Curriculum
Legal Team Onboarding - step 2
0/21
-
Office Manager - Setup Meet With Managing Partner
Preview -
Office Manager - Schedule Meeting with Kevin O'Flaherty
Preview
-
Office Manager - Schedule Meet w/ Lead Paralegal
Preview
-
Office Manager - Schedule Meeting with Marketing Lead
Preview
-
Employee - Clio Manage Training
Preview -
Employee - Clio Academy Supplemental Training
Preview
-
Employee - Clio Grow Legal Training
Preview
-
Client Intake Lead - Intake to add to BACMS - Case Assignment & Atty Distance tabs
Preview
-
Client Intake Lead - Add to Consult Tracker-Dashboard Tab
Preview
-
Employee - OFL Attorney & Paralegal Guide
Preview
-
Employee - Walkthrough email groups and purposes
Preview
-
Employee - Dialpad Transcripts Further Uses
Preview
-
Employee - Style Guide Training
Preview
-
Employee - Clio Outlook Add-in Training
Preview
-
Trainer - Passwords/Logins/Eaccess information
Preview
-
Tarissa Salazar - Get Filing Login Info and Update What is Needed
Preview
-
Employee - skill training
Preview
-
Employee - wfh policy training
Preview
-
Trainer - Make aware of fax line info
Preview
-
Trainer - Workload Management/Delegation training
Preview
-
Employee - Clio Academy Supplemental Training
Preview
Video lesson
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.
Will need attorney level, address of primary work location, and, if taking on responsibility for cases, proficiencies.
For paralegals, need to be added to Case Assignment and Atty_Distance sheet.
File to be updated is here.
How to video on adding an attorney to the attorney distance calculator is here.