Client On- boarding - Abacus Data Systems

48 Pages·2015·4.18 MB·English

!
Welcome to the First Step Webinar
• Your presenter will be with you shortly.
• Please print out the presentation for note-
taking purposes at:

http://abacuslaw.com/client-center/training
Working with the Calendar
Brand Value:
Our software can be customized to meet any need!
Objectives • Setup – System Options, User
The calendar is core to your business Profiles, Back Up, and User
practice.
Best practice: use the Abacus calendar Preferences
as the firm’s main calendar.
Be mobile with Abacus Sync or Abacus
• Power of Intake Forms
Mobile.
• Calendaring
• Getting Mobile
Setup – System Options
System Options sets system wide
options for the program. Supervisor
Password and Events landing on
Weekends are important.
Setup – Security Profiles
Security Profiles allows you to
set access profiles for users or
groups of users. They determine
what a user can or can’t do in the
program.
Setup – Backup
Backup determines how many
backups you retain as well as where
to backup to. Offsite or off the
server is best.
Setup – User Preferences
User Preferences check the box
Ask to BackUp at Exit.
INSTRUCTIONAL BREAK

POINT

“making Clients happy Worldwide!”
Intake Forms
 Intake Forms automate your data gathering and intake.
 Intake Forms create your Case, Client and involved
parties, and initial Calendar Tasks (using Rules)
 Intake Forms reduce your administrative costs and speed
up your administrative processes.
Intake Forms
Intake Forms create
your Case and Client
records, links them
correctly and
calendars your initial
tasks all from one
screen.
You can now Save
Draft allowing you to
Create Records
return to the
and Close (Save) all
uncompleted intake
function buttons are
form to resume input.
always visible.