MatterLink Manager Training Online
[September 22 and 23, Wednesday and Thursday, 1:00 - 3:00 pm Eastern both days]
Price: $95.00 per person; $50.00 for each additional trainee from same firm
Learn all aspects of using MatterLink for matter and contact management and understand the benefits of centralized matter / contact information for your firm!
The class will explain how to enter and access matter details, matter related parties, matter notes, and links to document management. We also will cover how MatterLink can be used for contact management, including Outlook synchronization.
In addition, we will introduce you to MatterLink Web, a new product that offers a read-only view of your MatterLink and Docket Enterprise – an easy way for attorneys to access centralized matter information.
This is a comprehensive class with a BEC Legal Systems’ professional trainer and subject matter expert. It is also a chance to learn from MatterLink users at other firms, hear their ideas, and benefit from their questions.
This course will use a sample MatterLink customized configuration and not be specific to any firm.
Who Should Attend
This class is intended for the users who are in a Core Manager role. These are the users who create and manage matter and contact data throughout the firm. This might include:
- Legal Assistants/Legal Secretaries
- Case Management experts