About this course

An introduction to the new desktop app for Windows 10, this course covers:

Downloading & Logging In

• Downloading the App from the Microsoft Store
• The Focus On Menu
• Logging into the App
• The App Homepage

Adding New Clients & Matters

• Adding Individual & Company Clients
• Adding a New Matter
• Editing Clients & Matters
• Label Printing

Contacts & Organisations

• Adding Contacts
• Adding Organisations

Conflict of Interest Searches

• Performing a Conflict Search for a Client
• Performing a Conflict Search for a Dossier Field
• Saving Your Results

Case Management: Dossier & Document Production

• Dossier Overview
• Selecting a Dossier Page
• Adding Information to the Dossier
• Documents in the App
• Document Search
• Running Documents
• Saving Documents

Case Management: Key Dates, Matter History & Workflows

• Adding & Editing Key Dates
• Meeting Key Dates
• Adding Documents
• Adding Matter History Notes
• Customise Matter History
• Item Options
• Loading & Running Workflows

Bundles & Packages

• Creating Court Bundles
• Creating Packages

Time Recording

• The Time Recording App
• Searching Files
• Viewing the Time Ledger
• Using Timers
• Posting Your Time

The Client Ledger

• Viewing the Client Ledger
• Client Ledger Summary