Formation Prise en main JurisDossier & JurisDocument

GETTING STARTED JURISDOSSIER & JURISDOCUMENT training

This training is offered as a webinar capsule. This is a training dealing with version 8.1.5 of JurisEvolution. This is not relevant training for any client using the Web or installed version of JurisEvolution 10 and is available in French only.

The training provides lawyers with the necessary tools to use the JurisDossier and JurisDocument functions offered in JurisEvolution 8.1.5.

More specifically, it aims to bring participants to:

  • Navigate the dashboard and know the help tools available (online help (F1) and technical support)
  • Integrate all information related to clients and matters, in accordance with the rules of the Barreau du Québec ;
  • Manage the different instances of a folder;
  • Understand the concept of the responsible associate of the client / matter;
  • Learn how to edit and create the people involved in the matters;
  • Prepare an email from a matter and add the documents needed;
  • Schedule tasks and appointments through the use of the matter activities;
  • Discover the different windows for time recording and disbursements.

Webinar: 1 hour

 

 

Training recognized by the Barreau du Québec for the purposes of mandatory continuing education *.

Activity Code: 10104402

* Although the training can be followed repeatedly with users, the certificates will not be issued for the first registration of each lawyer.

Prix pour nos clients

Webinaire: Gratuit pour tout le personnel du cabinet avec le plan de services de JurisÉvolution.