Getting Started with Free Training

Free Online Training and One Time Setup

All new customers are offered free online administrator training and a one time setup to ensure that your account is configured to meet your business needs.  Please call 651-687-0090 or 800-715-1284 to schedule online training and setup.  Admin training is divided up in two parts: initial setup and billing.  Conflicts Search training is provided as a separate session.  For users that do not require Admin training and are only going to enter their time and expenses, a self paced online training is also available.

One time setup and hands on training (1 Hr)

  • Your Business Needs
  • Billing Process
  • User Roles
  • User Interfaces
  • Configuration
  • Administration
  • Client/Matter Creation
  • Time/Expense Entry
  • TimeSync – Offline Time Entry
  • Best Practices

Billing (30 Min)

  • Your Billing Needs
  • Billing Process
  • Flexible Template Setup
  • Payment Allocation

 

Conflicts Search (20 Min)
Conflicts Search training is performed after Clients and Matters have been entered in TimeSolv Legal.

  • Related Parties
  • Relationships
  • Search for Related Parties

Additional Information.