People Entry and Consolidation ("Where's Waldo?")
Learn how to link contacts to a matter and contact them directly from that matter. Find out how to track all files linked to a contact, allowing you to efficiently vet witnesses and attorneys.
Time Entry Made Easy
We'll walk you through the process of tracking time in the Time Accounting module of CityLaw / CountyLaw, including best practices for efficiency.
Automating Calendar Entries with CalendarRules
An introduction to automating the creation of calendar events using the CalendarRules integration. This will discuss associating jurisdictions with courts or judges in CityLaw / CountyLaw, and a look at the details available in the Auto Calendar view. It will also briefly touch on setting specific triggered events to be defaulted off (for those not part of your standard operations).
Calendaring 101
An introduction to the functions and use of the CityLaw/CountyLaw calendar, and its reporting ramifications. This session describes most of the various views (monthly, weekly, daily, class), and their options.
Outlook Calendar Integration
Geared specifically to system administrators, this is a discussion of calendar integration between CityLaw/CountyLaw and Microsoft Outlook. This can be configured as a bi-directional synchronization, or simply a push from Outlook to CityLaw. There are pros and cons to each. This session describes how the integration works and looks for general users, and how to maintain that for system administrators.
Advanced Document Management
A discussion of all document functions, including creation of Microsoft Word documents from CityLaw/CountyLaw, importing documents, and Full Text Document Search. Organize your documents into custom folders. Color code documents / emails that you need to follow up on or find more easily. Did you know your templates can be set to have Word automatically save the template as a PDF and close Word after document creation?
Templates 101
Take your existing form letters and turn them into templates for use with CityLaw/CountyLaw. Include macros to automatically pull in case or matter data fields, eliminating the need to retype or copy and paste from the matter.
Best Practices: Opening & Closing Matters
Join us for a discussion of best practices for opening and closing Assignment and Litigation matters. Ensure that management reports are complete and meaningful by setting your required and restricted fields.