Intended for beginning users (or as a refresher for other users), the purpose of this Webinar is to understand relationships, specifically the relationship between contacts and matters. Attend this Webinar to learn more about Automatic and Specified Relationships and how they are created. The value of properly creating these relationships can be informational or can be for the purpose of ensuring that all parties are kept informed and/or can receive status notifications. Relationships should be identified from initial contact with anyone that might later become a client or be related to a client or case. Ultimately those relationships can also prove valuable during the Conflict of Interest Review.

This Webinar will be led by Sandra Hernandez Adams, a LexisNexis Certified Independent Consultant, and President of onsiteamadvisors. At onsiteamadvisors Sandy leads a team of consultants with expertise in a variety of software programs, including Time Matters®, PCLaw™, LexisNexis Total Practice AdvantageTM and HotDocs®.