Lexis Affinity Training Courses
Lexis Affinity Essentials
Great starting point for those front office basics designed to help get you started, or to refresh existing knowledge.
What’s it about? – Lexis Affinity essentials will cover off the basic principles of front office fundamentals such as matter management, phonebook capabilities, client data capture and management, and customisation principles.
What’s involved? – A 1 day course taught onsite, with no prerequisites, although basic computer skills are assumed. Each participant will be required to have access to a computer.
How will my firm benefit? – Capitalise on the technology investment made by ensuring all staff are given the basic skills to help them utilise and make the most out of the practice management system in use. The investment in this course will result in a number of time savings for staff, which will result in keeping staff morale high, and mitigating frustration. System administrators, WP and Accounts supervisors are ideal candidates for this course.
Click here to register your interest for the Lexis Affinity Essentials Training Course
Lexis Affinity Workflow
Learn how to streamline your practice using Lexis Affinity’s workflow automation and tracking features.
What’s it about? - This course is designed for anyone who has an interest in developing and automating workflow procedures for their practice. Upon completion of the course participants will be able to demonstrate the benefits of workflow creation, add workflows to matters, and be competent in data forms and precedent configuration.
What’s involved? – A 1 day course taught onsite. Each participant will be required to have access to a computer.
How will my firm benefit? – Learn how to streamline your practice, by working with checklists and prompts to ensure work is carried out efficiently. Reduce error rates, and forgetfulness by allowing your practice management platform to take care of task due dates, reminders, automation of data population and form filling.
Click here to register your interest for the Lexis Affinity Workflow Training Course.
Lexis Affinity Scripting
Understand the concept of scripting and how it builds functionality within Lexis Affinity.
What’s it about? - This course is designed for users who have already completed Lexis Affinity Essentials Course and our Lexis Affinity Workflow program. It provides the tools for users to better understand fundamental programming concepts such as functions, variables, and syntax. Build interactivity, retrieve and populate information to help automate core manual functions, and reduce error rates.
What’s involved? – A 1 day course taught onsite, with the prerequisites of having completed our “Affinity Essentials” and “Data Forms & Precedents” courses. Each participant will be required to have access to a computer.
How will my firm benefit? – Learn how to build customised functionality into Lexis Affinity to match your firm’s requirements. Scripting gives you the building blocks to create intelligent precedents that respond to user input or adapt to the requirements of a given matter. You can also use scripting to automatically populate DataForms and perform calculations.
Click here to register your interest for the Lexis Affinity Scripting Training Course.
Lexis Affinity Data Forms & Precedents
Save time and take the hassle out of document management by understanding how to create data forms, and core best practice in document clean up, management and configuration.
About – Best practice training on data forms and how to create, use and apply them within Lexis Affinity. The creation, management and configuration of precedents within Lexis Affinity.
What’s involved? – A 1 day course taught onsite, with the prerequisites of having completed our “Lexis Affinity Essentials” course. Each participant will be required to have access to a computer.
How will your firm benefit? – An accurate, and update document library with all the necessary forms & precedents your firms needs to carry out all matters relating to your practice areas. You will save time, avoid using inaccurate forms, and improve the quality of your firms service levels to clients.
Click here to register your interest for the Lexis Affinity Data Forms and Precedents Training Course.
Lexis Affinity Operations
Become proficient in the day-to-day back office procedures in Lexis Affinity.
About – Designed for Accounts Supervisors and Lexis Affinity Operators who need to be able to perform accounting functions.
What’s involved? – This is a two Day course. This course is conducted either on premises, or at an off-site location if requested. Each participant will be required to have access to their own computer, to ensure maximum benefit from learning activities. Class sizes are restricted to six people to ensure individual attention for each participant.
How will your firm benefit? – Lexis Affinity contains robust accounting features that will streamline your back office workload. This course will show you the most efficient way to use these features in your firm.
Click here to register your interest for the Lexis Affinity Operations Training Course.
Lexis Affinity Administration
Learn how to configure Lexis Affinity to the precise requirements of your practice.
About – Designed for System Administrators, WP Supervisors and Accounts Supervisors who need to learn the set-up requirements for Lexis Affinity.
What’s involved? – This is a one day course. This course is conducted either on premises, or at an off-site location if requested. Each participant will be required to have access to their own computer, to ensure maximum benefit from learning activities. Class sizes are restricted to six people to ensure individual attention for each participant.
How will your firm benefit?One of the key benefits of Lexis Affinity lies in its flexibility. This course will enable you to configure Lexis Affinity for optimum benefit for your firm.
Click here to register your interest for the Lexis Affinity Administration Training Course.
Lexis Affinity Knowledge Sharing
Short videos to learn all about key Affinity functionality at your own time and pace.