About this course

Matter Extensions

• What are Extensions?
• Creating a Client Extension (Individual)
• Creating a Client Extension (Company)
• Creating, Cloning & Editing Matter Extensions

Custom Questionnaires

• What are Custom Questionnaires
• Creating, Accessing & Running Questionnaires

Batch Key Date Ticking

• What is Batch Key Date Ticking?
• Batch Key Date Ticking Options
• How to Use Batch Key Date Ticking

Batch Clearing Matters For Review

• What is Batch Clearing?
• Batch Clearing Options
• How to Use Batch Clearing

Adjust Workflow Ticked Dates

• Benefits of Adjusting Workflow Task Dates
• Adjusting Workflow Task Dates