New Release - 9.23.10
New Release - 9.23.10
This course is an overview of the new features in Release 9.23.10
New Release - 9.22.10
New Release - 9.22.10
This course is an overview of the new features in Release 9.22.10
Anticipated Disbursements
Anticipated Disbursements
This course covers the basic steps required to process and clear Anticipated Disbursements
Transactions
Transactions
This course covers the basic steps required to process Transactions
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.
Billing
Billing
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.
Deeds Administration
Deeds Administration
This course covers the basic steps required to maintain and search the Deed register.
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.
EIS and KPI Reports
EIS and KPI Reports
This course covers how to run and view the EIS, KPI and Author Information reports
New
Overdue Bill Interest
Overdue Bill Interest
This course covers the basic steps required to setup & process Overdue Bill Interest.
Adjustment Notes
Adjustment Notes
This course covers how to create Adjustment Notes
Fee Earner Targets
Fee Earner Targets
This course covers how to set up the Fee Earner Targets for the Firm.
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.
Amending Templates
Amending Templates
This course covers how to make basic changes to Templates for Account Rendered Statements, Bills and Receipts.
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.
Billing Codes
Billing Codes
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.
Creating and Managing Users
Creating and Managing Users
This course covers the basic processes used to create and amend Infinitylaw Users.