Client Manager – Managing Client Records

Content 4 Modules
Price Free
Description

Clients are central to how information is linked in AttorneysBrief. The client is the primary focus, every function within AttorneysBrief is centred on the client. Appropriate for new AttorneysBrief users, this course will teach you the basics of creating and managing client records in AttorneysBrief. We'll also cover topics such as client portal and understanding the client manager tabs, among others.

Did we miss a course that should be included? Is there anything you'd like to see in the future? Let us know at certifications@attorneysbrief.com.

Objectives

Once you complete this course, you will be able to do the following:

  • Explain how client manager and client portal are related.
  • Identify all aspects of AttorneysBrief that relates to the client manager.
  • Demonstrate how to add, edit and manage client records.
  • Explain the tabs of the Client Manager.
Course Content
1.
Introduction to Client Manager
Module
2.
Creating a client record
Module
3.
Client Information Page Tabs
Module
4.
Client Access – Client Portal
Module