#

Name of Tutorial

Slides

Demo Grouping

1

Agency Referring

53

Miscellaneous

2

Backup / Transfer

14

Upkeep/Setup

3

Calendar Basics

54

Calendar

4

Calendar Letter Schedule

26

Calendar

5

Calendar To Do

13

Calendar

6

Calendar WayPoints

40

Calendar

7

Canned Notes

54

Using Intake Sheets

8

Change Defaults

23

Upkeep/Setup

9

Client Lookup

21

Using Intake Sheets

10

Conflict Check

44

Using Intake Sheets

11

Conflict Set Adverse

18

Upkeep/Setup

12

Date Calculator

17

Search

13

Delete Cases

57

Upkeep/Setup

14

Document Assembly Basics

95

Miscellaneous

15

Document Assembly Load Old

56

Miscellaneous

16

Document Tracking

24

Using Intake Sheets

17

Error Check Duplicates

13

Upkeep/Setup

18

Error Checking

59

Using Intake Sheets

19

Form Letter Internal

63

Miscellaneous

20

Form Letter Modify

88

Miscellaneous

21

Fund Raising

55

Use and Modify Help

22

Grants Package

66

Use and Modify Help

23

Help - Advocate's Guide

55

Use and Modify Help

24

Help - How Do I

48

Use and Modify Help

25

Help - Main Help Tab

19

Use and Modify Help

26

Help - Overview

36

Use and Modify Help

27

Help - Tab Help

28

Use and Modify Help

28

Intake - Callback

23

Using Intake Sheets

29

Intake - Client

63

Using Intake Sheets

30

Intake - Eligibility

70

Using Intake Sheets

31

Intake - Interview System

68

Using Intake Sheets

32

Intake - Three Level

42

Using Intake Sheets

33

Litigation

63

Using Intake Sheets

34

Master Casenum

42

Using Intake Sheets

35

Multiple Criteria Search

33

Search

36

PBI Referral

43

Private Bar Referrals

37

PBI Time Keeping

29

Private Bar Referrals

38

Preferences

23

Upkeep/Setup

39

Project Management

69

Miscellaneous

40

Rejected Cases

18

Using Intake Sheets

41

Reports - Add To Pull Down

64

Reports

42

Reports - Criteria Screen

70

Reports

43

Reports - Custom Report Writer

25

Reports

44

Search - Basics

79

Search

45

Search - Change Defaults

34

Search

46

Set Eligibility Assets

25

Upkeep/Setup

47

Special Programs

35

Using Intake Sheets

48

Staff Member

27

Using Intake Sheets

49

Subject Setting

61

Upkeep/Setup

50

Tab Security

16

Upkeep/Setup

51

Table Log

40

Upkeep/Setup

52

Technical Document

24

Upkeep/Setup

53

Time Keeping Basics

100

Time Keeping

54

Today Screen

85

Using Intake Sheets

55

Trust Accounts

29

Miscellaneous

56

Using Mailing Lists

67

Miscellaneous

57

Using Outlook

118

Miscellaneous