Time Matters Training for Legal Professionals (3.5 CLE) - Cleveland, OH
Thursday, October 28, 2010
5350 Transportation Blvd. Ste 1, Cleveland, OH 44125

8:30 pm - 12:30 pm

3.50 CLE (Ohio)

$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!

The deadline to register is 1 week before the course.

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