Recommended for Case Workers, Case Management Supervisors, Managers and System Supervisors

Delivered online via video conference

Duration is 90 minutes

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
  • Logging into the App
  • The App Homepage

Adding New Clients & Matters

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

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

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

Document Production

  • Document Search
  • Running Documents
  • Saving Documents

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