How Can I Schedule a Training Session?

How Can I Schedule a Training Session?

You can schedule a training session with one of our Product Experts by clicking here:


Select Your Product: CARET Legal
Select Your Service: Product Training

You can pick from the following sessions:
  1. Overview (1.5 hrs)
All Users- A Day in the life of CARET Legal. Topics include Navigation and toolbars, Email, Calendar, Tasks, CRM overview, Matters/Matter Details, Documents, Time and Expense entry.

  1. Accounting & Billing (1.5 hrs)
Billing personnel- Reviewing billable activity (time/flat fee/expenses), Writing Checks, Generating invoices and applying payments, Vendor Bills, Banks & Registers, review of Accounting Reports.

  1. Document Automation (30 min)
All Users- A focused look at how to use document automation in Microsoft Word and Adobe Acrobat as well as CARET Legal’s Intake Forms to streamline the collection of data and use it to automate document creation to save time. Please bring a document that you wish to create a template.

  1. Advanced Automation (30 min)
HotDocs in CARET Legal

  1. Firm Settings (1 hr)
Administrators/Office Managers Only-Walk through of Firm Setting section and review administrative options.

  1. Q&A (30 min)
All Users- This is a 30-minute open forum call to address the Firm's various questions and concerns. Please bring a list of questions to the call or provide a list of questions to your Onboarding Specialist in advance of the call to ensure we are addressing your questions/concerns as efficiently as possible.

  1. CRM (30 min)
All Users- A focused look at best practices to maximize CARET Legal’s CRM feature so that you can track and manage leads.

  1. Payments (1 hr)

*Requires an active/approved CARET Payments

This training session will introduce the learner to the CARET Payments within CARET Legal. During this session, participants will join the trainer in setting up & configuring CARET Payments, as well as discuss payment workflow options and answer any questions directly related to CARET Payments and payment processing. 

Additionally, topics related to payment processing will also be covered, based on user workflow needs. These topics may include, invoice creation, additional payment options, and general billing features. 





    • Related Articles

    • FAQ : Onboarding and Data Migration

      Frequently Asked Onboarding and Data Migration Questions Onboarding Questions Where do I send questions about the onboarding and data migration process? You can send an email to: Onboarding@getcaret.com. What is the onboarding process like? Our ...
    • How Can I Schedule Events Based on a Specific Number of Days?

      With our new Calculate the Date feature, Zola Suite can help you determine future or past event dates with the option to exclude weekends and federal holidays. When creating a New Event in Zola Suite, you will notice an option for "Calculate." The ...
    • How Can I Have Reports Automatically Sent Out?

      Zola Suite offers Scheduled Reporting for Enterprise + subscription levels. If there is a particular report that you wish to have sent out either to yourself, or other users, you can do so by using the "Schedule Reports" button on the green toolbar ...
    • If I Select a Pop-Up Reminder for an Event and I Am Not Signed into Zola Suite, Will I Be Able to See It?

      No, pop-up reminders will only be visible if you are in an active Zola session. However, there are a number of other reminder options to ensure you know that the event is approaching, even if you are not close to your computer. When you create a new ...
    • How Can I Edit The Privacy Status of an Event?

      When an event is designated as a “private event”, your colleagues will be able to see that you have an appointment but the corresponding details will not be visible. When an event is made private, you will also have the option to select an ...

    Status

    Experiencing degraded performance in CARET Legal?