Overview
This course provides a thorough understanding and essential skills for working with Access Legal Case Management.
Agenda:
How to login to Access Legal Case Management Evo
Dashboard, menu navigation and user settings
How to search for existing matters
How to create clients and matters
Searching and using the workflow for templates, forms and screens
Adding contacts to a matter
Sending and managing emails
Managing documents in the file history
How to time record and viewing time recorded
Understand the ledger card, e-chits, billing requests and billing guide
Creating and managing tasks
Viewing work done
Managing folders and applying grouping
Creating and editing a bundle
Using Xdraft and new version
Working with Evo Products, Spaces, and Feeds
Creating a Copilot summary document
All courses can be tailored to suit individual requirements if necessary. Please contact the training department to discuss your needs in more detail.
Prerequisites
No prior knowledge of using a case management system is required. This course will provide the skills necessary to work fully within the system.
Course duration
1 day
How to book this training
You can use your FlexPoints to book from our Services Catalogue or reach out to your Account Manager who will be able to assist with your request.