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Acumin.web - Use of Client, Matter and Time Code Favourites - How to -
Client and contact properties - Data clean-up tools - Merge or delete phone numbers, email addresses -
Client and Matter - Creation of Client and Contacts for a Group of Individuals -
Client and Matter - Enhanced Client and Matter Forms User Guide -
Client and Matter - Highly Confidential Flag Functionality -
Client and Matter - Potential Conflict Process and Results - Quick Start -
Client & Matter - File Closing Process - Quick Start -
Client and Matter - Restricted Matters and Ethical Walls - Quick Start -
Contact - Creation or Modifications - Quick Start -
Contact - Removing a contact from the client structure - all matters -
Contact - How to Deploy/Replace Contacts within the Client/Matter Structure -
Group Client Structure - Set-up, add or remove child-clients, report filter options -
How to Create Client and Matter Favourites -
Important Dates – Quick Start -
Marketing - Referral Source and Referral Type -
Matter - Change in matter chargeability status - Non-Chargeable - Chargeable -
Matter - How to Change the Firm of a Matter -
Matter - How to reopen/activate a closed matter -
Practice Management - Reminder System for Appointment or Event - Set-up and Use -
Search - Search Tool and Importance of an Effective Search Process -
Rate - Change in Client or Matter Rate Category - Impact on WIP Values -
Rate - Change in Matter Rate Category - Impact on WIP Values -
Team - Complete Team or Shareable Role-Holder Changes -
Team - Back-dating a role change completed with the wrong date -
Team - How to rename a team role at the client and/or matter level