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.
Fri 08 Jan 2021 12:00 (GMT): Latest Accounts Modules Updates
Join us to see the latest updates we have made to Accounts and how it supports you and your firm.
Fri 15 Jan 2021 12:00 (GMT) Transactions, Time Recording, Ledger Enquiries
Join us for a training webinar to discover how transactions and time recording are linked and also how to view and make enquiries against the ledger, including:
- Time Recording
- Posting Time to the Ledger Manually
- Posting Time to the Ledger via Document Production.
- Creating Transactions
- Viewing Existing Transactions
- Editing and Deleting Transactions
- Viewing the Ledger
Wed 20 Jan 2021 12:00 (GMT) Workflow and Workbox
Join us to discover how to use Workflows and Workbox, how to set them up to run, view progress, work with teams and how to reallocate.
- Viewing Workflows
- Running Workflows immediately
- Queuing Workflows to run on Future Dates
- Workbox Display
- Workbox Selection Pane
- Checking Workflows against Team Members
- Reallocating Workflows
Fri 22 Jan 2021 12:00 (GMT) Client Creation, Money Laundering and Marketing
Join us to discover how to set up new and additional clients, including the Money Laundering profile. The webinar includes:
- Creating Clients & Additional Clients
- Conflict Search
- Searching for Existing Clients
- Creating Money Laundering Cases
- Scanning ID documents to the History