An introduction to the new desktop app for Windows 10, this course covers:
Downloading & Logging In
- Downloading the App from the Microsoft store
- Logging into the App
- The App Homepage
Adding New Clients & Matters
- Adding Individual & Company Clients
- Adding a New Matter
- Editing Clients & Matters
Contacts & Organisations
- Adding Contacts
- Adding Organisations
Conflict of Interest Searches
- Performing a Conflict Search for a Client
- Performing a Conflict Search for a Dossier Field
- Saving Your Results
Case Management
- Adding & Editing Key Dates
- Meeting Key Dates
- Adding Documents
- Adding Matter History Notes
- Customise Matter History
- Item Options
- Loading and Running Workflows
Document Production
- Document Search
- Running Documents
- Saving Documents
Bundles & Packages
- Creating Court Bundles
- Creating Packages
Time Recording
- The Time Recording App
- Searching Files
- Viewing the Time Ledger
- Using Timers
- Posting Your Time
The Client Ledger
- Viewing the Client Ledger
- Client Ledger Summary