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Family Workflow Training

A
Written by Antoine Larsen
Updated over 2 weeks ago

Overview

This course works you through the standard Family workflows within Proclaim, covering divorce proceedings, Financial and children matters.
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Agenda:

  • Creating a Family case

  • Navigating around the case and entering details

  • Using Proclaim to progress your case

  • Creating multiple cases for ancillary matters

  • Overview of time recording

  • Posting multiple time entries to the case

  • Transferring Legal Help costs

  • Producing the CMR billing template for submission to the Legal Aid Agency

All courses can be tailored to suit individual requirements if necessary. Please contact the training department to discuss your needs in more detail.

Prerequisites

Prior to taking this course, delegates must have attended the User Level 1 course or have a good working knowledge of the Proclaim Desktop.

How to book this training

You can use your FlexPoints to book from our Services Catalogue or reach out to your Account Manager who will be able to assist with your request.

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