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July 2016 - Increasing Efficiency in eCounsel

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Webinar in which the focus of this webinar is to empower users to quickly and confidently complete tasks and multitask using eCounsel.
  • Keyboard shortcuts and bookmarks can be used to increase speed and ease of navigating within and out of eCounsel
  • Wizards can be used to streamline matter management and reduce human error when completing common tasks
  • UPDATE: Webinars are no longer hosted on the Customer Connect Portal and are hosted here in the Client Success Center. No login is required. 

TIPS AND TRICKS

Use bookmarks to access reports, wizards, commonly accessed matters, websites for outside counsel, email contacts, or to create email templates. Follow THIS guide for more detailed instructions on using email links.

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Hold Ctrl to open a menu of shortcuts for the current page

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Use the wizards to automate player assignment in the event of turnover, relocation, or promotion to quickly and easily maintain data integrity

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