Curriculum
Legal Team Onboarding - step 2
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Office Manager - Setup Meet With Managing Partner
Preview -
Office Manager - Schedule Meeting with Kevin O'Flaherty
Preview
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Office Manager - Schedule Meet w/ Lead Paralegal
Preview
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Office Manager - Schedule Meeting with Marketing Lead
Preview
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Employee - Clio Manage Training
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Employee - Clio Academy Supplemental Training
Preview
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Employee - Clio Grow Legal Training
Preview
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Client Intake Lead - Intake to add to BACMS - Case Assignment & Atty Distance tabs
Preview
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Client Intake Lead - Add to Consult Tracker-Dashboard Tab
Preview
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Employee - OFL Attorney & Paralegal Guide
Preview
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Employee - Walkthrough email groups and purposes
Preview
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Employee - Dialpad Transcripts Further Uses
Preview
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Employee - Style Guide Training
Preview
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Employee - Clio Outlook Add-in Training
Preview
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Trainer - Passwords/Logins/Eaccess information
Preview
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Tarissa Salazar - Get Filing Login Info and Update What is Needed
Preview
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Employee - skill training
Preview
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Employee - wfh policy training
Preview
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Trainer - Make aware of fax line info
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Trainer - Workload Management/Delegation training
Preview
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Employee - Clio Academy Supplemental Training
Preview
Text lesson
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.