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Training

General Training

1. Welcome - Streamline Law Practice Like Never Before!

2. Overview - Quickly Learn Your Way Around!

3. Your Account - Master Your Profile Now!

4. Case Management - Customize Your Case Workflow

5. Case AI - A.I. Reviews Your Case Instantly!

6. Case Files - Organize Files Like a Pro

7. Case Features - Essential Tools for Case Management

8. Case Searching - The Power of Advanced Case Search

9. Review Dates - Manage Tasks & Stay Ahead on Your Cases

10. Appearance Dates - Organize & Track Appearances Easily!

11. Invoicing - Streamline Payments & Approvals in Seconds

12. AI Assistant - Mastering AI-Powered Legal Assistance!

13. Contacts - Creating Client Entries

14. Exchange Cases - Share and Manage Cases

15. Exchange Invoicing - Approving & Denying Invoices Demo

Admin Training

1. Account Management - Adding, Editing & Archiving Accounts

2. Appearance Types - How to Manage Categories & Types

3. Billing - Managing Active Accounts & Monthly Bill Breakdown

4. Bots - Increase Productivity with Automated Workflows

5. Case Templates - How to Create & Customize Your Own Templates

6. Data Providers - Customize Your Workflow Efficiently

7. Document Settings - Optimize Your Office’s Document Format

8. Document Generation - Automate Legal Docs with Smart Fields

9. Form Templates - Build Custom Forms with Ease!

10. Invoice Settings - Mastering Invoice Details & Services

11. AI Libraries - Streamline HR & Court Transcripts!

12. Office Management - How to Configure Your Office Details

13. Review Date Reasons - How to Manage Categories & Reasons Easily

14. Timekeeper - Gain Insights into Your Team’s Time Usage

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