Training Curriculum Full

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• Configuring Panels

• Filtering Panels

• Sorting and Column Preferences

• Context Menu (filtering within panels)

Searching for Cases

• Top Search

• Recent Cases

Case Wizard

• Start Screen

• Conflict Search

• Dynamic Case Type Search (links to previously used case types/sub types)

• Plaintiff Screen

• Defendant Screen

• SOL Automation

• Incident/Injury Screen

• Source Screen

• Finish Wizard and Generate Case

• Incomplete Cases

Review Case Summary

• Case Details

• Edit Case button

  • Impacts of changing Incident Date and Case Type

• Case Panels

• Right-Click Functionality for Contacts (Mini Contact Card)

• Quick Add Tool Bar

• Texting

• Email

• Retain

• Close

• Left Menu on Summary Page

General Section

• Incident

• Critical Comments

• Court

• Investigations

• Photograph

• Retainer/Referral

• Disbursements

• Tasks

Notes Overview

• Notes

• Quick Notes

• Notes Screen

• Notes Search

Messaging

• Internal Messaging

• Case Chat

• Notification Center

WorkPlans Overview

Critical Deadlines

• Overview

• Adding critical deadlines

• Marking deadlines complied

Plaintiff Section

• Summary

  • Adding Plaintiff

  • Other Plaintiffs

  • Non-Party Contacts

• All Vehicles

• All Insurance

Defendant Section

• Summary

  • Replace Default Defendant

  • Add Defendant

• Attorneys

Additional Sections:

• Other - All Contacts

• Other- Time Tracking

Contact Overview

• All Contacts

• Contact Search

• Contact List

• Add Contact

• Mass Action

Case Browse

• Select Columns to Show

• Date Range / Relative

• Filtering

• Favorite Searches

• Recent Searches

• Column Configuration & Filtering

• Mass Update

• Save Filter to Favorites

User Configuration

• Contact Card

• User Preferences

• Change Password

• Logout

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

Litigation Screens Overview

• Summary

• Complaints/Answers

• Discovery

• Depositions

• Motions

• Experts

• Outstanding Items

Medical Records Overview

• Medical Providers

• Medical Requests

• Medical Records Requests Dashboards & Reports

• Injuries

Special Damage Overview

• Employment

• Lien Tracking

• School/Other Activities

• Other Providers

• Special Damages (Pulls from Medical Providers & above pages)

Negotiation/Settlement Overview

• Settlement View

• Negotiations

• Negotiation Follow-Up Dashboard

• Settlement

• Adding Settlement/Distribution Checks

• Settlement Report

Surrogate Overview

Timeline Overview

Help File

Users

• Users

• User Permission Groups

Picklist Maintenance

• Firm Information

  • Firm Contact Card

• Firm Offices

Case Stages & Status Setup

• Stages Setup

• Status & Sub-Status Setup

Case Groups & Case Type Setup

• Case Group and Incident Type Setup (Picklist Maintenance)

• Case Type Setup Including Case Sub-Type (Admin > Case Type)

• Case Roles ((Picklist Maintenance and Admin > Case Roles)

• Define SOLs

• Default Staff

• UDFs and UDF Editor

Mass Tort Cases

• Multiple Incident Dates

• Master Case designation

• Member – MDL Cases

Picklist Maintenance

• Note Types

• Quick Notes

• Document Categories & Sub-Categories

Templates

• Document Templates – Merge Codes

• Email Templates

• Note Templates

• Text Templates

Medical Records Requests

• Medical Records Request Types (Set up using Medical Records Request Templates)

Picklist Maintenance

• Critical Deadline Types 

• Insurance Types

• Appointment Activity Types

• Task Types (Task Categories)

Primer on WorkPlans

• WorkPlans Creation and Assignment

Primer on Automated Procedures

• Automated Procedure Creation

Sample Dashboards

• Financial Dashboards

  • Advertisement Campaigns

  • Settlement/Fee Production

  • Settlement Dashboard

Reports

• SOL & Critical Deadlines Reports (How to Schedule a Report)

• Staff Management Reports