Introductory E-Classes

These introductory e-classes are a great introduction to the product and perfect for getting new hires up to speed quickly. Courses are offered through our advanced "live training" environment over the Internet. Contact us at 800-726-3339 to schedule a course or request a course customized for your specific needs. All training will be done in the AbacusLaw 2008 version.

For advanced and custom seminar descriptions click here


Class Prerequisites

It is recommended that you take the classes in order to get the most benefit from training. At a minimum class 1 should be taken before any other classes and the first accounting class (e-class 2) should be taken before e-class 4.

Course Description Time Cost

Practice Manager (PM) Class 1 - Introduction, Names and Matters

  1. How AbacusLaw works.
  2. How to access AbacusLaw.
  3. How to use the Menu Bar and Tool Bar.
  4. How to use data windows.
  5. View, add, edit, clone and delete name records.
  6. View, add, edit, clone and delete matter records.
  7. Associate pictures with name and matter records.
  8. Use Find to view desired name or matter records.
  9. Use Quick Query to view desired Name or Matter records.
1 Hour $197

Practice Manager (PM) Class 2 - Events and Calendars

  1. Add, edit and delete a calendar event.
  2. Add a recurring event.
  3. Display a calendar in a daily, weekly and monthly format.
  4. Set-up AbacusLaw to automatically email a weekly calendar to a user.
  5. Customize your calendars.
 1 Hour $197

Accounting Manager (AM) Class 1 - Introduction to Time & Billing

  1. Moving daily time entries from AbacusLaw into Abacus Accounting
  2. Review Company Preferences
  3. Setting up Workstation Options
  4. Setting up User Profiles
  5. Setting up Matter Defaults
  6. Setting up Timekeepers with their rates
  7. Editing Client Expense Codes
  8. Editing Billing Format Codes

 

1 Hour $197

Accounting Manager (AM) Class 2 Daily/Weekly Accounting Activities

  1. Entering Client Billing Balances
  2. Entering Client Soft Costs
  3. Writing Checks for Client Costs
  4. Setting up Vendors
  5. Entering Client Payments
  6. Entering Trust Balances/Trust Deposits
  7. Writing Cost Checks out of Trust

 

1 Hour $197

Accounting Manager (AM) Class 3 Printing Bills and Reports

  1. Printing Prebills
  2. Editing Prebills -adjusting time and write-offs
  3. Printing Actual Bills - Hourly, Flat Fee & Contingency
  4. Posting Actual Bills and verifying trust activity
  5. Printing Trust Checks
  6. Posting Client Payments into Operating
  7. Printing Billing, Acct Receivable and WIP Reports
1 Hour $197
 
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