Course Curriculum
Getting Started
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days
days
after you enroll
Administrator Training
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days
days
after you enroll
- Introduction (1:03)
- How to edit and customise job, record and matter statuses (6:13)
- How to add a firm workpaper record template (6:05)
- How to customise firmwide binder tolerances (2:16)
- How to customise account type matching rules (4:15)
- How to customise binder type record rules / recommendations (12:39)
Next Steps
Available in
days
days
after you enroll