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LegalServer Online Training Opportunities for 2019

Along with our annual in-person national training event, which returns to beautiful Puerto Rico this spring, LegalServer offers several online training opportunities and ways to get questions answered for users and administrators each month - typically on Mondays, Tuesdays, and Fridays.

For your reference, we’ve compiled a handy Training Schedule to keep track of these sessions. If you’re unfamiliar with what these trainings entail, here’s a breakdown of the timing and typical topics.

LegalServer Monday Office Hours

Every Monday (holidays excepted) at 12:00pm Eastern.

Topics

A wide-ranging discussion and demonstration of LegalServer tools and potential configurations. This call is a way for site administrators to ask questions or review new ideas live with our staff via web conference.

Please note that program-specific concerns, including feedback, data migration issues, or support tickets should be conducted through email, not during Office Hours.

LegalServer Tuesday Trainings

Every Tuesday at 3:00pm Eastern.

Topics

Topics vary, but each monthly schedule is posted prior to the first Tuesday of the month. February 2019 topics include an Introduction to Running Reports, Intake Functionality, Document and Email Templates, and Admin/Report Building.

LegalServer Friday Trainings

Every Friday at 12:00pm Eastern (additional topics at 1:00pm and 2:00pm on third Friday of each month).

Topics

First Friday: Onboarding Kickoff Call - Getting started for new clients.

Second Friday: Lifecycle of a Case - Creating a Matter with a prescreen, creating a Case with an Intake, viewing information in a Case Profile, recording Actions on a Case using auxiliary forms, timeslips and case notes, and closing or rejecting a case.

This is a required training for all new onboarding groups.

Third Friday: LegalServer Essentials (3 sessions)

  • 12:00pm - Users, Contacts, Organizations & Outreach Records
  • 1:00pm - Calendar, Grants Management
  • 2:00pm - Document Templates & Pro Bono Tools

Fourth Friday: New Admin Training- Basic site-admin functionality to help you create and maintain customizations on your LegalServer site.

These are required training for all newly onboarding groups.

Recorded Trainings

In addition to live trainings, we have a number of recorded sessions available. You can check these videos out any time on the LegalServer YouTube channel, or browse some sample playlists below.

We hope to see you online for a training soon! If you have any questions about these sessions, or anything else about LegalServer, please let us know.