May

Client Training - May 2019

We want to invite you to participate in our technically-oriented training sessions.  We’ll be offering remote, hands-on courses from the comfort of your own desk! See below for upcoming courses.

Training

Expert AP Tips and Tricks

​Learn more about AP! In this session we will discuss configurable workflows, enhanced electronic payments and other new features. This is a demo-only session and does not include a hands on component.

Training Date:  May 9, 2019
Training Time: 1:00pm-2:00pm ET

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legal software

Configuring & Customizing SmartForms in Design Studio

Try first hand configuration and customization via the Design Studio application. Edit forms, implement Rules and validation, create inquires and reports and other Design Studio features including creating EA Pro tiles and more.

Training Date: May 16, 2019
Training Time: 8:30am-12:30pm EDT

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Training

Expert Billing Tips and Tricks

Learn more about Expert Billing and new options! See how we can help you improve billing cycles and increase billing team efficiencies utilizing Expert Billing.

Training Date:  May 16, 2019
Training Time: 1:00pm-2:00pm ET

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legal software

Introduction to Expert Tables

This 4 hour hands on remote tables training class with provide you with the building blocks for exploring your Expert database. Using SQL, you’ll navigate an Expert 8.2 database and leave understanding the basic table structure and with the ability to start working on your own reports and queries.

Training Date: May 20, 2019
Training Time: 8:30am-12:30pm EDT

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Training

Expert Time Tips & Tricks

Attend this session to discover timesavers for narrative editing, faster data entry using templates and much more. 

Training Date:  May 24, 2019
Training Time: 1:00pm-2:00pm ET

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legal software

Hands-On Advanced Handshake Training

Join this interactive, hands on training event to learn more about using our newer HTML5 controls including the Tabstrip, Listview, Template, Scheduler and Mega-menu controls to enhance your firms portal experience and minimize ongoing maintenance.

Training Date:  May 30, 2019
Training Time: 9:00am-12:30pm EDT

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