LexisNexis

 

Training

 

 

 

 

 

 

Time Matters 9.0 End-User Training

This 4 hour course is designed to give new users the essential skills they need to maximize their efficiency, and to serve as a refresher course for existing users.  Each attendee will receive a Time Matters End-User Training Manual.  Snacks and refreshments are included.

Date:  December 1, 2009
Time: 1:00pm - 5:00pm
CLE: No CLE
Location: Accellis Technology Group – Training Center
5350 Transportation Blvd. Suite 1

Cleveland, OH 44125

Instructor: Jennifer M. Ramovs, Esq. - LexisNexis® Certified Independent Consultant
Cost: $225 per person
$200 for Members of the Cleveland Metropolitan Bar Association

$200 if 2 or more persons attend from your firm

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Course Agenda


Introduction         

  • How Time Matters Works
  • Understanding Lists, Forms, Records and PowerViews
  • Navigating Throughout the Program

Contacts

  • The Contact List
  • Creating, Editing and Deleting Contacts
  • Duplicate Checks
  • Conflict Checks
  • Viewing Information on a Contact Record

Matters / Cases

  • The Matter List
  • Creating a New Matter Record
  • Viewing Matter Information

Calendar

  • Calendar Views
  • Creating and Editing Event Records
  • Viewing other Firm Members' Calendars

To-Do List

  • Views
  • Creating To-Do Records
  • Alerts, Reminders & Watches

Messages/Phone

  • Viewing Different Lists
  • Creating New Communication Records - Emails, Phone Calls, Phone Messages
  • Record Management

Billing

  • Entering Time - Billing Item Form
  • Sending Records to Billing

Documents

  • Document Form
  • Document List
  • Adding a Document
  • Saving to Time Matters

Tools

  • Journal
  • Tagging Records
  • Send to Excel
  • User Level Quick Tabs