To support our clients, we are hosting a series of interactive webinars demonstrating key functionality across case management and accounts. By attending the webinars, participants will gain an understanding of key features within the Linetime system. Each webinar is open to all users of the system and is free to attend.

Case Management

Tues 6th April 2021 12:00 (GMT) Client and Case Creation

Join us to learn how to create clients through to case properties

  • Creating Clients and Additional Clients
  • Conflict Search and AML Checks
  • Client Properties
  • Creating Clients from Existing Parties
  • Detaching Additional Clients
  • Client Parties
  • Creating Cases
  • Case Properties

REGISTER FOR CLIENT AND CASE CREATION

 

Fri 9th April 2021 12:00 (GMT) Parties

Join us to understand the parties pane, creating a party and more

  • The Parties Pane
  • Creating Parties
  • Creating Members
  • Right Click Options
  • Attaching/Detaching a Party to a Case
  • Searching for Parties using the QuickSearch
  • Rating/Assessing Parties
  • Expert Parties

REGISTER FOR PARTIES

 

Mon 12th April 2021 12:00 (GMT) Searching

Join us to learn more about searching in Liberate

  • Red Globe Options
  • Using The ‘QuickSearch’
  • Searching for cases using Case Status
  • Searching for cases using Recent Cases
  • Quick Case Load on Ribbon Bar

REGISTER FOR SEARCHING

 

Wed 21st April 2021 12:00 (GMT) Document Production

Join us to go through Document Production from filtering precedents to multi client precedents

  • Filtering Precedents
  • Editing Precedents
  • Adding Precedents to the Queue
  • Posting Time to the Ledger via Document Production
  • Party Precedents
  • Contact Category Precedents
  • Multi Client Precedents

REGISTER FOR DOCUMENT PRODUCTION

 

Fri 30th April 2021 12:00 (GMT) Navigation and Use of SE History

Join us to understand how to get more from Se history

  • Screen Layout
  • History Categories Pane
  • Filters Pane
  • Right click options
  • Attaching external documents to the case history
  • Sending emails with attached documents
  • Command Level History

REGISTER FOR NAVIGATION AND USE OF SE HISTORY