Developers of CoreRelate Legal Framework
1-800-948-4810
Simplicity. Structure. Standards.

Upcoming events

March 24, 2017 12:00 pm - 1:00 pm

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Webinar

MS Word and Outlook are the most widely used applications in law firms today.  They are, of course, reliable, easy-to-use, and provide the basic functionality that all legal professionals need.

Because Word and Outlook are the tools easily at hand, it is common for practice group leaders to use them to manage and automate matter workflow.  However, Word and Outlook are not equipped with the legal-specific features that are needed to make your practice groups truly efficient.

Wouldn’t it be great if you could…

  • Organize your firm’s standard content into easily accessible clause libraries and make it available to any document with a click in Word’s task pane?
  • Connect Word templates with question/answer scripts, standard content, and matter-specific variable data? 
  • Access centralized matter information (including details, notes, and contacts) from Word and Outlook ribbons?
  • Maintain Outlook as the basic calendaring tool but also provide practice group scheduling templates, date calculation formulas and automated reminders? 
  • View schedule information by client, matter, practice group, attorney and more from the Outlook ribbon? 

BEC CoreRelate suite empowers Word and Outlook with all of these functions and more. The products in the suite are modular and can be implemented together or separately depending on your firm’s needs.

To see the features in action and understand the benefits, join us for a fast-paced demonstration.

Register: attendee.gotowebinar.com/register/846932197314346241








March 27, 2017 9:00 am - March 29, 2017 4:00 pm

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BEC Legal Systems

Thanks for you interest. This class is full.

Please see second chance date or email sales@beclegal.com.

 


 

Learn about the configuration and administration of BEC MatterLink and BEC Docket Enterprise and how to put these applications to work for your firm.  (As part of the CoreRelate Framework, MatterLink and Docket Enterprise share a database, security, and other features.)

This is a comprehensive and fast-paced class with BEC Legal Systems' professional trainers and subject matter experts.  It is also a chance to meet and learn from peers at other law firms using the CoreRelate Framework suite.

Details

March 27-29, 2017 at BEC Legal Systems near Cincinnati, Ohio

Monday, 27th: 9:00 – 4:00 
Tuesday, 28th: 9:00 – 4:00
Wednesday, 29th: 9:00 – 4:00

Price: $1200.  Register before February 27 for $1000.

Who should attend:

This class is intended for the people who are responsible for the planning and configuration, training and rollout, and ongoing maintenance of the CoreRelate applications.  This might include:

  • Application Specialists
  • Trainers
  • Practice group automation leaders
  • Power Users
  • Docketing Experts
  • Internal Project Managers

Topics to be covered

CoreRelate Integrated Solutions: Find out what’s new in CoreRelate 4, learn how the CoreRelate applications work together, and gain an understanding of application security.

CoreRelate Configuration: Learn how to take the “off the shelf” applications and configure them to meet the specific needs of your firm. This includes product-specific functions, all of the look-up lists in the UI, and setting firm holidays. Also learn to use the data import utility, including the expanded list of “what can be imported” in 4.x.

MatterLink: Discover how to get the most out of MatterLink at your firm! Understand matter customization, ongoing import from your billing system, and using courts with matters. Also learn about using CoreRelate contacts for a related parties database and how to expand contacts and matters through the use of custom fields.

Docket Enterprise: Understand the 4.x automated workflows and the introduction of Meeting Organizer and its impact on your upgrade to 4. Discuss how to plan and create your firm’s workgroups/shared calendars and develop scheduling templates. Understand the difference between MatterLink/Docket court formulas and CalendarRules.com (third party solution) integration. Brush up on scheduling with both Docket Enterprise tools (Schedule Express and Schedule Wizard) and practice creating reports with the Schedule Viewer grids and other built-in reporting capabilities.

Administrative Features: Review the tools you rely on as system administrator to handle licensing, personnel changes, audit, logging and troubleshooting. Understand the CoreRelate Services and their impact.

Last but not least, meet the experts: BEC Legal staff members are at your service to answer your questions about CoreRelate applications and how your firm uses them. No question is off limits.

We hope you will join us! Questions about the class or Cincinnati? Send an email to info@beclegal.com.

When you complete your registration, you will receive a confirmation via email. We will contact you shortly after that with travel information.








April 4, 2017 9:00 am - April 6, 2017 4:00 pm

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BEC Legal Systems

Second date offering - Your second chance!

Learn about the configuration and administration of BEC MatterLink and BEC Docket Enterprise and how to put these applications to work for your firm.  (As part of the CoreRelate Framework, MatterLink and Docket Enterprise share a database, security, and other features.)

This is a comprehensive and fast-paced class with BEC Legal Systems' professional trainers and subject matter experts.  It is also a chance to meet and learn from peers at other law firms using the CoreRelate Framework suite.

Details

April 4-5, 2017 at BEC Legal Systems near Cincinnati, Ohio

Tuesday, April 4: 9:00 – 4:00 
Wednesday, April 5: 9:00 – 4:00
Thursday, April 6: 9:00 – 4:00

Price: $1200.  Register before March 13 for $1000.

Who should attend:

This class is intended for the people who are responsible for the planning and configuration, training and rollout, and ongoing maintenance of the CoreRelate applications.  This might include:

  • Application Specialists
  • Trainers
  • Practice group automation leaders
  • Power Users
  • Docketing Experts
  • Internal Project Managers

Topics to be covered

CoreRelate Integrated Solutions: Find out what’s new in CoreRelate 4, learn how the CoreRelate applications work together, and gain an understanding of application security.

CoreRelate Configuration: Learn how to take the “off the shelf” applications and configure them to meet the specific needs of your firm. This includes product-specific functions, all of the look-up lists in the UI, and setting firm holidays. Also learn to use the data import utility, including the expanded list of “what can be imported” in 4.x.

MatterLink: Discover how to get the most out of MatterLink at your firm! Understand matter customization, ongoing import from your billing system, and using courts with matters. Also learn about using CoreRelate contacts for a related parties database and how to expand contacts and matters through the use of custom fields.

Docket Enterprise: Understand the 4.x automated workflows and the introduction of Meeting Organizer and its impact on your upgrade to 4. Discuss how to plan and create your firm’s workgroups/shared calendars and develop scheduling templates. Understand the difference between MatterLink/Docket court formulas and CalendarRules.com (third party solution) integration. Brush up on scheduling with both Docket Enterprise tools (Schedule Express and Schedule Wizard) and practice creating reports with the Schedule Viewer grids and other built-in reporting capabilities.

Administrative Features: Review the tools you rely on as system administrator to handle licensing, personnel changes, audit, logging and troubleshooting. Understand the CoreRelate Services and their impact.

Last but not least, meet the experts: BEC Legal staff members are at your service to answer your questions about CoreRelate applications and how your firm uses them. No question is off limits.

We hope you will join us! Questions about the class or Cincinnati? Send an email to info@beclegal.com.

When you complete your registration, you will receive a confirmation via email. We will contact you shortly after that with travel information.








June 27, 2017 9:00 am - June 29, 2017 4:00 pm

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BEC Legal Systems

Learn about the configuration and administration of Assemble-It and LegalBar and how to put these applications to work for your firm.  

This is a comprehensive and fast-paced class with BEC Legal's professional trainers and subject matter experts.  It is also a chance to meet and learn from peers at other law firms using the CoreRelate Framework suite.

Details

June 27-29, 2017 at BEC Legal Systems near Cincinnati, Ohio

Tuesday, 27th: 9:00 – 4:00 (LegalBar)
Wednesday, 28th: 9:00 – 4:00 (Assemble-It)
Thursday, 29th: 9:00 – 4:00 (Document Production workshop)

Price: $1200

Topics to be covered

Assemble-It

  • Office/Word 2010 / 2013 / 2016:
    • Understanding document defaults, Word styles, and numbering
    • Understanding XML and its use in Assemble-It
  • Creating an Assemble-It clause library
    • Integrating with a Word template
    • Assembling with a Question/Answer Script
    • Using Word Content Controls as placeholders
  • Fill in Editor and Field Mapper
    • Linking to a Matter
    • Saving Data Sheets
  • Practice Group Automations
  • Personal Clause Libraries

LegalBar

  • Basic administration
  • Integrating custom templates with Assemble-It and MatterLink
  • Firm Template Organizer and customized correspondence templates
    • Change correspondence stationery feature (New!)
  • Firm Styles Guide customization
    • Firm Themes and Style Sets
  • Document Automation
    • Variable Builder
    • Automation properties
    • Save as LegalBar shell template 

Who should attend:

This class is intended for the people who are responsible for firm-wide administration of LegalBar, template design and maintenance, and firm-wide document automation.  This might include:

  • Practice group automation leaders
  • LegalBar power users
  • Word formatting experts
  • Trainers

We hope you will join us! Questions about the class or Cincinnati? Send an email to info@beclegal.com.

When you complete your registration, you will receive a confirmation via email. We will contact you shortly after that with travel information.