1:00 PM (SYDNEY TIME) | 45 MINS

The Affinity Hands on run through will go through all the new features/enhancements technical changes in Affinity v11 (released in Jan 2022).

Lexis Affinity 11.0 includes a range of general usability improvements and the following new and updated features:

• New Affinity Desktop
• Restructure of the Affinity database to improve database performance, data integrity and entity relationships.
• Document Export
• Payment Times Reporting
• Tax Rate data added to Allocation Grids and export files
• Creditors – centralised ID/Registration Numbers and editing unpaid Invoices
• Edit & delete PhoneBook, Client and Matter Collection Notes

Agenda of the webinar:

• Compatibility with other programs
• Technical Changes
• Depreciated Features (a very small section)
• What’s Changed
  • New Affinity User Interface
  • Transactions
  • Case Management
  • Fees & Billing
  • Financial Maintenance
  • Database
  • System Settings
• Client Portal Enhancements

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1:00 PM (SYDNEY TIME) | 2 HOURS (Approx)

Dataforms enable firms to add more information into their Affinity database and this information can be used on precedents and reports and generally seen/filtered from the matter and PhoneBook. This masterclass will show you how to plan, create and use dataforms on precedents. There will be an opportunity to ask questions and to see why certain tools and techniques are used.

Agenda

1. Introduction -  30 mins approx
   • Demonstration of Dataforms in Lexis Affinity
   • Where and Why can you use Dataforms
2. Creating a Dataform - 60 mins approx
   • Planning the Dataform
   • Create a Dataform including fields and field types
   • Dataform Collections
   • How to see the Dataform on a Matter
3. Extracting Information using the Dataform – 30 mins approx
   • Using the WordLink FieldBuilder tool to extract information onto a Precedent as an example of the process
4. Other Information
   • Post this Course
   • Recommend watching webinar ‘Dataform and how these work with reporting’
   • refer our Lexis Online Training https://lexiscare.com.au/node/13643
   • Recommend attending our Precedents MasterClass in June 2022
5. Questions

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1:00 PM (SYDNEY TIME) | 2 HOURS

Precedents Masterclass

This masterclass will show you how to: (1) create a simple precedent using the WordLink FieldBuilder tool to populate client- and matter-specific information; and (2) create a more complex precedent that utilises scripting in order to make decisions and interact with the user. There will be an opportunity to ask questions and to see why certain tools and techniques are used.

Prerequisites

We recommend watching: https://www.lexiscare.com.au/node/12846 prior, but we will be looking at some introductory scripting methods so an open, curious mind would be beneficial.

Agenda

1. Introduction approx. 15 mins approx
   A brief overview/refresher of:
   • Precedents
   • Precedent Categories
   • the WordLink FieldBuilder tool
2. Creating a simple precedent: 30 mins approx.
   We will:
   • create a basic letter (for example, a letter to clients introducing a new partner)
   • use the WordLink FieldBuilder tool to populate mergefields within our precedent
3. Creating a simple scripted precedent: 60 mins approx.
   We will:
   • create a simple script to achieve the same outcome as above
   • use some introductory scripting techniques, such as making multiple selections, using If…Else… statements,  etc.
   • utilise InsertDocs and mergefields to construct our precedent
4. Questions - 15 mins approx.

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1:00 PM (SYDNEY TIME) | 2 HOURS

This masterclass will show you how to: (1) create a simple Procedure with the Workflow application to assist with Matter Management and efficiency utilising Dataforms, Precedents, Fees and Teams; and (2) create a more complex Workflow that also comprises Loops and Decision points to map, govern and administer the Fee Earners work on a Matter. There will be an opportunity to ask questions and to see why certain tools and techniques are used.

Prerequisites

Please watch the webinar WORKFLOW CREATION OVERVIEW to prepare for the concepts covered in the Masterclass.

Agenda

1. Introduction (15 minutes)
   A brief overview/refresher of:
   • Workflow
   • Tasks
2. Creating a simple Procedure (30 minutes)We will:
   • create a “File Opening Procedure”
   • Show how this Procedure will assist with Matter opening and management
3. Creating a complex Workflow (45 minutes)
   We will:
   • create a “Debt Recovery” Workflow from Instruction to Judgement
   • Show how this Workflow will assist with Matter management and oversight
4. Questions (30 minutes)

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1:00 PM (SYDNEY TIME) | 2 HOURS

Reporting  Masterclass

This masterclass will show you how to: (1) create an Excel Report using the CSV export function from a standard report and keep the link to the export file (2) create a TOPN   DEV Express Report using the limit function in filters

Prerequisites

We recommend Dev Express training prior, for the second part of the masterclass, but we will be looking at Excel reporting first and this only requires basic Excel knowledge..

Agenda

• Introduction approx. 15 mins approx.
• Creating an Excel Report linked to an exported CSV file 30 mins approx.
  • A brief overview of the report to be created
  • How to export a standard report to CSV
  • How to keep the link to the above exported CSV file
  • Creating a Pivot Grid Report and changing field descriptions
• Creating a TOPN report: 60 mins approx.
  • Create a new schema and use the limit filter
  • Create new date parameters
  • Create a new report design, with the grouping function also
  • Run and test the report
• Questions - 15 mins approx.

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1:00 PM (SYDNEY TIME) | 2 HOURS

Agenda

TBA closer to the time

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