University | Infinitylaw

Reset

Welcome to Infinitylaw University

Infinitylaw University is our on-demand, online training portal consisting of courses that are designed to demonstrate how you can improve your firm’s profitability with Infinitylaw’s intuitive and easy to use functionality. All courses consist of video tutorials, quizzes, and additional resources that allow you to get hands on with our end-to-end practice management solution.

New Release

This course series will include the latest feature release demo's as we ll as previous releases so you can keep up to date with the latest Infinitylaw features.

Getting to Know Infinitylaw

Getting to Know Infinitylaw

In this course series we well cover the fundamental topics of Infinitylaw, the courses include an introduction to the Infinitylaw Home Page, Entering Time and Infinitylaw Document Management.

AML

In this series, we cover the tools and functionality available to support your firms’ AML Compliance Program. You will learn how to setup your system to capture and complete CDD, monitor and process Prescribed Transactions, and understand the reporting tools in the Compliance Officer Dashboard.

Maintenance

These courses include how to set up Account Rendered Stages and Billing Codes.

Transactions

This course series will include the Transactions and Anticipated Disbursement course.

Overdue Bill Interest

Overdue Bill Interest

This course covers the basic steps required to setup & process Overdue Bill Interest.

Names, Clients and Matters

Names, Clients and Matters

This course gives a basic introduction to creating and maintaining Names, Clients and Matters in your database. The information entered in each level of the database will depend on your onboarding policies. The more information you enter about your Names Clients and Matters the more functionality you will get from Infinitylaw functions.

Transaction Requests

Transaction Requests

This course will cover everything you need to know about Transaction Requests. Streamline your process, remove the need for paper forms, increase efficiency, security and reporting functionality by utilising this feature.

To Client - Account Rendereds

To Client - Account Rendereds

This course will cover everything you need to know about processing Account Rendereds. Streamline your Debt Collection process, increase efficiency by utilising this feature.

Creating and Managing Users

Creating and Managing Users

This course covers the basic processes used to create and amend Infinitylaw Users.

Fee Earner Targets

Fee Earner Targets

This course covers how to set up the Fee Earner Targets for the Firm.

Amending Templates

Amending Templates

This course covers how to make basic changes to Templates for Account Rendered Statements, Bills and Receipts.

Adjustment Notes

Adjustment Notes

This course covers how to create Adjustment Notes

EIS and KPI Reports

EIS and KPI Reports

This course covers how to run and view the EIS, KPI and Author Information reports

Deeds Administration

Deeds Administration

This course covers the basic steps required to maintain and search the Deed register.

Anticipated Disbursements

Anticipated Disbursements

This course covers the basic steps required to process and clear Anticipated Disbursements

This course covers the basic steps required to process Transactions

New Release - 9.23.10

New Release - 9.23.10

This course is an overview of the new features in Release 9.23.10

Account Rendered Stages

Account Rendered Stages

This course will cover everything you need to know about setting up the Account Rendered Stages. Streamline your Debt Collection process, increase efficiency by utilising this feature.

New Release - 9.22.10

New Release - 9.22.10

This course is an overview of the new features in Release 9.22.10

This course covers the basic process used to create a single bill, including how to edit fees, office expenses, disbursements and the statement. Discover how to create and review bills quickly and easily with Infinitylaw.

Time Entry - Release 9.22.10

Time Entry - Release 9.22.10

This course gives a basic overview how to record time using the Infinitylaw Timer or Timesheets. Learn the various features that will enable you to capture time more efficiently and ensure that you do not miss any billable fees.

Infinitylaw Document Management - IDM

Infinitylaw Document Management - IDM

This course gives a basic introduction to saving and retrieving documents and other file types in the Infinitylaw Document Management (IDM). The course does not cover all the functionality available in the Document Management, to learn more about IDM request training from the Infinitylaw Training Team.

Getting Started with Infinitylaw

Getting Started with Infinitylaw

This course introduces the Infinitylaw Homepage, which is what you see when you open Infinitylaw as well the Client Information module which is the hub of Infinitylaw and provides instruction on how to navigate around this module.

This course covers the basic process used to create a Bill Code. Discover how to create a Bill Code to fit your requirements.

Compliance Officer Dashboard

Compliance Officer Dashboard

This course will cover everything you need to know about the Compliance Officers Dashboard.

AML - Completing CDD

AML - Completing CDD

This course gives an overview of completing the risk profile, adding verification notes and assigning the CDD status

AML and Transaction Input - Processing PTR's

AML and Transaction Input - Processing PTR's

This course will cover everything you need to know about processing Prescribed Transactions.

AML - Parameters and Descriptors

AML - Parameters and Descriptors

This course gives an overview of the setup required to enable the AML functionality and tools available to support your Firm's compliance program.