Department Training
Communications Department
Charlotte Parking
Exporting from clio grow to clio manage and adding related contacts
Retrieving a recorded doc in Simplifile
Print 1st page of recorded doc
Training: Submitting a doc for recording using Simplifile
Sending documents via Docusign
Leaving the client with good vibes
Probate Department
Year Allowance Situations to Consider
Year Allowance How to file
Small Estate Testate w decedent passing on or before 12-31-2011
Small Estate Testate Intestate w Decedent passing on or after 1-1-2012
Small Estate Testate w decedent passing on or before 12-31-2011
Filing Fees
Inventory
Probate Training
Probate Training Scenarios
Benefits Department
How we get HW letter items from clients
How to send out a Homework Letter to client
How we get HW letter items from clients
Customizing Homework Letter for Client
General Intake, Client Interaction, and First Steps for Medicaid
Benefits Training
Long Term Care Training Scenarios
Benefits Training PowerPoint
Guardianship Training
Filling Out Guardianship Petition PT 1
Filling Out Guardianship Petition PT 2
Filing Fees
Service on Parties
Send Guardianship Questionnaire
Estate Planning Training
DAILY EP PROCESS AND PROCEDURES
- Every drafter is responsible for their own documents. Any changes, updates or corrections MUST be made by the originating drafter. PLEASE make yourself available during the signing time.
- Documents MUST be uploaded in Drive at least 24 hours in advance from signing date.
- Documents MUST be ready to print prior to 9 AM each day. If any changes are made the morning of the signing notify team member assigned to printing ASAP.
- Contact all new clients within 7 days of being hired to introduce yourself and provide the client with your contact information (phone and email) to be able to reach you with any questions. Let the client know what they can expect next in the process (receiving drafts, signing date, etc.).
- Drafts MUST be sent at least a week in advance from the signing date to ensure the client has ample time to review and reduce chances of rescheduling.
- Each drafter MUST confirm drafts sent to each client BEFORE the signing date to ensure accuracy and approval from client. (Do not wait to call a day or two before the signing date in the event you are unable to reach them.)
- Drafter MUST check that all documents are uploaded and reviewed for accuracy in Drive no later than the day before the client’s signing date.
Drafting a GDPOA
Dispersing Funds in Clio
Training: Submitting a doc for recording using Simplifile
Print 1st page of recorded doc
Retrieving a recorded doc in Simplifile
Accounting Department
Law Pay Credit Training
Receivable in Clio Importance of voiding out unsold invoices
Hourly Billing and Identifying non billable hours
Marketing Department
AWEBER TRAINING
MEL McFi Report – Uploading & Posting
MEL MCFI – REPORT AWEBER
Litigation Training
Civil Litigation Training
Litigation Drafting Training
Litigation Civil Summons and Rule 4 Training
Litigation Legal Research Training
Westlaw Training
