Getting Started with Abacus Accounting: our FREE orientation to Abacus Accounting covers the set up of timekeepers and all necessary codes, such as case types, expense codes, and vendors. You’ll learn how to enter balances from prior billing programs, including trust balances, as well as entering current clients costs and payments. We’ll also show you how to print pre-bills and actual bills.

Working with the Calendar: learn how to manage the different types of calendars, set up calendar configuration for the daily organizer and weekly or monthly views, use rules to schedule events, send e-calendars, and do calendar reporting.
Learn all the calendar basics for just $97.

Matters, Names, and Notes: learn how to manage names and matters , how to link records, add notes, link your emails and documents to a name or matter, use the picture window, the value of text macros, mail merge, conflict of interest, and names and matters reporting.
Learn the basics of names and matter management for just $97.

Mastering Queries and Reports: learn how to use the quick query, query manager, and expert query mode to retrieve data to your liking, become proficient at creating reports of various types, including specialty reports like the malpractice and operator audit.
Learn what you need to know about queries and reporting for just $97.

Working with Forms: learn how to use intake forms to simplify data entry, how to create a web intake form, use quick forms, manage and use the forms library, create document forms, and use our data merge .ALF file.
Learn what you need to become forms proficient for just $97.

Customizing Your Screens: learn how to create custom screens by understanding database structures, adding fields with specific characteristics, like field length, type, display name, etc., use the screen designer to create desired layout and functionality.
Learn the basics involved with customization for just $97

Getting Started with Abacus Practice Management: our FREE orientation to Abacus Practice Management demonstrates administrative settings , entering names and matters, setting up and using the calendar, creating a form letter, managing queries, syncing contacts, calendar events, and notes, and email linking.

Getting Started with Abacus Accounting: our FREE orientation to Abacus Accounting covers the set up of timekeepers and all necessary codes, such as case types, expense codes, and vendors. You’ll learn how to enter balances from prior billing programs, including trust balances, as well as entering current clients costs and payments. We’ll also show you how to print pre-bills and actual bills.

Daily Tasks: learn how to assign billing mode, billing frequency, retainers, and hourly rates, enter prior balances, enter time in three different manners, understand the difference between hard vs. soft costs, enter payments, break out payments between fees and costs, handle bounced checks, and make corrections.
Learn what needs to be done daily for just $97.

Client Billing: learn how to print pre-bills by group or individually and make corrections, print actual bills showing trust transfers as needed, do LEDES billing, print trust checks, and how to transfer trust funds into the operating account.
Learn how to bill for just $97.

Check Writing in A/P and Trust: learn how to set up recurring payables, write checks with two different check writers in accounts payable, set up trust check requests and write checks with the trust check writers, and how to void checks and make corrections.
Learn check writing for just $97.

General Ledger and Reports: learn how to enter general ledger balances, do journal entries, including recurring journal entries and how to reverse, set up a budget, view your journal activity, and complete a bank reconciliation. We will review how to close your books and print appropriate reports.
Learn how to manage your general ledger for just $97.

Payroll: learn how to set up employee profiles, deductions, and state tax rates, input year-to-date payroll history, including vacation- and sick-time balances, process payroll and make corrections, and file your payroll taxes using our payroll reports.
Learn everything you need to know about payroll for just $97.