Curriculum
Course:
Legal Team Onboarding - step 2
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Curriculum
Legal Team Onboarding - step 2
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Office Manager - Setup Meet With Managing Partner
Text lesson
Preview
Office Manager - Schedule Meeting with Kevin O'Flaherty
Text lesson
Preview
Office Manager - Schedule Meet w/ Lead Paralegal
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Office Manager - Schedule Meeting with Marketing Lead
Text lesson
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Employee - Clio Manage Training
Video lesson
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Employee - Clio Academy Supplemental Training
Video lesson
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Employee - Clio Grow Legal Training
Video lesson
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Client Intake Lead - Intake to add to BACMS - Case Assignment & Atty Distance tabs
Video lesson
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Client Intake Lead - Add to Consult Tracker-Dashboard Tab
Text lesson
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Employee - OFL Attorney & Paralegal Guide
Video lesson
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Employee - Walkthrough email groups and purposes
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Employee - Dialpad Transcripts Further Uses
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Employee - Style Guide Training
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Employee - Clio Outlook Add-in Training
Video lesson
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Trainer - Passwords/Logins/Eaccess information
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Tarissa Salazar - Get Filing Login Info and Update What is Needed
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Employee - skill training
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Employee - wfh policy training
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Trainer - Make aware of fax line info
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Trainer - Workload Management/Delegation training
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Employee - Clio Academy Supplemental Training
Text lesson
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Text lesson
Employee – Dialpad Transcripts Further Uses
Read the linked guide for a further understanding of Dialpad AI Transcripts.
https://oflahertylawcom.sharepoint.com/sites/OFLAttorneyandParalegalGuide/SitePages/OFL-Phone-Log-Policy.aspx?xsdata=MDV8MDJ8fDdkOGUzMDQ4NThlMzRkNGIzNzAxMDhkZDc1ZTRlN2EwfDU2Mzk0YjJjNzMxNzRkZTA4MDgyNGIzYWEyYTkzOGVifDB8MHw2Mzg3OTYzNDgxNTU1MDg0ODF8VW5rbm93bnxWR1ZoYlhOVFpXTjFjbWwwZVZObGNuWnBZMlY4ZXlKV0lqb2lNQzR3TGpBd01EQWlMQ0pRSWpvaVYybHVNeklpTENKQlRpSTZJazkwYUdWeUlpd2lWMVFpT2pFeGZRPT18MXxMMk5vWVhSekx6RTVPalEwTkRaaVl6WmhZbVpsTmpSa01qVTRZMkptTm1RM05tRTVaR1k1TVRGbVFIUm9jbVZoWkM1Mk1pOXRaWE56WVdkbGN5OHhOelEwTURNNE1ERTFNREV6fGUyMDQxZmMyNzE5ODQxMDQzNzAxMDhkZDc1ZTRlN2EwfGRiNDRjZjcyMTY5YjRmZTc5MzczOTBmNDA0NTdiMzBh&sdata=eUhPcnlHU1U1WU1VR2pnZlQ4Rk9LdUlURWw4dnMyaUhrNnRqeFU1TFBvVT0%3D&ovuser=56394b2c-7317-4de0-8082-4b3aa2a938eb%2CRyan%40oflaherty-law.com&OR=Teams-HL&CT=1746545565319&clickparams=eyJBcHBOYW1lIjoiVGVhbXMtRGVza3RvcCIsIkFwcFZlcnNpb24iOiI0OS8yNTA0MDMxOTExMyIsIkhhc0ZlZGVyYXRlZFVzZXIiOmZhbHNlfQ%3D%3D
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