area of Expertise

Case Supervisor: Questionnaires

01 – Custom Questionnaires
02 – Web Questionnaires
03 – Workflow Web Questionnaires

Case Supervisor: Standard Documents

01 – Include Documents
02 – Standard Documents
03 – Linking Mergefields
04 – PDF & Excel Documents
05 – Cloning Documents
06 – Item Types
07 – Email Templates
08 – Text Message Templates

Case Supervisor: Workflows & Key Date Types

01 – Creating a Workflow
02 – Creating a Task
03 – Adding Actions to a Task
04 – Linking Tasks to a Workflow
05 – Workflow Sections
06 – Key Date Types

File Restrictions

01 – Matter Restrictions Setup
02 – Matter Restrictions (Browser)
03 – Matter Restrictions (App)

Focus On

01 – Browser & App
02 – Searches
03 – Clients & Matters
04 – Contacts & Organisations
05 – Conflict of Interest
06 – Dossier & Document Production
07 – Key Dates, Matter History & Workflows
08 – Bundles & Packages
09 – Time Recording
10 – The Client Ledger

Month End

01 – Pre Period End Checks
02 – Pre Period End Reports
03 – Month End
04 – Month End Reports
05 – Exporting Reports

Osprey Integrations

01 – Docusign
02 – InfoTrack
03 – Loqate
04 – Lexis Nexis
05 – Searchflow
06 – Text Anywhere
07 – Coadjute

The Gateway App

01 – Configuring Your Browser
02 – Installing & Using the Gateway App
03 – Security & Trusted Locations
04 – Updating the Gateway

Web Portal 1: User

01 – Web Enabling Clients
02 – Linking Associates
03 – Web Enable Matter History Documents
04 – Web Enable Key Dates
05 – Web Enable Emails
06 – Logging into the Portal
07 – Options Within the Portal
08 – Associate Login
09 – New Matter & Client Enquiries

Web Portal 2: Supervisor

01 – What is the Web Portal?
02 – Associate Setup
03 – Access Template Setup
04 – Conveyancing Options
05 – Web Enabling in Osprey
06 – Email Setup
07 – Configuration

Web Portal 3: File Sharing

01 – File Sharing
02 – File Sharing Setup
03 – Publishing Documents
04 – Accessing Documents
05 – Checking Out Documents
06 – Finalising Published Documents

Year End

01 – Pre Month End Checks
02 – Pre Month End Reports
03 – Add Period Set
04 – Year End
05 – Month End Reports
06 – Year End Reports