At Beyond Counsel, we are committed to making legal practice management intuitive and seamless. Whether you’re a new user or transitioning to our online version, we’ve put together two essential training videos to help you get started and maximize the platform’s potential for your firm.
1. Setting Up Your Firm in Beyond Counsel
The first step in using Beyond Counsel is ensuring your firm’s information is properly set up. Our “Setting Up Your Firm” video walks you through every necessary detail to get started quickly.
What’s Covered:
- How to create your firm’s profile
- Adding team members and assigning roles
- Configuring your firm’s preferences, including case types and billing setting
This video is designed to help you configure the platform to meet your firm’s specific needs while saving you time.
2. How to Use Beyond Counsel
Once your firm is set up, it’s time to dive into the features that make Beyond Counsel a comprehensive solution for legal practice management. Our “How to Use Beyond Counsel” video takes you step by step through the platform’s core functionality.
What’s Covered:
- Managing cases
- How to start a new client
- How to update an exsiting client
- Using Apps to help with getting the right documents for your clients.
3. Using the Online Interview Feature
A standout feature of Beyond Counsel is the online interview, designed to streamline client intake and gather important case information with ease. Our “Using the Online Interview” video guides you through leveraging this tool to its full potential.
What’s Covered:
- Sending interview forms to clients
- Automatically importing client data from interview forms into case files
This feature not only simplifies client onboarding but also ensures that your firm receives consistent and accurate information before consultations, saving time and avoiding miscommunications.