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Our administrative sessions will cover the following topics with the expectation you will perform the implementation of the items immediately thereafter:

Session 1

  • Users

  • User Permissions for office roles

  • Case Roles, Titles and Firm Roles as necessary

User Configuration Video

Session 2

  • Case Groups

  • Case Incident Types

  • Case Wizard Configuration

  • Case Types

    • Statute of Limitations

    • Default Defendant

    • Default Staff

  • User Defined Fields (Intake Questions)

  • Quick Injuries

  • Paid Advertisements

  • Paid Advertisements Dashboard

Case Wizard Configuration Training Video

Session 3

  • Statuses (including sub-statuses, M1, M2, M3)

  • Stages

  • Stage Intervals

  • Status Intervals

  • Stage Dashboards

  • Closed Case Reasons

  • Closed Case Dashboard

  • Case Values & Disbursement Limits

  • Fee Structures

  • Setting Default Fee Structures

  • Refer-Out Firm Rules

  • Partner Law Firm Portal

Status Configuration Training Video

Session 4

  • Document Template Creation

  • Document Template Groups

  • Document Template Bundles

  • Document Categories/Subcategories

Document Configuration Training Video

Document Templates Training Video

Session 5

  • Item Templates

  • WorkPlan Management

  • WorkPlan Assignments

  • Task Categories

  • Task Groups

  • Task Templates

WorkPlans and Automation Workshop

Session 6

  • Email/Note/Appointment Templates

  • Text Message Templates

  • Automated Procedures

  • Note Types

  • Notes Overdue by Type Dashboard

  • Quick Notes

  • Intake Follow Up Dashboard

  • Client Contact Overdue Dashboard

  • Client Contact Frequencies

Automated Procedure Video

Note, Emails and Text Message Templates Training Video

Session 7

  • Firm Information

    • Firm Contact Card

  • Firm Offices

  • Appointment Activity Types

  • Adjourn/Cancel Reasons

  • Lien Types

  • Disbursement Types

  • Postage Costs

  • Collateral Types

  • Critical Deadline Types

  • Litigation Discovery Types

  • Litigation Deposition Types

  • Litigation Expert Specialties & Sub-Specialties

  • Contact Types

  • Contact Document Types

  • Medical Provider Specialties & Sub-Specialties

  • Medical Record Request Types

  • Medical Provider Specialties

  • Medical Record Request Types

  • Medical Record Follow Up Dashboards

Medical Configurations Training Video
Appointment, Critical Deadlines & Task Configurations Training Video
Contact Configurations Training Video

Litigation Configurations Training Video
Disbursements & Time Tracking Configurations Training Video

Session 8

  • Case Menu Configurator

  • Custom Panels

  • Case Tags

  • Documents Tags