Introduction to legal360 optimize – our answer to your law firm’s training needs

Jess Carey Posted By Jess Carey
from Burlington Media

When a lawyer joins a legal firm, the first few days can be overwhelming with introductions to colleagues, unfamiliar systems, and many new processes – all on the same day. Often in the first few days, users are faced with mandatory and time-consuming training such as time and expense management, onboarding new clients, matters, and so on.

In addition, most legal firms use multiple systems, which requires lawyers to log-in and often maintain different usernames and passwords, therefore creating more work for the already stressed and time-constrained lawyers.

However, these processes can be simplified and made easier by using a solution like legal360 optimize – a unified system built on Microsoft Dynamics 365 for Finance & Operations, which provides an easy to use tool called ‘task recorder’ which is like an inbuilt user manual, providing step-by-step navigation of specific business processes or scenarios.

The task recorder helps lawyers navigate through the steps needed to complete the end-to-end business process with a task guide that points to the exact button/ field/ navigation path in the form of a ‘pop-up prompt’. It provides information on how to interact with the button/ field, such as ‘Click here’ or ‘Enter a value’. This makes it easier for lawyers to get comfortable with processes, thereby reducing training cost and time, while also increasing their productivity. 

The task recorder in legal360 optimize comes with a library of pre-built business processes, covering areas such as: expense management, time, client and matter updates, billing, and many more. Law firms can also create their own processes or change the instructions in a specific process by following a few simple steps. The system automatically captures all the steps and documents it accordingly.

Lawyers can use this tool to learn how to complete a business process and get up to speed quickly without having to sit through extensive and expensive training sessions.

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