| 1 Star Award Syllabus |
|
|
 |
Accessing your Instant Office
- Anywhere, anytime access
- Password security
- The Pyramid: a Client, their Matters & Documents
- Your Electronic Filing Cabinet (All Documents)
- Using the Filter to Find and Open the document you want |
 |
Creating a new Client and Matter
- Who is your Client?
- Is your Client already on the system?
- Naming conventions (Mcs. Macs, Couples and Co’s)
- All Purpose Matter (with Property Data Tables)
- MONEY LAUNDERING and Strong Room Matters |
 |
Single Data Entry system
Pouring Data into selected styles
Client Data, one Client, several individuals
- Matter Data How little do you need to fill in?
- Client Data, one Client, several individuals
- Matter Data How little do you need to fill in?
- WIP Report |
 |
Creating, Amending and Sending Documents
- Style Lists - Creating lots of documents, Instantly!
- Standard Security and Discharge styles
|
 |
Creating and naming
- Check Data, Check Data
- Style Lists - Creating lots of documents, Instantly! |
 |
Monthly Billing
- What is billable
- When to put through Transactional Charge
- Honesty Box |
 |
Online/face to face Assessment
- When you are ready
- Review 10 transactions you have done
- Online/face to face assessment of live transaction
- Your Assessor’s aim is to help you attain 1 Star Award |
|
|
|
|
SOS Instant Office
|
