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INTERMEDIATE TRAINING

Critical Deadlines Overview

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SOLs

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Plaintiff SOLs

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  • Documents Overview

    • Documents Screen

    • Attaching Documents

    • Generating Documents

    • Attaching Documents

    • Attaching Documents from Email

    • Barcode

    • Document Screen Right Click Functions

    • Emails

    • Photographs

    • Share Documents

    • Documents Search

  • Calendar Overview

    • Case Calendar

    • Office Calendar Filters

    • Office Calendar View

    • Linking Appointments in Outlook

    • Appointments/Court Events

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Tasks

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Critical Deadlines

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Work Plans

Negotiation/Settlement Overview

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Negotiation

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Settlement View

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Settlement

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Negotiation Follow-up Dashboard

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Fees Outstanding Report

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  • Litigation Screens Overview

  • Caption

  • Generation

  • Template Creation

  • Attachment

  • Photographs

  • Barcoding

  • Document Screen

  • Document Search (in Tools)

    • Summary

    • Complaints/Answers

    • Discovery

    • Depositions

    • Motions

    • Experts

    • Outstanding Items

  • Medical Records Overview

    • Medical Providers

    • Medical Requests

    • Medical Records Requests Dashboards

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    • & Reports

  • Special

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  • Damage Overview

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    • Employment

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    • Lien Tracking

    • School/Other Activities

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    • Other Providers

    • Special Damages

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Surrogate Overview

  • Will Information

  • Decedent Information

  • Distributees/Others

  • Letter of Administration

  • Death Compromise

  • Death Compromise Distribution

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Other Overview

  • Bankruptcy

  • Arb/Mediations

  • Other Cases

  • Time Tracking

  • Funding

  • All Contacts

    • (Pulls from Medical Providers & above pages)

  • Negotiation/Settlement Overview

  • Summary

  • Complaints/Answers

  • Discovery

  • Depositions

  • Motions

  • Trial Prep

  • Appeals

  • Experts

  • Expert UDFs

  • Evidence

  • Verdict

  • Court UDFs

  • Counter Claims/3P

  • Hearings

    • Settlement View

    • Negotiations

    • Negotiation Follow-Up Dashboard

    • Settlement

    • Adding Settlement/Distribution Checks

    • Settlement Report

  • Surrogate Overview

  • Timeline Overview

  • User Configuration

    • Contact Card

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    • User Preferences

    • Change Password

    • Logout