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
Text lesson
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).