Time Matters Training for Legal Professionals (3.5 CLE) - Pittsburgh, PA
Thursday, September 30, 2010
Foster Plaza Building 5, 651 Holiday Drive Ste 300, Pittsburgh, PA 15220

1:00 pm - 5:00 pm

3.50 CLE (Pennsylvania)

Registration Deadline: September 15, 2010

$225.00 Per Person. Discounts available for groups of 2 or more from the same firm. Please contact Abbie Allen for more information.

Time Matters

Join us for this in-depth training course of Time Matters. Using hands-on lab exercises and real world situations, you will become a proficient user of the Time Matters program. This 4 hour course gives new users the essential skills they need to maximize their efficiency, and serves as a refresher course for existing users.

In order to provide maximum benefit to each participant, this class is limited to groups of 15 or fewer attendees and is instructed by a LexisNexis® Certified Independent Consultant. Attendees will receive an 80+ page Time Matters End-User Training Manual.  Course materials have been updated to version 10, however, users of Time Matters 9 or previous versions will also benefit from this course. Snacks and refreshments are included. Seating is limited so sign up today!

This course has been approved by the Supreme Court of Pennsylvania Continuing Legal Education Board for 3.50 Hours of CLE Credits.

Questions? Contact Abbie Allen at aallen@accellis.com or (216) 662-3200 x108.

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