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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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