Juris Suite

Essentials

Time: 1.5 Hours

Course Description:

Juris Suite is an add-on to Juris that is designed to help your entire firm conduct business beyond the day-to-day transactions and monthly billing.  A tool for entering time and expense, performing conflict inquiries, viewing client history, and productivity reports. Reports and dashboards that deliver real-time data on-demand to help make better informed business decisions.

Course Material:

A customized step-by-step Quick Reference Card with screenshots is included in this class which covers each topic you will learn.

Course Outline:

  • Logging In to Juris Suite

    • Views

  • Grid or Calendar Views

    • Entering and Submitting Time

    • Entering Time in Grid View

  • Entering Time in Grid Using the Editor

  • Entering Time Using the Calendar

  • Save as a Draft without submitting

  • Viewing Lists

  • Cut, Copy, Paste Duplicate, Spellcheck

  • Deleting Time

  • Summary

  • Entry Status

  • Tasks

  • Sorting and Filtering

  • Print Reports

  • Using Timers

    • Setting Multiple Timers

    • Use the Grid to Start/Pause/Transfer Time

    • My Timers

  • My Summary

  • Heat Maps

    • Change Heat Map Settings