Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
A centralized directory of all firm training videos, organized by topic for fast reference and onboarding efficiency.
Video focusing on Task and Calendar Features.
Learn recent updates to our client communication process. We’ve added a range of email templates you can use to deliver consistent, efficient client updates, and you still have the option to create custom messages when needed. Be sure to review each template and confirm whether any case-specific details should be added before sending. We’ve also introduced an AI-assisted drafting feature that can generate email drafts for you to edit and approve. Please take a few minutes to explore these tools and begin integrating them into your daily workflow.
This video provides an overview of how to manage matters in Clio, including file details, custom fields, activities, communications, and tasks. It covers how to add information, create calendar events, send emails into Clio, and communicate with clients. The emphasis is on maintaining detailed notes and keeping documents well-organized to ensure efficient case management. No action is required—this video is intended to build your understanding of key Clio features.
This video explains how to use custom fields in Clio. It demonstrates how to search for matters, add the correct custom fields, and ensure all required information is captured.
Learn how to merge documents in Clio and create new ones using templates, and how fields automatically populate within the merged doc.
This video provides an overview of our Lexis plan for team members who may be new to the platform. Our subscription includes extensive legal research tools, practical guidance, and access to case law across multiple jurisdictions, including Pennsylvania. Learn how to refine searches by topic, jurisdiction, and document type, as well as how to use Lexis’s AI features for drafting and summarizing.
Learn how to effectively use Lexis, our primary legal research database - including different search methods and tools, legal research and practical guidance, and how to navigate cases, forms, and other legal materials.
This video covers several methods for locating sample documents. It demonstrates how to use search functions, narrow results by jurisdiction, and leverage Lexis’s AI tools to generate sample documents. The importance of verifying sources is emphasized, along with tips for accessing court dockets at no cost. This video covers several methods for locating sample documents, with a focus on motions for unclaimed funds. It demonstrates how to use search functions, narrow results by jurisdiction, and leverage Lexis’s AI tools to generate sample documents. The importance of verifying sources is emphasized, along with tips for accessing court dockets at no cost. Viewers are encouraged to explore these options and reach out with any questions.
This video highlights valuable resources available through the Jenkins Law Library, particularly for FDCPA and FCRA research. Login details can be found in Clio within the admin folder. Once logged in, users can access the NCLC database, which includes materials such as fair credit reporting guidance and consumer law pleadings. Team members are encouraged to explore these resources.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.