MatterLink and Docket Enterprise Administration Class
[March 23-25, 2021]
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.
March 23 - 25, 2021, Tuesday - Thursday, 9:00 - 4:30
At BEC Legal Systems' facility, near Cincinnati, OH
Price: $1350.00 for three full days
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
- Practice group automation leaders
- Power Users
- Docketing Experts
- Internal Project Managers
Here is what a recent Applications Specialist/Trainer attendee thought of the class:
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.
Questions about the class or Cincinnati? Send an email to email@example.com.
When you complete your registration, you will receive a confirmation via email. We will contact you shortly after that with travel information.