Recommended for Case Workers and Case Management Supervisors

Delivered online via video conference

Duration is 1 hour

About this course

  • Focus On – Browser & App
    • Logging into the Case Management App
    • Switching to the Browser
    • Switching to the App
    • Single Sign-On
  • Searches
    • Global Search
    • Client & Matter Search
    • Searching in the Browser
  • Clients & Matters
    • Add a New File in the Browser
    • Add a New File in the App
  • Contacts & Organisations
    • Add a New Contact
    • Add a New Organisation
  • Conflict of Interest Searches
    • Performing a Conflict Search for a Client
    • Performing a Conflict Search for a Dossier Field
    • Saving Your Results
  • Case Management: Dossier & Document Production
    • Dossier Overview
    • Selecting a Dossier Page
    • Adding Information to the Dossier
    • Documents in the App
    • Document Search
    • Running Documents
    • Saving Documents
  • Case Management
    • Adding & Editing Key Dates
    • Meeting Key Dates
    • Adding Documents
    • Adding Matter History Notes
    • Customise Matter History
    • Item Options
    • Loading & Running Workflows
  • 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