#126 LegalKEY Records and Conflicts Management

This comprehensive course covers all aspects of the core LegalKEY applications – Records Management and Conflicts Management. It is composed of Courses #123 & #124.

Objectives
Upon completion of this course, participants should be able to work with all aspects of LegalKEY applications, including:

Client/Matter Creation and Management
Conflict of Interest Searching and Reports
Best Practices of Conflict Searches
Standard Party and Corporate Tree Intake
External Sources, Activity History, Conflict and Records Utilities
File Creation and Management
Printing Labels and Reports, Box Intake/Office Shipping Report
Processing Requests, Check In/Out
Searching and Viewing Records
Request for Delivery and Creation of Records
Working with Records, Conflicts and Retention
Creation of EW, Groups and Users
Working with Records Retention, Reports, Retention Workflow
Search and Request in ADT
Request of File and Request of Creation in ADT
ADT Setup Options based on the need of the Office
Table Structure
Management of Table Content
Custom Settings
Users and User Group Settings
Setup of Notifications
EW Setup
Tips and Tricks and Best Practices

Audience
Administrators, Conflicts and Records Management Groups

Duration
This is a two (2) day course. All courses begin at 9am.

Cost
$1495 USD, includes lunch

Prerequisites
Basic Computer Skills
Familiarity with MS Windows
Familiarity with LegalKEY

Capacity and Format
TFG maintains small class sizes (10 to 12 participants) to provide individual attention and encourage student participation. Training format includes instructor demonstration and hands-on student practice with practical exercises and extensive class discussions.

Registration

To register, please contact:
Polina Glikina
pglikina@fraymangroup.com