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INTERMEDIATE TRAINING

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Negotiation/Settlement Overview

  • Negotiation

  • Settlement View

  • Settlement

  • Negotiation Follow-up Dashboard

  • Fees Outstanding Report

  • Settlement Report

Documents Overview

  • SOLs

  • Plaintiff SOLs

  • Critical Deadlines

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Calendar Overview

  • Case Calendar

  • Office Calendar

  • Appointments/Court Events

  • Tasks

  • Critical Deadlines

  • Work Plans

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Documents Overview

  • Caption

  • Generation

  • Template Creation

  • Attachment

  • Photographs

  • Barcoding

  • Document Screen

  • Document Search (in Tools)

  • Documents Screen

  • Attaching Documents

  • Generating Documents

  • Attaching Documents from Email

  • Barcode

  • Document Screen Right Click Functions

    • AI Demo

  • Emails

  • Photographs

  • Share Documents w/ Document Upload

  • Client Fillable Questionnaire

  • Tools → Documents Search

Calendar Overview

  • Creating Appointments

  • Case Calendar

  • Office Calendar Filters (setting/saving them)

  • Office Calendar View

  • Linking Appointments in Outlook

  • Scheduler Link

Litigation Screens Overview

  • Summary

  • Complaints/Answers

  • Discovery

  • Depositions

  • Motions

  • Experts

  • Outstanding Items

Medical Records Overview

  • Medical Providers

    • Enter Visits, Bills & Payments

  • Medical Requests

  • Medical Records Requests Dashboards

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  • & Reports

  • Injuries

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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  • (Pulls from Medical Providers & above pages)

Negotiation/Settlement Overview

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Summary

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Complaints/Answers

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Discovery

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Depositions

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Motions

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Trial Prep

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Appeals

...

Experts

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Expert UDFs

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Evidence

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Verdict

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Court UDFs

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Counter Claims/3P

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Other Overview

  • Bankruptcy

  • Arb/Mediations

  • Other Cases

  • Time Tracking

  • Funding

  • All Contacts

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Timeline Overview

User Configuration

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Contact Card

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Suggestions

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User Preferences

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Change Password

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  • Settlement View

  • Negotiations

  • Negotiation Follow-Up Dashboard

  • Settlement

  • Adding Settlement/Distribution Checks

  • Settlement Report

Surrogate Overview

  • Will Information

  • Decedent Information

  • Distributees/Others

  • Letter of Administration

  • Death Compromise

  • Death Compromise Distribution

Timeline Overview

Help

  • Page specific help buttons at top of screen

  • Knowledge Base

  • Tip of the Week

  • User Manual