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 02 Feb 2021 12:00 (GMT) Case Creation, Searching, Archiving

Join us to see how to create a case using the searching functionality and how to archive cases.

  • Creating Cases
  • Linking Cases
  • Searching for Existing Cases
  • Archiving Cases
  • Unarchiving Cases

REGISTER FOR CASE CREATION, SEARCHING AND ARCHIVING

 

Tues 09 Feb 2021 12:00 (GMT) Case Progress and Status

Join us to see how to use the progress screen within cases and view the case status at command level.

  • Case Progress Display
  • Editing Stages Items
  • Case Type Stages
  • Accessing Screens
  • Running Workflows from Case Progress Screens
  • Case Status Display
  • Filtering Options
  • Right Click Mouse Options
  • Expanding Case Status Items
  • Checking Existing Cases against Team Members
  • Reallocating Cases to Team Members

REGISTER FOR CASE PROGRESS AND STATUS

 

Tues 16 Feb 2021 12:00 (GMT) Document Production and Notes

Join us for ways to produce documents and notes within a case.

  • Precedents
  • Adding Precedents to the queue
  • Editing Precedents
  • Selecting Multi client and Party Precedents
  • Posting Time to the Ledger via Document Production
  • Creating Notes & Posting time to the Ledger
  • Setting Reminders
  • Hiding Notes
  • Attaching Notes to Cases from Command Level

REGISTER FOR DOCUMENT PRODUCTION AND NOTES

 

Practice Management

Tues 23 Feb 2021 12:00 (GMT) Transaction and Electronic Payment Module

Join us to find our how to add and view transactions and the electronic payment module.

  • Transaction Type Maintenance
  • Requesting an Electronic Payment – Client Account
  • Importing Electronic Payments
  • Producing the Bank File
  • Purchase Ledger Supplier Setup
  • Paying a Purchase Ledger Supplier
  • Reviewing Batches
  • Electronic Payments Setup
  • Payment Rules

REGISTER FOR TRANSACTION AND ELECTRONIC PAYMENT MODULE