1. How to update Client/Supplier/Agent information 2. Updates to Matter Management 3. Updates to Accounting Module 3.1. Trust Accounting 3.2. Accounting 4. Updates to Human Resources

1. Lgal.One
Legal Practice solution for Law Firm
User Training for Staff
Refresher

2. User training - Agenda
1. How to update Client/Supplier/Agent information
2. Updates to Matter Management
3. Updates to Accounting Module
1. Trust Accounting
2. Accounting
4. Updates to Human Resources

3. Update Client’s/Supplier’s/Agent’s information1

4. 1. How to update Client’s/Supplier’s/Agent’s information
1.1. How to update Client’s information
1.2. How to update Supplier’s information
1.3 How to update Agent’s information
Notes: All users can create a new client/supplier/agent

5. 1.1 How to update Client’s information
1

6. 1.1 How to update Client’s information
2

7. 1.2 How to update Supplier’s information
1

8. 1.2 How to update Supplier’s information
2

9. 1.3 How to update Agent’s information
1

10. 1.3 How to update Agent’s information
2

11. Updates to Matter Management
2

12. 2. Updates to Matter Management
2.1 How to attach a document for matter
2.2 How to create Sub-Matter
2.3 How to view All Matters to check on the File Reference that a client had
2.4 How to change Member Team
2.5 Configuration Email Reminder for deadlines reminders services
2.6 How to show Client’ specific instructions
2.7 Matter Search Function - amend the File Reference will be searched first
2.8 Timesheet Enhancement - allow to put a “from / to” date for the time sheet
2.9 How to show logo in data sheet and file label

13. 2.1. How to attach a document for matter
1

14. 2.1. How to attach a document for matter
2

15. 2.1. How to attach a document for matter
3

16. 2.1. How to attach a document for matter
1

17. 2.2. How to create sub-matter
2

18. 2.3. How to view All Matters to check on the LF that a client had

19. 2.4. How to change Member Team

20. 2.5. Configuration Email Reminder for deadlines reminders
1

21. 2.5. Configuration Email Reminder for deadlines reminders
2

22. 2.5. Configuration Email Reminder for deadlines reminders
3

23. 2.6. How to show Client’ specific instructions
1

24. 2.6. How to show Client’ specific instructions
2

25. 2.7. Matter Search Function

26. 2.8. Timesheet allow to put a “from / to” date
for the time sheet

27. 2.9. How to show logo in data sheet and file label
1

28. 2.9. How to show logo in data sheet and file label
2

29. Updates to Accounting Module
3

30. 3. Updates to Accounting Module
3.1 Trust Accounting
3.1.1 Pro-forma Invoice, Trust Receipt, Trust Payment, Trust Transfer:
Be able to cancel the approved item by clicking "Cancel" button
3.1.2 Trust Payment: Configuration to turn on/off overdrawn
payment

31. 3. Updates to Accounting Module
3.2 Accounting
3.2.1. Client Invoices: Only Accounting Department able to delete
invoice (Secretary not able to delete a Draft invoice)
3.2.2. Client Invoices: Only Account Department can see Validate button
3.2.3. Client Invoices, MSS: Add function get unbilled items
3.2.4. Client Invoices, MSS: Grouping Professional Fees or Disbursements
by Group Id
3.2.5. Client Invoices, MSS: Client’ specific instructions with regards to
billing
3.2.6. Client Invoices: How to show logo in invoice
3.2.7. Client Invoices: Discount amount on Client Invoice (allocate
automatically the discount amount)

32. 3.1.1 Trust Accounting Cancellation the Approved items

33. 3.1.2 Trust Payment Configuration to turn on/off
overdrawn payment

34. 3.2.1 Client Invoices Only Accounting Department
able to delete invoice

35. 3.2.2 Client Invoices only Accounting Department
can see Validate button

36. 3.2.3. Client Invoices, MSS function get unbilled items
1

37. 3.2.3. Client Invoices, MSS function get unbilled items
2

38. 3.2.3. Client Invoices, MSS function get unbilled items
3

39. 3.2.4 Client Invoices, MSS Grouping Professional Fees or
Disbursements by Group Id
1

40. 3.2.4 Client Invoices, MSS Grouping Professional Fees or
Disbursements by Group Id
2

41. 3.2.4 Client Invoices, MSS Grouping Professional Fees or
Disbursements by Group Id
3

42. 3.2.4 Client Invoices, MSS Grouping Professional Fees or
Disbursements by Group Id
4

43. 3.2.5 Client Invoices Client’ specific instructions
with regards to billing
1

44. 3.2.5 Client Invoices Client’ specific instructions
with regards to billing
2

45. 3.2.6 Client Invoices How to show logo in invoice
11

46. 3.2.6 Client Invoices How to show logo in invoice
2

47. 3.2.7 Client Invoices Discount amount on Client Invoice
1

48. 3.2.7 Client Invoices Discount amount on Client Invoice
2

49. 3.2.7 Client Invoices Discount amount on Client Invoice
3

50. Updates to Human Resources Module
4

51. 4. Updates to Human Resources Module
1. Leave request confirm, send mail to A/O and R/O
2. Leave computation: When applying leaves over a Sat and Sun (and
Public Holiday), the number of days of leaves should not include Sat,
Sun and Public Holiday

52. 4.1 Leave request confirm, send mail to A/O and R/O
1

53. 4.1 Leave request confirm, send mail to A/O and R/O
2

54. 4.1 Leave request confirm, send mail to A/O and R/O
3

55. 4.2 Leave computation

56. Lgal.One
Legal Practice solution for Law Firm