LawBase Remote Training Courses

Staff turnover is a part of life. However, it also results in a loss of staff knowledge. Have all of your users been trained in LawBase? Are all of your administrators self-trained and potentially missing some key information?

Synaptec provides remote training over the Internet so that users can get expert training on various LawBase features allowing you to use it to its full power. We guarantee that groups will be kept small (no more than 9 connections) for any training session to ensure that you get that personal touch.
Cost: $350.00 per Office Connection.

LawBase Essentials Course – 2 hours

This course is ideal for new users who need to get comfortable with the basics. Topics include:

• Adding a new case or contact
• Finding an existing case or contact
• Editing an existing case
• How to use specific fields such as date calculators, launch buttons and links to the contacts.
• How to add, edit and use the notes, critical dates, case history, office link and timeline features
• How to use the LawBase calendar and other calendar options
• The 3 ways to run reports in LawBase.

LawBase Design Training – 2 hours

LawBase gives you control over the structure of the data that you track in LawBase and the ability to modify the data as your needs change. If you would like to learn how to modify your LawBase screens, then this is a course is for you.

Topics covered:

• Adding Tabs
• Adding/Modifying fields. The various fields available in LawBase and how they work
• Repeatable tabs, Grids and plain screens.
• How to make changes in LawBase without affecting logged in users.

LBAdmin Training Course – 2 hours

This course is designed for LawBase administrators. LBAdmin is the program through which most administrative functions are performed.

Topics include:

• Adding Users
• Adding Groups (departments, practice groups)
• Creating Security profiles for users and groups
• FlexBase properties
• Adding tabs to case types
• Updating Program files
• SQL Runner and Database Explorer options
• How to recover files that users have deleted
• Admin functions in LawBase
− Setting up SmartFolders
− Setting up Searches
− Editing Picklists

Hot Docs Training – 2 hours

In this course, you will learn how to use the Hot Docs program that comes bundled with LawBase.

Topics covered:

• Hot Docs template creation
• The different types of variables available in Hot Docs
• How to include linked LawBase information such as contact information to a template
• How to use IF Statements and REPEAT variables
• How to use computation variables to add notes, critical dates and history items automatically when a template is run.

LawBase Report Training – 2 hours

Getting information out of LawBase easily is one of the key elements of using LawBase fully and efficiently. If you are responsible for creating reports in LawBase and haven’t received this training, then you will find this course to be extremely useful.
Prerequisite: proficiency with HotDocs

Topics to be covered include:

• Step by step report building, from template to output.
• Adding prompts to reports
• SQL statement creation, using Query Wizard
• Ad Hoc report creation using the Query Wizard
• SmartFolders reports using Excel and Quick Print.

LawBase Workflow Creation Training – 2 hours

WorkFlow is a powerful feature of LawBase. Using WorkFlow, LawBase can automatically add notes, create calendar entries, update fields or even send emails when users enter/edit data. you.

Topics covered:

• Creating simple WorkFlow events
• Merge scripts; how to create them and reuse them in multiple events
• How to use workflows to
− update fields
− create notes, calendar and history items
− add or complete calendar items
− add history items
− automatically generate emails

Interested? You can contact Gretchen Ryan either by phone to 720-536-3219 or by email to Gretchen@lawbase.com to reserve a spot in one or more classes. Gretchen will be happy to talk to you about payment options.