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Training and Consultation

 

New Legal Files customers receive introductory training to help them get started with the software. We also offer comprehensive Administrative, Intermediate and Advanced User training, and customized training and consulting services.

You can help us tailor a training package to specifically meet the needs of your office, or find custom solutions to your unique problems with on-site consultation.

Legal Files Software, Inc. provides all the support and training necessary to allow you to custom (non-technical) design the software. Legal Files Software, Inc. has never used offshore subcontractors to accomplish any application development, customization or project implementation.

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 groupware fundamentals.

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

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

Document Assembly (Introduction & Advanced)
For those who have completed Introduction to Legal Files and would like to automate the document generation process.

  • Topics covered -- Covers the planning, designing and managing of document templates, tokens and their data sources, workflow wizards and macros in conjunction with document assembly.

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.

Advanced Legal Files Concepts
For those who have successfully completed Intermediate Features of Legal Files and want to use advanced features.

  • Topics covered -- Working with Legal Files accounting and time and billing links; Internet e-mail through Legal Files; trust accounting; mass mailings; management of human resources information in Legal Files; and data replication.

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; exporting data to other programs; 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.

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.

Using Crystal Reports in Legal Files
For customers ready familiar with creating Crystal Reports wishing 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. A half-day planning/design session precedes the hands-on report creation component of the course.

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.

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

  • Topics covered -- This 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; linking with other systems is discussed; and other topics related to the initial implementation of Legal Files in an office are covered.

Customized Training
Designed to meet your unique needs - whether you need on-site assistance for a few days when you first begin using Legal Files, or need one-on-one guidance with a particular function, Legal Files can customize training for you.

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