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
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Office Manager - Schedule Meeting with Kevin O'Flaherty
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Office Manager - Schedule Meet w/ Lead Paralegal
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Office Manager - Schedule Meeting with Marketing Lead
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Employee - Clio Manage Training
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Employee - Clio Academy Supplemental Training
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Employee - Clio Grow Legal Training
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Client Intake Lead - Intake to add to BACMS - Case Assignment & Atty Distance tabs
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Client Intake Lead - Add to Consult Tracker-Dashboard Tab
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Employee - OFL Attorney & Paralegal Guide
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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
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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
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Tarissa Salazar – Get Filing Login Info and Update What is Needed
1. Get attorney’s Bar #
2. Work with attorney to get Para Profile Delegation connected
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