AbacusLaw Quick Training

The AbacusLaw Quick Training modules show you how to perform everyday tasks to help you get the most out of your software. These lessons are available online - you can review them in any order and revisit them at any time. It's a quick and easy way to learn AbacusLaw, and a convenient method to train new hires. Unlimited access to this training is available to users with current customer care agreements.

 

"I like being able to access Abacus Quick Training on my own schedule. If I get interrupted, I can go back to where I left off. The information is very helpful and easy to follow."

Stephanie Byrd, Legal Secretary Lebanon, TN

Launch Quick Training

 
 

AbacusLaw Practice Management Quick Training Overview

 

Fundamentals Training

  • AbacusLaw Overview - Learn how AbacusLaw can benefit your office
  • Using the AbacusLaw calendars - Accessing and scheduling events. Using "rules" when scheduling events
  • Linking information to names and matters - linking to information in the database, adding new names and matters
  • Creating and using forms - Generate documents from forms, create forms and add forms to events.
  • Using queries to find what you need - Create and use complex and "quick" queries
  • Printing what you need - printing calendars, labels, envelopes and reports
 

Advanced Training

  • Customizing screens - Modifying and creating screens, linking screens to matters and adding new fields to the database
  • Working with Messageslips - Send and receive text and phone messages
  • Working with reports - Using, modifying and creating reports
  • Using rules to calendar events - Understanding and implementing rules to quickly create a series of linked case events
 

AbacusLaw Accounting Management Training Overview

 

Time &Billing

  • Introduction
  • Setting up codes
  • Linking names and Matters
  • Billing Notes and linked events
  • AM Setup:Company Preferencess
  • Workstation options
  • Editing Time Tickets
  • User Manager -
  • New Matter defaults
  • Individual Matter Settings
  • Timekeeper Codes with Rates
  • Help

 

Daily/Weekly Activities in AM

  • Daily/Weekly activities in AM
  • Bringing forward billing balances
  • Entering Soft Costs
  • Viewing the Matter Billing Activity
  • Using the A/P Demand Check Writer
  • Setting up vendors
  • Using Trust
  • Using the Trust Demand Check Writer
  • Voiding trust checks
  • Trust Check Register
  • Trust check register

 

Printing Bills &Reports in AM

  • List of Steps
  • Printing Prebills
  • correct prebills Printing actual bills
  • Printing trust checks
  • Posting client payments from trust
  • Printing an accounts recievable report
  • Printing productivity reports
  • unposting of bills
 
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