AbacusLaw Training Videos

Thank you for using AbacusLaw and welcome to the client training center. Click on a link below (orange text) or contact support directly at 800-488-3334.

Live Webinars
Interactive, live classroom training at your desk. An experienced instructor will guide you through the material and answer your questions.

Training Videos
On-demand videos designed specifically to help you get started using AbacusLaw.

Custom Training
Either in your office or via the Internet, you’ll get custom personalized training. Additional fees apply.


Live Webinars

Interactive, live classroom training at your desk. An experienced instructor will guide you through the material and answer your questions.

Click here to register 


Training Videos

AbacusLaw Basics

Click here to watch the AbacusLaw Demo
Overview of AbacusLaw Key Features

Case Management
How to add a new matter to Abacus

Contact Management
How to add a new contact to Abacus

Linking Information
Linking case information and document

Using Calendars
Using calendars and setting events

Rules Based Calendaring
Automatically configure events

Working with Reports
Working with and customizing reports

Creating and Using Forms
How to add a template to PDF court forms

Using Queries
Creating and using queries

Printing
Printing what you need

Messageslips
Inter-office communication

Adding Users
Adding new users in abacusLaw

Customizing Screens
Customize your abacus screens

Conflict Check
Running a conflict checking report.


Intake Forms

Start a New Case
Quickly, easily and accurately start new cases using the intake form.

Adding Information to an Existing Abacus Record
Learn how to use the intake form to easily add information to an existing Abacus record.

How to Easily Sign-Up New Clients (web intake form)
Adding an intake form to your website makes it easy to sign-up new clients, collect information from current clients and enter data into Abacus from any computer with Internet access.

Linking Forms to Events
Linking forms to events in AbacusLaw.

Form letters
How to turn a letter into a form template, link the fields in AbacusLaw and have it autofill in a way that the data will always be correct.


Working with Forms

Microsoft Word Form Generation
Learn how to create and assemble MS Word form templates.

Linking Forms
Days or weeks before you need to generate a document you can assign a word processing document or PDF form to an event. Then, on the day of the event, you can quickly generate that form.
Creating Custom Forms
How to add a template to PDF court forms

Creating PDF Court Forms
How to create a fillable form from a PDF file

Using PDF Court Forms
How to fill, save and print PDF court forms


AbacusLaw Accounting

AbacusLaw Accounting Basics
Learn the fundamentals of AbacusLaw time, billing, accounting and more.

Let’s Get Started Billing: The Setup
This Video will cover the initial steps you need to do in order to successfully capture and print bills. Right click here to download the job aid (PDF) for this video

Let’s Get Started Billing: Creating Time Ticket
This video will cover recording billable activities, how to bill notes, events and emails and how to record costs. Right click here to download the job aid (PDF) for this video

Let’s Get Started Billing: Printing Bills
This video will cover printing prebills, bills, posting bills, printing trust checks and posting client payments. Right click here to download the job aid (PDF) for this video

Bills
The 5 steps to print a bill

Timekeeper Setup
Creating and using timekeepers.

Making Payments
Recording a payment including resolution and cost distribution.

Backing Out Trusts
How to back out a trust deposit.

Backing Out Payments
How to back out a payment.

Adding Logo to Bills
Adding your company logo to invoices.


Webinar Recordings

These are recorded online training sessions with an Abacus expert going over the most common tasks in both case management and accounting. If you’ve signed up for live webinar training, you can access the written training materials by here by choosing “download the job aid” for your class.

If you experience any problems viewing these videos please follow this link to download and install the gotomeeting video codec: https://www3.gotomeeting.com/codec?Portal=www.gotomeeting.com


Custom Training

One-on-One Online Training

E-classes are live Internet-based courses taught by a qualified instructor who will demonstrate how to best use your AbacusLaw right on your computer screen. You can choose one or more modules from the set of prepared practice management and time/billing/accounting modules. Each module contains about one hour of instruction. You can also request a module customized to meet your specific needs.

One-on-one training costs only $197/hour. For more information or to sign-up, contact our Director of Customer Care and Support at 858-768-5660.

On-Site Training

Our trainers can provide you with any level of training, customization or support that you desire at your office. Call 800-726-3339 or email us for more information.

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