- Description
- Curriculum
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1
Office Manager - Setup Meet With Managing PartnerMeeting with Managing Partner should be scheduled towards end of first day, if possible. -
2
Office Manager - Schedule Meeting with Kevin O'Flaherty
Setup meet w/ Kevin.
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3
Office Manager - Schedule Meet w/ Lead Paralegal
Schedule Meet w/ Lead Paralegal
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4
Office Manager - Schedule Meeting with Marketing Lead
Schedule meet w/ legal team member to go over article training. If want to create a video walkthrough for this in perpetuity, that works too.
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5
Employee - Clio Manage TrainingClio Manage Training Walkthrough video
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6
Employee - Clio Academy Supplemental Training
Watch each of the below training videos to learn fundamental processes that O'Flaherty Law uses in Clio Manage.
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7
Employee - Clio Grow Legal Training
Watch this video to learn how to use Clio Grow.
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8
Client Intake Lead - Intake to add to BACMS - Case Assignment & Atty Distance tabs
Add to BACMS tabs in order for Intake to schedule and assign appropriately.
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9
Client Intake Lead - Add to Consult Tracker-Dashboard Tab
Will need to add to 'Dashboard' tab of Consult Tracker (linked below).
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10
Employee - OFL Attorney & Paralegal Guide
Read through and familiarize yourself with our Attorney & Paralegal guide. If you have any questions feel free to comment on the bottom of any of the pages.
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11
Employee - Walkthrough email groups and purposes
Follow the link below to learn about how we use Groups, and to setup an automated email filing rule in Outlook (optional).
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12
Employee - Dialpad Transcripts Further Uses
Read the linked guide for a further understanding of Dialpad AI Transcripts.
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13
Employee - Style Guide Training
Training on how we format docs, emails, etc.
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14
Employee - Clio Outlook Add-in Training
Watch linked Youtube video to learn how the Clio Outlook add-in works.
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15
Trainer - Passwords/Logins/Eaccess information
We need to circulate all the relevant login informaiton for people to do their jobs
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16
Tarissa Salazar - Get Filing Login Info and Update What is Needed1. Get attorney’s Bar #2. Work with attorney to get Para Profile Delegation connected
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17
Employee - skill training
also MH proposal in docs. ongoing, not onboarding, training
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18
Employee - wfh policy training
possibly coincides with bamboo training?
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19
Trainer - Make aware of fax line info
Make aware of fax line info
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20
Trainer - Workload Management/Delegation training
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21
Employee - Clio Academy Supplemental Training
Clio Academy Supplemental Training