Recommended for Case Workers and Managers

Delivered online via video conference

Duration is 30 minutes

About this course

Client & Matter Searches

  • Search Locations
  • The Matter Review Screen
  • Searching for a Client
  • Searching for a Matter
  • Last 10 Clients & Matters Accessed
  • Client & Matter Description Search
  • Filtered Client Search
  • Dossier Search & CRM Search
  • Client Review Screen

Posting Time & Attendance Notes

  • The Time Recording Page
  • Filling in The Post Time Screen
  • Attendance Notes
  • Adding & Replacing Default Text
  • Saving & Printing the Time Ledger
  • Editing, Deleting & Reprinting Time Postings
  • Undoing A Posting

The Timer & Time Sheets

  • A Guide to The Timer & Time Sheets
  • Starting A New Timer
  • Pausing & Restarting A Timer
  • Starting New Timers on Blank Matters
  • Recording Attendance Notes on Current & Blank Matters
  • Posting With The Timer
  • Selecting Another Timer
  • Creating Time Sheets
  • Adding Lines to Time Sheets
  • Saving & Deleting Time Sheets
  • Updating Your Time Sheets

Printing Time Recording

  • Printing Time Ledger Cards
  • Printing The Fee Earner Summary