Training

Legal Files is a true off-the-shelf application; however, we believe that every customer requires a customized approach to implementation and training. Customers have their own unique business requirements, technical environment, data sources, interfaces, training needs and solution expectations that all must be taken into consideration in order to successfully implement Legal Files.

Legal Files’ approach to implementing the system is built on years of experience in installing and configuring the application. Our approach has been continually refined to minimizers and ensure the highest level of customer satisfaction throughout the entire process. Our personnel are experienced in dealing with the issues that arise during implementation, and we work as a member of your own project team to ensure a successful implementation.

Legal Files Software, Inc. provides all the support and training necessary to allow you to custom (non-technical) design the software to meet your own unique (and changing) requirements.Legal Files Software, inc. has never used third-party subcontractors to accomplish any application development, customization or project implementation. All training is provided by full-time, professional employees of Legal Files Software, Inc.

As a new Legal Files customer, you will receive introductory training to help you get started with the software. We also offer comprehensive administrative and advanced user training, as well as yearly refresher and new features training.

Training Courses

Legal Files Software, Inc. offers an extensive variety of courses to help you leverage the full power of our software. Training is available on site or at our corporate headquarters in Springfield, Illinois. We also offer on-line training sessions.

For more information or to schedule training, contact the Legal Files Help Desk at 217/726-6400 or GetSmart@LegalFiles.com.

Introduction to Legal Files

For those who use or will use Legal Files in their daily work.

Topics covered – General introduction to Legal Files concepts; creating and updating Name Cards and files; file management; basic hot print and reporting features; document creation and management; and collaboration/communication fundamentals.

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Individualized Workstation Assistance

For those who have completed Introduction to Legal Files and would like individual training in their specific work environment.

Topics covered – This followup course gives your staff time to familiarize themselves with Legal Files, gaining experience with basic operations and demonstrating advanced features in a real-word setting.

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Document Assembly (Introduction & Advanced)

For those who have completed Introduction to Legal Files and would like to automate the document generation process.

Topics covered – General introduction to Legal Files concepts: creating and updating Name Cards and files; file management; basic hot print and reporting features; document creation and management; and collaboration/communication fundamentals.

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Intermediate Features of Legal Files

For those who have successfully completed Introduction to Legal Files.

Topics covered – Covers alternative methods to create, view, modify and select Name Cards and files; advanced queries; intermediate document creation and management; and wizard usage.

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Specific Features

For those who have been using Legal Files for six months or more, have questions on certain features or wonder, “Is there a quicker way to do this?”

Topics covered – Designed in consultation with the customer. Topics may include: creating document templates; understanding and using tokens; modifying user preferences and security preferences; creating file menu templates, creating custom windows; leveraging the power of Task Wizards and the Open File Wizard; managing changing data/reporting needs; capturing online, legal research time within a file; tracking time in a more efficient and flexible way; and protecting your data using Legal Files security controls.

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New Features

For those who have successfully completed Introduction to Legal Files and wish to learn about new features that are included in the current Legal Files release.

Topics covered – Legal Files Software is upgraded regularly to enhance functionality. This course guides the student through each new feature and presents ways to implement them in individual offices.

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Data Model Training: Using Crystal Reports in Legal Files

For customers already familiar with creating Crystal Reports who wish to develop custom Crystal Reports to extract information from their Legal Files database beyond the standard reports already offered in Legal Files.

Topics covered – Participants will gain an understanding of the Legal Files database structure and learn a number of Crystal Report writing tips and tricks. The course covers report design and layout, formatting, record selection, sorting, grouping, summarizing, and creating and using formulas.

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Train the Trainer

For those who have been assigned the responsibility of training other employees.

Topics covered – The class covers topics included in the Introduction to Legal Files class and touches on topics covered in the Intermediate Features. Successful completion of this course will give your trainers the expertise to tailor training for different groups in your office.

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Administrative Training

For those who have been assigned responsibility for the internal administration of Legal Files.

Topics covered- The class covers topics included in the Introduction to Legal Files class and touches on topics covered in the Intermediate Features class. Creation of pick lists, menus, document templates and other customization features are covered thoroughly; the establishment of Legal Files users and groups is detailed, and other topics related to the initial implementation of Legal Files in an office are covered.

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