When customers select Legal eXchange, they can be confident that Bottomline Technologies will work hard to make sure they are accepting electronic invoices as soon as possible. We offer a variety of training options for both clients and law firms, a listing of which is below. Training is also available 24x7, on-demand, within Legal eXchange.
Law Firm Training
Legal eXchange 101
For new Legal eXchange users, we host daily a free, 60 minute Webinar that provides an overview of how to use Legal eXchange. This includes how to upload invoices, submit budgets, check the status of an invoice and more. Call 1-888-923-9553, option #1 to register.
Using Legal eXchange
This class will provide an overview of key features in Legal eXchange for all law firm users. The hands-on course focuses on the primary activities performed in the system during the life of a case. The content can be customized for firms with a time and billing system that will integrate with Legal eXchange.
Participants: limit of 15 for a classroom session and 5 for an online session. Call 1-888-923-9553, option #1 for pricing.
Legal eXchange for Staff Counsel
This overview of Legal eXchange’s key features is intended for staff counsel users. This is a hands-on course that focuses on activities performed specifically by counsel in Legal eXchange over the life of a case. The content of the course can be altered to match the workflow of the specific law firm.
Participants: limit of 15 for a classroom session and 5 for an online session. Call 1-888-923-9553, option #1 for pricing.
System Integration for Billing Managers
This one hour instruction will be an overview of the integration process with step-by-step instructions for the Billing Manager to integrate their law firm time and billing system with Legal eXchange.
Participants: limit of 3 for an online session. Call 1-888-923-9553, option #1 for pricing.
Legal eXchange Refresh
So that users of Legal eXchange can familiarize themselves with the solution after they’ve had initial training, a recorded, one-hour session is available 24 hours a day. Click here to participate now.
Customer Training
Legal eXchange for End-Users
This high-level, hands-on overview of the key features in Legal eXchange will emphasize case set up and assignment, budget review, invoice review, and collaboration features. Also covered during this class are tasks/events, settlement factors, workflow and notes. Course content can be customized to specific client processes and needs.
Participants: limit of 15 for a classroom session and 5 for an online session. Call 888-923-9553, option 4 for pricing.
Legal eXchange Expert
This intensive course is meant for those professionals who will serve as Legal eXchange experts and provide assistance to new users. Topics will include reporting, system troubleshooting, understanding processes and procedures within Legal eXchange and learning tactics for training new users.
Participants: limit of 10 for a classroom session. Class is not offered in an online format. Call 888-923-9553, option 4 for pricing.
Refresher Training
This class will help users already trained on Legal eXchange increase their knowledge of the system.
Participants: limit of 15 for a classroom session and 5 for an online session. Call 888-923-9553, option 4 for pricing.
Train the Trainer
As an alternative to training all users of Legal eXchange, we have designed this course specifically for those companies with one or more resources to assume the role of trainer. This course includes several training sessions as well as a live assessment by a Bottomline trainer.
Participants: limit of 5 for a classroom session. Class is not offered in an online format. Call 888-923-9553, option 4 for pricing.
Best Practices Training
As a leading vendor of Legal Spend Management for more than a decade, we have gained an enormous amount of knowledge in the industry. Our clients look to Bottomline for expertise on issues such as collaboration with outside counsel, billing guidelines and cost reduction strategies. We offer a variety of best practices training, led by one of our in-market experts. Call 888-923-9553, option 4 for more information.