- Focus On
- Logging into the Case Management App
- Switching to the Browser
- Switching to the App
- Single Sign-On
- Searches
- Global Search
- Client & Matter Search
- Searching in the Browser
- Clients & Matters
- Add a New File in the Browser
- Add a New File in the App
- Contacts & Organisations
- Add a New Contact
- Add a New Organisation
- 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
Focus On: Case Management
Recommended for Case Workers and Case Management Supervisors
Delivered online via video conference
Duration is 1 hour
About this course